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Vonneywl
2023-03-09
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Vonneywl
2023-03-08
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Nvidia: The Growth Story Continues
Vonneywl
2023-03-08
K
ChatGPT Stocks Turned Red After Powell's Speech; Buzzfeed and Youdao Fell Over 7%
Vonneywl
2023-01-26
Good
Tesla Profit, Revenue Top Wall Street Targets but Profit Margin Slips
Vonneywl
2023-01-18
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Tesla Slashes Prices, Wall Street Slashes Estimates. Investors Don’t Care
Vonneywl
2023-01-09
Ok
Cathie Wood Sees Tesla Stock Hitting $500 By 2026 Even Without Autonomous Driving & Ride-Hailing Service
Vonneywl
2022-12-21
I
2 Growth Stocks That Can Turn $500,000 Into $1 Million by 2025
Vonneywl
2022-11-08
Like this
Vonneywl
2022-10-27
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Vonneywl
2022-10-02
Ok
Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds
Vonneywl
2022-06-18
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Alibaba: A Bull Market Is Born
Vonneywl
2022-06-14
$180 to $200!
Vonneywl
2022-06-14
Great
@daz888888888:Tesla (TSLA) Stock Split 1:3 Updates
Vonneywl
2021-06-16
Wow
GM-backed Cruise secures $5 billion credit line as it prepares to launch self-driving robotaxis
Vonneywl
2021-06-16
Like my comment please
Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets
Vonneywl
2021-06-08
Wow
Nio Begins Prepping For Nio Day 2021: What We Know So Far
Vonneywl
2021-04-29
Like my comment pls
NIO Q1 2021 Earnings Report Preview: What to Look For
Vonneywl
2021-04-28
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Facebook Reports Earnings Wednesday. Here Is What to Expect.
Vonneywl
2021-04-21
Yes
Is Diamondback Energy Stock a Buy?
Vonneywl
2021-04-20
Like my comment
Netflix Reports Earnings Tuesday. Here’s What to Expect.
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22:02","market":"us","language":"en","title":"Nvidia: The Growth Story Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1129926222","media":"Seeking Alpha","summary":"SummaryNvidia sports an expensive P/S ratio but a reasonable P/E given its excellent profit margins.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia sports an expensive P/S ratio but a reasonable P/E given its excellent profit margins.</li><li>Nvidia had a rough year, let's take a deeper dive into its financials.</li><li>AI growth may be hyped and definitely not a panacea, but it will gain traction as use cases expand beyond ChatGPT.</li><li>Its Auto segment is doing extremely well, gaming rebounding, and data center still growing.</li><li>Nvidia's new product innovation and exceptional R&D spend allow it to keep its pole position.</li></ul><p>I had recommended NVIDIA(NASDAQ: NVDA) at $116 in Oct 2022 as the best in its class on strong product innovations such as the new RTX gaming series, and the Hopper and the Grace in data center. Since then, its price has doubled to $232, helped initially by the disinflation rally of January 2023, the expected growth from artificial intelligence or Nvidia's A100, AI chips that are being used for Microsoft (MSFT) and AIC3.ai, Inc. (AI) for ChatGPTand then better than expected Q1-FY24 guidance. Those factors from the October article are equally important today; and further growth from autos and AI will sustain the company for several years. I'm still recommending the company even at today's higher price. Let's take a deeper dive.</p><p><b>Nvidia - A deeper dive into the financials</b></p><p>With Nvidia's Q4-FY23beat and higher guidance for Q1-FY24 let's take a deeper dive into a tumultuous year for Nvidia.</p><p><img src=\"https://static.tigerbbs.com/0d9a37db154ec0c68b681b6486e0eb81\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nvidia's financials(Seeking Alpha, Nvidia, Fountainhead, Wall Street Journal, Barrons)</p><p><b>Non Recurring Charges</b>- In FY23, NVIDIA booked two charges; $2.1Bn for excessive inventories of gaming and visualization chips used for Ethereum mining, which moved from proof of work to proof of state after September 2022, resulting in a huge glut of chips. The second was a fee of $1.35Bn for the failed attempt to buy ARM Holdings, an effort nixed by regulators worldwide. Totally, this knocked off $3.7Bn off Nvidia's finances and led to a stagnant year of $26.9Bn in revenues, a massive drop of 44% in operating earnings and a decline of 55% in EPS to $1.74!</p><p>Unfortunately, Nvidia didn't really learn anything from its first Crypto debacle in FY2020, which saw similar drops of 7% in revenues and 32% in earnings. At that time, it was the collapse in Crypto prices which rendered mining below cost. The second time around, it should have had the foresight to manage inventory and demand better, as the change in Ethereum mining had been known for more than a year.</p><p><b>Gross Margins</b>- Nvidia has one of the best gross margins in the industry of about 62 to 65%, because of its higher ASP's and constant innovation and introduction of new products every two - three years. Given the introduction of the RTX 4090 series for gaming, the Hopper and Grace in data center, solutions for the Omniverse, and the $11Bn pipeline in Auto I'm confident that Nvidia should manage 64 to 65% gross margins from FY 24 to FY26, the same as its average from FY 2019 to FY 2023, after smoothing out the bumps from the two crypto debacle years. In its recent Q4-FY23 earnings call, CFO Colette Kress spoke of a return to margins of 64.5%.</p><p><b>R&D</b>- R&D spend grew 39% in a FY 2023, much higher than its average of 31% of the past 5 years, clear evidence of a company barreling forward, confident in its ability to constantly innovate even in a terribly adverse year. Over the last 5 years, R&D has stayed at an average of 23% of revenues, another outstanding number, and I'm forecasting an average of 22% for the next 3 years.</p><p><b>Operating Margins</b>- Nvidia's has averaged 29% of operating margins over the last 5 years. Given the lack of crypto cyclicality due to the loss of Ethereum mining, crypto will no longer be a revenue source nor drag down earnings in downturns. I'm expecting operating margins of 30 to 31% in the next 3 years.</p><p><b>Return to growth on sustainable earnings</b>- Nvidia doesn't suffer from equity dilution like other tech companies and with its constant buybacks usually reduces its share count every year. On a diluted basis, I expect EPS to grow 126%, 45% and 30% in the next 3 years or at a CAGR of 62%. Over a 7 period from FY19 to FY26, smoothening out the cyclicality from crypto, EPS grows at a strong clip of 24%.</p><p>I expect revenues to rebound in the next 3 years, growing at a CAGR of 20%. This is without any crypto at all; importantly, based entirely on <b>sustainable</b>, high quality gaming ray tracing chips, new H100 and A100 data center semis, and autos which have grown 60% in FY 2023. On a seven year basis the CAGR is 22% - which means, that even though crypto added a huge chunk to revenues for Nvidia, it can and will keep up with historic averages without crypto on the strength of its products.</p><p><img src=\"https://static.tigerbbs.com/374a0e70e1d69dfb545a7e94370c70a2\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nvidia Earnings and Sales Growth(Seeking Alpha, Nvidia, Fountainhead)</p><p><b>Autos - The Fastest Growing Segment</b></p><p>There has been a lot of focus on AI (Artificial Intelligence) - with Microsoft teaming up with AIC3.ai, Incto roll out ChatGPT on its search engine, Bing. With Nvidia being the largest supplier of A100 chips for this endeavor, much of Nvidia's meteoric rise from $139 in early January to today's price of $232 has been attributed to growth in that segment. Quietly, though Autos' was the star performer in FY 2023, growing 60%. NVDA's management was very confident of sequential growth for all segments in Q1-24 and based on Nvidia's $11Bn auto pipeline from two years back, I'm expecting auto to grow 69% in FY 2024.</p><p><img src=\"https://static.tigerbbs.com/10bc7fe72820cc6f9b1b5ed8a61f68b7\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nvidia Segment Revenues(Nvidia, Seeking Alpha, Creative Strategy, Fountainhead)</p><p>One of the larger and more lucrative growth drivers, in my opinion, will be software licensing revenue. This is a great opportunity a 50% revenue share with OEMS and manufacturers adds high quality earnings to Nvidia's bottom line.</p><p>The Mercedes announcement, which CEO, Jensen Huang referred to is going to be one of them. From the Q4-FY23 earnings call.</p><blockquote>If you could just imagine what it looks like if the entire Mercedes fleet that is on the road today were completely programmable, that you can OTA, it would represent tens of millions of Mercedeses that would represent revenue-generating opportunity.</blockquote><p>During the same call, CFO Colette Kress spoke about the software and other OEM opportunities in the auto segment.</p><blockquote>They did talk about the software opportunity. They talked about their software opportunity in 2 phases, about what they can do with Drive as well as what they can also do with Connect. They extended out to a position of probably about 10 years looking at the opportunity that they see in front of us. So it aligns with what our thoughts are with a long-term partner of that and sharing that revenue over time.</blockquote><blockquote>At CES, we announced a strategic partnership with Foxconn to develop automated and autonomous vehicle platforms. This partnership will provide scale for volume, manufacturing to meet growing demand for the NVIDIA Drive platform. Foxconn will use NVIDIA Drive, Hyperion compute and sensor architecture for its electric vehicles. Foxconn will be a Tier 1 manufacturer producing electronic control units based on NVIDIA Drive Orin for the global.</blockquote><p>The auto industry for semiconductors is dominated by three large players, Mobileye Global Inc.(MBLY), QUALCOMM Incorporated (QCOM) and Nvidia with different strategies, according to Oliver Blanchard of Creative Strategies.</p><p><b>Qualcomm:</b> With its strengths in connectivity, Qualcomm's strategy is focused on trying to be a one stop shop with seamless solutions for ADAS, Infotainment, Car to Cloud Services and Connectivity. It has a very large roster of auto clients and allowing them to combine several services or components, with the additional flexibility of mixing and matching other vendors gives it a very strong foothold.</p><p><b>Mobileye:</b> Mobileye's strategy like Nvidia's has been focused on software, getting auto makers to customize solutions on their platforms. Mobileye has a greater focus on ADAS than others with solutions across price points and levels of ADAS support. This is a good, scalable strategy and it has an early mover advantage in the robotaxi segment. 13 of the world's largest automakers use their ADAS products.</p><p><b>Nvidia:</b> Nvidia's strength is in its somewhat hybrid approach between Qualcomm and Mobileye. Its platform, Drive Hyperion is agnostic and easily adaptable and integrated with other vehicle solutions and because of its wider range of solutions like the Omniverse, it addresses several aspects of cockpit functionality as well, making it a very serious contender if and when ADAS move to fully automated levels. Here is Oliver Blanchard's take</p><blockquote>One way to look at this is that Nvidia is leveraging ADAS as the springboard from which to launch and scale additional connected automotive platforms, much in the way that Qualcomm approaches its own Digital Chassis strategy. Another way to look at it is that ADAS will simply morph into an AI-first automotive platform model that encompasses autonomous driving, assistant/concierge/chauffeur features, adaptive connectivity, power management, and the management of infotainment and telematics. The latter would essentially transcend the “software-defined” vehicle concept that we are discussing today and evolve into a more intentional “AI-defined” vehicle design approach. Nvidia looks to be on that evolutionary path, and that is an exciting prospect for car owners and robotaxi operators.</blockquote><p><img src=\"https://static.tigerbbs.com/103a21eb66b8b56b3a7ba900deca0f77\" tg-width=\"548\" tg-height=\"114\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nvidia, Qualcomm and Mobileye(Nvidia, Qualcomm, Mobileye, Seeking Alpha, Fountainhead)</p><p>All three had excellent revenue growth in their previous fiscal year of 60, 35 and 41% respectively; Nvidia's growth being the highest on the smallest base.</p><p><b>Democratizing Artificial Intelligence</b></p><p>When CEO, Jensen Huang was talking about an inflection point during the 4th quarter earnings call, he was referring glowingly to the sea change in demand/enquiries from smaller players who earlier did not realize or see how Nvidia's higher artificial computing power could improve their own products. Offering it as a cloud based solution for those who cannot afford the infrastructure is a brilliant way of expanding the market in size and scope. This is the crux of the AI breakthrough that we saw Microsoft demonstrate with ChatGPT.<b>It is most definitely not a panacea, instead it's the ability to be a foundation and backbone for more advances and improvements.</b> <b>What I'm very confident is the expansion of use cases and scope, which will lead to higher revenues down the road.</b> The strategy of expanding use cases by providing it to a wider audience through cloud based solutions with their existing hyper scale relationships and CSP relationships is absolutely spot on and very likely to keep their first mover advantages for longer. I also realize that 90% of market share cannot be sustained but 60% of a market size that has doubled or tripled is worth a lot more! <b>A symbiotic relationship with CSP's is beneficial to all everyone and the most cost effective solution for smaller players.</b></p><p>CEO Jensen Huang From the Q4-FY23 earnings call</p><blockquote>By using NVIDIA AI, your entire machine learning operations is more efficient, and it is more cost effective. You save money by using accelerated software. Our announcement today of putting NVIDIA's infrastructure and have it be hosted from within the world's leading cloud service providers accelerates the enterprise's ability to utilize NVIDIA AI enterprise. We really believe that it will accelerate the adoption of software.</blockquote><p>A huge advantage to new entrants wanting to adopt AI tools would be the infrastructure and scalability of the cloud, which they would not have had access to earlier.</p><p>In Jensen's own words from the Q4-FY23 earnings transcript, emphasis mine.</p><blockquote>We now realize -- the world now realizes that maybe human language is a perfectly good computer programming language, and that we've<b>democratized computer programming for everyone</b>, almost anyone who could explain in human language a particular task to be performed. And the thing that the cloud service providers are really excited about is by hosting our infrastructure for NVIDIA to offer because we have so many companies that we work directly with. And so by having NVIDIA DGX and NVIDIA's infrastructure are full stack in their cloud,<b>we're effectively attracting customers to the CSPs.</b>And we're going to be the best AI salespeople for the world's clouds.<b>And for the customers, they now have an instantaneous infrastructure that is the most advanced.</b></blockquote><p>Using Nvidia's automobile and omniverse segments as an example, AI revenues will take some time to fruition and I'm not forecasting extra immediate revenues within data center in FY 2024; my forecast for data center revenues growth in FY 2024 is only 22%. What I'm very confident is the expansion of use cases and scope, which will lead to higher revenues down the road.</p><p>Further buttressing my optimism and belief in the widening of AI applications is a quote from CEO Thomas Seibel of AIC3.ai, Inc, from AI's third quarter financial results, which is in the forefront of the AI spectrum with the $10Bn Microsoft investment. Emphasis mine.</p><blockquote>As we enter Q4 FY 23, we are seeing tailwinds from improved business optimism and increased interest in applying C3 AI solutions to address an<b>increasing range of applications across a broad range of industries.</b>The overall business sentiment appears to be improving. This is a dramatic change from what we experienced in mid 2022.</blockquote><p><b>Challenges</b></p><p>As we saw from the disastrous drop in earnings and revenues in FY 2023, Nvidia does have a lot of challenges.</p><p><img src=\"https://static.tigerbbs.com/6138a02763d0a28ba9afaf7150a758cd\" tg-width=\"553\" tg-height=\"99\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nvidia Inventories(Nvidia, Seeking Alpha, Fountainhead)</p><p><b>High Inventory:</b> Last fiscal, Nvidia finished with $5.2Bn of inventory, a pretty whopping number especially after taking the $2.2Bn charge. This was higher than the previous quarter's inventory of $4.54Bn, clearly not a step in the right direction. The vast majority of these are gaming chips, plus some from subdued data center sales in Q4, which actually fell sequentially with buyers postponing purchases.</p><p>Management did express confidence that inventories would be reduced in gaming in the next two quarters and also CEO Jensen Huang indicated that gaming would recover to a more "normal" $2.5Bn run rate in Quarters 3 and 4 of this year.</p><p>One of the key factors of high inventory is committed purchases and obligations, which is included in Nvidia's inventory number - this was about $1Bn in FY2023.</p><p>I do want to reiterate that the Ethereum switch from proof of work to proof of stake was announced a year before Nvidia took its $2.2Bn charge; it clearly had the time to prepare for the eventual glut in gaming chips, which couldn't be used for Ethereum mining any more. This was a clear misstep of careless or overconfident management and reflects poorly on the company; hopefully they'll have learnt something from this.</p><p><b>Gaming will take a while to recover</b>: I've conservatively forecasted that gaming will recover to $2Bn in Q1-FY24 and $2.2Bn in Q2-FY24 and for the full year to $9.4Bn, a small increase over FY23 of only 5%. While the RTX 4090 is always sold out, RTX 4080 and RTX 4070 are not doing as well, with channel sources indicating that both are overpriced compared to their performance.</p><p><b>AI will also take a while to show growth</b>: The performance of Nvidia's two segments, Omniverse and Autos are good examples of why over hyped growth is never easy to get, while its share price is bid up too fast in anticipation.</p><p>Nvidia's share price shot up to an all-time high of $340 in Nov 2021, after Meta Platforms (META) announced its foray into the Metaverse. A year later, Nvidia was available for $109 and even now the Metaverse is yet to find legs. Similarly, Nvidia predicted huge growth in auto's as early as 2018-2019. Instead, auto segment sales which crossed $700Mn in FY 2020, floundered for two years at $536Mn and $566Mn in sales before resuming growth to $903Mn in FY23.</p><p>Conservatively, I'm predicted only 22% growth for data center in FY24 and any extra growth from AI will be a positive surprise.</p><p><b>Investment Case</b></p><p>Is Nvidia stock still a Buy given the run up in 2023 from $138 to $232? I believe it is.</p><p>Nvidia has an expensive P/S ratio of 21 and given that I expect it to grow at a CAGR of only 20% in the next 3 years the P/S really doesn't come down much - it's still a pretty high 12.4 in FY 2026. However, for an extremely profitable company, a high P/S multiple in isolation is not enough to make a good decision. Market leadership will always have high multiples and Nvidia is a market leader in gaming and data center GPU's by a mile, and one of the top three platforms in autos.</p><p>Nvidia is a long term story with tremendous growth ahead and switching from a buy to hold, hoping to buy it a bit cheaper is not good advice, we'll end up missing the woods for the trees.</p><p>I'm recommending a buy based on the following reasons:</p><p><b>AI will add upside in the long term:</b> I am very confident in AI's ability to be a foundation and backbone for more advances and improvements for Nvidia's clients. And its strategy to widen usage by bringing cloud level scalability to new users is a great one. There will be expansion of use cases and scope besides ChatGPT, which will lead to higher revenues down the road.</p><p><b>Pricing power allows it have to the best operating margins:</b>Nvidia has the best operating margins of about 30% in the industry, given its high ASP's and tight lid on operating expenses. With gross margins returning to over 64% from FY24, I expect operating margins to stay between 30 and 31% and earnings to grow at a CAGR of 62% from $1.74 to $7.45 by FY26, where the P/E drops from 59 to 31.</p><p><b>Sustainable earnings</b>: Going forward, revenues and earnings will be without crypto cyclicality, Nvidia had little if any exposure to crypto besides Ethereum. Gaming is coming back slowly on the strength over 400 titles with ray tracing, GeForce NOW has more than 25Mn subscribers and Microsoft has teamed up with a ten year deal for XBOX PC games on GeForce NOW. Autos have turned to be a sleeper hit and will grow the fastest on a comparatively small base. Interestingly, Mobileye has a P/S ratio of about 16 and not much by way of profits.</p><p><b>Constant innovation for best in class solutions</b>: I'm also always impressed with the massive R&D spend which has always grown more than 25% year over year and always been in excess of 20% of revenues. Their commitment to product improvement and innovation is a huge plus to me as an investor.</p><p>I had recommended Nvidia at $116in Oct 2022, as the best in its class, and on strong product innovations such as the new RTX gaming series, and the Hopper and the Grace in data center. Those factors are equally important today and will sustain the company for several years.</p><p>Last month I wrote about expecting the markets to correct after the massive disinflation rally and took some profits in Nvidia around $220 hoping to buy back at $180! That was clearly a mistake and that limit has now been revised to $220-$230 and I plan to continue accumulating.</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>Nvidia: The Growth Story Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: The Growth Story Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 22:02 GMT+8 <a href=https://seekingalpha.com/article/4585088-nvidia-the-growth-story-continues><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia sports an expensive P/S ratio but a reasonable P/E given its excellent profit margins.Nvidia had a rough year, let's take a deeper dive into its financials.AI growth may be hyped and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4585088-nvidia-the-growth-story-continues\">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://seekingalpha.com/article/4585088-nvidia-the-growth-story-continues","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129926222","content_text":"SummaryNvidia sports an expensive P/S ratio but a reasonable P/E given its excellent profit margins.Nvidia had a rough year, let's take a deeper dive into its financials.AI growth may be hyped and definitely not a panacea, but it will gain traction as use cases expand beyond ChatGPT.Its Auto segment is doing extremely well, gaming rebounding, and data center still growing.Nvidia's new product innovation and exceptional R&D spend allow it to keep its pole position.I had recommended NVIDIA(NASDAQ: NVDA) at $116 in Oct 2022 as the best in its class on strong product innovations such as the new RTX gaming series, and the Hopper and the Grace in data center. Since then, its price has doubled to $232, helped initially by the disinflation rally of January 2023, the expected growth from artificial intelligence or Nvidia's A100, AI chips that are being used for Microsoft (MSFT) and AIC3.ai, Inc. (AI) for ChatGPTand then better than expected Q1-FY24 guidance. Those factors from the October article are equally important today; and further growth from autos and AI will sustain the company for several years. I'm still recommending the company even at today's higher price. Let's take a deeper dive.Nvidia - A deeper dive into the financialsWith Nvidia's Q4-FY23beat and higher guidance for Q1-FY24 let's take a deeper dive into a tumultuous year for Nvidia.Nvidia's financials(Seeking Alpha, Nvidia, Fountainhead, Wall Street Journal, Barrons)Non Recurring Charges- In FY23, NVIDIA booked two charges; $2.1Bn for excessive inventories of gaming and visualization chips used for Ethereum mining, which moved from proof of work to proof of state after September 2022, resulting in a huge glut of chips. The second was a fee of $1.35Bn for the failed attempt to buy ARM Holdings, an effort nixed by regulators worldwide. Totally, this knocked off $3.7Bn off Nvidia's finances and led to a stagnant year of $26.9Bn in revenues, a massive drop of 44% in operating earnings and a decline of 55% in EPS to $1.74!Unfortunately, Nvidia didn't really learn anything from its first Crypto debacle in FY2020, which saw similar drops of 7% in revenues and 32% in earnings. At that time, it was the collapse in Crypto prices which rendered mining below cost. The second time around, it should have had the foresight to manage inventory and demand better, as the change in Ethereum mining had been known for more than a year.Gross Margins- Nvidia has one of the best gross margins in the industry of about 62 to 65%, because of its higher ASP's and constant innovation and introduction of new products every two - three years. Given the introduction of the RTX 4090 series for gaming, the Hopper and Grace in data center, solutions for the Omniverse, and the $11Bn pipeline in Auto I'm confident that Nvidia should manage 64 to 65% gross margins from FY 24 to FY26, the same as its average from FY 2019 to FY 2023, after smoothing out the bumps from the two crypto debacle years. In its recent Q4-FY23 earnings call, CFO Colette Kress spoke of a return to margins of 64.5%.R&D- R&D spend grew 39% in a FY 2023, much higher than its average of 31% of the past 5 years, clear evidence of a company barreling forward, confident in its ability to constantly innovate even in a terribly adverse year. Over the last 5 years, R&D has stayed at an average of 23% of revenues, another outstanding number, and I'm forecasting an average of 22% for the next 3 years.Operating Margins- Nvidia's has averaged 29% of operating margins over the last 5 years. Given the lack of crypto cyclicality due to the loss of Ethereum mining, crypto will no longer be a revenue source nor drag down earnings in downturns. I'm expecting operating margins of 30 to 31% in the next 3 years.Return to growth on sustainable earnings- Nvidia doesn't suffer from equity dilution like other tech companies and with its constant buybacks usually reduces its share count every year. On a diluted basis, I expect EPS to grow 126%, 45% and 30% in the next 3 years or at a CAGR of 62%. Over a 7 period from FY19 to FY26, smoothening out the cyclicality from crypto, EPS grows at a strong clip of 24%.I expect revenues to rebound in the next 3 years, growing at a CAGR of 20%. This is without any crypto at all; importantly, based entirely on sustainable, high quality gaming ray tracing chips, new H100 and A100 data center semis, and autos which have grown 60% in FY 2023. On a seven year basis the CAGR is 22% - which means, that even though crypto added a huge chunk to revenues for Nvidia, it can and will keep up with historic averages without crypto on the strength of its products.Nvidia Earnings and Sales Growth(Seeking Alpha, Nvidia, Fountainhead)Autos - The Fastest Growing SegmentThere has been a lot of focus on AI (Artificial Intelligence) - with Microsoft teaming up with AIC3.ai, Incto roll out ChatGPT on its search engine, Bing. With Nvidia being the largest supplier of A100 chips for this endeavor, much of Nvidia's meteoric rise from $139 in early January to today's price of $232 has been attributed to growth in that segment. Quietly, though Autos' was the star performer in FY 2023, growing 60%. NVDA's management was very confident of sequential growth for all segments in Q1-24 and based on Nvidia's $11Bn auto pipeline from two years back, I'm expecting auto to grow 69% in FY 2024.Nvidia Segment Revenues(Nvidia, Seeking Alpha, Creative Strategy, Fountainhead)One of the larger and more lucrative growth drivers, in my opinion, will be software licensing revenue. This is a great opportunity a 50% revenue share with OEMS and manufacturers adds high quality earnings to Nvidia's bottom line.The Mercedes announcement, which CEO, Jensen Huang referred to is going to be one of them. From the Q4-FY23 earnings call.If you could just imagine what it looks like if the entire Mercedes fleet that is on the road today were completely programmable, that you can OTA, it would represent tens of millions of Mercedeses that would represent revenue-generating opportunity.During the same call, CFO Colette Kress spoke about the software and other OEM opportunities in the auto segment.They did talk about the software opportunity. They talked about their software opportunity in 2 phases, about what they can do with Drive as well as what they can also do with Connect. They extended out to a position of probably about 10 years looking at the opportunity that they see in front of us. So it aligns with what our thoughts are with a long-term partner of that and sharing that revenue over time.At CES, we announced a strategic partnership with Foxconn to develop automated and autonomous vehicle platforms. This partnership will provide scale for volume, manufacturing to meet growing demand for the NVIDIA Drive platform. Foxconn will use NVIDIA Drive, Hyperion compute and sensor architecture for its electric vehicles. Foxconn will be a Tier 1 manufacturer producing electronic control units based on NVIDIA Drive Orin for the global.The auto industry for semiconductors is dominated by three large players, Mobileye Global Inc.(MBLY), QUALCOMM Incorporated (QCOM) and Nvidia with different strategies, according to Oliver Blanchard of Creative Strategies.Qualcomm: With its strengths in connectivity, Qualcomm's strategy is focused on trying to be a one stop shop with seamless solutions for ADAS, Infotainment, Car to Cloud Services and Connectivity. It has a very large roster of auto clients and allowing them to combine several services or components, with the additional flexibility of mixing and matching other vendors gives it a very strong foothold.Mobileye: Mobileye's strategy like Nvidia's has been focused on software, getting auto makers to customize solutions on their platforms. Mobileye has a greater focus on ADAS than others with solutions across price points and levels of ADAS support. This is a good, scalable strategy and it has an early mover advantage in the robotaxi segment. 13 of the world's largest automakers use their ADAS products.Nvidia: Nvidia's strength is in its somewhat hybrid approach between Qualcomm and Mobileye. Its platform, Drive Hyperion is agnostic and easily adaptable and integrated with other vehicle solutions and because of its wider range of solutions like the Omniverse, it addresses several aspects of cockpit functionality as well, making it a very serious contender if and when ADAS move to fully automated levels. Here is Oliver Blanchard's takeOne way to look at this is that Nvidia is leveraging ADAS as the springboard from which to launch and scale additional connected automotive platforms, much in the way that Qualcomm approaches its own Digital Chassis strategy. Another way to look at it is that ADAS will simply morph into an AI-first automotive platform model that encompasses autonomous driving, assistant/concierge/chauffeur features, adaptive connectivity, power management, and the management of infotainment and telematics. The latter would essentially transcend the “software-defined” vehicle concept that we are discussing today and evolve into a more intentional “AI-defined” vehicle design approach. Nvidia looks to be on that evolutionary path, and that is an exciting prospect for car owners and robotaxi operators.Nvidia, Qualcomm and Mobileye(Nvidia, Qualcomm, Mobileye, Seeking Alpha, Fountainhead)All three had excellent revenue growth in their previous fiscal year of 60, 35 and 41% respectively; Nvidia's growth being the highest on the smallest base.Democratizing Artificial IntelligenceWhen CEO, Jensen Huang was talking about an inflection point during the 4th quarter earnings call, he was referring glowingly to the sea change in demand/enquiries from smaller players who earlier did not realize or see how Nvidia's higher artificial computing power could improve their own products. Offering it as a cloud based solution for those who cannot afford the infrastructure is a brilliant way of expanding the market in size and scope. This is the crux of the AI breakthrough that we saw Microsoft demonstrate with ChatGPT.It is most definitely not a panacea, instead it's the ability to be a foundation and backbone for more advances and improvements. What I'm very confident is the expansion of use cases and scope, which will lead to higher revenues down the road. The strategy of expanding use cases by providing it to a wider audience through cloud based solutions with their existing hyper scale relationships and CSP relationships is absolutely spot on and very likely to keep their first mover advantages for longer. I also realize that 90% of market share cannot be sustained but 60% of a market size that has doubled or tripled is worth a lot more! A symbiotic relationship with CSP's is beneficial to all everyone and the most cost effective solution for smaller players.CEO Jensen Huang From the Q4-FY23 earnings callBy using NVIDIA AI, your entire machine learning operations is more efficient, and it is more cost effective. You save money by using accelerated software. Our announcement today of putting NVIDIA's infrastructure and have it be hosted from within the world's leading cloud service providers accelerates the enterprise's ability to utilize NVIDIA AI enterprise. We really believe that it will accelerate the adoption of software.A huge advantage to new entrants wanting to adopt AI tools would be the infrastructure and scalability of the cloud, which they would not have had access to earlier.In Jensen's own words from the Q4-FY23 earnings transcript, emphasis mine.We now realize -- the world now realizes that maybe human language is a perfectly good computer programming language, and that we'vedemocratized computer programming for everyone, almost anyone who could explain in human language a particular task to be performed. And the thing that the cloud service providers are really excited about is by hosting our infrastructure for NVIDIA to offer because we have so many companies that we work directly with. And so by having NVIDIA DGX and NVIDIA's infrastructure are full stack in their cloud,we're effectively attracting customers to the CSPs.And we're going to be the best AI salespeople for the world's clouds.And for the customers, they now have an instantaneous infrastructure that is the most advanced.Using Nvidia's automobile and omniverse segments as an example, AI revenues will take some time to fruition and I'm not forecasting extra immediate revenues within data center in FY 2024; my forecast for data center revenues growth in FY 2024 is only 22%. What I'm very confident is the expansion of use cases and scope, which will lead to higher revenues down the road.Further buttressing my optimism and belief in the widening of AI applications is a quote from CEO Thomas Seibel of AIC3.ai, Inc, from AI's third quarter financial results, which is in the forefront of the AI spectrum with the $10Bn Microsoft investment. Emphasis mine.As we enter Q4 FY 23, we are seeing tailwinds from improved business optimism and increased interest in applying C3 AI solutions to address anincreasing range of applications across a broad range of industries.The overall business sentiment appears to be improving. This is a dramatic change from what we experienced in mid 2022.ChallengesAs we saw from the disastrous drop in earnings and revenues in FY 2023, Nvidia does have a lot of challenges.Nvidia Inventories(Nvidia, Seeking Alpha, Fountainhead)High Inventory: Last fiscal, Nvidia finished with $5.2Bn of inventory, a pretty whopping number especially after taking the $2.2Bn charge. This was higher than the previous quarter's inventory of $4.54Bn, clearly not a step in the right direction. The vast majority of these are gaming chips, plus some from subdued data center sales in Q4, which actually fell sequentially with buyers postponing purchases.Management did express confidence that inventories would be reduced in gaming in the next two quarters and also CEO Jensen Huang indicated that gaming would recover to a more \"normal\" $2.5Bn run rate in Quarters 3 and 4 of this year.One of the key factors of high inventory is committed purchases and obligations, which is included in Nvidia's inventory number - this was about $1Bn in FY2023.I do want to reiterate that the Ethereum switch from proof of work to proof of stake was announced a year before Nvidia took its $2.2Bn charge; it clearly had the time to prepare for the eventual glut in gaming chips, which couldn't be used for Ethereum mining any more. This was a clear misstep of careless or overconfident management and reflects poorly on the company; hopefully they'll have learnt something from this.Gaming will take a while to recover: I've conservatively forecasted that gaming will recover to $2Bn in Q1-FY24 and $2.2Bn in Q2-FY24 and for the full year to $9.4Bn, a small increase over FY23 of only 5%. While the RTX 4090 is always sold out, RTX 4080 and RTX 4070 are not doing as well, with channel sources indicating that both are overpriced compared to their performance.AI will also take a while to show growth: The performance of Nvidia's two segments, Omniverse and Autos are good examples of why over hyped growth is never easy to get, while its share price is bid up too fast in anticipation.Nvidia's share price shot up to an all-time high of $340 in Nov 2021, after Meta Platforms (META) announced its foray into the Metaverse. A year later, Nvidia was available for $109 and even now the Metaverse is yet to find legs. Similarly, Nvidia predicted huge growth in auto's as early as 2018-2019. Instead, auto segment sales which crossed $700Mn in FY 2020, floundered for two years at $536Mn and $566Mn in sales before resuming growth to $903Mn in FY23.Conservatively, I'm predicted only 22% growth for data center in FY24 and any extra growth from AI will be a positive surprise.Investment CaseIs Nvidia stock still a Buy given the run up in 2023 from $138 to $232? I believe it is.Nvidia has an expensive P/S ratio of 21 and given that I expect it to grow at a CAGR of only 20% in the next 3 years the P/S really doesn't come down much - it's still a pretty high 12.4 in FY 2026. However, for an extremely profitable company, a high P/S multiple in isolation is not enough to make a good decision. Market leadership will always have high multiples and Nvidia is a market leader in gaming and data center GPU's by a mile, and one of the top three platforms in autos.Nvidia is a long term story with tremendous growth ahead and switching from a buy to hold, hoping to buy it a bit cheaper is not good advice, we'll end up missing the woods for the trees.I'm recommending a buy based on the following reasons:AI will add upside in the long term: I am very confident in AI's ability to be a foundation and backbone for more advances and improvements for Nvidia's clients. And its strategy to widen usage by bringing cloud level scalability to new users is a great one. There will be expansion of use cases and scope besides ChatGPT, which will lead to higher revenues down the road.Pricing power allows it have to the best operating margins:Nvidia has the best operating margins of about 30% in the industry, given its high ASP's and tight lid on operating expenses. With gross margins returning to over 64% from FY24, I expect operating margins to stay between 30 and 31% and earnings to grow at a CAGR of 62% from $1.74 to $7.45 by FY26, where the P/E drops from 59 to 31.Sustainable earnings: Going forward, revenues and earnings will be without crypto cyclicality, Nvidia had little if any exposure to crypto besides Ethereum. Gaming is coming back slowly on the strength over 400 titles with ray tracing, GeForce NOW has more than 25Mn subscribers and Microsoft has teamed up with a ten year deal for XBOX PC games on GeForce NOW. Autos have turned to be a sleeper hit and will grow the fastest on a comparatively small base. Interestingly, Mobileye has a P/S ratio of about 16 and not much by way of profits.Constant innovation for best in class solutions: I'm also always impressed with the massive R&D spend which has always grown more than 25% year over year and always been in excess of 20% of revenues. Their commitment to product improvement and innovation is a huge plus to me as an investor.I had recommended Nvidia at $116in Oct 2022, as the best in its class, and on strong product innovations such as the new RTX gaming series, and the Hopper and the Grace in data center. Those factors are equally important today and will sustain the company for several years.Last month I wrote about expecting the markets to correct after the massive disinflation rally and took some profits in Nvidia around $220 hoping to buy back at $180! That was clearly a mistake and that limit has now been revised to $220-$230 and I plan to continue accumulating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949015482,"gmtCreate":1678236845046,"gmtModify":1678236848382,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949015482","repostId":"1103319082","repostType":4,"repost":{"id":"1103319082","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":1678202599,"share":"https://ttm.financial/m/news/1103319082?lang=&edition=fundamental","pubTime":"2023-03-07 23:23","market":"us","language":"en","title":"ChatGPT Stocks Turned Red After Powell's Speech; Buzzfeed and Youdao Fell Over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103319082","media":"Tiger Newspress","summary":"ChatGPT stocks turned red after Powell's speech; Buzzfeed and Youdao fell over 7%.","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e5ae4a6038ee82f4ee29aff7be653143\" tg-width=\"293\" tg-height=\"569\" width=\"100%\" height=\"auto\"/>ChatGPT stocks turned red after Powell's speech; <a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a> and <a href=\"https://laohu8.com/S/DAO\">Youdao</a> fell over 7%.</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>ChatGPT Stocks Turned Red After Powell's Speech; Buzzfeed and Youdao Fell Over 7%</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\">\nChatGPT Stocks Turned Red After Powell's Speech; Buzzfeed and Youdao Fell Over 7%\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\">2023-03-07 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e5ae4a6038ee82f4ee29aff7be653143\" tg-width=\"293\" tg-height=\"569\" width=\"100%\" height=\"auto\"/>ChatGPT stocks turned red after Powell's speech; <a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a> and <a href=\"https://laohu8.com/S/DAO\">Youdao</a> fell over 7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAO":"有道","BZFD":"Buzzfeed"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103319082","content_text":"ChatGPT stocks turned red after Powell's speech; Buzzfeed and Youdao fell over 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952661738,"gmtCreate":1674691889124,"gmtModify":1676538953112,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952661738","repostId":"1120563321","repostType":4,"repost":{"id":"1120563321","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":1674687260,"share":"https://ttm.financial/m/news/1120563321?lang=&edition=fundamental","pubTime":"2023-01-26 06:54","market":"us","language":"en","title":"Tesla Profit, Revenue Top Wall Street Targets but Profit Margin Slips","url":"https://stock-news.laohu8.com/highlight/detail?id=1120563321","media":"Reuters","summary":"Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wedne","content":"<html><head></head><body><p>Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wednesday despite a sharp decline in vehicle profit margins, and it sought to reassure investors that it can cut costs and continue to generate cash as competition intensifies in the year ahead.</p><p>Tesla forecast a 37% rise in car volume for the year, to 1.8 million vehicles, slowing the pace of growth from last year even as it made aggressive price cuts.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46af7f4deb59171ed7124d2ee7432938\" tg-width=\"1320\" tg-height=\"916\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>Tesla's sales prospects after a huge price cut early this year, facing a weak global economy, are a key focus for investors. The company has a long-term target of a compounded 50% annual rise.</p><p>Acknowledging concerns about the uncertain economic environment and rising interest rates, Tesla said it is "accelerating our cost reduction roadmap and driving towards higher production rates" in the near term.</p><p>"In any scenario, we are prepared for short-term uncertainty," it added.</p><p>Tesla has outperformed the industry and increased sales and profit to records in recent years, weathering the pandemic and global supply-chain issues better than rivals. But its recent, steep global price cuts mark a move toward stimulating growth at the expense of profit margins, underscoring softening demand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f0d5019127e222099ef2f7fd2f4e8d5\" tg-width=\"1372\" tg-height=\"1082\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>“Tesla’s demand outlook is a whole lot more bullish than practically any other automaker," said Garrett Nelson, analyst at CFRA Research, calling the quarter "solid."</p><p>“Margin fell a little short. I think what we're seeing is inflationary impact and higher raw material costs," he added.</p><p>Tesla shares rose 1% in extended trading. The company's stock posted its worst drop last year, hit by demand worries and CEO Elon Musk's acquisition of Twitter, which fueled investor concerns he would be distracted from running Tesla.</p><p><img src=\"https://static.tigerbbs.com/0645b4184c6d42dfae582a4d0779eb57\" tg-width=\"826\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Margins generally are expected to be under further pressure from its aggressive price cuts. Tesla, which had made a series of price increases since early 2021, reversed course and offered discounts in December in the United States, followed by price cuts of as much as 20% this month.</p><p>The company said revenue was $24.32 billion for the three months ended Dec. 31, compared with analysts' average estimate of $24.16 billion, according to IBES data from Refinitiv.</p><p>Tesla said its automotive operation margin was 25.9% in the fourth quarter, the lowest in two years.</p><p>Tesla offered discounts in its top markets during the quarter after strong orders had allowed the company to maintain and even raise prices in recent years. CEO Elon Musk said in December "radical interest rate changes" had affected the affordability of all cars.</p><p>The EV maker handed over to customers a record 405,278 vehicles in the fourth quarter, even as the company missed its 50% annual growth target.</p><p>Net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier. Adjusted earnings per share of $1.19 topped the Wall Street analyst average of $1.13.</p><p>Tesla's full-year profit was bolstered by $1.78 billion in regulatory credits, up 21% from a year ago.</p><p>Its year-end cash hoard of $22.2 billion, and up to $7 billion in funds available in a new credit facility the company disclosed on Wednesday, give it ammunition to fight the price war it started earlier this month.</p><p>Tesla reinforced its balance sheet by securing access to up to $7 billion through a new credit facility. Tesla ended 2022 with just over $22 billion in cash and cash equivalents.</p><p>"Tesla’s plans to rapidly scale up output will only stimulate profit growth if demand is there to meet it. Even a small cooling of demand will have significant implications for the bottom line," said Sophie Lund-Yates, an analyst at Hargreaves Lansdown.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Profit, Revenue Top Wall Street Targets but Profit Margin Slips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Profit, Revenue Top Wall Street Targets but Profit Margin Slips\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\">2023-01-26 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wednesday despite a sharp decline in vehicle profit margins, and it sought to reassure investors that it can cut costs and continue to generate cash as competition intensifies in the year ahead.</p><p>Tesla forecast a 37% rise in car volume for the year, to 1.8 million vehicles, slowing the pace of growth from last year even as it made aggressive price cuts.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46af7f4deb59171ed7124d2ee7432938\" tg-width=\"1320\" tg-height=\"916\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>Tesla's sales prospects after a huge price cut early this year, facing a weak global economy, are a key focus for investors. The company has a long-term target of a compounded 50% annual rise.</p><p>Acknowledging concerns about the uncertain economic environment and rising interest rates, Tesla said it is "accelerating our cost reduction roadmap and driving towards higher production rates" in the near term.</p><p>"In any scenario, we are prepared for short-term uncertainty," it added.</p><p>Tesla has outperformed the industry and increased sales and profit to records in recent years, weathering the pandemic and global supply-chain issues better than rivals. But its recent, steep global price cuts mark a move toward stimulating growth at the expense of profit margins, underscoring softening demand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f0d5019127e222099ef2f7fd2f4e8d5\" tg-width=\"1372\" tg-height=\"1082\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>“Tesla’s demand outlook is a whole lot more bullish than practically any other automaker," said Garrett Nelson, analyst at CFRA Research, calling the quarter "solid."</p><p>“Margin fell a little short. I think what we're seeing is inflationary impact and higher raw material costs," he added.</p><p>Tesla shares rose 1% in extended trading. The company's stock posted its worst drop last year, hit by demand worries and CEO Elon Musk's acquisition of Twitter, which fueled investor concerns he would be distracted from running Tesla.</p><p><img src=\"https://static.tigerbbs.com/0645b4184c6d42dfae582a4d0779eb57\" tg-width=\"826\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Margins generally are expected to be under further pressure from its aggressive price cuts. Tesla, which had made a series of price increases since early 2021, reversed course and offered discounts in December in the United States, followed by price cuts of as much as 20% this month.</p><p>The company said revenue was $24.32 billion for the three months ended Dec. 31, compared with analysts' average estimate of $24.16 billion, according to IBES data from Refinitiv.</p><p>Tesla said its automotive operation margin was 25.9% in the fourth quarter, the lowest in two years.</p><p>Tesla offered discounts in its top markets during the quarter after strong orders had allowed the company to maintain and even raise prices in recent years. CEO Elon Musk said in December "radical interest rate changes" had affected the affordability of all cars.</p><p>The EV maker handed over to customers a record 405,278 vehicles in the fourth quarter, even as the company missed its 50% annual growth target.</p><p>Net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier. Adjusted earnings per share of $1.19 topped the Wall Street analyst average of $1.13.</p><p>Tesla's full-year profit was bolstered by $1.78 billion in regulatory credits, up 21% from a year ago.</p><p>Its year-end cash hoard of $22.2 billion, and up to $7 billion in funds available in a new credit facility the company disclosed on Wednesday, give it ammunition to fight the price war it started earlier this month.</p><p>Tesla reinforced its balance sheet by securing access to up to $7 billion through a new credit facility. Tesla ended 2022 with just over $22 billion in cash and cash equivalents.</p><p>"Tesla’s plans to rapidly scale up output will only stimulate profit growth if demand is there to meet it. Even a small cooling of demand will have significant implications for the bottom line," said Sophie Lund-Yates, an analyst at Hargreaves Lansdown.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120563321","content_text":"Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wednesday despite a sharp decline in vehicle profit margins, and it sought to reassure investors that it can cut costs and continue to generate cash as competition intensifies in the year ahead.Tesla forecast a 37% rise in car volume for the year, to 1.8 million vehicles, slowing the pace of growth from last year even as it made aggressive price cuts.Reuters GraphicsTesla's sales prospects after a huge price cut early this year, facing a weak global economy, are a key focus for investors. The company has a long-term target of a compounded 50% annual rise.Acknowledging concerns about the uncertain economic environment and rising interest rates, Tesla said it is \"accelerating our cost reduction roadmap and driving towards higher production rates\" in the near term.\"In any scenario, we are prepared for short-term uncertainty,\" it added.Tesla has outperformed the industry and increased sales and profit to records in recent years, weathering the pandemic and global supply-chain issues better than rivals. But its recent, steep global price cuts mark a move toward stimulating growth at the expense of profit margins, underscoring softening demand.Reuters Graphics“Tesla’s demand outlook is a whole lot more bullish than practically any other automaker,\" said Garrett Nelson, analyst at CFRA Research, calling the quarter \"solid.\"“Margin fell a little short. I think what we're seeing is inflationary impact and higher raw material costs,\" he added.Tesla shares rose 1% in extended trading. The company's stock posted its worst drop last year, hit by demand worries and CEO Elon Musk's acquisition of Twitter, which fueled investor concerns he would be distracted from running Tesla.Margins generally are expected to be under further pressure from its aggressive price cuts. Tesla, which had made a series of price increases since early 2021, reversed course and offered discounts in December in the United States, followed by price cuts of as much as 20% this month.The company said revenue was $24.32 billion for the three months ended Dec. 31, compared with analysts' average estimate of $24.16 billion, according to IBES data from Refinitiv.Tesla said its automotive operation margin was 25.9% in the fourth quarter, the lowest in two years.Tesla offered discounts in its top markets during the quarter after strong orders had allowed the company to maintain and even raise prices in recent years. CEO Elon Musk said in December \"radical interest rate changes\" had affected the affordability of all cars.The EV maker handed over to customers a record 405,278 vehicles in the fourth quarter, even as the company missed its 50% annual growth target.Net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier. Adjusted earnings per share of $1.19 topped the Wall Street analyst average of $1.13.Tesla's full-year profit was bolstered by $1.78 billion in regulatory credits, up 21% from a year ago.Its year-end cash hoard of $22.2 billion, and up to $7 billion in funds available in a new credit facility the company disclosed on Wednesday, give it ammunition to fight the price war it started earlier this month.Tesla reinforced its balance sheet by securing access to up to $7 billion through a new credit facility. Tesla ended 2022 with just over $22 billion in cash and cash equivalents.\"Tesla’s plans to rapidly scale up output will only stimulate profit growth if demand is there to meet it. Even a small cooling of demand will have significant implications for the bottom line,\" said Sophie Lund-Yates, an analyst at Hargreaves Lansdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956513263,"gmtCreate":1674052996253,"gmtModify":1676538920657,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956513263","repostId":"1198070609","repostType":4,"repost":{"id":"1198070609","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674034825,"share":"https://ttm.financial/m/news/1198070609?lang=&edition=fundamental","pubTime":"2023-01-18 17:40","market":"us","language":"en","title":"Tesla Slashes Prices, Wall Street Slashes Estimates. Investors Don’t Care","url":"https://stock-news.laohu8.com/highlight/detail?id=1198070609","media":"Dow Jones","summary":"Tesla started the new year with a bang, cutting prices for its vehicles around the world. Now Wall S","content":"<html><head></head><body><p>Tesla started the new year with a bang, cutting prices for its vehicles around the world. Now Wall Street is making its own cuts, to 2023 earnings estimates.</p><p>Analysts seem to agree lower prices means lower profits. Not everyone sees eye to eye, however, on the magnitude of the impact that the price cuts will have on the company and its stock price.</p><p>Bernstein analyst Toni Sacconaghi argues the impact will be “huge.” He cut his 2023 earnings estimate to $3.80 a share from $4.96. He believes the price cuts were in response to falling demand for Tesla‘s (ticker: TSLA) electric vehicles, and he hasn’t seen evidence of a surge in orders in China after Tesla cut prices on Jan. 6.</p><p>Insurance registration data out of China shows that about 13,000 Tesla vehicles were registered the week after the cut, up from about 2,000 vehicles the week before the cut. Insurance registration data, however, is volatile from week-to-week.</p><p>Sacconaghi rates Tesla shares Sell and has a $150 price target for the stock. Wedbush analyst Dan Ives rates shares Buy. His price target is $175. He wrote Friday that the price cuts are prudent, and a smart strategic move, as the economy weakens.</p><p>“This is a clear shot across the bow at European automakers and U.S. stalwarts… that Tesla is not going to play nice in the sandbox with an EV price war now underway,” added Ives. “Margins will get hit on this, but we like this strategic poker move by Musk and Tesla.”</p><p>Ives maintained his 2023 earnings estimate at $5.35 a share and is waiting to see how things develop in coming months. Costs are falling, along with prices, and Ives argues the cuts could also result in 12% to 15% more vehicles being sold this year. If the cost, price, volume equation doesn’t work out as well as he expects, per share earnings could be in the $4.50 range for 2023, according to the analyst.</p><p>Deutsche Bank analyst Emmanuel Rosner also rates Tesla shares Buy. His 2023 earnings per share estimate is $3.80. Like Ives, he didn’t change it after the cuts, because he expected prices to come down. Rosner wrote Friday that Tesla’s per share earnings could be as high as $4.50 in 2023 depending on how sales volumes and customers’ willingness to purchase higher priced autonomous diving features changes after the cuts.</p><p>Like Rosner, Wells Fargo analyst Colin Langan’s 2023 earnings per share estimate was $3.80 before the price cuts. Langan, however, lowered his 2023 earnings estimate to $2.90 a share on Monday.</p><p>Langan sees others in the industry following Tesla’s lead and lower prices leading to more EV sales, but the positives aren’t enough to outweigh pressure on profit margins from lower prices. He rates share Hold and has a $130 price target for the stock.</p><p>BofA Securities analyst John Murphy also rates Tesla stock at Hold with a price target of $130. He cut his 2023 earnings-per-share estimate to $4 from $4.15. “Price cuts negative for margins, positive for growth,” wrote Murphy on Tuesday.</p><p>About 25 analysts have cut numbers since the price cuts, according to FactSet.There are about 45 analysts covering the stock.</p><p>The consensus 2023 earnings-per-share estimate now sits at about $4.90, down from about $5.50 at the start of the year, according to FactSet. That’s off 60 cents. Some analysts, of course, are holding the line on estimates. If everyone was cutting estimates at the same rate the 2023 consensus estimate might be down about $1 to $4.50 a share compared with estimates from the end of 2023.</p><p>The range of estimates is wide, going from about $2.90 to almost $8. At the start of the year, the range of 2023 earnings estimates for Tesla spanned about $3.80 to $8.</p><p>Tesla 2023 earnings per share estimates peaked at about $6.10 a share in September. The range of estimates then was about $4 to $12 a share.</p><p>So far, investors are taking all the cuts in stride. Tesla stock closed up 7.4% on Tuesday. And the stock jumped another 2% in premarket trading Wednesday.</p><p><i>Barron’s</i> recently wrote positively about Tesla stock, arguing the company is the leader in a disruptive technology and that shares had fallen enough to become attractive. Vehicle pricing and 2023 earnings estimate cuts haven’t been a surprise. There will be some surprises this year, though. The entire industry is facing a lot of uncertainty amid rising interest rates and a weakening consumer economy.</p><p>Investors will want answers to some questions about profit margins and demand when Tesla reports fourth-quarter numbers on Jan. 25.</p><p>Through Tuesday trading, Tesla stock is up about 16% since <i>Barron’s</i> positive article on Jan. 6.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Slashes Prices, Wall Street Slashes Estimates. Investors Don’t Care</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Slashes Prices, Wall Street Slashes Estimates. Investors Don’t Care\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-18 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla started the new year with a bang, cutting prices for its vehicles around the world. Now Wall Street is making its own cuts, to 2023 earnings estimates.</p><p>Analysts seem to agree lower prices means lower profits. Not everyone sees eye to eye, however, on the magnitude of the impact that the price cuts will have on the company and its stock price.</p><p>Bernstein analyst Toni Sacconaghi argues the impact will be “huge.” He cut his 2023 earnings estimate to $3.80 a share from $4.96. He believes the price cuts were in response to falling demand for Tesla‘s (ticker: TSLA) electric vehicles, and he hasn’t seen evidence of a surge in orders in China after Tesla cut prices on Jan. 6.</p><p>Insurance registration data out of China shows that about 13,000 Tesla vehicles were registered the week after the cut, up from about 2,000 vehicles the week before the cut. Insurance registration data, however, is volatile from week-to-week.</p><p>Sacconaghi rates Tesla shares Sell and has a $150 price target for the stock. Wedbush analyst Dan Ives rates shares Buy. His price target is $175. He wrote Friday that the price cuts are prudent, and a smart strategic move, as the economy weakens.</p><p>“This is a clear shot across the bow at European automakers and U.S. stalwarts… that Tesla is not going to play nice in the sandbox with an EV price war now underway,” added Ives. “Margins will get hit on this, but we like this strategic poker move by Musk and Tesla.”</p><p>Ives maintained his 2023 earnings estimate at $5.35 a share and is waiting to see how things develop in coming months. Costs are falling, along with prices, and Ives argues the cuts could also result in 12% to 15% more vehicles being sold this year. If the cost, price, volume equation doesn’t work out as well as he expects, per share earnings could be in the $4.50 range for 2023, according to the analyst.</p><p>Deutsche Bank analyst Emmanuel Rosner also rates Tesla shares Buy. His 2023 earnings per share estimate is $3.80. Like Ives, he didn’t change it after the cuts, because he expected prices to come down. Rosner wrote Friday that Tesla’s per share earnings could be as high as $4.50 in 2023 depending on how sales volumes and customers’ willingness to purchase higher priced autonomous diving features changes after the cuts.</p><p>Like Rosner, Wells Fargo analyst Colin Langan’s 2023 earnings per share estimate was $3.80 before the price cuts. Langan, however, lowered his 2023 earnings estimate to $2.90 a share on Monday.</p><p>Langan sees others in the industry following Tesla’s lead and lower prices leading to more EV sales, but the positives aren’t enough to outweigh pressure on profit margins from lower prices. He rates share Hold and has a $130 price target for the stock.</p><p>BofA Securities analyst John Murphy also rates Tesla stock at Hold with a price target of $130. He cut his 2023 earnings-per-share estimate to $4 from $4.15. “Price cuts negative for margins, positive for growth,” wrote Murphy on Tuesday.</p><p>About 25 analysts have cut numbers since the price cuts, according to FactSet.There are about 45 analysts covering the stock.</p><p>The consensus 2023 earnings-per-share estimate now sits at about $4.90, down from about $5.50 at the start of the year, according to FactSet. That’s off 60 cents. Some analysts, of course, are holding the line on estimates. If everyone was cutting estimates at the same rate the 2023 consensus estimate might be down about $1 to $4.50 a share compared with estimates from the end of 2023.</p><p>The range of estimates is wide, going from about $2.90 to almost $8. At the start of the year, the range of 2023 earnings estimates for Tesla spanned about $3.80 to $8.</p><p>Tesla 2023 earnings per share estimates peaked at about $6.10 a share in September. The range of estimates then was about $4 to $12 a share.</p><p>So far, investors are taking all the cuts in stride. Tesla stock closed up 7.4% on Tuesday. And the stock jumped another 2% in premarket trading Wednesday.</p><p><i>Barron’s</i> recently wrote positively about Tesla stock, arguing the company is the leader in a disruptive technology and that shares had fallen enough to become attractive. Vehicle pricing and 2023 earnings estimate cuts haven’t been a surprise. There will be some surprises this year, though. The entire industry is facing a lot of uncertainty amid rising interest rates and a weakening consumer economy.</p><p>Investors will want answers to some questions about profit margins and demand when Tesla reports fourth-quarter numbers on Jan. 25.</p><p>Through Tuesday trading, Tesla stock is up about 16% since <i>Barron’s</i> positive article on Jan. 6.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198070609","content_text":"Tesla started the new year with a bang, cutting prices for its vehicles around the world. Now Wall Street is making its own cuts, to 2023 earnings estimates.Analysts seem to agree lower prices means lower profits. Not everyone sees eye to eye, however, on the magnitude of the impact that the price cuts will have on the company and its stock price.Bernstein analyst Toni Sacconaghi argues the impact will be “huge.” He cut his 2023 earnings estimate to $3.80 a share from $4.96. He believes the price cuts were in response to falling demand for Tesla‘s (ticker: TSLA) electric vehicles, and he hasn’t seen evidence of a surge in orders in China after Tesla cut prices on Jan. 6.Insurance registration data out of China shows that about 13,000 Tesla vehicles were registered the week after the cut, up from about 2,000 vehicles the week before the cut. Insurance registration data, however, is volatile from week-to-week.Sacconaghi rates Tesla shares Sell and has a $150 price target for the stock. Wedbush analyst Dan Ives rates shares Buy. His price target is $175. He wrote Friday that the price cuts are prudent, and a smart strategic move, as the economy weakens.“This is a clear shot across the bow at European automakers and U.S. stalwarts… that Tesla is not going to play nice in the sandbox with an EV price war now underway,” added Ives. “Margins will get hit on this, but we like this strategic poker move by Musk and Tesla.”Ives maintained his 2023 earnings estimate at $5.35 a share and is waiting to see how things develop in coming months. Costs are falling, along with prices, and Ives argues the cuts could also result in 12% to 15% more vehicles being sold this year. If the cost, price, volume equation doesn’t work out as well as he expects, per share earnings could be in the $4.50 range for 2023, according to the analyst.Deutsche Bank analyst Emmanuel Rosner also rates Tesla shares Buy. His 2023 earnings per share estimate is $3.80. Like Ives, he didn’t change it after the cuts, because he expected prices to come down. Rosner wrote Friday that Tesla’s per share earnings could be as high as $4.50 in 2023 depending on how sales volumes and customers’ willingness to purchase higher priced autonomous diving features changes after the cuts.Like Rosner, Wells Fargo analyst Colin Langan’s 2023 earnings per share estimate was $3.80 before the price cuts. Langan, however, lowered his 2023 earnings estimate to $2.90 a share on Monday.Langan sees others in the industry following Tesla’s lead and lower prices leading to more EV sales, but the positives aren’t enough to outweigh pressure on profit margins from lower prices. He rates share Hold and has a $130 price target for the stock.BofA Securities analyst John Murphy also rates Tesla stock at Hold with a price target of $130. He cut his 2023 earnings-per-share estimate to $4 from $4.15. “Price cuts negative for margins, positive for growth,” wrote Murphy on Tuesday.About 25 analysts have cut numbers since the price cuts, according to FactSet.There are about 45 analysts covering the stock.The consensus 2023 earnings-per-share estimate now sits at about $4.90, down from about $5.50 at the start of the year, according to FactSet. That’s off 60 cents. Some analysts, of course, are holding the line on estimates. If everyone was cutting estimates at the same rate the 2023 consensus estimate might be down about $1 to $4.50 a share compared with estimates from the end of 2023.The range of estimates is wide, going from about $2.90 to almost $8. At the start of the year, the range of 2023 earnings estimates for Tesla spanned about $3.80 to $8.Tesla 2023 earnings per share estimates peaked at about $6.10 a share in September. The range of estimates then was about $4 to $12 a share.So far, investors are taking all the cuts in stride. Tesla stock closed up 7.4% on Tuesday. And the stock jumped another 2% in premarket trading Wednesday.Barron’s recently wrote positively about Tesla stock, arguing the company is the leader in a disruptive technology and that shares had fallen enough to become attractive. Vehicle pricing and 2023 earnings estimate cuts haven’t been a surprise. There will be some surprises this year, though. The entire industry is facing a lot of uncertainty amid rising interest rates and a weakening consumer economy.Investors will want answers to some questions about profit margins and demand when Tesla reports fourth-quarter numbers on Jan. 25.Through Tuesday trading, Tesla stock is up about 16% since Barron’s positive article on Jan. 6.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953844367,"gmtCreate":1673225579760,"gmtModify":1676538801275,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953844367","repostId":"1169599528","repostType":4,"repost":{"id":"1169599528","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":1673221742,"share":"https://ttm.financial/m/news/1169599528?lang=&edition=fundamental","pubTime":"2023-01-09 07:49","market":"us","language":"en","title":"Cathie Wood Sees Tesla Stock Hitting $500 By 2026 Even Without Autonomous Driving & Ride-Hailing Service","url":"https://stock-news.laohu8.com/highlight/detail?id=1169599528","media":"Benzinga","summary":"ZINGER KEY POINTSCathie Wood said Tesla does not need autonomous ride-hail to be a success, “The EV ","content":"<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Cathie Wood said Tesla does not need autonomous ride-hail to be a success, “The EV opportunity alone is enormous.”</li><li>Elon Musk could announce a $25,000 price point for Tesla's next-gen EVs at the March 1 Analyst Day, Wood said.</li></ul><p><img src=\"https://static.tigerbbs.com/338e3a135b3f5c189fe84e4d5e72699b\" tg-width=\"960\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p><p><b>Tesla, Inc.</b> bull <b>Cathie Wood</b>-run <b>Ark Invest</b> on Friday gave a new perspective on the firm's long-term price target for the stock of the electric vehicle maker.</p><p><b>What Happened:</b> Ark’s 2026 price target for Tesla stock would be about $500 per share, based on its EV business alone, the firm’s analyst Tasha Keeney said. The projection is adjusted for the 3-for-1 stock split that became effective on Aug. 25, 2022.</p><p>This represents additional context to the 2026 (pre-split) price target of $4,600 the firm announced in mid-April 2022.</p><p>Keeney noted that the firm is removing autonomous driving and any form of ride-hail from the valuation framework. The firm believes that these two factors will drive more than 60% of Tesla’s value over the next five years.</p><p>She noted that the $500 per share projection is more than a four-times increase from the stock's current levels.</p><p><img src=\"https://static.tigerbbs.com/23afff182e89b6dfb80db435ce1fa7c9\" tg-width=\"829\" tg-height=\"1075\" width=\"100%\" height=\"auto\"/></p><p>While referring to Keeney’s tweet, Ark Invest’s <b>Sam Korus</b> said the company’s superior drivetrain efficiency and low battery costs should make it one of the best positioned to weather any cyclical slowdown for automakers.</p><p>“As it has done in the past, it can be the first to lower prices, which puts pressure on other automakers,” he added.</p><p><b>Enormous EV Opportunity:</b> Re-upping the analysts’ view, Wood said Tesla does not need autonomous ride-hail to be a success. “The EV opportunity alone is enormous,” she added.</p><p>Tesla’s goal, according to the fund manager, has been to drive prices down and increase EV adoption. At the March 1 Investor Day, CEO <b>Elon Musk</b> could announce a step-function drop in pricing to $25,000 for the next-gen EVs, she said.</p><p>Wood noted that gas-powered vehicles boomed at that price point.</p><p><b>EVs To Dominate:</b> Going by the historical demand response to the $25,000 price point in gas-powered vehicles, Ark expects EVs to scale from about 8.5 million in 2022 to about 60 million units, or roughly 75% of the market, during the next five years, Wood said. This estimate could prove conservative, she added.</p><p>Tesla, the analyst said, is three to four years ahead of the competition in battery costs and is in a world of its own in chip design and data assets for autonomous mobility. To explain it further, she said it is like making a comparison between <b>Apple, Inc.’s</b> chip design for smartphones and that of Nokia, Motorola, Ericsson and Blackberry.</p><p>Tesla closed Friday’s session at $113.06, a 2.47% rise, according to Benzinga Pro data.</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>Cathie Wood Sees Tesla Stock Hitting $500 By 2026 Even Without Autonomous Driving & Ride-Hailing Service</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\">\nCathie Wood Sees Tesla Stock Hitting $500 By 2026 Even Without Autonomous Driving & Ride-Hailing Service\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\">2023-01-09 07:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>Cathie Wood said Tesla does not need autonomous ride-hail to be a success, “The EV opportunity alone is enormous.”</li><li>Elon Musk could announce a $25,000 price point for Tesla's next-gen EVs at the March 1 Analyst Day, Wood said.</li></ul><p><img src=\"https://static.tigerbbs.com/338e3a135b3f5c189fe84e4d5e72699b\" tg-width=\"960\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p><p><b>Tesla, Inc.</b> bull <b>Cathie Wood</b>-run <b>Ark Invest</b> on Friday gave a new perspective on the firm's long-term price target for the stock of the electric vehicle maker.</p><p><b>What Happened:</b> Ark’s 2026 price target for Tesla stock would be about $500 per share, based on its EV business alone, the firm’s analyst Tasha Keeney said. The projection is adjusted for the 3-for-1 stock split that became effective on Aug. 25, 2022.</p><p>This represents additional context to the 2026 (pre-split) price target of $4,600 the firm announced in mid-April 2022.</p><p>Keeney noted that the firm is removing autonomous driving and any form of ride-hail from the valuation framework. The firm believes that these two factors will drive more than 60% of Tesla’s value over the next five years.</p><p>She noted that the $500 per share projection is more than a four-times increase from the stock's current levels.</p><p><img src=\"https://static.tigerbbs.com/23afff182e89b6dfb80db435ce1fa7c9\" tg-width=\"829\" tg-height=\"1075\" width=\"100%\" height=\"auto\"/></p><p>While referring to Keeney’s tweet, Ark Invest’s <b>Sam Korus</b> said the company’s superior drivetrain efficiency and low battery costs should make it one of the best positioned to weather any cyclical slowdown for automakers.</p><p>“As it has done in the past, it can be the first to lower prices, which puts pressure on other automakers,” he added.</p><p><b>Enormous EV Opportunity:</b> Re-upping the analysts’ view, Wood said Tesla does not need autonomous ride-hail to be a success. “The EV opportunity alone is enormous,” she added.</p><p>Tesla’s goal, according to the fund manager, has been to drive prices down and increase EV adoption. At the March 1 Investor Day, CEO <b>Elon Musk</b> could announce a step-function drop in pricing to $25,000 for the next-gen EVs, she said.</p><p>Wood noted that gas-powered vehicles boomed at that price point.</p><p><b>EVs To Dominate:</b> Going by the historical demand response to the $25,000 price point in gas-powered vehicles, Ark expects EVs to scale from about 8.5 million in 2022 to about 60 million units, or roughly 75% of the market, during the next five years, Wood said. This estimate could prove conservative, she added.</p><p>Tesla, the analyst said, is three to four years ahead of the competition in battery costs and is in a world of its own in chip design and data assets for autonomous mobility. To explain it further, she said it is like making a comparison between <b>Apple, Inc.’s</b> chip design for smartphones and that of Nokia, Motorola, Ericsson and Blackberry.</p><p>Tesla closed Friday’s session at $113.06, a 2.47% rise, according to Benzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169599528","content_text":"ZINGER KEY POINTSCathie Wood said Tesla does not need autonomous ride-hail to be a success, “The EV opportunity alone is enormous.”Elon Musk could announce a $25,000 price point for Tesla's next-gen EVs at the March 1 Analyst Day, Wood said.Tesla, Inc. bull Cathie Wood-run Ark Invest on Friday gave a new perspective on the firm's long-term price target for the stock of the electric vehicle maker.What Happened: Ark’s 2026 price target for Tesla stock would be about $500 per share, based on its EV business alone, the firm’s analyst Tasha Keeney said. The projection is adjusted for the 3-for-1 stock split that became effective on Aug. 25, 2022.This represents additional context to the 2026 (pre-split) price target of $4,600 the firm announced in mid-April 2022.Keeney noted that the firm is removing autonomous driving and any form of ride-hail from the valuation framework. The firm believes that these two factors will drive more than 60% of Tesla’s value over the next five years.She noted that the $500 per share projection is more than a four-times increase from the stock's current levels.While referring to Keeney’s tweet, Ark Invest’s Sam Korus said the company’s superior drivetrain efficiency and low battery costs should make it one of the best positioned to weather any cyclical slowdown for automakers.“As it has done in the past, it can be the first to lower prices, which puts pressure on other automakers,” he added.Enormous EV Opportunity: Re-upping the analysts’ view, Wood said Tesla does not need autonomous ride-hail to be a success. “The EV opportunity alone is enormous,” she added.Tesla’s goal, according to the fund manager, has been to drive prices down and increase EV adoption. At the March 1 Investor Day, CEO Elon Musk could announce a step-function drop in pricing to $25,000 for the next-gen EVs, she said.Wood noted that gas-powered vehicles boomed at that price point.EVs To Dominate: Going by the historical demand response to the $25,000 price point in gas-powered vehicles, Ark expects EVs to scale from about 8.5 million in 2022 to about 60 million units, or roughly 75% of the market, during the next five years, Wood said. This estimate could prove conservative, she added.Tesla, the analyst said, is three to four years ahead of the competition in battery costs and is in a world of its own in chip design and data assets for autonomous mobility. To explain it further, she said it is like making a comparison between Apple, Inc.’s chip design for smartphones and that of Nokia, Motorola, Ericsson and Blackberry.Tesla closed Friday’s session at $113.06, a 2.47% rise, according to Benzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926561676,"gmtCreate":1671584358796,"gmtModify":1676538559395,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926561676","repostId":"2292358423","repostType":4,"repost":{"id":"2292358423","pubTimestamp":1671601834,"share":"https://ttm.financial/m/news/2292358423?lang=&edition=fundamental","pubTime":"2022-12-21 13:50","market":"us","language":"en","title":"2 Growth Stocks That Can Turn $500,000 Into $1 Million by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2292358423","media":"Motley Fool","summary":"These two stocks have delivered eye-popping returns in the past.","content":"<html><head></head><body><p>Everyone wants to see their investments double in value. Seeing a 100% gain in your stock portfolio is more than thrilling; it's a motivator that keeps you investing. And in the long run, that's how real success happens.</p><p>Needless to say, 2022 hasn't been a great year for 100% gainers. The major market indexes, like the <b>S&P 500</b>, the <b>Nasdaq Composite</b>, and the <b>Dow Jones Industrial Average</b> are set to finish 2022 in the red.</p><p>However, the stock market won't stay down forever. When it inevitably recovers, some stocks could soar. Here are two that can turn $500,000 into $1 million by 2025.</p><h2>1. <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></h2><p>My first pick to double by 2025 is <b>Adobe</b>. This software company sits at the intersection of creativity and productivity, which is essential in today's digital economy.</p><p>More than ever before, organizations must create digital materials that are illuminating, specialized, and captivating. Adobe's suite of products, including, Acrobat, Photoshop, Creative Cloud, and many others, helps organizations achieve exactly that.</p><p>In its most recent quarter (the three months ending on Dec. 1, 2022), Adobe's revenue jumped to $4.5 billion, up 10% from a year earlier. Earnings per share (EPS) came in slightly ahead of analyst estimates at $3.60, despite currency headwinds due to the strong U.S. dollar.</p><p>Recent results are proof that Adobe's business isn't drying up, as many had feared. Nevertheless, shares are down 40% year to date.</p><p>However, if the company can continue to deliver solid results over the next two years, a double isn't out of the question. Simply look at what Adobe stock did from December 2019 to December 2021. Shares moved higher by more than 100% over those two years, as sales surged from $11.2 billion to $15.8 billion.</p><p><img src=\"https://static.tigerbbs.com/606dd7512e8b017e70a317badd406294\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>ADBE data by YCharts</p><p>Looking ahead, Wall Street thinks Adobe is a prime candidate to lead the market higher. Of the 31 analysts who cover the stock, 25 rate Adobe as a "strong buy" or "buy," with none rating it worse than a "hold." The average price target is $373, almost 10% above its current price.</p><p>If the company continues to deliver solid earnings reports, like the one from last week, I think shares can double by 2025.</p><h2>2. Lululemon</h2><p>My second stock capable of doubling in value over the next two years is <b>Lululemon</b>. And part of the reason why is that Lululemon has pulled this off before.</p><p>If you had invested $500,000 in <b>Lululemon</b> in December 2019, that amount would have grown to $993,000 by December 2021 -- just shy of a 100% return in precisely two years.</p><p>Lululemon is an athleticwear retailer. The company sells men's and women's clothing, shoes, and accessories via more than 600 physical stores and its website.</p><p>In its most recent quarter (the three months ending on Oct. 29, 2022), Lululemon recorded about $1.9 billion of revenue, up 28% year over year. Moreover, earnings per share grew to $2, up from $1.44 a year earlier.</p><p>Lululemon's recent results show that the company is executing on its so-called "Power of 3 x2" growth plan. This is management's strategy to double its annual revenue to $12.5 billion by 2026 by doubling its menswear and digital sales, along with quadrupling its international sales.</p><p>Analysts think Lululemon can grow sales to $8 billion in 2023 and $9.2 billion in 2024, representing sales growth of 28% and 15%, respectively.</p><p>However, I think the analysts are underestimating Lululemon's growth in 2024. Shares should skyrocket if the company continues to deliver 20% or higher sales growth over the next two years. And that's why I think Lululemon shares can double by 2025.</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>2 Growth Stocks That Can Turn $500,000 Into $1 Million by 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Can Turn $500,000 Into $1 Million by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 13:50 GMT+8 <a href=https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-can-turn-500000-into-1-millio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Everyone wants to see their investments double in value. Seeing a 100% gain in your stock portfolio is more than thrilling; it's a motivator that keeps you investing. And in the long run, that's how ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-can-turn-500000-into-1-millio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4581":"高盛持仓","ADBE":"Adobe","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4023":"应用软件","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LULU":"lululemon athletica","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD"},"source_url":"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-can-turn-500000-into-1-millio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292358423","content_text":"Everyone wants to see their investments double in value. Seeing a 100% gain in your stock portfolio is more than thrilling; it's a motivator that keeps you investing. And in the long run, that's how real success happens.Needless to say, 2022 hasn't been a great year for 100% gainers. The major market indexes, like the S&P 500, the Nasdaq Composite, and the Dow Jones Industrial Average are set to finish 2022 in the red.However, the stock market won't stay down forever. When it inevitably recovers, some stocks could soar. Here are two that can turn $500,000 into $1 million by 2025.1. AdobeMy first pick to double by 2025 is Adobe. This software company sits at the intersection of creativity and productivity, which is essential in today's digital economy.More than ever before, organizations must create digital materials that are illuminating, specialized, and captivating. Adobe's suite of products, including, Acrobat, Photoshop, Creative Cloud, and many others, helps organizations achieve exactly that.In its most recent quarter (the three months ending on Dec. 1, 2022), Adobe's revenue jumped to $4.5 billion, up 10% from a year earlier. Earnings per share (EPS) came in slightly ahead of analyst estimates at $3.60, despite currency headwinds due to the strong U.S. dollar.Recent results are proof that Adobe's business isn't drying up, as many had feared. Nevertheless, shares are down 40% year to date.However, if the company can continue to deliver solid results over the next two years, a double isn't out of the question. Simply look at what Adobe stock did from December 2019 to December 2021. Shares moved higher by more than 100% over those two years, as sales surged from $11.2 billion to $15.8 billion.ADBE data by YChartsLooking ahead, Wall Street thinks Adobe is a prime candidate to lead the market higher. Of the 31 analysts who cover the stock, 25 rate Adobe as a \"strong buy\" or \"buy,\" with none rating it worse than a \"hold.\" The average price target is $373, almost 10% above its current price.If the company continues to deliver solid earnings reports, like the one from last week, I think shares can double by 2025.2. LululemonMy second stock capable of doubling in value over the next two years is Lululemon. And part of the reason why is that Lululemon has pulled this off before.If you had invested $500,000 in Lululemon in December 2019, that amount would have grown to $993,000 by December 2021 -- just shy of a 100% return in precisely two years.Lululemon is an athleticwear retailer. The company sells men's and women's clothing, shoes, and accessories via more than 600 physical stores and its website.In its most recent quarter (the three months ending on Oct. 29, 2022), Lululemon recorded about $1.9 billion of revenue, up 28% year over year. Moreover, earnings per share grew to $2, up from $1.44 a year earlier.Lululemon's recent results show that the company is executing on its so-called \"Power of 3 x2\" growth plan. This is management's strategy to double its annual revenue to $12.5 billion by 2026 by doubling its menswear and digital sales, along with quadrupling its international sales.Analysts think Lululemon can grow sales to $8 billion in 2023 and $9.2 billion in 2024, representing sales growth of 28% and 15%, respectively.However, I think the analysts are underestimating Lululemon's growth in 2024. Shares should skyrocket if the company continues to deliver 20% or higher sales growth over the next two years. And that's why I think Lululemon shares can double by 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987883283,"gmtCreate":1667868748243,"gmtModify":1676537976362,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Like this ","listText":"Like this ","text":"Like this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987883283","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988499415,"gmtCreate":1666803156937,"gmtModify":1676537808854,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988499415","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916726046,"gmtCreate":1664683314885,"gmtModify":1676537494069,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916726046","repostId":"1157459217","repostType":2,"repost":{"id":"1157459217","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=&edition=fundamental","pubTime":"2022-10-02 10:13","market":"us","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</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 Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8 <a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057141068,"gmtCreate":1655482269554,"gmtModify":1676535648696,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057141068","repostId":"1105210003","repostType":4,"repost":{"id":"1105210003","pubTimestamp":1655478634,"share":"https://ttm.financial/m/news/1105210003?lang=&edition=fundamental","pubTime":"2022-06-17 23:10","market":"hk","language":"en","title":"Alibaba: A Bull Market Is Born","url":"https://stock-news.laohu8.com/highlight/detail?id=1105210003","media":"Seeking Alpha","summary":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.</li><li>Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.</li><li>We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.</li></ul><p><b>Investment Thesis</b></p><p>Dark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors' fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, "I was willing to take a little political risk to get into the better companies at the lower prices." As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:</p><blockquote>Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.</blockquote><p>As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.</p><p><b>Know What You Own</b></p><p>Peter Lynch once advised, "Know what you own, and know why you own it." Let's take a look at Alibaba's multifaceted business model.</p><p>Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company's mission: To make it easy to do business anywhere.</p><p><b>Core Commerce</b></p><p>The company's core commerce segment accounts for approximately75% of revenue. Alibaba's most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.</p><p>The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba's business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.</p><p>Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:</p><p><img src=\"https://static.tigerbbs.com/687477af832cf5d2d67ff108a6c3dda8\" tg-width=\"960\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>Global E-Commerce GMV Share(Forbes)</p><p>Alibaba's combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:</p><p><img src=\"https://static.tigerbbs.com/0f01eaafba46a3ecaaf5306394e811d3\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>MAU's Across Alibaba's Shopping Platforms(Statista)</p><p><b>An Expansive Ecosystem</b></p><p>Alibaba spawns new businesses where it sees an economic need in society. The company's new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.</p><p>Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:</p><p><img src=\"https://static.tigerbbs.com/b353a8f92e6920c424fc6b7c26c19854\" tg-width=\"860\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>Alipay vs. WeChat Pay Market Share(EastWestBank)</p><p>Alibaba's reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.</p><p>Alibaba's reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company's bottom line going forward. The company still has room to grow its cloud market share:</p><p><img src=\"https://static.tigerbbs.com/a56959ac1a5611da4ea9ddd4f24b64fe\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>Global Cloud Market Share(Statista)</p><p><b>S.W.O.T. Analysis</b></p><p>To analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:</p><p><img src=\"https://static.tigerbbs.com/41a651cf204eb9f2ce9034c78114b4d3\" tg-width=\"407\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Normalized Earnings</p><p>Alibaba's normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.</p><p><b>Valuation</b></p><p>We estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.</p><ul><li>Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China's rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba's delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.</li></ul><p>Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.</p><ul><li>We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.</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>Alibaba: A Bull Market Is Born</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: A Bull Market Is Born\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 23:10 GMT+8 <a href=https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4518935-baba-stock-alibaba-a-bull-market-is-born","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105210003","content_text":"SummaryA deep dive into the e-commerce behemoth Alibaba (BABA) depicts a multi-engine growth machine, at a cyclical low.Our analysis of industry tailwinds and normalized earnings points to a huge opportunity for risk-tolerant investors.We estimate a market-crushing return of 17% per annum for Alibaba shareholders, indicating a 5x in the decade to come.Investment ThesisDark days have lingered for Alibaba Group Holding (NYSE:BABA), down 65% from its high. The past year has been a true test of investors' fortitude. Over the past year, geopolitical risks have surfaced. Asked why he bought into Alibaba given those risks, Charlie Munger stated, \"I was willing to take a little political risk to get into the better companies at the lower prices.\" As for the recent run-up and steep decline, legendary investor Sir John Templeton had some advice:Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.As pessimism looms, the bull market builds. We caution investors that now is not the time to trade BABA shares, but to own them. In the decade ahead, we estimate a market-crushing return of 17% per annum.Know What You OwnPeter Lynch once advised, \"Know what you own, and know why you own it.\" Let's take a look at Alibaba's multifaceted business model.Alibaba is an expansive ecosystem of products. The pieces of Alibaba interact with each other to accomplish the company's mission: To make it easy to do business anywhere.Core CommerceThe company's core commerce segment accounts for approximately75% of revenue. Alibaba's most important assets are its online shopping platforms Taobao, Tmall, Lazada, andAlibaba.com. Within core commerce, Alibaba makes money from advertising, customer management, subscriptions, and direct sales.The company owns a collection of fast-growing grocery chains such as Freshippo, Sunart, and Tmall Supermarket. Although grocery has been a drag on margins, it is still an integral part of Alibaba's business empire. The Freshippo (Hema) chain even offers 30-minute delivery using smart logistics.Despite its much smaller market cap, Alibaba is a larger e-commerce player than Amazon (AMZN). In 2020, Alibaba accounted for 29% of the e-commerce goods transacted globally:Global E-Commerce GMV Share(Forbes)Alibaba's combined business reached1.31 billion consumers across the world over the past year. This number continues to grow despite its scale. In China alone, the company has nearly a billion monthly active consumers on its mobile shopping platforms:MAU's Across Alibaba's Shopping Platforms(Statista)An Expansive EcosystemAlibaba spawns new businesses where it sees an economic need in society. The company's new businesses, whether acquired or built, always support each other within the Alibaba ecosystem. The ecosystem includes Cainiao smart logistics and a digital payments app, Alipay.Alibaba started Alipay in 2004 to help build trust between consumers and merchants in online purchases (The company now owns 33% of the FinTech parent company, Ant Group). Fast-forward to today, and mobile payments are the preferred method of payment in China. Alipay has a 54.5% share of the market:Alipay vs. WeChat Pay Market Share(EastWestBank)Alibaba's reach is enormous in China. The company plays an integral part in the day-to-day lives of citizens, whether it be through payment, e-commerce, groceries, delivery (Ele.me), streaming (Youku), or navigation (Amap). The company is also the lifeblood of millions and millions of small businesses.Alibaba's reach is a powerful network effect for its rapidly growing cloud segment. Alibaba Cloud is building out its network globally, and there is a very long runway for the business. Alibaba Cloud just became profitable over the past six months, and should contribute to the company's bottom line going forward. The company still has room to grow its cloud market share:Global Cloud Market Share(Statista)S.W.O.T. AnalysisTo analyze what Alibaba does well, along with the risks it faces as a business, we present a S.W.O.T. analysis for the company:Normalized EarningsAlibaba's normalized earnings are around $22 billion, or $8.22 per share. The company experienced several one-off hits to its earnings over the past 12 months, including a $2.8 billion fine from the government, increased ad spend on Taobao deals, poor economic conditions in China, and huge goodwill impairments. To normalize earnings, we have taken the average net income over fiscal 2020 and 2021, divided by the current shares outstanding. Keep in mind that revenue and active users have grown substantially since 2020, indicating a conservative figure.ValuationWe estimate Alibaba will grow normalized earnings at 13% annualized over the next decade, resulting in 2032 earnings per share of $27.90.Alibaba is still growing its user count. The company is in the early stages of its international expansion in e-commerce and cloud computing. These businesses have strong industry tailwinds, allowing Alibaba to grow organically. Alibaba also benefits from China's rapidly growing middle class. As a result, the average spend on Taobao and Tmall will increase if user retention remains strong. The same is true for Alibaba's delivery, streaming, grocery, and payments assets. On top of this, the company has $39 billion of working capital on its balance sheet to buy back shares, acquire businesses, and build new businesses.Our 2032 price target for Alibaba is $488 per share, implying a return of 17% per annum.We have applied a terminal multiple of 17.5 for a business that we believe has an enduring network effect, brand, and industry tailwind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052165469,"gmtCreate":1655153073251,"gmtModify":1676535569129,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"$180 to $200!","listText":"$180 to $200!","text":"$180 to $200!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052165469","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052165221,"gmtCreate":1655152992163,"gmtModify":1676535569121,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052165221","repostId":"9056348041","repostType":1,"repost":{"id":9056348041,"gmtCreate":1654955814583,"gmtModify":1676535539093,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz888888888","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Tesla (TSLA) Stock Split 1:3 Updates","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","text":"$Tesla Motors(TSLA)$Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","images":[{"img":"https://community-static.tradeup.com/news/7cb8cd4b935a98535f3f54741930f111","width":"640","height":"429"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056348041","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160116820,"gmtCreate":1623774617660,"gmtModify":1703819158826,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160116820","repostId":"1121368819","repostType":4,"repost":{"id":"1121368819","pubTimestamp":1623769287,"share":"https://ttm.financial/m/news/1121368819?lang=&edition=fundamental","pubTime":"2021-06-15 23:01","market":"us","language":"en","title":"GM-backed Cruise secures $5 billion credit line as it prepares to launch self-driving robotaxis","url":"https://stock-news.laohu8.com/highlight/detail?id=1121368819","media":"cnbc","summary":"Cruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.The new credit is being provided by GM's automotive financing arm to use for the purchase of Cruise's self-driving Origin shuttles.This past month, GM began assembly of 100 pre-production Cruise Origin vehicles that will be built this summer for validation testing.Cruise, a majority-owned subsidiary ofGeneral Motors, has se","content":"<div>\n<p>KEY POINTS\n\nCruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.\nThe new ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.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>GM-backed Cruise secures $5 billion credit line as it prepares to launch self-driving robotaxis</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\">\nGM-backed Cruise secures $5 billion credit line as it prepares to launch self-driving robotaxis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:01 GMT+8 <a href=https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nCruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.\nThe new ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车"},"source_url":"https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1121368819","content_text":"KEY POINTS\n\nCruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.\nThe new credit is being provided by GM's automotive financing arm to use for the purchase of Cruise's self-driving Origin shuttles.\nThis past month, GM began assembly of 100 pre-production Cruise Origin vehicles that will be built this summer for validation testing.\n\nCruise, a majority-owned subsidiary ofGeneral Motors, has secured a new $5 billion line of credit as it prepares for commercialization of its autonomous ride-hailing business.\nThe new credit, announced Tuesday, is being provided by GM's automotive financing arm to use for the purchase of Cruise's self-driving Origin shuttles, which GM isexpected to begin producingat a factory in Detroit in early 2023. It brings Cruise's war chest to more than $10 billion, according to Cruise CEO Dan Ammann.\n″$10 billion. It’s a big number. However, when you think about what we’re building - safer, cleaner, and more accessible transportation for the world - you quickly realize it’s also a necessary number,” Ammann said in a blog post. “This is an incredibly exciting time for Cruise.”\nUltimately, GM Finance is providing Cruise credit instead of the company attempting to raise outside capital, which it has done in the past. GM acquired Cruise in 2016. Since then, it has brought on investors such as Honda Motor, SoftBank Vision Fund and, more recently, Walmart and Microsoft.\nThis past month, Cruise said GM began assembly of 100 pre-production Cruise Origin vehicles that will be built this summer for validation testing.\nThe Origin, which wasunveiled in January 2020, is the company’s first vehicle specifically designed to operate without a driver on board. It does not have manual controls such as pedals or a steering wheel.\nThe new credit line and pre-production model announcements follow Cruise earlier this month becoming the first autonomous vehicle developer to obtain a permit from the California Public Utilities Commission to givepassengers rides in prototype robotaxis.\nCommercializing autonomous vehicles has been far more challenging than many predicted even a few years ago. The challenges have led to a consolidation in the autonomous vehicle sector after years of enthusiasm touting the technology as the next multitrillion-dollar market for transportation companies.\nCruise was expected to launch a ride-hailing service for the public in San Francisco in 2019. The company delayed those plans that year to conduct further testing. It has been operating an employee ride-hailing service with a current fleet of autonomous vehicles in San Francisco for several years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160118238,"gmtCreate":1623774588524,"gmtModify":1703819158020,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment please ","listText":"Like my comment please ","text":"Like my comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160118238","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","pubTimestamp":1623762167,"share":"https://ttm.financial/m/news/1191245053?lang=&edition=fundamental","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8 <a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555371133717214","authorId":"3555371133717214","name":"SJ_640","avatar":"https://static.tigerbbs.com/05d5bb0c51034efb02450c817ed3d411","crmLevel":2,"crmLevelSwitch":0,"idStr":"3555371133717214","authorIdStr":"3555371133717214"},"content":"Reply please thanks","text":"Reply please thanks","html":"Reply please thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117340282,"gmtCreate":1623118671247,"gmtModify":1704196460337,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117340282","repostId":"1156802172","repostType":2,"repost":{"id":"1156802172","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":1622950106,"share":"https://ttm.financial/m/news/1156802172?lang=&edition=fundamental","pubTime":"2021-06-06 11:28","market":"us","language":"en","title":"Nio Begins Prepping For Nio Day 2021: What We Know So Far","url":"https://stock-news.laohu8.com/highlight/detail?id=1156802172","media":"Benzinga","summary":"The catalyst that drove NIO Inc. shares to an all-time high of $66.99 earlier this year was Nio Day ","content":"<p>The catalyst that drove <b>NIO Inc.</b> shares to an all-time high of $66.99 earlier this year was Nio Day 2020 on Jan. 9. The stock has pulled back since then and is currently trading roughly 40% off the highs.</p>\n<p>Against this backdrop, it has emerged that the company has started laying the groundwork for the next Nio Day.</p>\n<p><b>What Happened:</b>Nio posted on its Nio App that cities can now start bidding for hosting Nio Day 2021, a Nio spokesperson confirmed to Benzinga.</p>\n<p>The bidding process as explained by CnEVPost is as follows:</p>\n<p>The applications on behalf of the host city should be submitted by local Nio Clubs, and if a city has more than one Nio Club, a joint bid can be made.</p>\n<p>Nio mandates a potential host city should not have hosted Nio Day in the past eight years.</p>\n<p>The city should have an indoor venue with a seating capacity of more than 8,000 and available for hosting 10 consecutive days sometime between Dec. 1, 2021 and Jan. 15, 2022.</p>\n<p>The company has provided a time window of June 4 through June 8 for submitting an intent to apply. After conducting preliminary surveys in shortlisted cities from June 9 to June 15, Nio will start receiving applications.</p>\n<p>Following the evaluation of applications, the company will shortlist three cities on July 3 and present the list on the Nio App, allowing Nio users to vote July 23 and 24. The final winner will be decided based on the votes.</p>\n<p><b>Why It's Important:</b>Nio Day is an annual event for Nio users and other guests. The company has been hosting the event since 2017 when the first Nio Day was in Beijing, where its first mass-produced model, the ES8, debuted.</p>\n<p>Nio Day 2020 was held in Chengdu on Jan. 9, 2021. The annual event meant for 2020 was pushed to early 2021 due to the COVID-19 pandemic. The company unveiled its first-ever sedan, named ET7, at the event. It also made product and service-related announcements.</p>\n<p>Several rumors have surfaced regarding a mass-market model from Nio under a different brand name. The company could shed some light on this at Nio Day 2021 event.</p>\n<p>With the ET7 scheduled to be made available commercially in the first quarter of 2022, the company could share more details on the sedan and its launch plans.</p>\n<p>Nio users may also look ahead to more details on the company's recent expansion into Norway.</p>\n<p>At last check Friday at publication, Nio shares were rallying 2.54% to $41.94.</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>Nio Begins Prepping For Nio Day 2021: What We Know So Far</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 Begins Prepping For Nio Day 2021: What We Know So Far\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\">2021-06-06 11:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The catalyst that drove <b>NIO Inc.</b> shares to an all-time high of $66.99 earlier this year was Nio Day 2020 on Jan. 9. The stock has pulled back since then and is currently trading roughly 40% off the highs.</p>\n<p>Against this backdrop, it has emerged that the company has started laying the groundwork for the next Nio Day.</p>\n<p><b>What Happened:</b>Nio posted on its Nio App that cities can now start bidding for hosting Nio Day 2021, a Nio spokesperson confirmed to Benzinga.</p>\n<p>The bidding process as explained by CnEVPost is as follows:</p>\n<p>The applications on behalf of the host city should be submitted by local Nio Clubs, and if a city has more than one Nio Club, a joint bid can be made.</p>\n<p>Nio mandates a potential host city should not have hosted Nio Day in the past eight years.</p>\n<p>The city should have an indoor venue with a seating capacity of more than 8,000 and available for hosting 10 consecutive days sometime between Dec. 1, 2021 and Jan. 15, 2022.</p>\n<p>The company has provided a time window of June 4 through June 8 for submitting an intent to apply. After conducting preliminary surveys in shortlisted cities from June 9 to June 15, Nio will start receiving applications.</p>\n<p>Following the evaluation of applications, the company will shortlist three cities on July 3 and present the list on the Nio App, allowing Nio users to vote July 23 and 24. The final winner will be decided based on the votes.</p>\n<p><b>Why It's Important:</b>Nio Day is an annual event for Nio users and other guests. The company has been hosting the event since 2017 when the first Nio Day was in Beijing, where its first mass-produced model, the ES8, debuted.</p>\n<p>Nio Day 2020 was held in Chengdu on Jan. 9, 2021. The annual event meant for 2020 was pushed to early 2021 due to the COVID-19 pandemic. The company unveiled its first-ever sedan, named ET7, at the event. It also made product and service-related announcements.</p>\n<p>Several rumors have surfaced regarding a mass-market model from Nio under a different brand name. The company could shed some light on this at Nio Day 2021 event.</p>\n<p>With the ET7 scheduled to be made available commercially in the first quarter of 2022, the company could share more details on the sedan and its launch plans.</p>\n<p>Nio users may also look ahead to more details on the company's recent expansion into Norway.</p>\n<p>At last check Friday at publication, Nio shares were rallying 2.54% to $41.94.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156802172","content_text":"The catalyst that drove NIO Inc. shares to an all-time high of $66.99 earlier this year was Nio Day 2020 on Jan. 9. The stock has pulled back since then and is currently trading roughly 40% off the highs.\nAgainst this backdrop, it has emerged that the company has started laying the groundwork for the next Nio Day.\nWhat Happened:Nio posted on its Nio App that cities can now start bidding for hosting Nio Day 2021, a Nio spokesperson confirmed to Benzinga.\nThe bidding process as explained by CnEVPost is as follows:\nThe applications on behalf of the host city should be submitted by local Nio Clubs, and if a city has more than one Nio Club, a joint bid can be made.\nNio mandates a potential host city should not have hosted Nio Day in the past eight years.\nThe city should have an indoor venue with a seating capacity of more than 8,000 and available for hosting 10 consecutive days sometime between Dec. 1, 2021 and Jan. 15, 2022.\nThe company has provided a time window of June 4 through June 8 for submitting an intent to apply. After conducting preliminary surveys in shortlisted cities from June 9 to June 15, Nio will start receiving applications.\nFollowing the evaluation of applications, the company will shortlist three cities on July 3 and present the list on the Nio App, allowing Nio users to vote July 23 and 24. The final winner will be decided based on the votes.\nWhy It's Important:Nio Day is an annual event for Nio users and other guests. The company has been hosting the event since 2017 when the first Nio Day was in Beijing, where its first mass-produced model, the ES8, debuted.\nNio Day 2020 was held in Chengdu on Jan. 9, 2021. The annual event meant for 2020 was pushed to early 2021 due to the COVID-19 pandemic. The company unveiled its first-ever sedan, named ET7, at the event. It also made product and service-related announcements.\nSeveral rumors have surfaced regarding a mass-market model from Nio under a different brand name. The company could shed some light on this at Nio Day 2021 event.\nWith the ET7 scheduled to be made available commercially in the first quarter of 2022, the company could share more details on the sedan and its launch plans.\nNio users may also look ahead to more details on the company's recent expansion into Norway.\nAt last check Friday at publication, Nio shares were rallying 2.54% to $41.94.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109417686,"gmtCreate":1619709683145,"gmtModify":1704271236074,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment pls ","listText":"Like my comment pls ","text":"Like my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/109417686","repostId":"1183966356","repostType":4,"repost":{"id":"1183966356","pubTimestamp":1619665696,"share":"https://ttm.financial/m/news/1183966356?lang=&edition=fundamental","pubTime":"2021-04-29 11:08","market":"us","language":"en","title":"NIO Q1 2021 Earnings Report Preview: What to Look For","url":"https://stock-news.laohu8.com/highlight/detail?id=1183966356","media":"InvestoPedia","summary":"Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.Revenue is expected to soar on expanding vehicle sales.NIO Inc. , like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles . NIO's production stoppage in late March had little impact on the company's record ve","content":"<p>Focus on NIO vehicle deliveries</p>\n<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>Analysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.</li>\n <li>Vehicle deliveries, already announced, rose dramatically YOY.</li>\n <li>Revenue is expected to soar on expanding vehicle sales.</li>\n</ul>\n<p>NIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.</p>\n<p>Investors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.</p>\n<p>Vehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.</p>\n<p>Shares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e1a915810ccbc7f07ec2adf16865b\" tg-width=\"3004\" tg-height=\"1798\"><span>Source: TradingView.</span></p>\n<p><b>NIO Earnings History</b></p>\n<p>The stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.</p>\n<p>In Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.</p>\n<p>Analysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d412a9c0aea28621f713f5afbfba444c\" tg-width=\"885\" tg-height=\"352\"><span>Source: Visible Alpha; NIO Inc.</span></p>\n<p><b>The Key Metric</b></p>\n<p>As mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.</p>\n<p>NIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.</p>","source":"lsy1606203311635","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 Q1 2021 Earnings Report Preview: What to Look For</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 Q1 2021 Earnings Report Preview: What to Look For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 11:08 GMT+8 <a href=https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991><strong>InvestoPedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is ...</p>\n\n<a href=\"https://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991\">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://www.investopedia.com/nio-q1-2021-earnings-report-preview-5180991","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183966356","content_text":"Focus on NIO vehicle deliveries\nKEY TAKEAWAYS\n\nAnalysts estimate earnings per ADS of -0.72 yuan vs. -1.66 yuan in Q1 FY 2020.\nVehicle deliveries, already announced, rose dramatically YOY.\nRevenue is expected to soar on expanding vehicle sales.\n\nNIO Inc. (NIO), like many other automakers, was forced to halt production this year due to the global semiconductor shortage. Semiconductor chips, widely used in smartphones, computers, and other electronic devices, are especially important to NIO, a maker of premium electric vehicles (EVs). NIO's production stoppage in late March had little impact on the company's record vehicle deliveries in Q1, but it could affect future production numbers.\nInvestors will focus on how these forces affect NIO's immediate results, as well as its financial outlook, when the company reports earnings on April 29, 2021 for Q1 FY 2021.Analysts are expecting the company's loss per American depositary share (ADS) to narrow significantly as revenue expands at a rapid pace.\nVehicle deliveries are another key metric investors watch in order to gauge the company's productive capacity. NIO already reported vehicle deliveries for the first quarter earlier this month, achieving a new quarterly record despite total deliveries coming in slightly below expectations.\nShares of NIO have dramatically outperformed the broader market over the past year. But after reaching all-time highs earlier this year, the stock has fallen considerably and has been trading mostly sideways since early March. NIO's shares have provided investors with an astronomic total return of 1,171.9% over the past year, well above the S&P 500's total return of 45.5%.\nSource: TradingView.\nNIO Earnings History\nThe stock, which had been gathering downward momentum after peaking around mid-February, plunged following NIO's Q4 FY 2020 earnings report released at the beginning of March. The company reported a much larger loss per ADS than analysts expected and revenue also missed estimates. However, NIO's loss narrowed considerably compared to the year-ago quarter and revenue was still up 133.2%.The company was optimistic about its performance, noting that its gross margin rose to 17.2% compared to negative 8.9% in the year-ago quarter.\nIn Q3 FY 2020, NIO posted a loss per ADS of 0.98 yuan ($0.15 as of the CNY/USD exchange rate on April 27, 2021).It was the smallest loss in at least 11 quarters. Revenue rose 146.4%, maintaining the pace of growth achieved in the second quarter.NIO said it delivered a record number of vehicles and saw improvements in its average selling price. The company also said that it was the second straight quarter of positive cash flow from operating activities.\nAnalysts expect continued improvement in NIO's financial results in Q1 FY 2021. While NIO is still expected to post another loss per ADS, it is estimated to be the lowest in at least 14 quarters. Revenue for the quarter is forecast to rise 446.1%, which would be the fastest pace since Q2 FY 2019. For full-year FY 2021, analysts are currently expecting NIO to achieve a loss of 2.72 yuan per ADS, which would be the smallest loss in at least five years. Revenue is expected to rise 109.7%, a faster pace than in each of the last two years.\nSource: Visible Alpha; NIO Inc.\nThe Key Metric\nAs mentioned above, investors are also watching the number of vehicles NIO delivers each quarter. NIO generates some revenue from various services it provides, but the majority of revenue is derived from vehicle sales.Currently, the company makes deliveries of three types of vehicles: the ES8, the company's 6-seater and 7-seater flagship premium smart electric SUV; the ES6, the company’s 5-seater high-performance premium smart electric SUV; and the EC6, the company’s 5-seater premium electric coupe SUV.The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production.\nNIO has significantly ramped up its production over the past few years. The company delivered 11,350 vehicles in FY 2018. In FY 2020, it had nearly quadrupled that figure, delivering 43,730 vehicles. Despite a slowdown in Q1 FY 2020 amid the COVID-19 pandemic, NIO quickly made up for the Q1 drop in deliveries with a 190.8% year-over-year increase in Q2 FY 2020. Total vehicle delivery growth decelerated to 154.3% in Q3 and then to 111.0% in Q4. However, vehicle deliveries rose 423.0% in Q1 FY 2021, hitting a new quarterly record, as mentioned above. For full-year FY 2021, analysts are forecasting NIO to deliver 88,280 vehicles, which would be more than double last year's total deliveries. However, NIO warned investors in early March that the global chip shortage is likely to cut its production capacity, at least in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100687950,"gmtCreate":1619609593270,"gmtModify":1704726725793,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100687950","repostId":"1131068131","repostType":4,"repost":{"id":"1131068131","pubTimestamp":1619586637,"share":"https://ttm.financial/m/news/1131068131?lang=&edition=fundamental","pubTime":"2021-04-28 13:10","market":"us","language":"en","title":"Facebook Reports Earnings Wednesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131068131","media":"Barrons","summary":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, ","content":"<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.</p>\n<p>As demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.</p>\n<p>Including sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.</p>\n<p>Facebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.</p>\n<p>Beyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.</p>\n<p>In March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.</p>\n<p>Investors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.</p>\n<p>On Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.</p>\n<p>Zuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.</p>\n<p>BofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”</p>\n<p>Facebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.</p>\n<p>Of the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.</p>\n<p>Barron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.</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>Facebook Reports Earnings Wednesday. Here Is What to Expect.</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\">\nFacebook Reports Earnings Wednesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 13:10 GMT+8 <a href=https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs ...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131068131","content_text":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.\nIncluding sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.\nFacebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.\nBeyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.\nIn March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.\nInvestors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.\nOn Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.\nZuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.\nBofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”\nFacebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.\nOf the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.\nBarron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371263059,"gmtCreate":1618944068871,"gmtModify":1704717290486,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371263059","repostId":"2128842893","repostType":2,"repost":{"id":"2128842893","pubTimestamp":1618930500,"share":"https://ttm.financial/m/news/2128842893?lang=&edition=fundamental","pubTime":"2021-04-20 22:55","market":"us","language":"en","title":"Is Diamondback Energy Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128842893","media":"Motley Fool","summary":"The oil stock is already up about 60% this year.","content":"<p>Oil prices have been red hot this year. West Texas intermediate, the primary U.S. oil price benchmark, has rallied about 30%, pushing it above $60 a barrel. That's driven up most oil stocks, with the average <a href=\"https://laohu8.com/S/AONE\">one</a> in the <b>S&P Oil & Gas Exploration & Production ETF</b> -- an exchange-traded fund (ETF) that holds 50 oil stocks -- rallying more than 30% on the year. </p><p>Some oil stocks rocketed higher, including <b><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></b> (NASDAQ:FANG), which has rallied about 60% this year. Here's a look at whether there's any gas left in the tank or if it's running on fumes.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F622060%2Fan-oil-pump-with-the-sun-bursting-behind-it.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>The bull case for buying Diamondback Energy</h2><p>Diamondback Energy entered last year's oil market downturn in a position of strength. It had a strong balance sheet and low-cost operations, enabling it to navigate the turbulent times relatively well. Meanwhile, its strong financial profile allowed it to strike when two acquisition opportunities arose late last year. It bought Guidon Energy in an $862 million deal that closed in February and recently wrapped up its $2.15 billion purchase of rival QEP Resources.</p><p>Those deals have it on track to produce 360,000 to 370,000 barrels of oil equivalent per day (BOE/D) this year, up from slightly more than 300,000 BOE/D last year. It can produce at that level, which is flat from the combined company's 2020 exit rate while spending 10% less capital overall. It should thus generate significant free cash flow this year. At $60 oil, Diamondback could produce more than $1.75 billion in excess cash, enabling it to pay its 2.1%-yielding dividend (roughly $250 million) and pay down a sizable amount of debt.</p><p>Its free cash flow could be even higher in the future even if oil prices don't improve too much more because it expects to capture cost savings from its two mergers. It anticipates that the QEP deal alone to save it $60 million to $80 million per year, and that was before a recent debt refinancing will reduce its interest expenses by $40 million. Meanwhile, interest expenses will come down even more as it uses its excess cash to repay debt, further improving its cost structure and future free cash flow. </p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F622060%2Fa-man-holding-a-barrel-of-oil-with-caution-written-on-it-in-one-hand-and-cash-in-the-other-hand.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>The bear case against buying Diamondback Energy</h2><p>One of the biggest issues with buying Diamondback Energy stock, or any oil stock for that matter, is the sector's uncertain future owing to the rapid acceleration of renewable energy development. Governments and companies are on track to invest trillions of dollars over the next few decades to transition the global economy's primary fuel source from fossil fuels to lower-carbon alternatives, so demand for oil and gas could fall in the future, which would affect the ability of companies like Diamondback Energy to grow their earnings and create shareholder value.</p><p>Diamondback Energy is working to become part of the solution instead of contributing to this problem by reducing greenhouse gas emissions and aiming to produce net-zero oil. The company initially plans to purchase carbon offset credits to offset the emissions it produces until it can invest in income-generating projects that will directly offset its carbon emissions. These investments will add to its costs, which could affect its returns and cash flow in the future, especially if oil prices weaken. Meanwhile, there's no guarantee there will be a long-term market for net-zero oil if companies can commercialize emissions-free alternatives like green hydrogen. That uncertainty on the future of the oil market could keep a lid on crude oil prices and Diamondback Energy's stock price since it's unclear if it will grow its production in the future outside of making additional acquisitions. </p><h2>It's hard to get too excited by Diamondback Energy stock</h2><p>Diamondback Energy exited last year's oil market downturn in a stronger position than it entered by taking advantage of the opportunity and acquiring Guidon and QEP Resources. It should therefore produce more free cash flow in the coming years than it would have as a stand-alone entity as it integrates those businesses. However, it's unclear how much more upside it has, given its outperformance compared with other oil stocks this year and the sector's long-term headwinds. That means t's not the most compelling buying opportunity in the oil patch these days unless an investor is unabashedly bullish on crude prices.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Diamondback Energy Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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 Diamondback Energy Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 22:55 GMT+8 <a href=https://www.fool.com/investing/2021/04/20/is-diamondback-energy-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil prices have been red hot this year. West Texas intermediate, the primary U.S. oil price benchmark, has rallied about 30%, pushing it above $60 a barrel. That's driven up most oil stocks, with the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/20/is-diamondback-energy-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FANG":"Diamondback Energy"},"source_url":"https://www.fool.com/investing/2021/04/20/is-diamondback-energy-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128842893","content_text":"Oil prices have been red hot this year. West Texas intermediate, the primary U.S. oil price benchmark, has rallied about 30%, pushing it above $60 a barrel. That's driven up most oil stocks, with the average one in the S&P Oil & Gas Exploration & Production ETF -- an exchange-traded fund (ETF) that holds 50 oil stocks -- rallying more than 30% on the year. Some oil stocks rocketed higher, including Diamondback Energy (NASDAQ:FANG), which has rallied about 60% this year. Here's a look at whether there's any gas left in the tank or if it's running on fumes.Image source: Getty Images.The bull case for buying Diamondback EnergyDiamondback Energy entered last year's oil market downturn in a position of strength. It had a strong balance sheet and low-cost operations, enabling it to navigate the turbulent times relatively well. Meanwhile, its strong financial profile allowed it to strike when two acquisition opportunities arose late last year. It bought Guidon Energy in an $862 million deal that closed in February and recently wrapped up its $2.15 billion purchase of rival QEP Resources.Those deals have it on track to produce 360,000 to 370,000 barrels of oil equivalent per day (BOE/D) this year, up from slightly more than 300,000 BOE/D last year. It can produce at that level, which is flat from the combined company's 2020 exit rate while spending 10% less capital overall. It should thus generate significant free cash flow this year. At $60 oil, Diamondback could produce more than $1.75 billion in excess cash, enabling it to pay its 2.1%-yielding dividend (roughly $250 million) and pay down a sizable amount of debt.Its free cash flow could be even higher in the future even if oil prices don't improve too much more because it expects to capture cost savings from its two mergers. It anticipates that the QEP deal alone to save it $60 million to $80 million per year, and that was before a recent debt refinancing will reduce its interest expenses by $40 million. Meanwhile, interest expenses will come down even more as it uses its excess cash to repay debt, further improving its cost structure and future free cash flow. Image source: Getty Images.The bear case against buying Diamondback EnergyOne of the biggest issues with buying Diamondback Energy stock, or any oil stock for that matter, is the sector's uncertain future owing to the rapid acceleration of renewable energy development. Governments and companies are on track to invest trillions of dollars over the next few decades to transition the global economy's primary fuel source from fossil fuels to lower-carbon alternatives, so demand for oil and gas could fall in the future, which would affect the ability of companies like Diamondback Energy to grow their earnings and create shareholder value.Diamondback Energy is working to become part of the solution instead of contributing to this problem by reducing greenhouse gas emissions and aiming to produce net-zero oil. The company initially plans to purchase carbon offset credits to offset the emissions it produces until it can invest in income-generating projects that will directly offset its carbon emissions. These investments will add to its costs, which could affect its returns and cash flow in the future, especially if oil prices weaken. Meanwhile, there's no guarantee there will be a long-term market for net-zero oil if companies can commercialize emissions-free alternatives like green hydrogen. That uncertainty on the future of the oil market could keep a lid on crude oil prices and Diamondback Energy's stock price since it's unclear if it will grow its production in the future outside of making additional acquisitions. It's hard to get too excited by Diamondback Energy stockDiamondback Energy exited last year's oil market downturn in a stronger position than it entered by taking advantage of the opportunity and acquiring Guidon and QEP Resources. It should therefore produce more free cash flow in the coming years than it would have as a stand-alone entity as it integrates those businesses. However, it's unclear how much more upside it has, given its outperformance compared with other oil stocks this year and the sector's long-term headwinds. That means t's not the most compelling buying opportunity in the oil patch these days unless an investor is unabashedly bullish on crude prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371657462,"gmtCreate":1618933355356,"gmtModify":1704717192004,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574662449014770","authorIdStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment","listText":"Like my comment","text":"Like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/371657462","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX) reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</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>Netflix Reports Earnings Tuesday. Here’s What to Expect.</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\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8 <a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX) reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9926561676,"gmtCreate":1671584358796,"gmtModify":1676538559395,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926561676","repostId":"2292358423","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340881452,"gmtCreate":1617372134376,"gmtModify":1704699270854,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"like & comment ","listText":"like & comment ","text":"like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/340881452","repostId":"2124875875","repostType":4,"repost":{"id":"2124875875","pubTimestamp":1617366960,"share":"https://ttm.financial/m/news/2124875875?lang=&edition=fundamental","pubTime":"2021-04-02 20:36","market":"us","language":"en","title":"Tesla Q1 2021 Vehicle Production & Deliveries","url":"https://stock-news.laohu8.com/highlight/detail?id=2124875875","media":"StreetInsider","summary":"PALO ALTO, Calif., April 02, 2021 -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.Forward-Looking Statements Statements herein regarding the timin","content":"<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.</p>\n<table>\n <tbody>\n <tr>\n <td></td>\n <td><b>Production</b></td>\n <td><b>Deliveries</b></td>\n <td><b>Subject to operating lease accounting</b></td>\n </tr>\n <tr>\n <td>Model S/X</td>\n <td>-</td>\n <td>2,020</td>\n <td>6%</td>\n </tr>\n <tr>\n <td>Model 3/Y</td>\n <td>180,338</td>\n <td>182,780</td>\n <td>7%</td>\n </tr>\n <tr>\n <td><b>Total</b></td>\n <td><b>180,338</b></td>\n <td><b>184,800</b></td>\n <td><b>7%</b></td>\n </tr>\n </tbody>\n</table>\n<p>***************</p>\n<p>Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only <a href=\"https://laohu8.com/S/AONE\">one</a> measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.</p>\n<p><b>Forward-Looking Statements</b> Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.</p>\n<p><img src=\"https://static.tigerbbs.com/db04c7b378cb2db912c3ba8a5a774ee3\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q1 2021 Vehicle Production & Deliveries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q1 2021 Vehicle Production & Deliveries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:36 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18215929><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18215929\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18215929","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124875875","content_text":"PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.\n\n\n\n\nProduction\nDeliveries\nSubject to operating lease accounting\n\n\nModel S/X\n-\n2,020\n6%\n\n\nModel 3/Y\n180,338\n182,780\n7%\n\n\nTotal\n180,338\n184,800\n7%\n\n\n\n***************\nOur net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.\nForward-Looking Statements Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057141068,"gmtCreate":1655482269554,"gmtModify":1676535648696,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057141068","repostId":"1105210003","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342446116,"gmtCreate":1618239086735,"gmtModify":1704708020835,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"like my comment ","listText":"like my comment ","text":"like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342446116","repostId":"1130056228","repostType":2,"repost":{"id":"1130056228","pubTimestamp":1618196120,"share":"https://ttm.financial/m/news/1130056228?lang=&edition=fundamental","pubTime":"2021-04-12 10:55","market":"us","language":"en","title":"Coinbase stock opens at $381.00, pushing valuation to $99.6 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1130056228","media":"seekingalpha","summary":"Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.SummaryCoin","content":"<p>Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.</p><p><b>Summary</b></p><ul><li>Coinbase's direct listing comes at a perfect timing: right time, place, market, product, partners, acquisitions. First-rate execution. Good pedigree.</li><li>The company has great B/S & I/S margins with potential: expansion into corporate trading, derivatives, credit card awards, and USD coin.</li><li>On the $68 billion valuation provided by the company, it has a Market Cap/Revenue 11x & P/E of 47x estimated in our high growth scenario.</li><li>Coinbase is at the center of future action as the world digitizes, tokenizes, and trades any and all physical assets.</li></ul><p>Editor's note: Seeking Alpha is proud to welcome Paul Schulte as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/742eca4e2e542a463e1dbcf4df427c92\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by N Rotteveel/iStock Editorial via Getty Images</span></p><p>We believe that Coinbase (COIN) is a strong core holding investment. This is supported by sound market conditions, a widespread crypto boom, and skyrocketing revenue growth that by far exceed the industry.</p><p>Coinbase has enjoyed success as an online exchange for crypto since 2012 and has captured a 12% global market share. During that time, it has consistently kept its users’ personal data secure with its comprehensive due diligence process. It has put a high priority on cooperation and compliance with regulatory authorities. The first section of this article sets the framework of the business. Second, we take a deep dive into the company’s financials. Third, we provide an analysis of (i) Coinbase’s potential to diversify away from commission revenues with strategic investments and opportunities and (ii) major risk factors that the company faces. The listing is on April 14.</p><p><b>Coinbase is the new set of rails that connects the crypto world and Wall Street</b></p><p><b>One-stop-shop</b></p><p>The company provides retail, institutional, and vendor solutions for storage, spending, earning, and use of more than 40 crypto assets. It is a one-stop-shop for hedge funds, money managers, corporations for trading and custody of crypto. It has established relationships with Circle for a dollar coin and with Visa for crypto rewards programs. It has 43 million users (87% growth since Q1 2018) and 3 million Monthly Transacting Users (MTU) with $90 billion of assets (5.9x increase since Q1 2018). The company is attracting institutional investors with a 4.2x increase in Trading Volume since Q1 2018. It has 7,000 institutional users and 115,000 ecosystem partners. Revenues in Q4 2020 were $585 million, and we estimate Q1 2021 revenue will easily exceed $1.2 billion (See valuation on section Valuation model). The current global market share is 12%.</p><p><b>Revenue streams</b></p><p>The exchange makes most of its money through high commission churn from retail. But achieving economies of scale from much more institutional trading activity – even though they offer lower commissions – is the next hurdle. We remain optimistic about a powerful secular trend of higher bitcoin prices due to the digitization of the physical world resulting in its monetization through tokens. Central banks will have no choice but to jump on the bandwagon and use the private sector pipes since they are not equipped (nor is it their function) to build and maintain such technology. This is essentially a replacement for both SWIFT and DTCC and will be much bigger than these two combined entities ever were. This is the center of the titanic competition between the US and China. Companies like Coinbase will have important strategic value for the US policy apparatus in Washington, DC.</p><p><b>Valuation modelModel Framework</b></p><p>We have modeled Coinbase revenue growth in 2021. Q1 2021 estimates are based on the recent sharp increase of Crypto Market Cap, Bitcoin Price, and Trading Volume. At the time of this research, the value of crypto more than doubled since December 2020. In Q4 2020, the company recorded $585 million in revenue with a crypto market cap of ~$782 billion. To assess the potential of Coinbase, we projected the company’s revenue via a sensitivity analysis with the following parameters:</p><ul><li><i>Market capitalization of crypto assets.</i>This is split into Bitcoin market cap and other crypto assets. Coinbase is diversifying its crypto assets offering, driven by the introduction of 20 crypto assets between 2019 and 2020, including DeFi applications and protocols which can allow diversification away Trading Volume from Bitcoin.</li><li><i>Trading Volume of Retail and Institutional</i>. Institutional Trading is slowly outpacing Retail Trading, though fees are lower for institutions. Verified Institutions grew 67% from 4,200 to 7,000 from 2019 to 2020. Assets on the Platform from institutions grew 5.9x from $6.5 billion to $44.8 billion for a total of $90 billion.</li><li><i>Transaction fees.</i>These represented 96% of their revenue in 2020. The majority of this is derived from transactions in Bitcoin and Ethereum.</li></ul><p>Based on these assumptions, we created three different scenarios assuming a $68 billion valuation provided by the company. Market Cap/Revenue sensitivity table and quarterly revenue estimates are found below.</p><ul><li><i>Scenario 1:</i>Crypto market cap declines to around $900 billion by Q4 2021, with a parallel decline in Trading Volume on the platform, and a slight decrease in market share. Forward Market Cap/Revenue multiple of 27.2x.</li><li><i>Scenario 2:</i>We projected the crypto market cap to stabilise around $1,700 billion by Q4 2021, with a stable trading volume and market share. Forward EV/Revenue multiple of 17.0x.</li><li><i>Scenario 3:</i>Crypto market cap keep up its momentum and reach $1,900 billion by Q4 2021, with an increase in trading volume and market share. Forward EV/Revenue multiple of 11.3x.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7dca88fc8e1ee7a20e6ee98226b6e59\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"><span>Source: Coinbase public filings, Coinmarketcap.com, Author estimates. Data as of 9th March 2021.</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5051018901da5ee20a18d3ac5ef7b983\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>Source: Coinbase public filings, Coinmarketcap.com, Author estimates Data as of 9th March 2021</span></p><p><b>Our case: Stable to higher prices by end of 2021</b></p><p>Our fairly bullish estimates on revenue for 2021 should exceed $3.5 billion and could very well top $5 billion. While the grey market (and admittedly illiquid) futures price is above $100 billion, the company has stated its intention to do the listing at $68 billion. Many investors were eyeing the grey market price with great alarm as it surpassed $130 billion. Happily, the direct listing price is one half of the peak of $135 billion.</p><p>Coinbase has a very clean balance sheet. Return on assets was 7% for 2020. Assets on Equity is 3.8x. Its Return on Capital could easily exceed 30% in 2021. It is sitting on a cash pile. It is a highly profitable business creating consistent retained earnings. The balance sheet is pristine and is an efficient machine. The owners are handing public investors a well-oiled machine with a proven track record and a great balance sheet. This is a rarity in the current IPO market.</p><p>Projected EV/Revenue of high scenario at $68 billion/$6 billion is about 11x, among the lowest of its comparable peers and in line with SoFi and Root. The 2021 P/E should be about 47x on our high end of estimates, compared to 49x for the Russell 2000. Our worst-case scenario for 2021 Return on Capital is 26%. This still blows away the traditional exchanges. A medium case scenario puts ROC at 35%.</p><p>Coinbase is a case of the right company at the right time, right place, right sector, right business, right product. Its gross margins are in the high 80s and should settle in the low 80s as the business is built out and matures. EBIT margins are around 30% and net margins are mid-20s.</p><p><b>Business opportunities and major risks</b> <b>Opportunities</b></p><p>The direct listing will set the stage for more listings of crypto firms, legitimise crypto with global finance, bridge the gap with Wall Street, increase the visibility of crypto in Fortune 500 and increase participation. It will deepen its partnerships with both Circle and Visa as well as widen its DeFi propositions. The platform is easy to use and scalable.</p><p>Exciting additions are custody with Vast Bank as a licensed institution. It will bolt on open source standards with Rosetta — akin to China’s BSN. It will add crypto lending with Xapo. It will also offer enhanced trading services with Tagomi. On a geographical basis, it will expand into MENA activity with Rain.</p><p>In addition, Coinbase’s careful long-term plan will include a roll out into an enhanced number of crypto assets and expand its derivatives. It will continue to make a major push into institutional business. It will move further into dollar coin distribution. And it will piggyback onto major credit cards via crypto points.</p><p><b>Risks</b></p><p>The company looks great, but the main risks which investors should bear in mind. Bringing many of the risk and execution functions in-house is important. So far, Coinbase is playing extremely nice with the regulators. While Coinbase could potentially end up as a major conduit for a Federal Reserve coin, the company is very young, and its infrastructure has not kept up with developments.</p><ol><li>It will need to invest a lot in Capex to build out its infrastructure and margins may shrink.</li><li>It is a highly competitive sector and many other players are breathing down Coinbase’s neck, especially in Asia.</li><li>There are significant regulatory hurdles, although Coinbase is highly sensitive to regulatory shifts. It has been wisely and deliberately slow in adding new crypto because of this.</li><li>The exchange may have to take greater responsibility in establishing bona fides and offer AML guarantees to regulators.</li><li>It is highly reliant on third parties for its businesses. This includes payment gateways, cloud, compliance, customer service, and product development. This needs to be brought in-house and tightly controlled. The role of a decisive and capable CTO is vital here.</li><li>Bitcoin is highly volatile, and it is in the realm of possibility that Bitcoin and Ethereum could fall by 50% or more before recovering. As with stock exchanges, rising prices are good for business and sustained bear markets are bad for business. But volatility is always good for exchanges.</li><li>The managers of the company have never operated a public company of great size before.</li></ol><p><b>Conclusion</b></p><p>We believe Coinbase’s direct listing comes at the right time and is accompanied by strong market conditions. Widespread crypto acceptance is underway, and it has outstanding prospects. Projected revenue growth is undoubtedly one of the fastest in the industry. This company deserves serious attention.</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>Coinbase stock opens at $381.00, pushing valuation to $99.6 bln</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\">\nCoinbase stock opens at $381.00, pushing valuation to $99.6 bln\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 10:55 GMT+8 <a href=https://seekingalpha.com/article/4418060-coinbase-direct-listing-this-stock-should-be-core-holding><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.SummaryCoinbase's direct listing comes at a perfect timing: right time, place, market, product, partners, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418060-coinbase-direct-listing-this-stock-should-be-core-holding\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/article/4418060-coinbase-direct-listing-this-stock-should-be-core-holding","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130056228","content_text":"Coinbase shares open at $381 on Nasdaq, valuing cryptocurrency exchange at $99.6 billion.SummaryCoinbase's direct listing comes at a perfect timing: right time, place, market, product, partners, acquisitions. First-rate execution. Good pedigree.The company has great B/S & I/S margins with potential: expansion into corporate trading, derivatives, credit card awards, and USD coin.On the $68 billion valuation provided by the company, it has a Market Cap/Revenue 11x & P/E of 47x estimated in our high growth scenario.Coinbase is at the center of future action as the world digitizes, tokenizes, and trades any and all physical assets.Editor's note: Seeking Alpha is proud to welcome Paul Schulte as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium.Photo by N Rotteveel/iStock Editorial via Getty ImagesWe believe that Coinbase (COIN) is a strong core holding investment. This is supported by sound market conditions, a widespread crypto boom, and skyrocketing revenue growth that by far exceed the industry.Coinbase has enjoyed success as an online exchange for crypto since 2012 and has captured a 12% global market share. During that time, it has consistently kept its users’ personal data secure with its comprehensive due diligence process. It has put a high priority on cooperation and compliance with regulatory authorities. The first section of this article sets the framework of the business. Second, we take a deep dive into the company’s financials. Third, we provide an analysis of (i) Coinbase’s potential to diversify away from commission revenues with strategic investments and opportunities and (ii) major risk factors that the company faces. The listing is on April 14.Coinbase is the new set of rails that connects the crypto world and Wall StreetOne-stop-shopThe company provides retail, institutional, and vendor solutions for storage, spending, earning, and use of more than 40 crypto assets. It is a one-stop-shop for hedge funds, money managers, corporations for trading and custody of crypto. It has established relationships with Circle for a dollar coin and with Visa for crypto rewards programs. It has 43 million users (87% growth since Q1 2018) and 3 million Monthly Transacting Users (MTU) with $90 billion of assets (5.9x increase since Q1 2018). The company is attracting institutional investors with a 4.2x increase in Trading Volume since Q1 2018. It has 7,000 institutional users and 115,000 ecosystem partners. Revenues in Q4 2020 were $585 million, and we estimate Q1 2021 revenue will easily exceed $1.2 billion (See valuation on section Valuation model). The current global market share is 12%.Revenue streamsThe exchange makes most of its money through high commission churn from retail. But achieving economies of scale from much more institutional trading activity – even though they offer lower commissions – is the next hurdle. We remain optimistic about a powerful secular trend of higher bitcoin prices due to the digitization of the physical world resulting in its monetization through tokens. Central banks will have no choice but to jump on the bandwagon and use the private sector pipes since they are not equipped (nor is it their function) to build and maintain such technology. This is essentially a replacement for both SWIFT and DTCC and will be much bigger than these two combined entities ever were. This is the center of the titanic competition between the US and China. Companies like Coinbase will have important strategic value for the US policy apparatus in Washington, DC.Valuation modelModel FrameworkWe have modeled Coinbase revenue growth in 2021. Q1 2021 estimates are based on the recent sharp increase of Crypto Market Cap, Bitcoin Price, and Trading Volume. At the time of this research, the value of crypto more than doubled since December 2020. In Q4 2020, the company recorded $585 million in revenue with a crypto market cap of ~$782 billion. To assess the potential of Coinbase, we projected the company’s revenue via a sensitivity analysis with the following parameters:Market capitalization of crypto assets.This is split into Bitcoin market cap and other crypto assets. Coinbase is diversifying its crypto assets offering, driven by the introduction of 20 crypto assets between 2019 and 2020, including DeFi applications and protocols which can allow diversification away Trading Volume from Bitcoin.Trading Volume of Retail and Institutional. Institutional Trading is slowly outpacing Retail Trading, though fees are lower for institutions. Verified Institutions grew 67% from 4,200 to 7,000 from 2019 to 2020. Assets on the Platform from institutions grew 5.9x from $6.5 billion to $44.8 billion for a total of $90 billion.Transaction fees.These represented 96% of their revenue in 2020. The majority of this is derived from transactions in Bitcoin and Ethereum.Based on these assumptions, we created three different scenarios assuming a $68 billion valuation provided by the company. Market Cap/Revenue sensitivity table and quarterly revenue estimates are found below.Scenario 1:Crypto market cap declines to around $900 billion by Q4 2021, with a parallel decline in Trading Volume on the platform, and a slight decrease in market share. Forward Market Cap/Revenue multiple of 27.2x.Scenario 2:We projected the crypto market cap to stabilise around $1,700 billion by Q4 2021, with a stable trading volume and market share. Forward EV/Revenue multiple of 17.0x.Scenario 3:Crypto market cap keep up its momentum and reach $1,900 billion by Q4 2021, with an increase in trading volume and market share. Forward EV/Revenue multiple of 11.3x.Source: Coinbase public filings, Coinmarketcap.com, Author estimates. Data as of 9th March 2021.Source: Coinbase public filings, Coinmarketcap.com, Author estimates Data as of 9th March 2021Our case: Stable to higher prices by end of 2021Our fairly bullish estimates on revenue for 2021 should exceed $3.5 billion and could very well top $5 billion. While the grey market (and admittedly illiquid) futures price is above $100 billion, the company has stated its intention to do the listing at $68 billion. Many investors were eyeing the grey market price with great alarm as it surpassed $130 billion. Happily, the direct listing price is one half of the peak of $135 billion.Coinbase has a very clean balance sheet. Return on assets was 7% for 2020. Assets on Equity is 3.8x. Its Return on Capital could easily exceed 30% in 2021. It is sitting on a cash pile. It is a highly profitable business creating consistent retained earnings. The balance sheet is pristine and is an efficient machine. The owners are handing public investors a well-oiled machine with a proven track record and a great balance sheet. This is a rarity in the current IPO market.Projected EV/Revenue of high scenario at $68 billion/$6 billion is about 11x, among the lowest of its comparable peers and in line with SoFi and Root. The 2021 P/E should be about 47x on our high end of estimates, compared to 49x for the Russell 2000. Our worst-case scenario for 2021 Return on Capital is 26%. This still blows away the traditional exchanges. A medium case scenario puts ROC at 35%.Coinbase is a case of the right company at the right time, right place, right sector, right business, right product. Its gross margins are in the high 80s and should settle in the low 80s as the business is built out and matures. EBIT margins are around 30% and net margins are mid-20s.Business opportunities and major risks OpportunitiesThe direct listing will set the stage for more listings of crypto firms, legitimise crypto with global finance, bridge the gap with Wall Street, increase the visibility of crypto in Fortune 500 and increase participation. It will deepen its partnerships with both Circle and Visa as well as widen its DeFi propositions. The platform is easy to use and scalable.Exciting additions are custody with Vast Bank as a licensed institution. It will bolt on open source standards with Rosetta — akin to China’s BSN. It will add crypto lending with Xapo. It will also offer enhanced trading services with Tagomi. On a geographical basis, it will expand into MENA activity with Rain.In addition, Coinbase’s careful long-term plan will include a roll out into an enhanced number of crypto assets and expand its derivatives. It will continue to make a major push into institutional business. It will move further into dollar coin distribution. And it will piggyback onto major credit cards via crypto points.RisksThe company looks great, but the main risks which investors should bear in mind. Bringing many of the risk and execution functions in-house is important. So far, Coinbase is playing extremely nice with the regulators. While Coinbase could potentially end up as a major conduit for a Federal Reserve coin, the company is very young, and its infrastructure has not kept up with developments.It will need to invest a lot in Capex to build out its infrastructure and margins may shrink.It is a highly competitive sector and many other players are breathing down Coinbase’s neck, especially in Asia.There are significant regulatory hurdles, although Coinbase is highly sensitive to regulatory shifts. It has been wisely and deliberately slow in adding new crypto because of this.The exchange may have to take greater responsibility in establishing bona fides and offer AML guarantees to regulators.It is highly reliant on third parties for its businesses. This includes payment gateways, cloud, compliance, customer service, and product development. This needs to be brought in-house and tightly controlled. The role of a decisive and capable CTO is vital here.Bitcoin is highly volatile, and it is in the realm of possibility that Bitcoin and Ethereum could fall by 50% or more before recovering. As with stock exchanges, rising prices are good for business and sustained bear markets are bad for business. But volatility is always good for exchanges.The managers of the company have never operated a public company of great size before.ConclusionWe believe Coinbase’s direct listing comes at the right time and is accompanied by strong market conditions. Widespread crypto acceptance is underway, and it has outstanding prospects. Projected revenue growth is undoubtedly one of the fastest in the industry. This company deserves serious attention.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949953045,"gmtCreate":1678321848887,"gmtModify":1678321852395,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949953045","repostId":"2318236529","repostType":2,"repost":{"id":"2318236529","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1678320159,"share":"https://ttm.financial/m/news/2318236529?lang=&edition=fundamental","pubTime":"2023-03-09 08:02","market":"us","language":"en","title":"Tesla’s Stock at Its Lowest in a Month After Elon Musk Makes News for the Wrong Reasons","url":"https://stock-news.laohu8.com/highlight/detail?id=2318236529","media":"Dow Jones","summary":"Wall Street is divided over Musk's continued leadership at TwitterTesla’s stock was the worst perfor","content":"<html><head></head><body><p>Wall Street is divided over Musk's continued leadership at Twitter</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab1638cff7ae9ba94f621475da9b107b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Tesla’s stock was the worst performer on the S&P 500 on Wednesday.</span></p><p>Tesla Inc.'s stock on Wednesday extended its losses to a third session after Chief Executive Elon Musk's criticism of a laid-off Twitter employee went viral.</p><p>The stock fell 3% on a mixed day for the broader equity market, with the drop bringing Tesla's March losses to more than 11% so far.</p><p>The stock fell to its lowest closing price since Feb. 1, at $182. Tesla is down six out of the past seven sessions, and was the fifth-worst performer in the S&P 500 and second worst in the Nasdaq 100 . It was the most active stock in both.</p><p>Musk later apologized to the employee, a tech entrepreneur in Iceland. Musk bought Twitter in October and has presided over several rounds of layoffs and cost-cutting measures at the social-medial company.</p><p>Also on Tuesday, Musk said that he expected Twitter to be cash-flow-positive soon.</p><p>Wall Street is divided over Musk's continued leadership at Twitter, with some believing that the billionaire could keep up the pace working as the top executive at the several companies he owns. Plenty of others, however, believe the opposite.</p><p>Tesla tanked at the start of the month when Wall Street wanted details on the next Tesla EV but got only vague promises about global electrification and Tesla's technological advantages.</p><p>Analysts at Berenberg earlier Wednesday downgraded their rating on Tesla's stock to hold, saying that they see the new electric vehicle hitting its stride possibly around 2028.</p><p>Tesla's stock is down 34% in the last 12 months, compared with losses of about 4% for the S&P 500.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Stock at Its Lowest in a Month After Elon Musk Makes News for the Wrong Reasons</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Stock at Its Lowest in a Month After Elon Musk Makes News for the Wrong Reasons\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-09 08:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street is divided over Musk's continued leadership at Twitter</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab1638cff7ae9ba94f621475da9b107b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Tesla’s stock was the worst performer on the S&P 500 on Wednesday.</span></p><p>Tesla Inc.'s stock on Wednesday extended its losses to a third session after Chief Executive Elon Musk's criticism of a laid-off Twitter employee went viral.</p><p>The stock fell 3% on a mixed day for the broader equity market, with the drop bringing Tesla's March losses to more than 11% so far.</p><p>The stock fell to its lowest closing price since Feb. 1, at $182. Tesla is down six out of the past seven sessions, and was the fifth-worst performer in the S&P 500 and second worst in the Nasdaq 100 . It was the most active stock in both.</p><p>Musk later apologized to the employee, a tech entrepreneur in Iceland. Musk bought Twitter in October and has presided over several rounds of layoffs and cost-cutting measures at the social-medial company.</p><p>Also on Tuesday, Musk said that he expected Twitter to be cash-flow-positive soon.</p><p>Wall Street is divided over Musk's continued leadership at Twitter, with some believing that the billionaire could keep up the pace working as the top executive at the several companies he owns. Plenty of others, however, believe the opposite.</p><p>Tesla tanked at the start of the month when Wall Street wanted details on the next Tesla EV but got only vague promises about global electrification and Tesla's technological advantages.</p><p>Analysts at Berenberg earlier Wednesday downgraded their rating on Tesla's stock to hold, saying that they see the new electric vehicle hitting its stride possibly around 2028.</p><p>Tesla's stock is down 34% in the last 12 months, compared with losses of about 4% for the S&P 500.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318236529","content_text":"Wall Street is divided over Musk's continued leadership at TwitterTesla’s stock was the worst performer on the S&P 500 on Wednesday.Tesla Inc.'s stock on Wednesday extended its losses to a third session after Chief Executive Elon Musk's criticism of a laid-off Twitter employee went viral.The stock fell 3% on a mixed day for the broader equity market, with the drop bringing Tesla's March losses to more than 11% so far.The stock fell to its lowest closing price since Feb. 1, at $182. Tesla is down six out of the past seven sessions, and was the fifth-worst performer in the S&P 500 and second worst in the Nasdaq 100 . It was the most active stock in both.Musk later apologized to the employee, a tech entrepreneur in Iceland. Musk bought Twitter in October and has presided over several rounds of layoffs and cost-cutting measures at the social-medial company.Also on Tuesday, Musk said that he expected Twitter to be cash-flow-positive soon.Wall Street is divided over Musk's continued leadership at Twitter, with some believing that the billionaire could keep up the pace working as the top executive at the several companies he owns. Plenty of others, however, believe the opposite.Tesla tanked at the start of the month when Wall Street wanted details on the next Tesla EV but got only vague promises about global electrification and Tesla's technological advantages.Analysts at Berenberg earlier Wednesday downgraded their rating on Tesla's stock to hold, saying that they see the new electric vehicle hitting its stride possibly around 2028.Tesla's stock is down 34% in the last 12 months, compared with losses of about 4% for the S&P 500.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371657462,"gmtCreate":1618933355356,"gmtModify":1704717192004,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment","listText":"Like my comment","text":"Like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/371657462","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX) reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</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>Netflix Reports Earnings Tuesday. Here’s What to Expect.</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\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8 <a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX) reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916726046,"gmtCreate":1664683314885,"gmtModify":1676537494069,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916726046","repostId":"1157459217","repostType":2,"repost":{"id":"1157459217","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=&edition=fundamental","pubTime":"2022-10-02 10:13","market":"us","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</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 Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8 <a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100687950,"gmtCreate":1619609593270,"gmtModify":1704726725793,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100687950","repostId":"1131068131","repostType":4,"repost":{"id":"1131068131","pubTimestamp":1619586637,"share":"https://ttm.financial/m/news/1131068131?lang=&edition=fundamental","pubTime":"2021-04-28 13:10","market":"us","language":"en","title":"Facebook Reports Earnings Wednesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131068131","media":"Barrons","summary":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, ","content":"<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.</p>\n<p>As demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.</p>\n<p>Including sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.</p>\n<p>Facebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.</p>\n<p>Beyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.</p>\n<p>In March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.</p>\n<p>Investors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.</p>\n<p>On Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.</p>\n<p>Zuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.</p>\n<p>BofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”</p>\n<p>Facebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.</p>\n<p>Of the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.</p>\n<p>Barron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.</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>Facebook Reports Earnings Wednesday. Here Is What to Expect.</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\">\nFacebook Reports Earnings Wednesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 13:10 GMT+8 <a href=https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs ...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131068131","content_text":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.\nIncluding sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.\nFacebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.\nBeyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.\nIn March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.\nInvestors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.\nOn Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.\nZuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.\nBofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”\nFacebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.\nOf the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.\nBarron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327253887,"gmtCreate":1616093264049,"gmtModify":1704790923975,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment ","listText":"Like my comment ","text":"Like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/327253887","repostId":"2120163660","repostType":4,"repost":{"id":"2120163660","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1616078340,"share":"https://ttm.financial/m/news/2120163660?lang=&edition=fundamental","pubTime":"2021-03-18 22:39","market":"hk","language":"en","title":"The Fed plans to keep interest rates low -- so why do interest rates keep rising?","url":"https://stock-news.laohu8.com/highlight/detail?id=2120163660","media":"Dow Jones","summary":"Mortgage rates are now at the highest point since June and could go even higher even if the Federal ","content":"<p>Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policy</p><p>The Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.</p><p>On Wednesday, the Federal Reserve signaled that it won't raise interest rates until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think <a href=\"https://laohu8.com/S/AONE\">one</a> could happen next year.</p><p>Investors happily greeted the news , with the Dow Jones Industrial Average and the S&P 500 both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.</p><p>Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.</p><p>As of Thursday reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.</p><p>Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.</p><p>\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at <a href=\"https://laohu8.com/S/TREE\">LendingTree</a> <a href=\"https://laohu8.com/S/TREE.UK\">$(TREE.UK)$</a>, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.</p><p>In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"</p><p>Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.</p><p>Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.</p><p>\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.</p><p>But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.</p><p>Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.</p><p>The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"</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>The Fed plans to keep interest rates low -- so why do interest rates keep rising?</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 Fed plans to keep interest rates low -- so why do interest rates keep rising?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-18 22:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policy</p><p>The Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.</p><p>On Wednesday, the Federal Reserve signaled that it won't raise interest rates until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think <a href=\"https://laohu8.com/S/AONE\">one</a> could happen next year.</p><p>Investors happily greeted the news , with the Dow Jones Industrial Average and the S&P 500 both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.</p><p>Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.</p><p>As of Thursday reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.</p><p>Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.</p><p>\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at <a href=\"https://laohu8.com/S/TREE\">LendingTree</a> <a href=\"https://laohu8.com/S/TREE.UK\">$(TREE.UK)$</a>, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.</p><p>In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"</p><p>Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.</p><p>Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.</p><p>\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.</p><p>But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.</p><p>Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.</p><p>The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120163660","content_text":"Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policyThe Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.On Wednesday, the Federal Reserve signaled that it won't raise interest rates until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think one could happen next year.Investors happily greeted the news , with the Dow Jones Industrial Average and the S&P 500 both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.As of Thursday reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at LendingTree $(TREE.UK)$, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360551193,"gmtCreate":1613958846412,"gmtModify":1704886138858,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/360551193","repostId":"1143100356","repostType":4,"repost":{"id":"1143100356","pubTimestamp":1613792715,"share":"https://ttm.financial/m/news/1143100356?lang=&edition=fundamental","pubTime":"2021-02-20 11:45","market":"us","language":"en","title":"2 Top Tech Stocks to Buy Now for Big Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1143100356","media":"Nasdaq","summary":"The S&P 500 and the tech-heavy Nasdaq slipped during the week of February 15, after they closed at new records last week. Despite the drop in some of the big tech names such as AppleAAPL, FacebookFB, MicrosoftMSFT, Zoom VideoZM, and countless others this week, the market fundamentals remain relatively strong.Ebbs and flows, as well as pullbacks and corrections are healthy aspects of the market. And they need not be viewed as anything but normal occurrences, especially as strong earnings results ","content":"<p>The S&P 500 and the tech-heavy Nasdaq slipped during the week of February 15, after they closed at new records last week. Despite the drop in some of the big tech names such as AppleAAPL, FacebookFB, MicrosoftMSFT, Zoom VideoZM, and countless others this week, the market fundamentals remain relatively strong.</p><p>Ebbs and flows, as well as pullbacks and corrections are healthy aspects of the market. And they need not be viewed as anything but normal occurrences, especially as strong earnings results continue to pour in. Better yet, the outlook for the first quarter and the rest of 2021 has improved significantly.</p><p>Vaccine distribution will hopefully help the economy roar back by the summer and lift some of the hardest-hit areas of the economy. Meanwhile, Wall Street is banking on more spending under the Biden administration and the Fed remains firmly committed to keeping interest rates low.</p><p>All of these factors set up a bullish outlook for 2021. But instead of focusing on companies that need a vaccine to really grow, let’s look at two tech stocks that have posted big sales growth during the pandemic and are ready to expand for years within futuristic industries…</p><p><b>NIO Inc.NIO</b></p><p>Every major automaker, from FordFto Volvo, is racing to roll out more electric vehicles as they try to catch TeslaTSLA. Luckily for investors, the EV market is far from a zero-sum game and newcomers continue to enter the space. Chinese EV maker NIO is a rising star in the booming market, as its sales continue to grow. The company is also focused on autonomous driving tech, as well as batteries, which are the lifeblood of the industry.</p><p>NIO sells multiple models that are somewhat in-line with Tesla, from smaller SUVs to sedans. The company said in early January that it delivered 17,353 vehicles in the fourth quarter, which marked a 110% jump.</p><p>Overall, NIO’s full-year deliveries surged 113% to nearly 44,000 vehicles in 2020. And its January 2021 figures were even more impressive, with deliveries up 350% from the year-ago period to push its overall cumulative deliveries to 83K.</p><p>With this in mind, Zacks estimates call for NIO’s FY20 revenue to jump 120% to $2.49 billion, with FY21 projected to come in another 97% higher to reach $4.89 billion. The Chinese EV company is also expected to significantly shrink its adjusted losses during this stretch.</p><p>NIO has topped our EPS estimates in the trailing two periods and its positive earnings revisions help it land a Zacks Rank #2 (Buy) heading into the release of its Q4 results on March 1.</p><p><img src=\"https://static.tigerbbs.com/5b6233d1784a5cb7db62b437f7632a3f\" tg-width=\"620\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p><p>NIO, which rocks an “A” grade for Growth in our Style Scores system, has seen its stock skyrocket over 1,000% in the last year and 300% in the past six months. Luckily for investors who missed the ride, NIO has cooled down, up only 12% in the last three months.</p><p>At roughly $55 per share, it’s down about 13% from its late January records. The recent downturn has seen it fall from overbought in terms of the Relative Strength Index to around 45—an RSI above 70 is often regarded as overbought, with any number below 30 considered oversold.</p><p>NIO’s recent price performance could give it room to run if it’s able to impress Wall Street. And the stock jumped over 1% through morning trading Friday, as it bounces off its 50-day moving average. NIO shares also trade at a discount compared to other high-flyers at 12.7X forward sales, which marks a discount against Tesla’s 15.5X and comes in 25% below its own six-months highs.</p><p>Three out of the nine brokerage recommendations that Zacks has for NIO come in at a “Strong Buy,” with none below a “Hold.” NIO might be worth buying as a long-term play that’s far less expensive than Tesla ($784 a share), in a world where EVs already accounted for over 30% of Volvo’s new car sales in Europe in 2020. And let’s remember that China is one of the world’s largest EV markets.</p><p><b>CrowdStrikeCRWD</b></p><p>CrowdStrike is a cloud-focused cybersecurity firm that utilizes machine learning and AI to protect endpoints and cloud workloads. This is crucial in the cloud age that’s full of rapidly expanding endpoints, which include laptops, desktops, smartphones, IoT devices, and more.</p><p>Remote work and schooling pushed this area of the ever-growing cybersecurity space to the forefront, but it was already booming. More importantly, as devices proliferate and our digitally-connected world grows more complex, it becomes more vulnerable.</p><p>CrowdStrike on February announced plans to bolster its offerings through the acquisition of Humio for $400 million—expected to close in the first quarter. Humio provides high-performance cloud log management and observability technology. The deal is set to “further expand its eXtended Detection and Response (XDR) capabilities by ingesting and correlating data from any log, application or feed to deliver actionable insights and real-time protection.”</p><p><img src=\"https://static.tigerbbs.com/9f684cfbac7ba46e2cf8ab6e063461a2\" tg-width=\"620\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p><p>CrowdStrike, which went public in the summer of 2019, has soared nearly 280% in the past 12 months. More recently, the stock is up 65% in the last six months, and it already bounced back to new records—which it hit earlier in the week—after it slipped in mid-January.</p><p>The stock is firmly a growth play at the moment, trading at 42.7X forward sales, which puts it right in line with e-commerce giant ShopifySHOP. Despite its run, the stock is not currently considered overbought, with an RSI of 64.</p><p>CRWD’s positive earnings revisions help it grab a Zacks Rank #2 (Buy) at the moment, with it set to release its fourth quarter fiscal 2021 results on March 16. Meanwhile, 14 of the 19 brokerage ratings Zacks has for CRWD come in at a “Strong Buy,” with none lower than a “Hold.”</p><p>Looking back, the company crushed our Q3 estimates in December, with sales up 86%. CrowdStrike also lifted its guidance at the time. Zacks estimates currently call for it to swing from an adjusted loss of -$0.02 a share in the year-ago period to +$0.09 in the fourth quarter on 65% stronger sales.</p><p>In total, the cybersecurity firm is projected to soar from a loss of -$0.42 a share to +$0.23 in fiscal 2021. Plus, CRWD’s FY22 EPS figure is projected to climb another 70% higher, all the way to $0.39 a share. Meanwhile, its revenue is projected to jump 79% to hit $861 million in FY21 and then climb another 42% to $1.22 billion in FY22.</p><p>CrowdStrike’s expected growth would come on top of FY20’s 93% sales expansion. The stock has clearly already gone on an impressive run. But it is poised to continue to grow in a world where everything is connected and data is endless. Therefore, cybersecurity firms such as CrowdStrike might make for strong long-term growth plays.</p><p><b>These Stocks Are Poised to Soar Past the Pandemic</b>The COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.</p><p>Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.</p>","source":"lsy1604288433698","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 Top Tech Stocks to Buy Now for Big Growth</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 Top Tech Stocks to Buy Now for Big Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-20 11:45 GMT+8 <a href=https://www.nasdaq.com/articles/2-top-tech-stocks-to-buy-now-for-big-growth-2021-02-19><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 and the tech-heavy Nasdaq slipped during the week of February 15, after they closed at new records last week. Despite the drop in some of the big tech names such as AppleAAPL, FacebookFB, ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/2-top-tech-stocks-to-buy-now-for-big-growth-2021-02-19\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/2-top-tech-stocks-to-buy-now-for-big-growth-2021-02-19","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143100356","content_text":"The S&P 500 and the tech-heavy Nasdaq slipped during the week of February 15, after they closed at new records last week. Despite the drop in some of the big tech names such as AppleAAPL, FacebookFB, MicrosoftMSFT, Zoom VideoZM, and countless others this week, the market fundamentals remain relatively strong.Ebbs and flows, as well as pullbacks and corrections are healthy aspects of the market. And they need not be viewed as anything but normal occurrences, especially as strong earnings results continue to pour in. Better yet, the outlook for the first quarter and the rest of 2021 has improved significantly.Vaccine distribution will hopefully help the economy roar back by the summer and lift some of the hardest-hit areas of the economy. Meanwhile, Wall Street is banking on more spending under the Biden administration and the Fed remains firmly committed to keeping interest rates low.All of these factors set up a bullish outlook for 2021. But instead of focusing on companies that need a vaccine to really grow, let’s look at two tech stocks that have posted big sales growth during the pandemic and are ready to expand for years within futuristic industries…NIO Inc.NIOEvery major automaker, from FordFto Volvo, is racing to roll out more electric vehicles as they try to catch TeslaTSLA. Luckily for investors, the EV market is far from a zero-sum game and newcomers continue to enter the space. Chinese EV maker NIO is a rising star in the booming market, as its sales continue to grow. The company is also focused on autonomous driving tech, as well as batteries, which are the lifeblood of the industry.NIO sells multiple models that are somewhat in-line with Tesla, from smaller SUVs to sedans. The company said in early January that it delivered 17,353 vehicles in the fourth quarter, which marked a 110% jump.Overall, NIO’s full-year deliveries surged 113% to nearly 44,000 vehicles in 2020. And its January 2021 figures were even more impressive, with deliveries up 350% from the year-ago period to push its overall cumulative deliveries to 83K.With this in mind, Zacks estimates call for NIO’s FY20 revenue to jump 120% to $2.49 billion, with FY21 projected to come in another 97% higher to reach $4.89 billion. The Chinese EV company is also expected to significantly shrink its adjusted losses during this stretch.NIO has topped our EPS estimates in the trailing two periods and its positive earnings revisions help it land a Zacks Rank #2 (Buy) heading into the release of its Q4 results on March 1.NIO, which rocks an “A” grade for Growth in our Style Scores system, has seen its stock skyrocket over 1,000% in the last year and 300% in the past six months. Luckily for investors who missed the ride, NIO has cooled down, up only 12% in the last three months.At roughly $55 per share, it’s down about 13% from its late January records. The recent downturn has seen it fall from overbought in terms of the Relative Strength Index to around 45—an RSI above 70 is often regarded as overbought, with any number below 30 considered oversold.NIO’s recent price performance could give it room to run if it’s able to impress Wall Street. And the stock jumped over 1% through morning trading Friday, as it bounces off its 50-day moving average. NIO shares also trade at a discount compared to other high-flyers at 12.7X forward sales, which marks a discount against Tesla’s 15.5X and comes in 25% below its own six-months highs.Three out of the nine brokerage recommendations that Zacks has for NIO come in at a “Strong Buy,” with none below a “Hold.” NIO might be worth buying as a long-term play that’s far less expensive than Tesla ($784 a share), in a world where EVs already accounted for over 30% of Volvo’s new car sales in Europe in 2020. And let’s remember that China is one of the world’s largest EV markets.CrowdStrikeCRWDCrowdStrike is a cloud-focused cybersecurity firm that utilizes machine learning and AI to protect endpoints and cloud workloads. This is crucial in the cloud age that’s full of rapidly expanding endpoints, which include laptops, desktops, smartphones, IoT devices, and more.Remote work and schooling pushed this area of the ever-growing cybersecurity space to the forefront, but it was already booming. More importantly, as devices proliferate and our digitally-connected world grows more complex, it becomes more vulnerable.CrowdStrike on February announced plans to bolster its offerings through the acquisition of Humio for $400 million—expected to close in the first quarter. Humio provides high-performance cloud log management and observability technology. The deal is set to “further expand its eXtended Detection and Response (XDR) capabilities by ingesting and correlating data from any log, application or feed to deliver actionable insights and real-time protection.”CrowdStrike, which went public in the summer of 2019, has soared nearly 280% in the past 12 months. More recently, the stock is up 65% in the last six months, and it already bounced back to new records—which it hit earlier in the week—after it slipped in mid-January.The stock is firmly a growth play at the moment, trading at 42.7X forward sales, which puts it right in line with e-commerce giant ShopifySHOP. Despite its run, the stock is not currently considered overbought, with an RSI of 64.CRWD’s positive earnings revisions help it grab a Zacks Rank #2 (Buy) at the moment, with it set to release its fourth quarter fiscal 2021 results on March 16. Meanwhile, 14 of the 19 brokerage ratings Zacks has for CRWD come in at a “Strong Buy,” with none lower than a “Hold.”Looking back, the company crushed our Q3 estimates in December, with sales up 86%. CrowdStrike also lifted its guidance at the time. Zacks estimates currently call for it to swing from an adjusted loss of -$0.02 a share in the year-ago period to +$0.09 in the fourth quarter on 65% stronger sales.In total, the cybersecurity firm is projected to soar from a loss of -$0.42 a share to +$0.23 in fiscal 2021. Plus, CRWD’s FY22 EPS figure is projected to climb another 70% higher, all the way to $0.39 a share. Meanwhile, its revenue is projected to jump 79% to hit $861 million in FY21 and then climb another 42% to $1.22 billion in FY22.CrowdStrike’s expected growth would come on top of FY20’s 93% sales expansion. The stock has clearly already gone on an impressive run. But it is poised to continue to grow in a world where everything is connected and data is endless. Therefore, cybersecurity firms such as CrowdStrike might make for strong long-term growth plays.These Stocks Are Poised to Soar Past the PandemicThe COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160118238,"gmtCreate":1623774588524,"gmtModify":1703819158020,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment please ","listText":"Like my comment please ","text":"Like my comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160118238","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","pubTimestamp":1623762167,"share":"https://ttm.financial/m/news/1191245053?lang=&edition=fundamental","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8 <a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555371133717214","authorId":"3555371133717214","name":"SJ_640","avatar":"https://static.tigerbbs.com/05d5bb0c51034efb02450c817ed3d411","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3555371133717214","idStr":"3555371133717214"},"content":"Reply please thanks","text":"Reply please thanks","html":"Reply please thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350354973,"gmtCreate":1616162542992,"gmtModify":1704791740908,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/350354973","repostId":"1106180509","repostType":4,"repost":{"id":"1106180509","pubTimestamp":1616161534,"share":"https://ttm.financial/m/news/1106180509?lang=&edition=fundamental","pubTime":"2021-03-19 21:45","market":"us","language":"en","title":"Here Are The Stocks To Watch Ahead Of Today's Quad-Witch Gamma 'Unclenching'","url":"https://stock-news.laohu8.com/highlight/detail?id=1106180509","media":"zerohedge","summary":"Today's quad-witching options expirations are likely to remove even more potential stabilizing flows","content":"<p>Today's quad-witching options expirations are likely to remove even more potential stabilizing flows from US equity markets as roughly<b>25% of S&P gamma rolls off, with 40% of QQQ and 50% of single stocks</b>. AsSpotGamma reminds us, the bulk of SPX gamma expires at 9:30AM EST, but that position is heavily outsized by SPY/QQQ which expires at the 4pm EST close. This gamma unclench and delta de-risk lower could<b>accelerate any downside moves in the markets</b>.</p><p><img src=\"https://static.tigerbbs.com/23bc9b6e77ee042a748f9e649cdbd3f1\" tg-width=\"500\" tg-height=\"375\" referrerpolicy=\"no-referrer\">SpotGammasays that the<b>S&P must hold the 390/3900 critical flip line,</b>even though we see little in the way of S&P put positions (and therefore negative S&P500 gamma) below</p><p><img src=\"https://static.tigerbbs.com/cf6f304619aa55a563018f59085453b4\" tg-width=\"500\" tg-height=\"344\" referrerpolicy=\"no-referrer\">AsSpotGammaconcludes, said another way,<b>“buying the dip” is not advised if SPX breaks 3900.</b>However, the post-quad-witch picture is more optimistic because while the QQQ puts expiring today provide downside fuel, they will also be very sensitive to implied volatility and decay, and so<b>if there is a bounce at the open it could setup a decent QQQ rally into the 315-320 area as dealers quickly cover</b>their corresponding short hedges.</p><p>Into Monday these tech puts could provide a decent dealer short hedge (and therefore market tailwind) and reduce QQQ volatility next week. The lower QQQ closes the larger the dealer short will be that is tied to todays close. Therefore a lower close provides more “bounce fuel” into the start of next week.</p><p>Also brace for higher single stock volatility today due to the large amount of single stock options expiring today. As Goldman notes,<b>$655bn of options set to expire today, a record for non-January expiries and the third largest overall.</b>Today’s expiry could be important for stocks with large open interest in at-the-money (ATM) options; market makers delta-hedging their unusually large options portfolios will be active.</p><p><b>Here are the stocks where option activity could have big impact</b></p><p><img src=\"https://static.tigerbbs.com/2dd4934592756abdb35473d2ffcf21fb\" tg-width=\"500\" tg-height=\"718\" referrerpolicy=\"no-referrer\">Stocks where a large percentage of contracts, relative to their average daily volume traded, expire on Friday, potentially leading to “pinning”. However, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</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>Here Are The Stocks To Watch Ahead Of Today's Quad-Witch Gamma 'Unclenching'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are The Stocks To Watch Ahead Of Today's Quad-Witch Gamma 'Unclenching'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 21:45 GMT+8 <a href=https://www.zerohedge.com/markets/here-are-stocks-watch-ahead-todays-quad-witch-gamma-unclenching?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today's quad-witching options expirations are likely to remove even more potential stabilizing flows from US equity markets as roughly25% of S&P gamma rolls off, with 40% of QQQ and 50% of single ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-are-stocks-watch-ahead-todays-quad-witch-gamma-unclenching?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/here-are-stocks-watch-ahead-todays-quad-witch-gamma-unclenching?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106180509","content_text":"Today's quad-witching options expirations are likely to remove even more potential stabilizing flows from US equity markets as roughly25% of S&P gamma rolls off, with 40% of QQQ and 50% of single stocks. AsSpotGamma reminds us, the bulk of SPX gamma expires at 9:30AM EST, but that position is heavily outsized by SPY/QQQ which expires at the 4pm EST close. This gamma unclench and delta de-risk lower couldaccelerate any downside moves in the markets.SpotGammasays that theS&P must hold the 390/3900 critical flip line,even though we see little in the way of S&P put positions (and therefore negative S&P500 gamma) belowAsSpotGammaconcludes, said another way,“buying the dip” is not advised if SPX breaks 3900.However, the post-quad-witch picture is more optimistic because while the QQQ puts expiring today provide downside fuel, they will also be very sensitive to implied volatility and decay, and soif there is a bounce at the open it could setup a decent QQQ rally into the 315-320 area as dealers quickly covertheir corresponding short hedges.Into Monday these tech puts could provide a decent dealer short hedge (and therefore market tailwind) and reduce QQQ volatility next week. The lower QQQ closes the larger the dealer short will be that is tied to todays close. Therefore a lower close provides more “bounce fuel” into the start of next week.Also brace for higher single stock volatility today due to the large amount of single stock options expiring today. As Goldman notes,$655bn of options set to expire today, a record for non-January expiries and the third largest overall.Today’s expiry could be important for stocks with large open interest in at-the-money (ATM) options; market makers delta-hedging their unusually large options portfolios will be active.Here are the stocks where option activity could have big impactStocks where a large percentage of contracts, relative to their average daily volume traded, expire on Friday, potentially leading to “pinning”. However, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956513263,"gmtCreate":1674052996253,"gmtModify":1676538920657,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956513263","repostId":"1198070609","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358621873,"gmtCreate":1616686246092,"gmtModify":1704797499479,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment ","listText":"Like my comment ","text":"Like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/358621873","repostId":"2122624446","repostType":4,"repost":{"id":"2122624446","pubTimestamp":1616685788,"share":"https://ttm.financial/m/news/2122624446?lang=&edition=fundamental","pubTime":"2021-03-25 23:23","market":"us","language":"en","title":"Why QuantumScape Shares Dropped Again Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2122624446","media":"Motley Fool ","summary":"The company revealed more details regarding its previously announced share offering.","content":"<h2>What happened</h2>\n<p>The stock of aspiring electric-vehicle battery supplier<b> QuantumScape</b> (NYSE:QS) has seen an increase in trading volume this week, as shares have fallen more than 30%. The growing investor interest, and decline in price, have come after the company said it would raise additional capital through a stock sale.</p>\n<p>Today, shares in QuantumScape dropped another 13% before paring those losses. At 11:22 a.m. EDT, shares were down about 7.6% after the company announced pricing on the share offering.</p>\n<h2>So what</h2>\n<p>The company priced the offering at $40 per share, aiming to raise $416 million in gross proceeds. That price represented a 16% discount to Wednesday's closing share price, and it's more than 35% below where the stock closed on the day the company announced the offering.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F619346%2Fqs-ob-photo-20201203-press-2.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\"><span>Image source: QuantumScape.</span></p>\n<h2>Now what</h2>\n<p>For perspective, QuantumScape shares rose to about $130 per share after the company's public listing through a SPAC merger in Nov. 2020. That gave the company a market capitalization of almost $50 billion, even though the company is several years away from attempting to commercialize its solid-state battery technology.</p>\n<p>The technology could change the landscape of electric-vehicle battery use, with the promise of a more efficient, safer, faster charging product. But even if it's proven and successfully commercialized, today's stock price still gives the company a $16 billion valuation. That prices in a lot of success that has yet to be accomplished, and brings with it the volatility that shareholders are seeing this week.</p>\n<p>Volatility is to be expected in a speculative stock like QuantumScape. If proven out, the capital raise is a positive for investors, as it will be used to advance progress on a pilot line and to help fund a manufacturing facility, the company has said.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why QuantumScape Shares Dropped Again Thursday</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 QuantumScape Shares Dropped Again Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 23:23 GMT+8 <a href=https://www.fool.com/investing/2021/03/25/why-quantumscape-shares-dropped-again-thursday/><strong>Motley Fool </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nThe stock of aspiring electric-vehicle battery supplier QuantumScape (NYSE:QS) has seen an increase in trading volume this week, as shares have fallen more than 30%. The growing investor...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/25/why-quantumscape-shares-dropped-again-thursday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QS":"Quantumscape Corp."},"source_url":"https://www.fool.com/investing/2021/03/25/why-quantumscape-shares-dropped-again-thursday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122624446","content_text":"What happened\nThe stock of aspiring electric-vehicle battery supplier QuantumScape (NYSE:QS) has seen an increase in trading volume this week, as shares have fallen more than 30%. The growing investor interest, and decline in price, have come after the company said it would raise additional capital through a stock sale.\nToday, shares in QuantumScape dropped another 13% before paring those losses. At 11:22 a.m. EDT, shares were down about 7.6% after the company announced pricing on the share offering.\nSo what\nThe company priced the offering at $40 per share, aiming to raise $416 million in gross proceeds. That price represented a 16% discount to Wednesday's closing share price, and it's more than 35% below where the stock closed on the day the company announced the offering.\nImage source: QuantumScape.\nNow what\nFor perspective, QuantumScape shares rose to about $130 per share after the company's public listing through a SPAC merger in Nov. 2020. That gave the company a market capitalization of almost $50 billion, even though the company is several years away from attempting to commercialize its solid-state battery technology.\nThe technology could change the landscape of electric-vehicle battery use, with the promise of a more efficient, safer, faster charging product. But even if it's proven and successfully commercialized, today's stock price still gives the company a $16 billion valuation. That prices in a lot of success that has yet to be accomplished, and brings with it the volatility that shareholders are seeing this week.\nVolatility is to be expected in a speculative stock like QuantumScape. If proven out, the capital raise is a positive for investors, as it will be used to advance progress on a pilot line and to help fund a manufacturing facility, the company has said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323181398,"gmtCreate":1615309919214,"gmtModify":1704781053883,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Like my comment ?","listText":"Like my comment ?","text":"Like my comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/323181398","repostId":"1194586000","repostType":4,"repost":{"id":"1194586000","pubTimestamp":1615304958,"share":"https://ttm.financial/m/news/1194586000?lang=&edition=fundamental","pubTime":"2021-03-09 23:49","market":"us","language":"en","title":"Microsoft closes $7.5 billion Bethesda acquisition, aiming to take on Sony with exclusive games","url":"https://stock-news.laohu8.com/highlight/detail?id=1194586000","media":"cnbc","summary":"KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Beth","content":"<div>\n<p>KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Bethesda.\nMicrosoft confirmed that some new Bethesda games would be exclusive to Xbox consoles and PCs.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.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>Microsoft closes $7.5 billion Bethesda acquisition, aiming to take on Sony with exclusive games</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\">\nMicrosoft closes $7.5 billion Bethesda acquisition, aiming to take on Sony with exclusive games\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 23:49 GMT+8 <a href=https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Bethesda.\nMicrosoft confirmed that some new Bethesda games would be exclusive to Xbox consoles and PCs.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.html\">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"},"source_url":"https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1194586000","content_text":"KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Bethesda.\nMicrosoft confirmed that some new Bethesda games would be exclusive to Xbox consoles and PCs.\nThe firm has often been seen as lagging behind Sony when it comes to major first-party releases.\n\nMicrosoft says it has closed its blockbuster acquisition of ZeniMax, the parent company of video game publisher Bethesda.\nThe company announced in September that it would buy ZeniMax for $7.5 billion in cash. It’s the biggest gaming acquisition in Microsoft’s history, eclipsing the $2.5 billion the firm paid to buy Minecraft developer Mojang in 2014.\nThe Bethesda deal’s completion comes days after the European Union and U.S. Securities and Exchange Commission gave the takeover their blessing. Bethesda is a household name in gaming. It’s published a number of hit franchises including the role-playing game series Fallout and The Elder Scrolls, and the Doom shooter franchise.\nIn a blog postTuesday, Microsoft confirmed rumors that some new Bethesda games would be exclusive to its Xbox console and Windows PCs.\n“With the addition of the Bethesda creative teams, gamers should know that Xbox consoles, PC, and Game Pass will be the best place to experience new Bethesda games, including some new titles in the future that will be exclusive to Xbox and PC players,” said Phil Spencer, head of Microsoft’s Xbox unit.\nSuch a move would ramp up Microsoft’s competition withSony. Both firms debuted their next-generation consoles last year, hoping to lure in gamers with the promise of big improvements on the older systems.\nMicrosoft took a different approach to Sony though, heavily marketing its Xbox Game Pass subscription service which offers players access to a library of games. Sony, on the other hand, is touting new PlayStation exclusives to attract gamers.\nWith Bethesda, Microsoft is hoping to build out Xbox Game Pass by including the Rockville, Maryland-based studio’s catalog of titles. But it also aims to convince people to play on its Xbox Series X and Xbox Series S platforms and PCs, rather than Sony’s new PlayStation 5.\nMicrosoft has often been seen as lagging behind Sony when it comes to major first-party releases. Xbox Game Studios’ highly anticipated new Halo game, Halo Infinite, was delayed until later this year after a backlash over quality issues in a reveal of the game.\nGaming has been a key beneficiary from the coronavirus pandemic as people have been spending more of their time at home. Major publishers like Microsoft’s Xbox Game Studios and Electronic Arts have looked to capitalize on that trend by using their huge cash piles to snap up smaller game developers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363477283,"gmtCreate":1614169526042,"gmtModify":1704889012735,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/363477283","repostId":"1138795890","repostType":4,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952661738,"gmtCreate":1674691889124,"gmtModify":1676538953112,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952661738","repostId":"1120563321","repostType":4,"repost":{"id":"1120563321","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":1674687260,"share":"https://ttm.financial/m/news/1120563321?lang=&edition=fundamental","pubTime":"2023-01-26 06:54","market":"us","language":"en","title":"Tesla Profit, Revenue Top Wall Street Targets but Profit Margin Slips","url":"https://stock-news.laohu8.com/highlight/detail?id=1120563321","media":"Reuters","summary":"Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wedne","content":"<html><head></head><body><p>Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wednesday despite a sharp decline in vehicle profit margins, and it sought to reassure investors that it can cut costs and continue to generate cash as competition intensifies in the year ahead.</p><p>Tesla forecast a 37% rise in car volume for the year, to 1.8 million vehicles, slowing the pace of growth from last year even as it made aggressive price cuts.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46af7f4deb59171ed7124d2ee7432938\" tg-width=\"1320\" tg-height=\"916\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>Tesla's sales prospects after a huge price cut early this year, facing a weak global economy, are a key focus for investors. The company has a long-term target of a compounded 50% annual rise.</p><p>Acknowledging concerns about the uncertain economic environment and rising interest rates, Tesla said it is "accelerating our cost reduction roadmap and driving towards higher production rates" in the near term.</p><p>"In any scenario, we are prepared for short-term uncertainty," it added.</p><p>Tesla has outperformed the industry and increased sales and profit to records in recent years, weathering the pandemic and global supply-chain issues better than rivals. But its recent, steep global price cuts mark a move toward stimulating growth at the expense of profit margins, underscoring softening demand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f0d5019127e222099ef2f7fd2f4e8d5\" tg-width=\"1372\" tg-height=\"1082\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>“Tesla’s demand outlook is a whole lot more bullish than practically any other automaker," said Garrett Nelson, analyst at CFRA Research, calling the quarter "solid."</p><p>“Margin fell a little short. I think what we're seeing is inflationary impact and higher raw material costs," he added.</p><p>Tesla shares rose 1% in extended trading. The company's stock posted its worst drop last year, hit by demand worries and CEO Elon Musk's acquisition of Twitter, which fueled investor concerns he would be distracted from running Tesla.</p><p><img src=\"https://static.tigerbbs.com/0645b4184c6d42dfae582a4d0779eb57\" tg-width=\"826\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Margins generally are expected to be under further pressure from its aggressive price cuts. Tesla, which had made a series of price increases since early 2021, reversed course and offered discounts in December in the United States, followed by price cuts of as much as 20% this month.</p><p>The company said revenue was $24.32 billion for the three months ended Dec. 31, compared with analysts' average estimate of $24.16 billion, according to IBES data from Refinitiv.</p><p>Tesla said its automotive operation margin was 25.9% in the fourth quarter, the lowest in two years.</p><p>Tesla offered discounts in its top markets during the quarter after strong orders had allowed the company to maintain and even raise prices in recent years. CEO Elon Musk said in December "radical interest rate changes" had affected the affordability of all cars.</p><p>The EV maker handed over to customers a record 405,278 vehicles in the fourth quarter, even as the company missed its 50% annual growth target.</p><p>Net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier. Adjusted earnings per share of $1.19 topped the Wall Street analyst average of $1.13.</p><p>Tesla's full-year profit was bolstered by $1.78 billion in regulatory credits, up 21% from a year ago.</p><p>Its year-end cash hoard of $22.2 billion, and up to $7 billion in funds available in a new credit facility the company disclosed on Wednesday, give it ammunition to fight the price war it started earlier this month.</p><p>Tesla reinforced its balance sheet by securing access to up to $7 billion through a new credit facility. Tesla ended 2022 with just over $22 billion in cash and cash equivalents.</p><p>"Tesla’s plans to rapidly scale up output will only stimulate profit growth if demand is there to meet it. Even a small cooling of demand will have significant implications for the bottom line," said Sophie Lund-Yates, an analyst at Hargreaves Lansdown.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Profit, Revenue Top Wall Street Targets but Profit Margin Slips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Profit, Revenue Top Wall Street Targets but Profit Margin Slips\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\">2023-01-26 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wednesday despite a sharp decline in vehicle profit margins, and it sought to reassure investors that it can cut costs and continue to generate cash as competition intensifies in the year ahead.</p><p>Tesla forecast a 37% rise in car volume for the year, to 1.8 million vehicles, slowing the pace of growth from last year even as it made aggressive price cuts.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46af7f4deb59171ed7124d2ee7432938\" tg-width=\"1320\" tg-height=\"916\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>Tesla's sales prospects after a huge price cut early this year, facing a weak global economy, are a key focus for investors. The company has a long-term target of a compounded 50% annual rise.</p><p>Acknowledging concerns about the uncertain economic environment and rising interest rates, Tesla said it is "accelerating our cost reduction roadmap and driving towards higher production rates" in the near term.</p><p>"In any scenario, we are prepared for short-term uncertainty," it added.</p><p>Tesla has outperformed the industry and increased sales and profit to records in recent years, weathering the pandemic and global supply-chain issues better than rivals. But its recent, steep global price cuts mark a move toward stimulating growth at the expense of profit margins, underscoring softening demand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f0d5019127e222099ef2f7fd2f4e8d5\" tg-width=\"1372\" tg-height=\"1082\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics</span></p><p>“Tesla’s demand outlook is a whole lot more bullish than practically any other automaker," said Garrett Nelson, analyst at CFRA Research, calling the quarter "solid."</p><p>“Margin fell a little short. I think what we're seeing is inflationary impact and higher raw material costs," he added.</p><p>Tesla shares rose 1% in extended trading. The company's stock posted its worst drop last year, hit by demand worries and CEO Elon Musk's acquisition of Twitter, which fueled investor concerns he would be distracted from running Tesla.</p><p><img src=\"https://static.tigerbbs.com/0645b4184c6d42dfae582a4d0779eb57\" tg-width=\"826\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Margins generally are expected to be under further pressure from its aggressive price cuts. Tesla, which had made a series of price increases since early 2021, reversed course and offered discounts in December in the United States, followed by price cuts of as much as 20% this month.</p><p>The company said revenue was $24.32 billion for the three months ended Dec. 31, compared with analysts' average estimate of $24.16 billion, according to IBES data from Refinitiv.</p><p>Tesla said its automotive operation margin was 25.9% in the fourth quarter, the lowest in two years.</p><p>Tesla offered discounts in its top markets during the quarter after strong orders had allowed the company to maintain and even raise prices in recent years. CEO Elon Musk said in December "radical interest rate changes" had affected the affordability of all cars.</p><p>The EV maker handed over to customers a record 405,278 vehicles in the fourth quarter, even as the company missed its 50% annual growth target.</p><p>Net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier. Adjusted earnings per share of $1.19 topped the Wall Street analyst average of $1.13.</p><p>Tesla's full-year profit was bolstered by $1.78 billion in regulatory credits, up 21% from a year ago.</p><p>Its year-end cash hoard of $22.2 billion, and up to $7 billion in funds available in a new credit facility the company disclosed on Wednesday, give it ammunition to fight the price war it started earlier this month.</p><p>Tesla reinforced its balance sheet by securing access to up to $7 billion through a new credit facility. Tesla ended 2022 with just over $22 billion in cash and cash equivalents.</p><p>"Tesla’s plans to rapidly scale up output will only stimulate profit growth if demand is there to meet it. Even a small cooling of demand will have significant implications for the bottom line," said Sophie Lund-Yates, an analyst at Hargreaves Lansdown.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120563321","content_text":"Jan 25 (Reuters) - Tesla Inc beat Wall Street targets for fourth-quarter revenue and profit on Wednesday despite a sharp decline in vehicle profit margins, and it sought to reassure investors that it can cut costs and continue to generate cash as competition intensifies in the year ahead.Tesla forecast a 37% rise in car volume for the year, to 1.8 million vehicles, slowing the pace of growth from last year even as it made aggressive price cuts.Reuters GraphicsTesla's sales prospects after a huge price cut early this year, facing a weak global economy, are a key focus for investors. The company has a long-term target of a compounded 50% annual rise.Acknowledging concerns about the uncertain economic environment and rising interest rates, Tesla said it is \"accelerating our cost reduction roadmap and driving towards higher production rates\" in the near term.\"In any scenario, we are prepared for short-term uncertainty,\" it added.Tesla has outperformed the industry and increased sales and profit to records in recent years, weathering the pandemic and global supply-chain issues better than rivals. But its recent, steep global price cuts mark a move toward stimulating growth at the expense of profit margins, underscoring softening demand.Reuters Graphics“Tesla’s demand outlook is a whole lot more bullish than practically any other automaker,\" said Garrett Nelson, analyst at CFRA Research, calling the quarter \"solid.\"“Margin fell a little short. I think what we're seeing is inflationary impact and higher raw material costs,\" he added.Tesla shares rose 1% in extended trading. The company's stock posted its worst drop last year, hit by demand worries and CEO Elon Musk's acquisition of Twitter, which fueled investor concerns he would be distracted from running Tesla.Margins generally are expected to be under further pressure from its aggressive price cuts. Tesla, which had made a series of price increases since early 2021, reversed course and offered discounts in December in the United States, followed by price cuts of as much as 20% this month.The company said revenue was $24.32 billion for the three months ended Dec. 31, compared with analysts' average estimate of $24.16 billion, according to IBES data from Refinitiv.Tesla said its automotive operation margin was 25.9% in the fourth quarter, the lowest in two years.Tesla offered discounts in its top markets during the quarter after strong orders had allowed the company to maintain and even raise prices in recent years. CEO Elon Musk said in December \"radical interest rate changes\" had affected the affordability of all cars.The EV maker handed over to customers a record 405,278 vehicles in the fourth quarter, even as the company missed its 50% annual growth target.Net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier. Adjusted earnings per share of $1.19 topped the Wall Street analyst average of $1.13.Tesla's full-year profit was bolstered by $1.78 billion in regulatory credits, up 21% from a year ago.Its year-end cash hoard of $22.2 billion, and up to $7 billion in funds available in a new credit facility the company disclosed on Wednesday, give it ammunition to fight the price war it started earlier this month.Tesla reinforced its balance sheet by securing access to up to $7 billion through a new credit facility. Tesla ended 2022 with just over $22 billion in cash and cash equivalents.\"Tesla’s plans to rapidly scale up output will only stimulate profit growth if demand is there to meet it. Even a small cooling of demand will have significant implications for the bottom line,\" said Sophie Lund-Yates, an analyst at Hargreaves Lansdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364019679,"gmtCreate":1614784621091,"gmtModify":1704775246566,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/364019679","repostId":"1130537334","repostType":4,"repost":{"id":"1130537334","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614782065,"share":"https://ttm.financial/m/news/1130537334?lang=&edition=fundamental","pubTime":"2021-03-03 22:34","market":"us","language":"en","title":"U.S. stocks open lower on Wednesday; Dow down 0.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130537334","media":"老虎资讯综合","summary":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment d","content":"<p>(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p>The Dow fell 0.11%, the S&P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks open lower on Wednesday; Dow down 0.11%</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks open lower on Wednesday; Dow down 0.11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-03 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.</p><p>The Dow fell 0.11%, the S&P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.</p><p><img src=\"https://static.tigerbbs.com/f98e844edb04216bd6ef160e1ddfc0f5\" tg-width=\"1242\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130537334","content_text":"(March 3) Wall Street's main indexes opened lower on Wednesday as disappointing private employment data for February dampened enthusiasm over a quick economic rebound fueled by a swift rollout of COVID-19 vaccines.The Dow fell 0.11%, the S&P 500 dropped 0.12%, and the Nasdaq Composite retreated 0.14%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365379843,"gmtCreate":1614698721782,"gmtModify":1704774248014,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/365379843","repostId":"1172570236","repostType":4,"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384143099,"gmtCreate":1613631128911,"gmtModify":1704882924910,"author":{"id":"3574662449014770","authorId":"3574662449014770","name":"Vonneywl","avatar":"https://static.tigerbbs.com/438611ee296f83f2798a33a1d4c44a1c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574662449014770","idStr":"3574662449014770"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/384143099","repostId":"1191194919","repostType":4,"repost":{"id":"1191194919","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":1613630925,"share":"https://ttm.financial/m/news/1191194919?lang=&edition=fundamental","pubTime":"2021-02-18 14:48","market":"us","language":"en","title":"Retailer Carrefour eyes more savings as 2020 core profits rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1191194919","media":"Reuters","summary":"PARIS, Feb 18 (Reuters) - Carrefour unveiled newcost savings and cash flow targets, which it said re","content":"<p>PARIS, Feb 18 (Reuters) - Carrefour unveiled newcost savings and cash flow targets, which it said reflected itsconfidence in the future after Europe's largest retailerdelivered on its goal to achieve 3 billion euros ($3.6 billion)in cost cuts by 2020.</p>\n<p>The French food retailer, whose possible takeover byCanada's Alimentation Couche-Tard unravelled lastmonth after opposition from the French government, also reporteda 16.7% rise in 2020 recurring operating profit to 2.173 billioneuros at constant exchange rates.</p>\n<p>Its 2020 sales grew 7.8% on a like-for-like basis to 78.609billion euros, Carrefour's best performance in at least 20years.</p>\n<p>This reflected strong sales in the key markets of Brazil andFrance, with food retailers across the world also benefitingfrom stronger demand as more consumers stay at home during theCOVID-19 crisis.</p>\n<p>Carrefour said it now targeted 2.4 billion euros inadditional cost savings on an annual basis by 2023 and net freecash flow generation above 1 billion euros per year from 2021.</p>\n<p>Carrefour is in the midst of a five-year plan to cut costsand jobs, and boost E-commerce investment in an effort to liftprofits and sales and tackle the competition from E-commercegiant Amazon.</p>\n<p>($1 = 0.8302 euros)(Reporting by Dominique Vidalon;Editing by Sudip Kar-Gupta)</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>Retailer Carrefour eyes more savings as 2020 core profits rise</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 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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\">\nRetailer Carrefour eyes more savings as 2020 core profits rise\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\">2021-02-18 14:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>PARIS, Feb 18 (Reuters) - Carrefour unveiled newcost savings and cash flow targets, which it said reflected itsconfidence in the future after Europe's largest retailerdelivered on its goal to achieve 3 billion euros ($3.6 billion)in cost cuts by 2020.</p>\n<p>The French food retailer, whose possible takeover byCanada's Alimentation Couche-Tard unravelled lastmonth after opposition from the French government, also reporteda 16.7% rise in 2020 recurring operating profit to 2.173 billioneuros at constant exchange rates.</p>\n<p>Its 2020 sales grew 7.8% on a like-for-like basis to 78.609billion euros, Carrefour's best performance in at least 20years.</p>\n<p>This reflected strong sales in the key markets of Brazil andFrance, with food retailers across the world also benefitingfrom stronger demand as more consumers stay at home during theCOVID-19 crisis.</p>\n<p>Carrefour said it now targeted 2.4 billion euros inadditional cost savings on an annual basis by 2023 and net freecash flow generation above 1 billion euros per year from 2021.</p>\n<p>Carrefour is in the midst of a five-year plan to cut costsand jobs, and boost E-commerce investment in an effort to liftprofits and sales and tackle the competition from E-commercegiant Amazon.</p>\n<p>($1 = 0.8302 euros)(Reporting by Dominique Vidalon;Editing by Sudip Kar-Gupta)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"0NPH.UK":"家乐福","CRERF":"Carrefour S.A."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191194919","content_text":"PARIS, Feb 18 (Reuters) - Carrefour unveiled newcost savings and cash flow targets, which it said reflected itsconfidence in the future after Europe's largest retailerdelivered on its goal to achieve 3 billion euros ($3.6 billion)in cost cuts by 2020.\nThe French food retailer, whose possible takeover byCanada's Alimentation Couche-Tard unravelled lastmonth after opposition from the French government, also reporteda 16.7% rise in 2020 recurring operating profit to 2.173 billioneuros at constant exchange rates.\nIts 2020 sales grew 7.8% on a like-for-like basis to 78.609billion euros, Carrefour's best performance in at least 20years.\nThis reflected strong sales in the key markets of Brazil andFrance, with food retailers across the world also benefitingfrom stronger demand as more consumers stay at home during theCOVID-19 crisis.\nCarrefour said it now targeted 2.4 billion euros inadditional cost savings on an annual basis by 2023 and net freecash flow generation above 1 billion euros per year from 2021.\nCarrefour is in the midst of a five-year plan to cut costsand jobs, and boost E-commerce investment in an effort to liftprofits and sales and tackle the competition from E-commercegiant Amazon.\n($1 = 0.8302 euros)(Reporting by Dominique Vidalon;Editing by Sudip Kar-Gupta)","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}