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Godz
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Godz
2023-07-10
$SINGAPORE AIRLINES LTD(C6L.SI)$
Godz
2023-04-20
$AMC Entertainment(AMC)$
Godz
2023-04-05
$SINGAPORE AIRLINES LTD(C6L.SI)$
Godz
2023-04-05
$MAPLETREE LOGISTICS TRUST(M44U.SI)$
Godz
2022-10-09
$Tesla Motors(TSLA)$
Godz
2022-05-19
$Tesla Motors(TSLA)$
620
Godz
2022-02-26
$Tesla Motors(TSLA)$
missed 700 fuggggg
Godz
2022-02-07
$SINGAPORE AIRLINES LTD(C6L.SI)$
like i've said before, long term investment no need worry brothers
Godz
2022-02-05
$Meta Platforms, Inc.(FB)$
nice
Godz
2022-02-03
$SINGAPORE AIRLINES LTD(C6L.SI)$
ez game
Godz
2022-02-01
$Tesla Motors(TSLA)$
lesgooo
Godz
2022-01-25
nothing to worry about
Sorry, the original content has been removed
Godz
2022-01-21
$Tesla Motors(TSLA)$
:3
Godz
2022-01-19
$ARK Genomic Revolution Multi-Sector ETF(ARKG)$
lol ggwp
Godz
2022-01-19
$ARK Genomic Revolution Multi-Sector ETF(ARKG)$
dead
Godz
2022-01-19
$Camber Energy(CEI)$
oooo
Godz
2022-01-12
$Tesla Motors(TSLA)$
pew pew
Godz
2022-01-11
$Apple(AAPL)$
like pls hehe
Godz
2022-01-06
$SINGAPORE AIRLINES LTD(C6L.SI)$
let it rip 🚀
Godz
2022-01-04
$Apple(AAPL)$
in apple i believe
Go to Tiger App to see more news
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hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002302190","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008260699,"gmtCreate":1641458975049,"gmtModify":1676533617435,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>let it rip 🚀 ","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>let it rip 🚀 ","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$let it rip 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008260699","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001697891,"gmtCreate":1641230422850,"gmtModify":1676533585758,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>in apple i believe","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>in apple i believe","text":"$Apple(AAPL)$in apple i believe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001697891","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9039013515,"gmtCreate":1645840775786,"gmtModify":1676534069412,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>missed 700 fuggggg","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>missed 700 fuggggg","text":"$Tesla Motors(TSLA)$missed 700 fuggggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9039013515","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899812517,"gmtCreate":1628173248239,"gmtModify":1703502583545,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"ooooo","listText":"ooooo","text":"ooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/899812517","repostId":"1175346944","repostType":4,"repost":{"id":"1175346944","kind":"news","pubTimestamp":1628172732,"share":"https://ttm.financial/m/news/1175346944?lang=&edition=fundamental","pubTime":"2021-08-05 22:12","market":"us","language":"en","title":"Tesla's Short-Term Advantages Aren't Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=1175346944","media":"seekingalpha","summary":"Contrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.Even so, current lofty valuation leaves little room for upside investment potential.I remain slightly bearish on the company's prospects.Tesla , the undoubted leader in the electric vehicle market, has had the share price run of a lifetime, rising nearly 1,500% over the past 24 months as markets rallied for the post-pandemic surge and the co","content":"<p><b>Summary</b></p>\n<ul>\n <li>Contrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.</li>\n <li>Even so, current lofty valuation leaves little room for upside investment potential.</li>\n <li>I remain slightly bearish on the company's prospects.</li>\n</ul>\n<p>Tesla (TSLA), the undoubted leader in the electric vehicle market, has had the share price run of a lifetime, rising nearly 1,500% over the past 24 months as markets rallied for the post-pandemic surge and the company continued reporting solid sales and income growth.</p>\n<p>I've argued in the past that, although the company has several strong long-term growth avenues to pursue, their long-term prospects are dimmed compared to what analysts have projected, given the amount of competition emerging in the EV industry over the course of the next few years.</p>\n<p>But that's a whole other thing than the company's near-term prospects, which I believe are grand relative to some of the established players shifting over to electric vehicle production, as I've highlighted inmy recent articleon Ford (F). These advantages mean that the company will remain superior in the near term when it comes to profitability and diversity within the EV industry and can best utilize the rapid growth rate the entire industry is expecting.</p>\n<p>The Long-Term Headwinds Haven't Changed</p>\n<p>As I've been highlighting for several months now,Tesla's long-term prospects have dimmedsince other automobile companies like Ford and General Motors (GM) in the United States, NIO (NIO) and others in the Asia-Pacific region and other European and South Korean automobile manufacturers moved up their electrification process timelines. The main reason for this is that these companies have very solid brand recognition, and individuals who have owned these models for years or decades have the option to opt for an electric version of those; they choose those over trying out a new untested model a majority of the time.</p>\n<p>With companies like Ford introducing the all-electric F-150 and others, it's unclear how Tesla can maintain this high growth rate beyond 2024 as these models are expected to hit the streets and begin capturing back market share away from Tesla and other current models. Other factors like Tesla opening up their charging station network to all EV models, as well as a massive capital injection into EV charging stations in the most recent infrastructure spending bill in the United States, will surely help Tesla's income when it charges for the use, but it also helps other companies overcome the main hurdle of widespread adoption - clearing a pathway for more and more EV models to emerge.</p>\n<p>The Short-Term Tailwinds Are Emerging</p>\n<p>Tesla has several near-term tailwinds which will keep way ahead of any competition for the next 12 to 24 months. These mostly all boil down to profitability but also focus on various business model advantages.</p>\n<p>1. A positive profit margin: While other companies are just now beginning to invest in transforming their manufacturing facilities from fossil fuel intake engines to electric vehicle production, Tesla has done this and way more efficiently. Since they've built these from scratch, they've mostly automated the process and thus enjoy a much higher profit margin. Other companies won't see a profit per vehicle for years to come.</p>\n<p>2. Surging battery manufacturing: Although other companies have a mixed position on whether to manufacture their own batteries or set up joint ventures with existing companies, Tesla has been churning out batteries for years and have, as similar with the vehicle manufacturing process, nearly fully automated the process to maximize profits per unit.</p>\n<p>3. International manufacturing: Other companies, thus far, have focused on restructuring and transforming current assembly plants in the United States and will likely take several more years before they do so for other international facilities, which means they will need to spend a fortune shipping these new vehicles around the world to the EMEA and the Asia-Pacific. Tesla, on the other hand, has manufacturing facilities in the United States and in China and is set to open their plant in Germany as well as being in final development stages of an India plant, which will allow them to access a much larger market.</p>\n<p>4. Charging stations advantage: Although the new infrastructure bill in the United States, as well as massive investments in countries like Japan and China, are certain to put in hundreds of thousands of new EV charging stations across the globe, this will take time. So far, only Tesla has a real robust charging network across the world. A recent development, which does have negative elements to it as mentioned earlier, has a positive near term one - they will be raking in net profits from allowing other electric vehicles to charge on their network. This means that they'll likely be profiting from each vehicle their competitors churn out, at least until the scaling up of non-Tesla charging stations takes place.</p>\n<p>5. \"Other Business\" growth rate: While other automobile companies are still spending hand over fist on their other models and products, Tesla enjoys being only in high-growth industries like SolarCity's solar panels and battery sales. As I'll expand on in the next segment, they also don't have near-term or long-term financial obligations from these \"other business\" segments as establishment automobile companies have.</p>\n<p>Balance Sheet Advantages</p>\n<p>Although some elements of their balance sheet advantage are set to help them in the long run as well, they're mostly advantages for the short term since once these other companies begin making a profit from their EV sales - a lot of this will be reversed.</p>\n<p>Tesla's main advantage, as mentioned earlier, is that they're actually raking in cash from each car they sell, allowing them to use that cash to continue and set up more manufacturing facilities and invest in battery technology, solar technology and production increases. This is contrary to other automobile companies which have high financial obligations to their other business segments like pensions and leases. This will further aid the company's overall profit margin, while they don't struggle with such obligations.</p>\n<p>These other companies will need to use profits and cash from their existing legacy business segments to pay for their losses on each vehicle they produce, hurting their overall valuation moving forward.</p>\n<p>Although Tesla has $6.9 billion inlong-term debt, a factor which kept many investors on the sidelines as debt racked up, they currently hold just under $16.3 billion in cash and equivalents, making their net debt position negative. They've been using the cash to pay down their debt as well,reducing their interest expense burdenfrom almost $800 million in 2020 to just over $500 million in 2021. Tesla paid back $15 billion in debt in 2021 for a net debt reduction of $6 billion. There's very little doubt that other automobile companies will be forced to take on more debt to finance increased production and in this raising rate environment, that can snowball.</p>\n<p>Tesla is set to seecash flowof around $10 billion annually whereas a company like Ford has been fluctuating between a net positive and negative cash flow status for the past few years, and that's not expected to change through 2025 as they continue to increase investments in the electrification of their vehicles.</p>\n<p>What About Current Valuation</p>\n<p>Analystscurrently expect the company to report EPS of $5.38 for 2021 and grow at a fast pace to reach EPS of $10.33 for 2024. As I mentioned in my earlier article, I believe that, given comparison with other major automobile companies, the company is fairly valued at around 75x forward earnings.</p>\n<p>I do, however, believe that some of the current competition expectations are overblown for the near term, as I've been mentioning throughout the entire article. Therefore, I do believe that Tesla will outperform current expectations at least through 2023. This means that a 75x forward earnings multiple is the ground base for appropriate valuation, I believe.</p>\n<p>This presents the following fair value, with the implied increase potential:</p>\n<p><img src=\"https://static.tigerbbs.com/052968e079d7fe8419e4790de451c9fd\" tg-width=\"620\" tg-height=\"201\" width=\"100%\" height=\"auto\">As you can see, this means that Tesla is almost 40% overvalued relative to earnings expectations, even if they overcome them by as much as 20%. However, given that these expectations are likely to be beaten, I don't believe that shorting the company is a good idea, but one thing that is worth looking out for is a general market correction.</p>\n<p>The Biggest Risk Of Owning Tesla</p>\n<p>The biggest risk with owning Tesla right now is that, in a general market correction, which can happen at any moment as the post-pandemic trade is winding down, companies with lofty expectations tend to fall the most as fair value is sought beyond what their potential is way down the line.</p>\n<p>I don't believe that shorting Tesla is the right approach, even though my disclosures down below and in previous article state that I am, given general market exposure. I am short simply because I don't believe that much upwards potential is there, whilst downward potential in a market correction is vast. So, given that I am mostly long, this short is a general portfolio hedge while I reduce positions in case of a correction.</p>\n<p>In Conclusion</p>\n<p>Tesla has several positive catalysts which should keep them on top of the EV industry growth roster for the next 24 to 36 months, while other companies struggle to make even a single penny on their new vehicles. These are set, I believe, to allow them to beat earnings expectations for that time period.</p>\n<p>Even so, their long-term competitive pressures remain high and as I stated in my previous article - their long-term growth prospects will continue to dim as time moves on.</p>\n<p>Even with these positive near-term advantages, I still believe that the company is overvalued by as much as 40%, and although I do not favor shorting the company for this overvaluation, I remain slightly bearish on their long-term prospects and neutral to slightly bullish on their near-term one.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Short-Term Advantages Aren't Enough</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Short-Term Advantages Aren't Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 22:12 GMT+8 <a href=https://seekingalpha.com/article/4445360-tesla-short-term-advantages-are-not-enough><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nContrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.\nEven so, current lofty valuation ...</p>\n\n<a href=\"https://seekingalpha.com/article/4445360-tesla-short-term-advantages-are-not-enough\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4445360-tesla-short-term-advantages-are-not-enough","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1175346944","content_text":"Summary\n\nContrary to common belief, Tesla has one main advantage over any competition emerging in the electric vehicle market, set to bolster its near-term prospects.\nEven so, current lofty valuation leaves little room for upside investment potential.\nI remain slightly bearish on the company's prospects.\n\nTesla (TSLA), the undoubted leader in the electric vehicle market, has had the share price run of a lifetime, rising nearly 1,500% over the past 24 months as markets rallied for the post-pandemic surge and the company continued reporting solid sales and income growth.\nI've argued in the past that, although the company has several strong long-term growth avenues to pursue, their long-term prospects are dimmed compared to what analysts have projected, given the amount of competition emerging in the EV industry over the course of the next few years.\nBut that's a whole other thing than the company's near-term prospects, which I believe are grand relative to some of the established players shifting over to electric vehicle production, as I've highlighted inmy recent articleon Ford (F). These advantages mean that the company will remain superior in the near term when it comes to profitability and diversity within the EV industry and can best utilize the rapid growth rate the entire industry is expecting.\nThe Long-Term Headwinds Haven't Changed\nAs I've been highlighting for several months now,Tesla's long-term prospects have dimmedsince other automobile companies like Ford and General Motors (GM) in the United States, NIO (NIO) and others in the Asia-Pacific region and other European and South Korean automobile manufacturers moved up their electrification process timelines. The main reason for this is that these companies have very solid brand recognition, and individuals who have owned these models for years or decades have the option to opt for an electric version of those; they choose those over trying out a new untested model a majority of the time.\nWith companies like Ford introducing the all-electric F-150 and others, it's unclear how Tesla can maintain this high growth rate beyond 2024 as these models are expected to hit the streets and begin capturing back market share away from Tesla and other current models. Other factors like Tesla opening up their charging station network to all EV models, as well as a massive capital injection into EV charging stations in the most recent infrastructure spending bill in the United States, will surely help Tesla's income when it charges for the use, but it also helps other companies overcome the main hurdle of widespread adoption - clearing a pathway for more and more EV models to emerge.\nThe Short-Term Tailwinds Are Emerging\nTesla has several near-term tailwinds which will keep way ahead of any competition for the next 12 to 24 months. These mostly all boil down to profitability but also focus on various business model advantages.\n1. A positive profit margin: While other companies are just now beginning to invest in transforming their manufacturing facilities from fossil fuel intake engines to electric vehicle production, Tesla has done this and way more efficiently. Since they've built these from scratch, they've mostly automated the process and thus enjoy a much higher profit margin. Other companies won't see a profit per vehicle for years to come.\n2. Surging battery manufacturing: Although other companies have a mixed position on whether to manufacture their own batteries or set up joint ventures with existing companies, Tesla has been churning out batteries for years and have, as similar with the vehicle manufacturing process, nearly fully automated the process to maximize profits per unit.\n3. International manufacturing: Other companies, thus far, have focused on restructuring and transforming current assembly plants in the United States and will likely take several more years before they do so for other international facilities, which means they will need to spend a fortune shipping these new vehicles around the world to the EMEA and the Asia-Pacific. Tesla, on the other hand, has manufacturing facilities in the United States and in China and is set to open their plant in Germany as well as being in final development stages of an India plant, which will allow them to access a much larger market.\n4. Charging stations advantage: Although the new infrastructure bill in the United States, as well as massive investments in countries like Japan and China, are certain to put in hundreds of thousands of new EV charging stations across the globe, this will take time. So far, only Tesla has a real robust charging network across the world. A recent development, which does have negative elements to it as mentioned earlier, has a positive near term one - they will be raking in net profits from allowing other electric vehicles to charge on their network. This means that they'll likely be profiting from each vehicle their competitors churn out, at least until the scaling up of non-Tesla charging stations takes place.\n5. \"Other Business\" growth rate: While other automobile companies are still spending hand over fist on their other models and products, Tesla enjoys being only in high-growth industries like SolarCity's solar panels and battery sales. As I'll expand on in the next segment, they also don't have near-term or long-term financial obligations from these \"other business\" segments as establishment automobile companies have.\nBalance Sheet Advantages\nAlthough some elements of their balance sheet advantage are set to help them in the long run as well, they're mostly advantages for the short term since once these other companies begin making a profit from their EV sales - a lot of this will be reversed.\nTesla's main advantage, as mentioned earlier, is that they're actually raking in cash from each car they sell, allowing them to use that cash to continue and set up more manufacturing facilities and invest in battery technology, solar technology and production increases. This is contrary to other automobile companies which have high financial obligations to their other business segments like pensions and leases. This will further aid the company's overall profit margin, while they don't struggle with such obligations.\nThese other companies will need to use profits and cash from their existing legacy business segments to pay for their losses on each vehicle they produce, hurting their overall valuation moving forward.\nAlthough Tesla has $6.9 billion inlong-term debt, a factor which kept many investors on the sidelines as debt racked up, they currently hold just under $16.3 billion in cash and equivalents, making their net debt position negative. They've been using the cash to pay down their debt as well,reducing their interest expense burdenfrom almost $800 million in 2020 to just over $500 million in 2021. Tesla paid back $15 billion in debt in 2021 for a net debt reduction of $6 billion. There's very little doubt that other automobile companies will be forced to take on more debt to finance increased production and in this raising rate environment, that can snowball.\nTesla is set to seecash flowof around $10 billion annually whereas a company like Ford has been fluctuating between a net positive and negative cash flow status for the past few years, and that's not expected to change through 2025 as they continue to increase investments in the electrification of their vehicles.\nWhat About Current Valuation\nAnalystscurrently expect the company to report EPS of $5.38 for 2021 and grow at a fast pace to reach EPS of $10.33 for 2024. As I mentioned in my earlier article, I believe that, given comparison with other major automobile companies, the company is fairly valued at around 75x forward earnings.\nI do, however, believe that some of the current competition expectations are overblown for the near term, as I've been mentioning throughout the entire article. Therefore, I do believe that Tesla will outperform current expectations at least through 2023. This means that a 75x forward earnings multiple is the ground base for appropriate valuation, I believe.\nThis presents the following fair value, with the implied increase potential:\nAs you can see, this means that Tesla is almost 40% overvalued relative to earnings expectations, even if they overcome them by as much as 20%. However, given that these expectations are likely to be beaten, I don't believe that shorting the company is a good idea, but one thing that is worth looking out for is a general market correction.\nThe Biggest Risk Of Owning Tesla\nThe biggest risk with owning Tesla right now is that, in a general market correction, which can happen at any moment as the post-pandemic trade is winding down, companies with lofty expectations tend to fall the most as fair value is sought beyond what their potential is way down the line.\nI don't believe that shorting Tesla is the right approach, even though my disclosures down below and in previous article state that I am, given general market exposure. I am short simply because I don't believe that much upwards potential is there, whilst downward potential in a market correction is vast. So, given that I am mostly long, this short is a general portfolio hedge while I reduce positions in case of a correction.\nIn Conclusion\nTesla has several positive catalysts which should keep them on top of the EV industry growth roster for the next 24 to 36 months, while other companies struggle to make even a single penny on their new vehicles. These are set, I believe, to allow them to beat earnings expectations for that time period.\nEven so, their long-term competitive pressures remain high and as I stated in my previous article - their long-term growth prospects will continue to dim as time moves on.\nEven with these positive near-term advantages, I still believe that the company is overvalued by as much as 40%, and although I do not favor shorting the company for this overvaluation, I remain slightly bearish on their long-term prospects and neutral to slightly bullish on their near-term one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098790189,"gmtCreate":1644223101993,"gmtModify":1676533901209,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>like i've said before, long term investment no need worry brothers","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>like i've said before, long term investment no need worry brothers","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$like i've said before, long term investment no need worry brothers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098790189","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002302190,"gmtCreate":1641909707052,"gmtModify":1676533660690,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>like pls hehe","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>like pls hehe","text":"$Apple(AAPL)$like pls hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002302190","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090398153,"gmtCreate":1643076032918,"gmtModify":1676533771886,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"nothing to worry about","listText":"nothing to worry about","text":"nothing to worry about","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090398153","repostId":"1142919906","repostType":2,"repost":{"id":"1142919906","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642575947,"share":"https://ttm.financial/m/news/1142919906?lang=&edition=fundamental","pubTime":"2022-01-19 15:05","market":"us","language":"en","title":"Tesla Q4 Earnings Are Coming - What To Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1142919906","media":"Tiger Newspress","summary":"Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesda","content":"<html><head></head><body><p>Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.</p><p><b>Product roadmap update</b></p><p>Last year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.</p><p>However, Musk said last month that he would be attending the next call to give a “product roadmap update”:</p><p>Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.</p><p>For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.</p><p>As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.</p><p>A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.</p><p><b>Fourth-quarter results are critical</b></p><p>Tesla's fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.</p><p>Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.</p><p>Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk's ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.</p><p>Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.</p><p><b>Tesla gets an upbeat call ahead of earnings</b></p><p>Credit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.</p><p>Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.</p><p>Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.</p><p>Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.</p><p>Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.</p><p>“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.</p><p>The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.</p><p>Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.</p><p>The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.</p><p>The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.</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 Q4 Earnings Are Coming - 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\">\nTesla Q4 Earnings Are Coming - What To Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-19 15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.</p><p><b>Product roadmap update</b></p><p>Last year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.</p><p>However, Musk said last month that he would be attending the next call to give a “product roadmap update”:</p><p>Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.</p><p>For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.</p><p>As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.</p><p>A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.</p><p><b>Fourth-quarter results are critical</b></p><p>Tesla's fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.</p><p>Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.</p><p>Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk's ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.</p><p>Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.</p><p><b>Tesla gets an upbeat call ahead of earnings</b></p><p>Credit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.</p><p>Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.</p><p>Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.</p><p>Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.</p><p>Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.</p><p>“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.</p><p>The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.</p><p>Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.</p><p>The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.</p><p>The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.</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":"1142919906","content_text":"Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.Product roadmap updateLast year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.However, Musk said last month that he would be attending the next call to give a “product roadmap update”:Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.Fourth-quarter results are criticalTesla's fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk's ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.Tesla gets an upbeat call ahead of earningsCredit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111350600,"gmtCreate":1622654196500,"gmtModify":1704188294135,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>yea yea gimme more dips so i can get more hehehehe","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>yea yea gimme more dips so i can get more hehehehe","text":"$AMC Entertainment(AMC)$yea yea gimme more dips so i can get more hehehehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/111350600","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582666036773232","authorId":"3582666036773232","name":"ilovemoneymoney","avatar":"https://community-static.tradeup.com/news/0da51d41271dc6738063b8d226e4015f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3582666036773232","authorIdStr":"3582666036773232"},"content":"Averaging up for small apes!","text":"Averaging up for small apes!","html":"Averaging up for small apes!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111312238,"gmtCreate":1622652238924,"gmtModify":1704188253133,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>so thrilling??","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>so thrilling??","text":"$AMC Entertainment(AMC)$so thrilling??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111312238","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091218915,"gmtCreate":1643870082420,"gmtModify":1676533866173,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>ez game","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>ez game","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ez game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091218915","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890135096,"gmtCreate":1628086360515,"gmtModify":1703500993811,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"ooooo","listText":"ooooo","text":"ooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890135096","repostId":"2156060681","repostType":4,"repost":{"id":"2156060681","kind":"highlight","pubTimestamp":1628085780,"share":"https://ttm.financial/m/news/2156060681?lang=&edition=fundamental","pubTime":"2021-08-04 22:03","market":"us","language":"en","title":"Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2156060681","media":"Motley Fool","summary":"The chip shortage is creating new opportunities and risks for investors.","content":"<blockquote>\n The chip shortage is creating new opportunities and risks for investors.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>The global chip shortage has the potential to last through 2023.</li>\n <li>Investors should dig deeper into the semiconductor sector to understand those challenges.</li>\n <li>Investors should recognize the near-term headwinds for companies relying on a steady supply of new chips.</li>\n</ul>\n<p>The global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.</p>\n<p>That shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.</p>\n<h3>1. Understand the secular tailwinds</h3>\n<p>Even if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. <a href=\"https://laohu8.com/S/NGD\">New</a> 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.</p>\n<p>However, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.</p>\n<h3>2. Understand the geopolitical tensions</h3>\n<p>The tech war between the U.S. and China is causing headaches for many chipmakers. For example, <b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Company</b> (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from <b>Huawei</b> after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b> and <b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></b> were also forced to cut ties with Huawei.</p>\n<p>That decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as <b>Nvidia</b>'s (NASDAQ:NVDA) planned purchase of Arm -- that benefit <a href=\"https://laohu8.com/S/AFG\">American</a> chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize <b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>'s (NASDAQ:INTC) plans to expand its domestic foundries.</p>\n<h3>3. Understand the different types of chipmakers</h3>\n<p>Investors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.</p>\n<p>IDMs design, manufacture, and sell their own chips. Intel, Skyworks, and <b><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a></b> are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.</p>\n<p>Fabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, <b><a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices</b>, and <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b> -- adopt this model because it's become too expensive to mass produce advanced chips on their own.</p>\n<p>Chip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.</p>\n<p>Lastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and <b>Samsung</b>are the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.</p>\n<p><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>4. Evaluate the revenue growth vs. the rising costs</h3>\n<p>The global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.</p>\n<p>TSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.</p>\n<p>Investors should also see where all that spending is going. One of those top beneficiaries is<b> ASML Holding</b> (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.</p>\n<p>Therefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.</p>\n<h3>5. Understand which companies are affected the most</h3>\n<p>In addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like<b> <a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> (NASDAQ:AAPL), <b><a href=\"https://laohu8.com/S/SONY\">Sony</a></b> , and <b>Nintendo</b>. Apple expects the chip shortage to impact its iPhone shipments this year, while <a href=\"https://laohu8.com/S/SONY\">Sony</a> and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.</p>\n<p>Most of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.</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>Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:03 GMT+8 <a href=https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","SSNLF":"三星电子","QCOM":"高通","AAPL":"苹果","ASML":"阿斯麦","AMD":"美国超微公司","NVDA":"英伟达","TSM":"台积电","MU":"美光科技","SWKS":"思佳讯","INTC":"英特尔","SONY":"索尼"},"source_url":"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156060681","content_text":"The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the semiconductor sector to understand those challenges.\nInvestors should recognize the near-term headwinds for companies relying on a steady supply of new chips.\n\nThe global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.\nThat shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.\n1. Understand the secular tailwinds\nEven if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. New 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.\nHowever, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.\n2. Understand the geopolitical tensions\nThe tech war between the U.S. and China is causing headaches for many chipmakers. For example, Taiwan Semiconductor Manufacturing Company (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from Huawei after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like Skyworks Solutions and Micron Technology were also forced to cut ties with Huawei.\nThat decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as Nvidia's (NASDAQ:NVDA) planned purchase of Arm -- that benefit American chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize Intel's (NASDAQ:INTC) plans to expand its domestic foundries.\n3. Understand the different types of chipmakers\nInvestors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.\nIDMs design, manufacture, and sell their own chips. Intel, Skyworks, and Texas Instruments are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.\nFabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, Advanced Micro Devices, and Qualcomm -- adopt this model because it's become too expensive to mass produce advanced chips on their own.\nChip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.\nLastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and Samsungare the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.\n\nImage source: Getty Images.\n4. Evaluate the revenue growth vs. the rising costs\nThe global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.\nTSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.\nInvestors should also see where all that spending is going. One of those top beneficiaries is ASML Holding (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.\nTherefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.\n5. Understand which companies are affected the most\nIn addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like Apple (NASDAQ:AAPL), Sony , and Nintendo. Apple expects the chip shortage to impact its iPhone shipments this year, while Sony and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.\nMost of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147877780,"gmtCreate":1626353688340,"gmtModify":1703758473415,"author":{"id":"3574722844867055","authorId":"3574722844867055","name":"Godz","avatar":"https://static.tigerbbs.com/e2c9e37b887bc35a7cd368defab93edf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574722844867055","authorIdStr":"3574722844867055"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>too late to get in?? Was looking at this for long term :>","listText":"<a href=\"https://laohu8.com/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>too late to get in?? Was looking at this for long term :>","text":"$PROPNEX LIMITED(OYY.SI)$too late to get in?? 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