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SKCraft
2022-04-21
Nice, MSFT is under my radar too.
Microsoft: The Future Is in the Game
SKCraft
2022-04-18
Waiting price to retreat some more to increase my holding
Bank of America Posts Drop in First-Quarter Profit
SKCraft
2022-04-17
Bought Alphabet for the stock split
My Top Stock Split Growth Stock to Buy Right Now
SKCraft
2022-04-16
Waiting at sideline to catch the bottom
3 Undervalued S&P 500 Stocks to Buy Now
SKCraft
2022-04-12
Just bought Alphabet share yesterday.
Tech Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell
SKCraft
2022-01-12
Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.
3 Cruise Stocks That Could Be Torpedoed by the CDC’s Latest Warning
SKCraft
2022-01-09
Is it too late to buy bank stocks?
Sorry, the original content has been removed
SKCraft
2022-01-06
Banks to benefit in higher interest rate environment
Sorry, the original content has been removed
SKCraft
2022-01-05
Intel lower risk
AMD Vs. Intel Stock: Which Is The Better Buy For 2025?
SKCraft
2022-01-05
Go go go
Apple set to breach $3 trillion market value again
SKCraft
2021-12-31
I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares
Temasek’s Mapletree Commercial Units In $3.1 Billion Merger
SKCraft
2021-07-21
$FRASERS CENTREPOINT TRUST(J69U.SI)$
buyvwhen drop below $2.40.
SKCraft
2021-06-26
Wat is the other chinese co you bullish?
Alibaba: Can BABA Get Back To $300? Yes, It Can
SKCraft
2021-06-26
Thought i miss the split. Good
Sorry, the original content has been removed
SKCraft
2021-06-25
Crazy
Bitcoin to become legal tender in El Salvador on Sept 7
SKCraft
2021-06-25
Definite
Sorry, the original content has been removed
SKCraft
2021-06-24
China US relation that resulted IPO halt?
Tencent-backed Soulgate halts U.S. IPO plans after getting new funding options
SKCraft
2021-06-23
Hooray
Bitcoin breaks below $30,000 for first time since January and 'it is likely we may see more panic in the market'
SKCraft
2021-06-22
Good for the earth and future generation.
Bitcoin Tumbles Below $30,000 For First Time Since January
SKCraft
2021-06-11
Nice will help me to decide which to buy
Alibaba Vs. JD.com: Which Chinese Stock Is The Better Buy
Go to Tiger App to see more news
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Accordingly, MSFT stock is up 10% over the last year.</p><p>As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.</p><p>It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.</p><p>If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.</p><h2>Spencer Goes Higher for MSFT Stock</h2><p>Phil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.</p><p>Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year. That is almost as big as Windows.</p><p>Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.</p><p>Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.</p><p>The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.</p><h2>Steady On</h2><p>The rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.</p><p>Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.</p><p>The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.</p><p>But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.</p><h2>The Bottom Line on MSFT Stock</h2><p>Microsoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.</p><p>The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.</p><p>With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. This is where virtual reality and augmented reality, the whole metaverse thing, will find its business model. Microsoft will find it first and Microsoft shareholders will profit from it.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: The Future Is in the Game</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: The Future Is in the Game\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 13:11 GMT+8 <a href=https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now ...</p>\n\n<a href=\"https://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/\">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://investorplace.com/2022/04/msft-stock-the-future-is-in-the-game/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130864083","content_text":"Microsoft (MSFT) is the dominant Cloud Czar.Its advertising growth of over 30% per year remains under the radar.Microsoft Gaming promises huge gains in years to come.Of the five Cloud Czars that now dominate the global economy, Microsoft (NASDAQ:MSFT) is in the best shape. Accordingly, MSFT stock is up 10% over the last year.As for the other Cloud Czars, Apple (NASDAQ:AAPL) remains a device company despite its rising service revenue. Alphabet’s (NASDAQ:GOOGL,NASDAQ:GOOG) Google Cloud is still losing money. Amazon.com (NASDAQ:AMZN) is down about 10% over the last year. And Meta Platforms (NASDAQ:FB)? Let’s not even go there.It seems Microsoft just goes from strength to strength. Its market capitalization on Apr. 20 was $2.13 trillion. It sells for 31 times earnings and well over 12 times sales. Yet, all 25 Microsoft analysts at Tipranks say buy it.If there seems to be a weakness, it is in entertainment. Google has YouTube, Amazon has Prime Video, even Apple has Apple TV. But here, too, Microsoft may be the better bet as the world’s dominant gaming company.Spencer Goes Higher for MSFT StockPhil Spencer is the name to know here. Born on my 13th birthday in 1968, he’s chief executive officer of Microsoft Gaming.Spencer’s domain gets much bigger once the acquisition of Activision Blizzard (NASDAQ:ATVI) is complete. At $68.7 billion, it is the biggest deal the company has ever done. Combined with the Xbox, it represented $21 billion in revenue last year. That is almost as big as Windows.Gaming is an $85 billion business that continues to grow at scale, and Spencer will soon dominate it. It is number one in consoles with the Xbox and now, number one in software. There are also advertising opportunities to explore.Microsoft is also poised to rip higher with the rise of cloud gaming. This was a hot idea a few years ago, but the slow build of Google Stadia has revealed a big problem.The problem is the cloud itself. Half of all cloud data centers are in the U.S., which also has poor local broadband. That makes latency a huge issue for gamers tied to clouds. Tying Microsoft Gaming to the Azure Cloud will help both. It’s the bleeding edge, as Nvidia (NASDAQ:NVDA) found out. It’s how artificial intelligence and virtual reality becomes profitable. Technical challenges are also opportunities.Steady OnThe rest of the business isn’t too shabby, either. The Azure cloud continues to lead the way, growing 46% year-over-year in the company’s second quarter earnings release. Its LinkedIn social network grew 37% and advertising revenue was up 32%. You don’t think of Microsoft as a social media or advertising company, do you? That’s how Redmond likes it.Microsoft next reports on Apr. 26, with $2.27 per share of earnings expected on revenue of $49 billion. That would be growth of over 16% on the top line and 12% on the bottom line. If Microsoft fails to hit those targets and the stock falls, you should buy it.The biggest risk remains government. Europe’s Digital Markets Act is a concern. The U.S. Congress also may act.But Microsoft is in less danger from this than their cloud rivals. Azure has become an essential business utility and endangering it would hurt the global economy. The worst case scenario, a forced asset sale would mean separating Spencer’s empire from the rest of the company. Shareholders might even benefit from a pure play gaming stock.The Bottom Line on MSFT StockMicrosoft learned hard lessons from its long antitrust struggle and Chief Executive Officer Satya Nadella has executed on them.The most important lesson is to stay modest, stay in the background and to remain focused on business rather than consumer revenue. That is what Azure does, and that is why Microsoft’s new advertising dominance attracts little attention.With the acquisition of Activision Blizzard, Microsoft Gaming will dominate the leading edge of consumer technology. This is where virtual reality and augmented reality, the whole metaverse thing, will find its business model. Microsoft will find it first and Microsoft shareholders will profit from it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088009898,"gmtCreate":1650286955375,"gmtModify":1676534686714,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Waiting price to retreat some more to increase my holding","listText":"Waiting price to retreat some more to increase my holding","text":"Waiting price to retreat some more to increase my holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088009898","repostId":"1123961039","repostType":4,"repost":{"id":"1123961039","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":1650278827,"share":"https://ttm.financial/m/news/1123961039?lang=&edition=fundamental","pubTime":"2022-04-18 18:47","market":"us","language":"en","title":"Bank of America Posts Drop in First-Quarter Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=1123961039","media":"Tiger Newspress","summary":"Bank of America reported a fall in first-quarter profit on Monday, as a slowdown in global deal-mak","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BAC\">Bank of America </a> reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.</p><p>Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.</p><p>This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.</p><p>The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.</p><p>The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.</p><p>Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.</p><p>Shares of <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> rose 0.35% in premarket trading.<img src=\"https://static.tigerbbs.com/04846e508a5db868f8c17e6f3e9d7d16\" tg-width=\"937\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America Posts Drop in First-Quarter Profit</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\">\nBank of America Posts Drop in First-Quarter Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-18 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BAC\">Bank of America </a> reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.</p><p>Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.</p><p>This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.</p><p>The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.</p><p>The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.</p><p>Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.</p><p>Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.</p><p>Shares of <a href=\"https://laohu8.com/S/BAC\">Bank of America </a> rose 0.35% in premarket trading.<img src=\"https://static.tigerbbs.com/04846e508a5db868f8c17e6f3e9d7d16\" tg-width=\"937\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123961039","content_text":"Bank of America reported a fall in first-quarter profit on Monday, as a slowdown in global deal-making weighed on its investment banking businesses.Big U.S. banks benefited from a deal-making boom last year after the Federal Reserve pumped liquidity into capital markets to mitigate the economic impact of the COVID-19 pandemic.This year, however, investment banking revenue have taken a hit as companies delayed takeovers and stock market listings amid a surge in volatility in equity markets.The second-largest U.S. bank by assets released $362 million from its reserves that it had set aside for bad loans.The bank reported a 9% rise in consumer banking revenue to $8.8 billion in the quarter ended March.Profit applicable to common shareholders fell to $6.6 billion, or 80 cents per share, for the quarter ended March 31 from $7.56 billion, or 86 cents per share, a year earlier.Analysts on average had expected a profit of 75 cents per share, according to the IBES estimate from Refinitiv.Shares of Bank of America rose 0.35% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081099582,"gmtCreate":1650165913396,"gmtModify":1676534661215,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Bought Alphabet for the stock split","listText":"Bought Alphabet for the stock split","text":"Bought Alphabet for the stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081099582","repostId":"2227602299","repostType":4,"repost":{"id":"2227602299","kind":"highlight","pubTimestamp":1650023829,"share":"https://ttm.financial/m/news/2227602299?lang=&edition=fundamental","pubTime":"2022-04-15 19:57","market":"us","language":"en","title":"My Top Stock Split Growth Stock to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2227602299","media":"Motley Fool","summary":"This e-commerce company could deliver 10x returns in the next 10 years.","content":"<html><head></head><body><p>Several popular companies have announced stock splits this year, including search giant <b>Alphabet</b>, retail titan <b>Amazon</b>, and electric car pioneer <b>Tesla</b>. Earlier this week <b>Shopify</b> ( SHOP -4.18% ) joined the club with a proposed 10-for-1 split set to take effect on Jun. 28, pending shareholder approval. Of course, splitting a stock does not change the value of a business, but it can energize investors by make shares more accessible, especially for those that lack access to fractional shares.</p><p>Building on that idea, all four companies could be market-beating investments over the next decade. But I think Shopify's smaller size leaves more upside for shareholders, and with shares down 65% from their high, the stock looks like a bargain.</p><p>Here's what you should know.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F674514%2Fgrowth-2.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Shopify in the present</h2><p>Starting a business is complicated, especially if you lack IT support, and running that business can be even more difficult. Fortunately, Shopify makes commerce easier. Its core software helps entrepreneurs manage sales across brick-and-mortar locations and digital storefronts. That includes custom websites, online marketplaces like Amazon, and social media like <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b>' Facebook.</p><p>Shopify also provides services like payment processing, discounted shipping, and financing, as well as solutions for marketing and money management. Merchants can also access thousands of other applications through the Shopify App Store, including solutions for bookkeeping, employee payroll, and customer service.</p><p>Thanks to that comprehensive approach, Shopify now powers 2.1 million businesses -- double what it had two years ago -- and it has become the gold standard in e-commerce software. It outranks all rivals in terms of market presence and user satisfaction, according to a recent G2 Grid report. Better yet, Shopify accounted for 10.3% of U.S. e-commerce sales last year, up from 8.6% in 2020, making it the second-largest player in the market behind Amazon.</p><p>Not surprisingly, that competitive edge has translated into impressive financial results. Last year, revenue grew 57% to $4.6 billion and free cash flow climbed 18% to $454 million. But the future looks even brighter for Shopify. With an addressable market of $160 billion (and growing), it has plenty of room to run.</p><h2>Shopify in the future</h2><p>Shopify has outlined several growth initiatives. Of particular note, the Shopify Fulfillment Network (SFN) -- a system of warehouses currently under construction across the U.S -- will simplify logistics for sellers and accelerate delivery for buyers. Shopify will use collaborative mobile robots to accelerate fulfillment workflows, and it will leverage artificial intelligence to forecast demand and allocate inventory. At scale, the SFN will allow Shopify to offer two day deliver (or better) to more than 90% of U.S. consumers. Better yet, as volume ramps in late 2023 or early 2024, the SNF will further distinguish Shopify from other e-commerce software vendors.</p><p>Next, the company is working to boost buyer engagement and drive repeat purchases with the Shop mobile app. How does that work? In addition to accelerated checkout and order tracking features, the Shop app notifies consumers of trending items and new arrivals, and it suggests relevant products based on purchase history and the brands a person follows.</p><p>Finally, Shopify is taking its business global. In 2021, the company introduced its retail point-of-sale hardware in Australia and several European countries, and it debuted Shopify Shipping in the U.K. It also added a new sales channel that allows merchants to list products on <b>JD.com</b>, the second-largest online retailer in China, which itself is the largest e-commerce market in the world.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F674514%2Fglobal-2.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"521\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>A 10x opportunity</h2><p>Here's the bottom line: Shopify simplifies omnichannel commerce, and if it executes on its robust growth strategy, the company should continue to gain market share. Over the next decade, if Shopify can grow sales at 27% per year, its business -- valued at $74 billion today -- could deliver 10x returns for investors, assuming a price-to-sales ratio of 12 in 2032. At that multiple, the stock would be less expensive than it is today (16 times sales) and significantly cheaper than its three-year average (40 times sales). That's why this growth stock is a smart buy right now.</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>My Top Stock Split Growth Stock to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMy Top Stock Split Growth Stock to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 19:57 GMT+8 <a href=https://www.fool.com/investing/2022/04/15/my-top-stock-split-growth-stock-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several popular companies have announced stock splits this year, including search giant Alphabet, retail titan Amazon, and electric car pioneer Tesla. Earlier this week Shopify ( SHOP -4.18% ) joined ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/15/my-top-stock-split-growth-stock-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","SHOP":"Shopify Inc","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","AMZN":"亚马逊","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4538":"云计算","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","GOOG":"谷歌","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/04/15/my-top-stock-split-growth-stock-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227602299","content_text":"Several popular companies have announced stock splits this year, including search giant Alphabet, retail titan Amazon, and electric car pioneer Tesla. Earlier this week Shopify ( SHOP -4.18% ) joined the club with a proposed 10-for-1 split set to take effect on Jun. 28, pending shareholder approval. Of course, splitting a stock does not change the value of a business, but it can energize investors by make shares more accessible, especially for those that lack access to fractional shares.Building on that idea, all four companies could be market-beating investments over the next decade. But I think Shopify's smaller size leaves more upside for shareholders, and with shares down 65% from their high, the stock looks like a bargain.Here's what you should know.Image source: Getty Images.Shopify in the presentStarting a business is complicated, especially if you lack IT support, and running that business can be even more difficult. Fortunately, Shopify makes commerce easier. Its core software helps entrepreneurs manage sales across brick-and-mortar locations and digital storefronts. That includes custom websites, online marketplaces like Amazon, and social media like Meta Platforms' Facebook.Shopify also provides services like payment processing, discounted shipping, and financing, as well as solutions for marketing and money management. Merchants can also access thousands of other applications through the Shopify App Store, including solutions for bookkeeping, employee payroll, and customer service.Thanks to that comprehensive approach, Shopify now powers 2.1 million businesses -- double what it had two years ago -- and it has become the gold standard in e-commerce software. It outranks all rivals in terms of market presence and user satisfaction, according to a recent G2 Grid report. Better yet, Shopify accounted for 10.3% of U.S. e-commerce sales last year, up from 8.6% in 2020, making it the second-largest player in the market behind Amazon.Not surprisingly, that competitive edge has translated into impressive financial results. Last year, revenue grew 57% to $4.6 billion and free cash flow climbed 18% to $454 million. But the future looks even brighter for Shopify. With an addressable market of $160 billion (and growing), it has plenty of room to run.Shopify in the futureShopify has outlined several growth initiatives. Of particular note, the Shopify Fulfillment Network (SFN) -- a system of warehouses currently under construction across the U.S -- will simplify logistics for sellers and accelerate delivery for buyers. Shopify will use collaborative mobile robots to accelerate fulfillment workflows, and it will leverage artificial intelligence to forecast demand and allocate inventory. At scale, the SFN will allow Shopify to offer two day deliver (or better) to more than 90% of U.S. consumers. Better yet, as volume ramps in late 2023 or early 2024, the SNF will further distinguish Shopify from other e-commerce software vendors.Next, the company is working to boost buyer engagement and drive repeat purchases with the Shop mobile app. How does that work? In addition to accelerated checkout and order tracking features, the Shop app notifies consumers of trending items and new arrivals, and it suggests relevant products based on purchase history and the brands a person follows.Finally, Shopify is taking its business global. In 2021, the company introduced its retail point-of-sale hardware in Australia and several European countries, and it debuted Shopify Shipping in the U.K. It also added a new sales channel that allows merchants to list products on JD.com, the second-largest online retailer in China, which itself is the largest e-commerce market in the world.Image source: Getty Images.A 10x opportunityHere's the bottom line: Shopify simplifies omnichannel commerce, and if it executes on its robust growth strategy, the company should continue to gain market share. Over the next decade, if Shopify can grow sales at 27% per year, its business -- valued at $74 billion today -- could deliver 10x returns for investors, assuming a price-to-sales ratio of 12 in 2032. At that multiple, the stock would be less expensive than it is today (16 times sales) and significantly cheaper than its three-year average (40 times sales). That's why this growth stock is a smart buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083853844,"gmtCreate":1650094905438,"gmtModify":1676534647045,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Waiting at sideline to catch the bottom","listText":"Waiting at sideline to catch the bottom","text":"Waiting at sideline to catch the bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083853844","repostId":"1177672330","repostType":4,"repost":{"id":"1177672330","kind":"news","pubTimestamp":1650037214,"share":"https://ttm.financial/m/news/1177672330?lang=&edition=fundamental","pubTime":"2022-04-15 23:40","market":"us","language":"en","title":"3 Undervalued S&P 500 Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1177672330","media":"marketbeat","summary":"These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investi","content":"<html><head></head><body><p>These 3 S&P Stocks Could Be Bargains</p><p>One of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right opportunities in the market at the right time is easier said than done. That’s particularly true with all of the volatility and market-moving headlines that have been occurring thus far in 2022. With many companies being completely re-priced thanks to factors like rising interest rates, finding undervalued stocks that you can feel comfortable holding over the long term can be a real challenge.</p><p>With that said, there are always some attractive deals to be found in the market if you know where to look. A good starting place is the S&P 500 index, which tracks the performance of 500 large companies listed on stock exchanges in the United States and contains some of the biggest businesses in the world. While not all companies in the index are worthy of your hard-earned capital, a few names stand out as potentially great buys at this time. That’s why we’ve put together the following list of 3 undervalued S&P 500 stocks to buy now.</p><p>Let’s take a further look below.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></p><p>After several quarters of outperformance, semiconductor stocks like Qualcomm have fallen from grace in recent months. Seeing semi stocks get hammered is certainly not a good look for the overall market, as many investors consider this group to be the heartbeat of the tech sector. With that said, long-term investors that are interested in high-quality S&P 500 stocks at reasonable valuations should be very interested in Qualcomm at this time. It’s a company that develops and licenses wireless technology and designs chips for smartphones, which means investors get exposure to some of the most exciting trends in tech.</p><p>Whether it’s the Internet of Things, smartphones, or cloud-connected automotive platforms, it’s safe to say that this company is a true innovator. Qualcomm also stands out given how it receives royalty revenue on most of the 3G, 4G, and 5G handsets that are sold today, which means its earnings could continue to grow as more people use smartphones around the world. The company posted Q1 sales of $10.7 billion, up 30% year-over-year, and trades at a reasonable 15.51 P/E ratio at this time, making it a great option for investors that are interested in exposure to tech.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a></p><p>Another potentially undervalued area of the S&P 500 index to look at is the financial sector, which has been facing heavy selling pressure in recent weeks. Goldman Sachs is without a doubt one of the strongest companies to consider in the sector, and with a P/E ratio of 5.4 at this time, shares could be a bargain. It’s a leading investment banking, securities, and investment management firm that offers a variety of services to corporations, financial institutions, governments, and high-net-worth individuals.</p><p>The company posted a big year in 2021, which included record net revenues of $59.34 billion, record net earnings of $21.64 billion, and record diluted EPS of $59.45. These numbers speak volumes about the quality of the Goldman Sachs brand and how strong its business model is, and the market share gains the company made last year should lead to continued success. There’s also a lot to like about the 2.49% dividend yield here, which is perfect for income investors. Keep an eye out on how investors react to the company’s Q1 earnings report when it is announced on April 14th.</p><p><a href=\"https://laohu8.com/S/HD\">Home Depot</a></p><p>Investors might have gotten a bit ahead of themselves in bidding up shares of Home Depot to the $400's at the end of 2021, but with the stock pulling back over 26% year-to-date it could be a great buy-the-dip candidate. Shares are now trading at a discount to the S&P 500 with a 19.77 P/E ratio, and investors that have been interested in adding exposure to the world’s largest home improvement might want to start building a position. Home Depot stands out as a great company for several reasons, including its massive scale that makes it easier to bargain with vendors, a firm commitment to returning capital to shareholders, and loyal customers thanks to low prices.</p><p>There’s also a lot to like about how home improvement retailers don’t have to worry about a lot of competition in the e-commerce space, as most homeowners want to buy their goods in person and be able to ask specific questions to employees. Home Depot also reported Q4 EPS of $3.21, up 21% year-over-year, and boosted its dividend by 15%, which are both additional reasons to consider adding shares. Keep in mind that the company faces tough comparisons to last year’s earnings, but that shouldn’t hold you back from owning shares of this fantastic blue-chip stock after the recent selloff.</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>3 Undervalued S&P 500 Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued S&P 500 Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 23:40 GMT+8 <a href=https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/><strong>marketbeat</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right ...</p>\n\n<a href=\"https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","HD":"家得宝","GS":"高盛"},"source_url":"https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177672330","content_text":"These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right opportunities in the market at the right time is easier said than done. That’s particularly true with all of the volatility and market-moving headlines that have been occurring thus far in 2022. With many companies being completely re-priced thanks to factors like rising interest rates, finding undervalued stocks that you can feel comfortable holding over the long term can be a real challenge.With that said, there are always some attractive deals to be found in the market if you know where to look. A good starting place is the S&P 500 index, which tracks the performance of 500 large companies listed on stock exchanges in the United States and contains some of the biggest businesses in the world. While not all companies in the index are worthy of your hard-earned capital, a few names stand out as potentially great buys at this time. That’s why we’ve put together the following list of 3 undervalued S&P 500 stocks to buy now.Let’s take a further look below.QualcommAfter several quarters of outperformance, semiconductor stocks like Qualcomm have fallen from grace in recent months. Seeing semi stocks get hammered is certainly not a good look for the overall market, as many investors consider this group to be the heartbeat of the tech sector. With that said, long-term investors that are interested in high-quality S&P 500 stocks at reasonable valuations should be very interested in Qualcomm at this time. It’s a company that develops and licenses wireless technology and designs chips for smartphones, which means investors get exposure to some of the most exciting trends in tech.Whether it’s the Internet of Things, smartphones, or cloud-connected automotive platforms, it’s safe to say that this company is a true innovator. Qualcomm also stands out given how it receives royalty revenue on most of the 3G, 4G, and 5G handsets that are sold today, which means its earnings could continue to grow as more people use smartphones around the world. The company posted Q1 sales of $10.7 billion, up 30% year-over-year, and trades at a reasonable 15.51 P/E ratio at this time, making it a great option for investors that are interested in exposure to tech.Goldman SachsAnother potentially undervalued area of the S&P 500 index to look at is the financial sector, which has been facing heavy selling pressure in recent weeks. Goldman Sachs is without a doubt one of the strongest companies to consider in the sector, and with a P/E ratio of 5.4 at this time, shares could be a bargain. It’s a leading investment banking, securities, and investment management firm that offers a variety of services to corporations, financial institutions, governments, and high-net-worth individuals.The company posted a big year in 2021, which included record net revenues of $59.34 billion, record net earnings of $21.64 billion, and record diluted EPS of $59.45. These numbers speak volumes about the quality of the Goldman Sachs brand and how strong its business model is, and the market share gains the company made last year should lead to continued success. There’s also a lot to like about the 2.49% dividend yield here, which is perfect for income investors. Keep an eye out on how investors react to the company’s Q1 earnings report when it is announced on April 14th.Home DepotInvestors might have gotten a bit ahead of themselves in bidding up shares of Home Depot to the $400's at the end of 2021, but with the stock pulling back over 26% year-to-date it could be a great buy-the-dip candidate. Shares are now trading at a discount to the S&P 500 with a 19.77 P/E ratio, and investors that have been interested in adding exposure to the world’s largest home improvement might want to start building a position. Home Depot stands out as a great company for several reasons, including its massive scale that makes it easier to bargain with vendors, a firm commitment to returning capital to shareholders, and loyal customers thanks to low prices.There’s also a lot to like about how home improvement retailers don’t have to worry about a lot of competition in the e-commerce space, as most homeowners want to buy their goods in person and be able to ask specific questions to employees. Home Depot also reported Q4 EPS of $3.21, up 21% year-over-year, and boosted its dividend by 15%, which are both additional reasons to consider adding shares. Keep in mind that the company faces tough comparisons to last year’s earnings, but that shouldn’t hold you back from owning shares of this fantastic blue-chip stock after the recent selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017360032,"gmtCreate":1649746212550,"gmtModify":1676534563427,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Just bought Alphabet share yesterday.","listText":"Just bought Alphabet share yesterday.","text":"Just bought Alphabet share yesterday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017360032","repostId":"2226047681","repostType":4,"repost":{"id":"2226047681","kind":"highlight","pubTimestamp":1649726901,"share":"https://ttm.financial/m/news/2226047681?lang=&edition=fundamental","pubTime":"2022-04-12 09:28","market":"us","language":"en","title":"Tech Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2226047681","media":"Motley Fool","summary":"Technology stocks have taken a beating this year, but not all dips are worth buying.","content":"<html><head></head><body><p>The stock market never rises in a straight line. Volatility is a common theme in investing, which is why it's important to focus on the long term.</p><p>Since hitting an all-time high near the end of 2021, the <b>Nasdaq 100</b> technology index plunged by more than 20%, sending it into bear market territory. Then it bounced higher by more than 10% during March before resuming its decline this week. It's proof of how difficult it is to chase short-term market gains.</p><p>Amid the sell-off, some technology stocks have declined considerably, which offers an enticing buying opportunity for long-term investors. Here are two worth picking up now, and one to avoid.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38477a810187c975a3d9beeb47f3411f\" tg-width=\"700\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The first stock to buy: DocuSign</h2><p><b>DocuSign</b> was a major beneficiary of the pandemic environment, as its platforms facilitate remote work. It's best known as the leader in digital signature technology, but it has expanded into new verticals in the digital document sphere by leveraging advanced tools like artificial intelligence (AI).</p><p>The DocuSign Agreement Cloud is a suite of over 12 applications designed to help organizations manage contracts from the initial drafting, to signing, and also maintaining them as time moves forward. DocuSign Insight, for example, uses AI to analyze agreements to identify potentially problematic clauses, and even opportunities, which helps to save time and also legal expenses. The Agreement Cloud is the ultimate digital partner for companies dealing with a high volume of legal documents.</p><p>DocuSign now has approximately 1.17 million paying users, with over 1 billion people on the platform worldwide. The company just reported its fiscal 2022 full-year results, and despite some pandemic tailwinds fading as society reopens, DocuSign still managed to grow its revenue by 45% to $2.45 billion compared to fiscal 2021. The company is also profitable, growing its non-GAAP earnings per share to $1.98 during fiscal 2022, which was a 120% jump year over year.</p><p>DocuSign's stock has fallen 67% from its all-time high, partly because sales growth in fiscal 2023 is expected to be flat. But analysts anticipate further growth in earnings, and as remote work becomes more common even beyond the pandemic, this is a great opportunity to enter the stock for a long-term hold.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be3ca5916370c9996f7f5b8ad4b477f9\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The second stock to buy: Alphabet (Google)</h2><p>This company needs little introduction, as you may have used its services to find this very article. <b>Alphabet</b> is the parent company of Google, and it's one of the highest-quality companies in the stock market. It is also one of the most valuable, with a market capitalization of $1.8 trillion.</p><p>For those reasons, many investors hold on to their shares with a tight grip, so Alphabet stock is down just 10% from its all-time high right now. But still, it's a dip worth buying for the long term. The organization has diversified far beyond its famous search platform alone and boasts a suite of businesses that tend to do well in most economic environments.</p><p>For example, its Google Cloud platform offers a range of services, including collaborative documents, storage, and even artificial intelligence and machine learning tools. The cloud segment only represented 7.4% of Alphabet's total $257 billion in revenue during 2021, but it grew at 47% year over year, which was faster than the 41% rate for the whole of the company.</p><p>Overall, Alphabet stock is cheap right now, with a price-to-earnings multiple of just 24, which is a 27% discount to the Nasdaq 100 technology index. And during rough times in the market, it's a highly secure stock to own for its diversity, growth, and profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6f1b3c657fcaf865bf5f3f24dc695ee\" tg-width=\"700\" tg-height=\"456\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The stock to sell: Twitter</h2><p>If you have paid any attention to the markets this week, you likely would have heard about <b>Tesla</b> CEO Elon Musk purchasing a 9.1% stake in social media platform <b>Twitter </b>( TWTR -3.75% ), as well as his appointment to its board of directors. Twitter stock soared by as much as 38% once the news was revealed, raising a valid question: How much value can one person bring to the table?</p><p>Elon is pushing for some changes to the platform, including an edit button (which was already in the works, according to the company) and a greater commitment to free speech. These could drive more usage and engagement, but one of Twitter's larger problems has been monetization compared to competing social media platforms like <b>Meta Platforms</b>' Facebook.</p><p>During the height of the pandemic, Twitter set a goal to reach $7.5 billion in annual revenue by the end of 2023, with 315 million monthly active users (MAU). That's two years away, and reviewing the last two years casts some doubt as to whether it's achievable. From 2019 to 2021, the company grew its revenue from $3.4 billion to $5 billion and its MAU from 152 million to 217 million. That's a two-year growth rate of 47% for revenue and 42% for MAU.</p><p>To reach its goals, the company would have to accelerate those two-year growth rates to 48% and 45%, respectively, between now and the end of 2023. It doesn't sound unattainable, but Twitter won't have the benefit of the stay-at-home economy driven by the pandemic -- and the impact of that is already apparent, with MAU growing just 13% from 2020 to 2021.</p><p>Twitter also made net losses in both 2020 and 2021, so it struggled to convert ideal conditions for its platform into earnings for investors. On that note, Twitter stock trades at a price-to-sales multiple of 8. Compare that to Alphabet stock, which trades at a price-to-sales multiple of 7, has a more diverse business, and is basically printing money in terms of profitability.</p><p>Put simply, Twitter might be overvalued, and the recent Elon-induced rally could be used as an opportunity to sell.</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>Tech Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell</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 Sell-Off: 2 Growth Stocks to Buy, and 1 to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 09:28 GMT+8 <a href=https://www.fool.com/investing/2022/04/11/tech-sell-off-2-growth-stocks-to-buy-and-1-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market never rises in a straight line. Volatility is a common theme in investing, which is why it's important to focus on the long term.Since hitting an all-time high near the end of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/11/tech-sell-off-2-growth-stocks-to-buy-and-1-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4561":"索罗斯持仓","DOCU":"Docusign","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TWTR":"Twitter","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","GOOG":"谷歌","BK4555":"新能源车","BK4566":"资本集团","GOOGL":"谷歌A","BK4525":"远程办公概念","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","BK4543":"AI","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","TSLA":"特斯拉","BK4573":"虚拟现实"},"source_url":"https://www.fool.com/investing/2022/04/11/tech-sell-off-2-growth-stocks-to-buy-and-1-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226047681","content_text":"The stock market never rises in a straight line. Volatility is a common theme in investing, which is why it's important to focus on the long term.Since hitting an all-time high near the end of 2021, the Nasdaq 100 technology index plunged by more than 20%, sending it into bear market territory. Then it bounced higher by more than 10% during March before resuming its decline this week. It's proof of how difficult it is to chase short-term market gains.Amid the sell-off, some technology stocks have declined considerably, which offers an enticing buying opportunity for long-term investors. Here are two worth picking up now, and one to avoid.Image source: Getty Images.The first stock to buy: DocuSignDocuSign was a major beneficiary of the pandemic environment, as its platforms facilitate remote work. It's best known as the leader in digital signature technology, but it has expanded into new verticals in the digital document sphere by leveraging advanced tools like artificial intelligence (AI).The DocuSign Agreement Cloud is a suite of over 12 applications designed to help organizations manage contracts from the initial drafting, to signing, and also maintaining them as time moves forward. DocuSign Insight, for example, uses AI to analyze agreements to identify potentially problematic clauses, and even opportunities, which helps to save time and also legal expenses. The Agreement Cloud is the ultimate digital partner for companies dealing with a high volume of legal documents.DocuSign now has approximately 1.17 million paying users, with over 1 billion people on the platform worldwide. The company just reported its fiscal 2022 full-year results, and despite some pandemic tailwinds fading as society reopens, DocuSign still managed to grow its revenue by 45% to $2.45 billion compared to fiscal 2021. The company is also profitable, growing its non-GAAP earnings per share to $1.98 during fiscal 2022, which was a 120% jump year over year.DocuSign's stock has fallen 67% from its all-time high, partly because sales growth in fiscal 2023 is expected to be flat. But analysts anticipate further growth in earnings, and as remote work becomes more common even beyond the pandemic, this is a great opportunity to enter the stock for a long-term hold.Image source: Getty Images.The second stock to buy: Alphabet (Google)This company needs little introduction, as you may have used its services to find this very article. Alphabet is the parent company of Google, and it's one of the highest-quality companies in the stock market. It is also one of the most valuable, with a market capitalization of $1.8 trillion.For those reasons, many investors hold on to their shares with a tight grip, so Alphabet stock is down just 10% from its all-time high right now. But still, it's a dip worth buying for the long term. The organization has diversified far beyond its famous search platform alone and boasts a suite of businesses that tend to do well in most economic environments.For example, its Google Cloud platform offers a range of services, including collaborative documents, storage, and even artificial intelligence and machine learning tools. The cloud segment only represented 7.4% of Alphabet's total $257 billion in revenue during 2021, but it grew at 47% year over year, which was faster than the 41% rate for the whole of the company.Overall, Alphabet stock is cheap right now, with a price-to-earnings multiple of just 24, which is a 27% discount to the Nasdaq 100 technology index. And during rough times in the market, it's a highly secure stock to own for its diversity, growth, and profitability.Image source: Getty Images.The stock to sell: TwitterIf you have paid any attention to the markets this week, you likely would have heard about Tesla CEO Elon Musk purchasing a 9.1% stake in social media platform Twitter ( TWTR -3.75% ), as well as his appointment to its board of directors. Twitter stock soared by as much as 38% once the news was revealed, raising a valid question: How much value can one person bring to the table?Elon is pushing for some changes to the platform, including an edit button (which was already in the works, according to the company) and a greater commitment to free speech. These could drive more usage and engagement, but one of Twitter's larger problems has been monetization compared to competing social media platforms like Meta Platforms' Facebook.During the height of the pandemic, Twitter set a goal to reach $7.5 billion in annual revenue by the end of 2023, with 315 million monthly active users (MAU). That's two years away, and reviewing the last two years casts some doubt as to whether it's achievable. From 2019 to 2021, the company grew its revenue from $3.4 billion to $5 billion and its MAU from 152 million to 217 million. That's a two-year growth rate of 47% for revenue and 42% for MAU.To reach its goals, the company would have to accelerate those two-year growth rates to 48% and 45%, respectively, between now and the end of 2023. It doesn't sound unattainable, but Twitter won't have the benefit of the stay-at-home economy driven by the pandemic -- and the impact of that is already apparent, with MAU growing just 13% from 2020 to 2021.Twitter also made net losses in both 2020 and 2021, so it struggled to convert ideal conditions for its platform into earnings for investors. On that note, Twitter stock trades at a price-to-sales multiple of 8. Compare that to Alphabet stock, which trades at a price-to-sales multiple of 7, has a more diverse business, and is basically printing money in terms of profitability.Put simply, Twitter might be overvalued, and the recent Elon-induced rally could be used as an opportunity to sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002617760,"gmtCreate":1641994941892,"gmtModify":1676533669708,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","listText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","text":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002617760","repostId":"1133892714","repostType":4,"repost":{"id":"1133892714","kind":"news","pubTimestamp":1641965901,"share":"https://ttm.financial/m/news/1133892714?lang=&edition=fundamental","pubTime":"2022-01-12 13:38","market":"us","language":"en","title":"3 Cruise Stocks That Could Be Torpedoed by the CDC’s Latest Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1133892714","media":"InvestorPlace","summary":"The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in Ro","content":"<html><head></head><body><p>The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in <b>Royal Caribbean</b>(NYSE:<b><u>RCL</u></b>), <b>Carnival</b>(NYSE:<b><u>CCL</u></b>), and <b>Norwegian Cruise Line</b>(NYSE:<b><u>NCLH</u></b>) have all seen their shares tumble in recent days. Adding to their woes, the Centers for Disease Control came out with a warning to “avoid cruise travel, regardless of vaccination status.”</p><p>According to recent reports, 90 cruise ships have reported coronavirus cases. Moreover, roughly 5,000 cases have emerged from cruise shipssailing from Dec. 15-29 last year. In contrast, only 162 cases were reported during the first weeks of December.</p><p>The big three cruise operators lost a lot of money in 2020and continued struggle last year. Moreover, their outlook looks murky at this stage for 2022, which is why it’s best to avoid them. Having said that, let’s look at these cruise stocks in a little more detail to understand the bear case.</p><ul><li><b>Carnival</b> (NYSE:<b>CCL</b>)</li><li><b>Royal Caribbean Cruises</b> (NYSE:<b>RCL</b>)</li><li><b>Norwegian Cruise Line</b> (NYSE:<b>NCLH</b>)</li></ul><p><b>Cruise Stocks To Sell: Carnival (CCL)</b></p><p>Most investors will have thought that with Carnival’s amazing second-half booking performance, the worst of the pandemic was over. However, cancellations have increased significantly, with omicron on the rise, and bookings have dropped for the operator. Load factors are below historical levels for the first half of 2022, which will continue to pressure the company’s financial flexibility.</p><p>Perhaps the biggest problem for Carnival is its massive debt load.It tripled its debt during the pandemic, significantly more than its peers. Moreover, with the lack of revenue, it burns $2 billion per quarter. Its debt is roughly 2.2 times its equity, which is more than 410% higher than its 10-year median.</p><p>It’s clear that Carnival will have a heck of a time deleveraging its balance sheet and reinstating dividends in the next few years. Despite this, CCL stock trades at a whopping 12.8 times sales.</p><p><b>Royal Caribbean Cruises (RCL)</b></p><p>Similar to its peers, Royal Caribbean Cruises’ debt load has virtually crippled its flexibility. With a colossal debt balance of over $20 billion and accompanying interest expenses, RCL’s cash flow generation will be severely impeded for the foreseeable future. Additionally, it will have to issue more equity and debt to maintain its operations.</p><p>Currently, RCL is burning through more than $1 billion in cash flow annually. Moreover, as per its recent quarter, revenues were down 85.7% from the prior-year period. Future free cash flows are likely to be gobbled up by debt and interest payments.</p><p>With omicron wreaking havoc, a top-line recovery seems unlikely at this point, but RCL stock still trades at an unfathomable valuation. The stock is exceptionally overvalued with a price-to-sales multiple of more than 34x.</p><p><b>Cruise Stocks To Sell:</b> <b>Norwegian Cruise Line (NCLH)</b></p><p>Norwegian Cruise Lines plans to return to full capacity by April this year. However, with recent developments, that seems unlikely at this juncture. It ended its third quarter with a debt load of $10.5 billion, a massive increase from the $6 billion on its books before the coronavirus crisis.</p><p>Furthermore, during the third quarter, the company burned through $825 million in losses. This includes $161 million in interest expenses. Additionally, its average cash burn during the third quarter came in at $275 million. That number is expected to rise to $350 million, driven primarily by relaunches of additional vessels. Moreover, the cruise operator has multiple projects in the pipeline, which will require a boatload of debt for it to take up.</p><p>Capital expenditures are expected to be over $4 billion for 2022 and 2023, and close to $500 million for maintaining its existing fleet. Naturally, these massive capital expenditures will dilute shareholders and put more pressure on the company’s balance sheet.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cruise Stocks That Could Be Torpedoed by the CDC’s Latest Warning</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\">\n3 Cruise Stocks That Could Be Torpedoed by the CDC’s Latest Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 13:38 GMT+8 <a href=https://investorplace.com/2022/01/3-cruise-stocks-that-could-be-torpedoed-by-the-cdc-warning/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in Royal Caribbean(NYSE:RCL), Carnival(NYSE:CCL), and Norwegian Cruise Line(NYSE:NCLH) have all seen ...</p>\n\n<a href=\"https://investorplace.com/2022/01/3-cruise-stocks-that-could-be-torpedoed-by-the-cdc-warning/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮"},"source_url":"https://investorplace.com/2022/01/3-cruise-stocks-that-could-be-torpedoed-by-the-cdc-warning/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133892714","content_text":"The omicron Covid-19 variant has taken its toll on cruise stocks. The three cruise ship giants in Royal Caribbean(NYSE:RCL), Carnival(NYSE:CCL), and Norwegian Cruise Line(NYSE:NCLH) have all seen their shares tumble in recent days. Adding to their woes, the Centers for Disease Control came out with a warning to “avoid cruise travel, regardless of vaccination status.”According to recent reports, 90 cruise ships have reported coronavirus cases. Moreover, roughly 5,000 cases have emerged from cruise shipssailing from Dec. 15-29 last year. In contrast, only 162 cases were reported during the first weeks of December.The big three cruise operators lost a lot of money in 2020and continued struggle last year. Moreover, their outlook looks murky at this stage for 2022, which is why it’s best to avoid them. Having said that, let’s look at these cruise stocks in a little more detail to understand the bear case.Carnival (NYSE:CCL)Royal Caribbean Cruises (NYSE:RCL)Norwegian Cruise Line (NYSE:NCLH)Cruise Stocks To Sell: Carnival (CCL)Most investors will have thought that with Carnival’s amazing second-half booking performance, the worst of the pandemic was over. However, cancellations have increased significantly, with omicron on the rise, and bookings have dropped for the operator. Load factors are below historical levels for the first half of 2022, which will continue to pressure the company’s financial flexibility.Perhaps the biggest problem for Carnival is its massive debt load.It tripled its debt during the pandemic, significantly more than its peers. Moreover, with the lack of revenue, it burns $2 billion per quarter. Its debt is roughly 2.2 times its equity, which is more than 410% higher than its 10-year median.It’s clear that Carnival will have a heck of a time deleveraging its balance sheet and reinstating dividends in the next few years. Despite this, CCL stock trades at a whopping 12.8 times sales.Royal Caribbean Cruises (RCL)Similar to its peers, Royal Caribbean Cruises’ debt load has virtually crippled its flexibility. With a colossal debt balance of over $20 billion and accompanying interest expenses, RCL’s cash flow generation will be severely impeded for the foreseeable future. Additionally, it will have to issue more equity and debt to maintain its operations.Currently, RCL is burning through more than $1 billion in cash flow annually. Moreover, as per its recent quarter, revenues were down 85.7% from the prior-year period. Future free cash flows are likely to be gobbled up by debt and interest payments.With omicron wreaking havoc, a top-line recovery seems unlikely at this point, but RCL stock still trades at an unfathomable valuation. The stock is exceptionally overvalued with a price-to-sales multiple of more than 34x.Cruise Stocks To Sell: Norwegian Cruise Line (NCLH)Norwegian Cruise Lines plans to return to full capacity by April this year. However, with recent developments, that seems unlikely at this juncture. It ended its third quarter with a debt load of $10.5 billion, a massive increase from the $6 billion on its books before the coronavirus crisis.Furthermore, during the third quarter, the company burned through $825 million in losses. This includes $161 million in interest expenses. Additionally, its average cash burn during the third quarter came in at $275 million. That number is expected to rise to $350 million, driven primarily by relaunches of additional vessels. Moreover, the cruise operator has multiple projects in the pipeline, which will require a boatload of debt for it to take up.Capital expenditures are expected to be over $4 billion for 2022 and 2023, and close to $500 million for maintaining its existing fleet. Naturally, these massive capital expenditures will dilute shareholders and put more pressure on the company’s balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006200601,"gmtCreate":1641739374189,"gmtModify":1676533643878,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Is it too late to buy bank stocks?","listText":"Is it too late to buy bank stocks?","text":"Is it too late to buy bank stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006200601","repostId":"1126893994","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008243176,"gmtCreate":1641471008703,"gmtModify":1676533618243,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Banks to benefit in higher interest rate environment","listText":"Banks to benefit in higher interest rate environment","text":"Banks to benefit in higher interest rate environment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008243176","repostId":"1115076063","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008345300,"gmtCreate":1641374052844,"gmtModify":1676533607320,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Intel lower risk","listText":"Intel lower risk","text":"Intel lower risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008345300","repostId":"1194155159","repostType":4,"repost":{"id":"1194155159","kind":"news","pubTimestamp":1641352023,"share":"https://ttm.financial/m/news/1194155159?lang=&edition=fundamental","pubTime":"2022-01-05 11:07","market":"us","language":"en","title":"AMD Vs. Intel Stock: Which Is The Better Buy For 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194155159","media":"Seeking Alpha","summary":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanw","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel will likely spend more than $100 billion in building new fabs in the next 5 years.</li><li>Meanwhile, AMD continues to sub-contract its chip production to others.</li><li>Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</li><li>The ARMy is coming for both Intel and AMD.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a089082342ac5b46ade603677d86114d\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>sefa ozel/E+ via Getty Images</span></p><p>Intel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.</p><p>Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.</p><p>But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.</p><p>I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.</p><p>In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su "AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly" while critiquing Intel in this article "Intel: There Are No Tails Big Enough To Wag This Dog".</p><p>Here are four points to consider when deciding whether to invest in AMD or Intel.</p><p><b>1. Intel will likely spend more than $100 billion in building new fabs in the next five years.</b></p><p>Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.</p><p>The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.</p><p>In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.</p><p>Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.</p><p>And Italy and Intel are talking about a $9 billion plant investment.</p><ul><li>The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are "intensifying," with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.</li></ul><p>In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called "big honkin’ fab". Big indeed.</p><p>All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.</p><p>Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.</p><p>This means at this point in their existence they are two very different companies with very different futures.</p><p><img src=\"https://static.tigerbbs.com/aadddacb5a9fe2a359b2778b2cdedb84\" tg-width=\"267\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ebd02e5ce75709f7581621c8de162cd3\" tg-width=\"267\" tg-height=\"284\" width=\"100%\" height=\"auto\"/></p><p><b>2. Meanwhile, AMD continues to sub-contract its chip production to others.</b></p><p>AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.</p><p>However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.</p><p><img src=\"https://static.tigerbbs.com/e403a09a0c2853b8d2ca39ab0a1f2eca\" tg-width=\"640\" tg-height=\"498\" width=\"100%\" height=\"auto\"/></p><p>Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.</p><p>Although AMD is catching up, Intel still has a substantial margin advantage.</p><p><img src=\"https://static.tigerbbs.com/58af9e78897a6086f70a4652e9a8cfc8\" tg-width=\"314\" tg-height=\"289\" width=\"100%\" height=\"auto\"/></p><p><b>3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</b></p><p>Intel has more than 60,000 patents total including thefifthmost in the world in 2020.</p><p><img src=\"https://static.tigerbbs.com/035b675ed3bc1731244b14882ced742d\" tg-width=\"455\" tg-height=\"411\" width=\"100%\" height=\"auto\"/></p><p>In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.</p><p>By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.</p><p><b>4. The ARMy is coming for both Intel and AMD.</b></p><p>Many companies including Apple "Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro", Google" Google is designing its own Arm-based processors for 2023 Chromebooks", and Amazon"Category: Graviton"are going with ARM chips for their proprietary chip needs.</p><p>The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.</p><p>AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.</p><p>AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.</p><p><b>Conclusion: Is Intel or AMD Stock the Better Buy?</b></p><p>As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.</p><p>Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.</p><p>Here's SiFive's CEO Patrick Little:</p><blockquote>"By 2023, you're likely to see the first mobile phone with RISC-V," SiFive Chief Executive Patrick Little said in an October interview. "I think we have an excellent shot at the phone."</blockquote><p>Source: MSN</p><p>If that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.</p><p>Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:</p><blockquote>"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share."</blockquote><p>Exactly right I would say.</p><p>With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.</p><p>In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.</p><p>Intel is a buy if you have a five-year plan.</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>AMD Vs. Intel Stock: Which Is The Better Buy For 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\">\nAMD Vs. Intel Stock: Which Is The Better Buy For 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 11:07 GMT+8 <a href=https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property)...</p>\n\n<a href=\"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194155159","content_text":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.The ARMy is coming for both Intel and AMD.sefa ozel/E+ via Getty ImagesIntel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su \"AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly\" while critiquing Intel in this article \"Intel: There Are No Tails Big Enough To Wag This Dog\".Here are four points to consider when deciding whether to invest in AMD or Intel.1. Intel will likely spend more than $100 billion in building new fabs in the next five years.Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.And Italy and Intel are talking about a $9 billion plant investment.The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are \"intensifying,\" with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called \"big honkin’ fab\". Big indeed.All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.This means at this point in their existence they are two very different companies with very different futures.2. Meanwhile, AMD continues to sub-contract its chip production to others.AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.Although AMD is catching up, Intel still has a substantial margin advantage.3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.Intel has more than 60,000 patents total including thefifthmost in the world in 2020.In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.4. The ARMy is coming for both Intel and AMD.Many companies including Apple \"Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro\", Google\" Google is designing its own Arm-based processors for 2023 Chromebooks\", and Amazon\"Category: Graviton\"are going with ARM chips for their proprietary chip needs.The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.Conclusion: Is Intel or AMD Stock the Better Buy?As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.Here's SiFive's CEO Patrick Little:\"By 2023, you're likely to see the first mobile phone with RISC-V,\" SiFive Chief Executive Patrick Little said in an October interview. \"I think we have an excellent shot at the phone.\"Source: MSNIf that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:\"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share.\"Exactly right I would say.With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.Intel is a buy if you have a five-year plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001795383,"gmtCreate":1641312774838,"gmtModify":1676533596870,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001795383","repostId":"1199218404","repostType":4,"repost":{"id":"1199218404","kind":"news","pubTimestamp":1641305650,"share":"https://ttm.financial/m/news/1199218404?lang=&edition=fundamental","pubTime":"2022-01-04 22:14","market":"us","language":"en","title":"Apple set to breach $3 trillion market value again","url":"https://stock-news.laohu8.com/highlight/detail?id=1199218404","media":"Reuters","summary":"Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most","content":"<html><head></head><body><p>Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most valuable company briefly hit the milestone a day earlier.</p><p>The iPhone maker's shares rose half a percent to $182.87 in premarket trading. Shares breached $182.86 in intraday trading on Monday to hit the milestone, but ended the session lower.</p><p>Apple contracts were the second most actively traded U.S. stock options on Tuesday after Tesla Inc, according to the Options Clearing Corp (OCC) data as of 08:21 a.m. ET. The contract with the highest open interest is Jan. 20th call option with a strike price of $200, Refinitiv data showed.</p><p>Apple accounts for nearly 7% of S&P 500 index's value, according to Refinitiv data, the highest for a single stock on the index at a time when the benchmark is perched at a peak.</p><p>The pandemic fueled demand for iPhones, MacBooks and iPads helped push the company's market capitalization past $2 trillion in August 2020 and add another trillion 16 months later.</p><p>"Apple has been one of the key pandemic trades for a lot of people and as we exit the pandemic... the iPhone maker is going to struggle a little bit," said Edward Moya, senior market analyst at Oanda in New York.</p><p>"The next big product breakthrough is nowhere near. It's going to be a lot harder for Apple to get to four and five trillion than it was for it to go from two to three."</p><p>Apple plans to expand into categories such as self-driving cars and augmented reality as it looks to reduce its reliance on its top-selling iPhones that make up for more than half of its revenue.</p><p>Notably, Apple is worth more than any of Europe's main regional indexes including Britain's FTSE 100, France's CAC 40, Germany's DAX, Spain's IBEX 35 and Italy's FTSE MIB.</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>Apple set to breach $3 trillion market value again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple set to breach $3 trillion market value again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 22:14 GMT+8 <a href=https://finance.yahoo.com/news/apple-set-breach-3-trillion-140916620.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most valuable company briefly hit the milestone a day earlier.The iPhone maker's shares rose half a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-set-breach-3-trillion-140916620.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-set-breach-3-trillion-140916620.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199218404","content_text":"Apple Inc looked set to cross $3 trillion in market value at open on Tuesday, after the world's most valuable company briefly hit the milestone a day earlier.The iPhone maker's shares rose half a percent to $182.87 in premarket trading. Shares breached $182.86 in intraday trading on Monday to hit the milestone, but ended the session lower.Apple contracts were the second most actively traded U.S. stock options on Tuesday after Tesla Inc, according to the Options Clearing Corp (OCC) data as of 08:21 a.m. ET. The contract with the highest open interest is Jan. 20th call option with a strike price of $200, Refinitiv data showed.Apple accounts for nearly 7% of S&P 500 index's value, according to Refinitiv data, the highest for a single stock on the index at a time when the benchmark is perched at a peak.The pandemic fueled demand for iPhones, MacBooks and iPads helped push the company's market capitalization past $2 trillion in August 2020 and add another trillion 16 months later.\"Apple has been one of the key pandemic trades for a lot of people and as we exit the pandemic... the iPhone maker is going to struggle a little bit,\" said Edward Moya, senior market analyst at Oanda in New York.\"The next big product breakthrough is nowhere near. It's going to be a lot harder for Apple to get to four and five trillion than it was for it to go from two to three.\"Apple plans to expand into categories such as self-driving cars and augmented reality as it looks to reduce its reliance on its top-selling iPhones that make up for more than half of its revenue.Notably, Apple is worth more than any of Europe's main regional indexes including Britain's FTSE 100, France's CAC 40, Germany's DAX, Spain's IBEX 35 and Italy's FTSE MIB.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003693785,"gmtCreate":1640951587875,"gmtModify":1676533557857,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","listText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","text":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003693785","repostId":"1198964962","repostType":4,"repost":{"id":"1198964962","kind":"news","pubTimestamp":1640929497,"share":"https://ttm.financial/m/news/1198964962?lang=&edition=fundamental","pubTime":"2021-12-31 13:44","market":"sg","language":"en","title":"Temasek’s Mapletree Commercial Units In $3.1 Billion Merger","url":"https://stock-news.laohu8.com/highlight/detail?id=1198964962","media":"Bloomberg","summary":"Two real estate investment managers tied to Singapore state investorTemasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trustplans to b","content":"<html><head></head><body><p>Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.</p><p>Mapletree Commercial Trust plans to buyMapletree North Asia Commercial Trusteither through cash-and-scrip or a scrip-only consideration, the companies said in a statement to the Singapore exchange on Friday. Both options offer a 7.6% premium to the last trading price on Dec. 27.</p><p>The firms, both backed by Temasek-owned Mapletree Investments Pte., said the deal offers a ready launchpad to expand in Asia and to establish footholds in multiple cities swiftly. The new entity, Mapletree Pan Asia Commercial Trust, is poised to become the seventh-largest real estate investment trust in Asia by market capitalization, with assets under management of about S$17.1 billion.</p><p>The merger was prompted by a desire to achieve “meaningful long-term expansion” by taking on new opportunities overseas, Sharon Lim, the chief executive officer of the manager of Mapletree Commercial Trust, said at a briefing on Friday.</p><p>Investors will be asked to vote on the merger plan by mid-April next year. Mapletree North Asia Commercial will stop trading on the Singapore bourse when the merger is expected to come into effect by the end of May. The merged unit will see just over half of its assets under management located in Singapore with the rest spread across territories including Hong Kong, Japan and mainland China.</p><p>The proportion of office and business park assets in the portfolio managed by the merged REITs should grow compared to retail over time, Lim said. Japan and South Korea are favored as a high percentage of workers are returning to the office compared to other markets, Cindy Chow, chief executive officer of the manager of Mapletree North Asia Commercial Trust, said at the briefing.</p><p>In China, policy support for the economy means long-term demand exists for targeted industries like the semiconductor and biomedical sectors, said Chow, adding that the REIT would consider “immediate” opportunities from potential stressed assets.</p><p>Mapletree Investments, which owns almost 40% each of Mapletree Commercial and Mapletree North Asia Commercial, has elected to receive the scrip-only consideration.</p><p>DBS Group Holdings Ltd is advising Mapletree Commercial while HSBC Holdings Plc acted on behalf of Mapletree North Asia Commercial for the deal.</p></body></html>","source":"lsy1584095487587","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>Temasek’s Mapletree Commercial Units In $3.1 Billion Merger</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\">\nTemasek’s Mapletree Commercial Units In $3.1 Billion Merger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 13:44 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trust plans to...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger\">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.bloomberg.com/news/articles/2021-12-31/temasek-s-mapletree-commercial-units-plan-3-1-billion-merger","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198964962","content_text":"Two real estate investment managers tied to Singapore state investor Temasek Holdings Pte.plan to merge in a S$4.2 billion ($3.1 billion) deal to expand across Asia.Mapletree Commercial Trust plans to buyMapletree North Asia Commercial Trusteither through cash-and-scrip or a scrip-only consideration, the companies said in a statement to the Singapore exchange on Friday. Both options offer a 7.6% premium to the last trading price on Dec. 27.The firms, both backed by Temasek-owned Mapletree Investments Pte., said the deal offers a ready launchpad to expand in Asia and to establish footholds in multiple cities swiftly. The new entity, Mapletree Pan Asia Commercial Trust, is poised to become the seventh-largest real estate investment trust in Asia by market capitalization, with assets under management of about S$17.1 billion.The merger was prompted by a desire to achieve “meaningful long-term expansion” by taking on new opportunities overseas, Sharon Lim, the chief executive officer of the manager of Mapletree Commercial Trust, said at a briefing on Friday.Investors will be asked to vote on the merger plan by mid-April next year. Mapletree North Asia Commercial will stop trading on the Singapore bourse when the merger is expected to come into effect by the end of May. The merged unit will see just over half of its assets under management located in Singapore with the rest spread across territories including Hong Kong, Japan and mainland China.The proportion of office and business park assets in the portfolio managed by the merged REITs should grow compared to retail over time, Lim said. Japan and South Korea are favored as a high percentage of workers are returning to the office compared to other markets, Cindy Chow, chief executive officer of the manager of Mapletree North Asia Commercial Trust, said at the briefing.In China, policy support for the economy means long-term demand exists for targeted industries like the semiconductor and biomedical sectors, said Chow, adding that the REIT would consider “immediate” opportunities from potential stressed assets.Mapletree Investments, which owns almost 40% each of Mapletree Commercial and Mapletree North Asia Commercial, has elected to receive the scrip-only consideration.DBS Group Holdings Ltd is advising Mapletree Commercial while HSBC Holdings Plc acted on behalf of Mapletree North Asia Commercial for the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176164199,"gmtCreate":1626872605411,"gmtModify":1703479635315,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>buyvwhen drop below $2.40.","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>buyvwhen drop below $2.40.","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$buyvwhen drop below $2.40.","images":[{"img":"https://static.tigerbbs.com/392c3239adbc9793f636c245e63162ae","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176164199","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125708252,"gmtCreate":1624690394076,"gmtModify":1703843742767,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Wat is the other chinese co you bullish?","listText":"Wat is the other chinese co you bullish?","text":"Wat is the other chinese co you bullish?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125708252","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","kind":"news","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8 <a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">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"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125904020,"gmtCreate":1624639215160,"gmtModify":1703842612837,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Thought i miss the split. Good","listText":"Thought i miss the split. Good","text":"Thought i miss the split. Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125904020","repostId":"2146079086","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122397694,"gmtCreate":1624596534618,"gmtModify":1703841351129,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Crazy","listText":"Crazy","text":"Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122397694","repostId":"2146021046","repostType":4,"repost":{"id":"2146021046","kind":"highlight","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":1624589404,"share":"https://ttm.financial/m/news/2146021046?lang=&edition=fundamental","pubTime":"2021-06-25 10:50","market":"fut","language":"en","title":"Bitcoin to become legal tender in El Salvador on Sept 7","url":"https://stock-news.laohu8.com/highlight/detail?id=2146021046","media":"Reuters","summary":"SAN SALVADOR, June 24 (Reuters) - El Salvador's President Nayib Bukele said in a national address on","content":"<p>SAN SALVADOR, June 24 (Reuters) - El Salvador's President Nayib Bukele said in a national address on Thursday that a recently passed law making bitcoin legal tender will take effect on Sept. 7, noting that its use will be optional.</p>\n<p>El Salvador's Congress on June 9 approved Bukele's proposal to embrace the cryptocurrency, making El Salvador the first country in the world to adopt bitcoin as legal tender.</p>\n<p>\"The use of bitcoin will be optional, nobody will receive bitcoin if they don't want it... If someone receives a payment in bitcoin they can choose to automatically receive it in dollars,\" said Bukele.</p>\n<p>Salaries and pensions will continue to be paid in U.S. dollars, said Bukele, without specifying if that included salaries paid to state workers and private sector employees.</p>\n<p>Earlier in the day Athena Bitcoin said it plans to invest over $1 million to install some 1,500 cryptocurrency ATMs in El Salvador, especially where residents receive remittances from abroad.</p>\n<p>According to Athena Bitcoin's website, the ATMs can be used to buy bitcoins or sell them for cash.</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>Bitcoin to become legal tender in El Salvador on Sept 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; 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\">\nBitcoin to become legal tender in El Salvador on Sept 7\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\">2021-06-25 10:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SAN SALVADOR, June 24 (Reuters) - El Salvador's President Nayib Bukele said in a national address on Thursday that a recently passed law making bitcoin legal tender will take effect on Sept. 7, noting that its use will be optional.</p>\n<p>El Salvador's Congress on June 9 approved Bukele's proposal to embrace the cryptocurrency, making El Salvador the first country in the world to adopt bitcoin as legal tender.</p>\n<p>\"The use of bitcoin will be optional, nobody will receive bitcoin if they don't want it... If someone receives a payment in bitcoin they can choose to automatically receive it in dollars,\" said Bukele.</p>\n<p>Salaries and pensions will continue to be paid in U.S. dollars, said Bukele, without specifying if that included salaries paid to state workers and private sector employees.</p>\n<p>Earlier in the day Athena Bitcoin said it plans to invest over $1 million to install some 1,500 cryptocurrency ATMs in El Salvador, especially where residents receive remittances from abroad.</p>\n<p>According to Athena Bitcoin's website, the ATMs can be used to buy bitcoins or sell them for cash.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146021046","content_text":"SAN SALVADOR, June 24 (Reuters) - El Salvador's President Nayib Bukele said in a national address on Thursday that a recently passed law making bitcoin legal tender will take effect on Sept. 7, noting that its use will be optional.\nEl Salvador's Congress on June 9 approved Bukele's proposal to embrace the cryptocurrency, making El Salvador the first country in the world to adopt bitcoin as legal tender.\n\"The use of bitcoin will be optional, nobody will receive bitcoin if they don't want it... If someone receives a payment in bitcoin they can choose to automatically receive it in dollars,\" said Bukele.\nSalaries and pensions will continue to be paid in U.S. dollars, said Bukele, without specifying if that included salaries paid to state workers and private sector employees.\nEarlier in the day Athena Bitcoin said it plans to invest over $1 million to install some 1,500 cryptocurrency ATMs in El Salvador, especially where residents receive remittances from abroad.\nAccording to Athena Bitcoin's website, the ATMs can be used to buy bitcoins or sell them for cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126606322,"gmtCreate":1624554722066,"gmtModify":1703840338908,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Definite","listText":"Definite","text":"Definite","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126606322","repostId":"2145042485","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128163751,"gmtCreate":1624506459673,"gmtModify":1703838701756,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"China US relation that resulted IPO halt?","listText":"China US relation that resulted IPO halt?","text":"China US relation that resulted IPO halt?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128163751","repostId":"2145018397","repostType":4,"repost":{"id":"2145018397","kind":"highlight","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":1624505532,"share":"https://ttm.financial/m/news/2145018397?lang=&edition=fundamental","pubTime":"2021-06-24 11:32","market":"us","language":"en","title":"Tencent-backed Soulgate halts U.S. IPO plans after getting new funding options","url":"https://stock-news.laohu8.com/highlight/detail?id=2145018397","media":"Reuters","summary":"June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd ,","content":"<p>June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd , has halted plans for its initial public offering in the United States, the company said on Wednesday.</p>\n<p>The company, which was aiming for a valuation of up to $1.8 billion, said it scrapped its plans to list on the Nasdaq because it received other offers to raise capital.</p>\n<p>\"Due to alternative financing options made available to Soulgate, the company decided to halt the IPO,\" a Soulgate spokesperson said.</p>\n<p>The Shanghai-based company, which launched its mobile app in November 2016, was looking to raise up to $198 million through the IPO.</p>\n<p>In March, the company had 9.1 million daily active users on average, its IPO prospectus said. Tencent owns a 49.9% stake in the company.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, Jefferies, BofA Securities and CICC were the lead underwriters for the IPO that was scrapped.</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>Tencent-backed Soulgate halts U.S. IPO plans after getting new funding options</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\">\nTencent-backed Soulgate halts U.S. IPO plans after getting new funding options\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\">2021-06-24 11:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd , has halted plans for its initial public offering in the United States, the company said on Wednesday.</p>\n<p>The company, which was aiming for a valuation of up to $1.8 billion, said it scrapped its plans to list on the Nasdaq because it received other offers to raise capital.</p>\n<p>\"Due to alternative financing options made available to Soulgate, the company decided to halt the IPO,\" a Soulgate spokesperson said.</p>\n<p>The Shanghai-based company, which launched its mobile app in November 2016, was looking to raise up to $198 million through the IPO.</p>\n<p>In March, the company had 9.1 million daily active users on average, its IPO prospectus said. Tencent owns a 49.9% stake in the company.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, Jefferies, BofA Securities and CICC were the lead underwriters for the IPO that was scrapped.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145018397","content_text":"June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd , has halted plans for its initial public offering in the United States, the company said on Wednesday.\nThe company, which was aiming for a valuation of up to $1.8 billion, said it scrapped its plans to list on the Nasdaq because it received other offers to raise capital.\n\"Due to alternative financing options made available to Soulgate, the company decided to halt the IPO,\" a Soulgate spokesperson said.\nThe Shanghai-based company, which launched its mobile app in November 2016, was looking to raise up to $198 million through the IPO.\nIn March, the company had 9.1 million daily active users on average, its IPO prospectus said. Tencent owns a 49.9% stake in the company.\nMorgan Stanley, Jefferies, BofA Securities and CICC were the lead underwriters for the IPO that was scrapped.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123201675,"gmtCreate":1624423319197,"gmtModify":1703836231447,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Hooray","listText":"Hooray","text":"Hooray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123201675","repostId":"2145061593","repostType":4,"repost":{"id":"2145061593","kind":"highlight","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":1624407780,"share":"https://ttm.financial/m/news/2145061593?lang=&edition=fundamental","pubTime":"2021-06-23 08:23","market":"hk","language":"en","title":"Bitcoin breaks below $30,000 for first time since January and 'it is likely we may see more panic in the market'","url":"https://stock-news.laohu8.com/highlight/detail?id=2145061593","media":"Dow Jones","summary":"Crypto market wipes out $1.3 trillion since May peak\nBitcoin, the world's No. 1 cryptocurrency, fell","content":"<p>Crypto market wipes out $1.3 trillion since May peak</p>\n<p>Bitcoin, the world's No. 1 cryptocurrency, fell to its lowest level since January on Tuesday, extending a price drop that has wiped out more than $1.3 trillion in market value for the broader crypto complex since a peak in May.</p>\n<p>After falling as low as $29,083 on Tuesday morning, bitcoin was changing hands at nearly $32,000 by Tuesday evening, according to CoinDesk data. The day's nadir marked its lowest price and its first breach of the psychologically significant $30,000 level since January, according to Dow Jones Market Data. Bitcoin is down more than 50% from its mid-April peak, paring its year-to-date gain to 10.4%.</p>\n<p>Ether coin on the Ethereum blockchain, the No. 2 most valued crypto, was deepening a slide below $2,000 and trading at $1,874 on Tuesday evening. Ether is down about 60% from its peak, though it is up 150% on the year to date.</p>\n<p>\"Bitcoin has violated an important support level and it is likely that we may see more panic in the market as investors will think that it may be the end of Bitcoin,\" wrote Naeem Aslam, chief market analyst at AvaTrade in a Tuesday note.</p>\n<p>\"But investors should remember that Bitcoin is a kind of asset which has fought many similar pessimistic views many times. The current sell off could be the opportunity for many investors to load their portfolio with Bitcoin which is selling at a huge discount,\" the analyst wrote.</p>\n<p>Meanwhile, dogecoin, the popular meme asset, was changing hands at around 19 cents, 2 cents above its daily low and down 75% from its early May peak.</p>\n<p>The decline for the crypto has been attributed to regulatory action by China, where regulators have imposed restrictions on digital mining and trading of crypto in the People's Republic.</p>\n<p>Crypto's price correction also comes as traditional markets are trying to recover from a brutal selloff last week. The Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index saw a powerful rebound from last week's slide on Monday as digital assets sank, leading some analysts to speculate that bitcoin might be experiencing a rotation out of the crypto and into equities.</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>Bitcoin breaks below $30,000 for first time since January and 'it is likely we may see more panic in the market'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin breaks below $30,000 for first time since January and 'it is likely we may see more panic in the market'\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\">2021-06-23 08:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Crypto market wipes out $1.3 trillion since May peak</p>\n<p>Bitcoin, the world's No. 1 cryptocurrency, fell to its lowest level since January on Tuesday, extending a price drop that has wiped out more than $1.3 trillion in market value for the broader crypto complex since a peak in May.</p>\n<p>After falling as low as $29,083 on Tuesday morning, bitcoin was changing hands at nearly $32,000 by Tuesday evening, according to CoinDesk data. The day's nadir marked its lowest price and its first breach of the psychologically significant $30,000 level since January, according to Dow Jones Market Data. Bitcoin is down more than 50% from its mid-April peak, paring its year-to-date gain to 10.4%.</p>\n<p>Ether coin on the Ethereum blockchain, the No. 2 most valued crypto, was deepening a slide below $2,000 and trading at $1,874 on Tuesday evening. Ether is down about 60% from its peak, though it is up 150% on the year to date.</p>\n<p>\"Bitcoin has violated an important support level and it is likely that we may see more panic in the market as investors will think that it may be the end of Bitcoin,\" wrote Naeem Aslam, chief market analyst at AvaTrade in a Tuesday note.</p>\n<p>\"But investors should remember that Bitcoin is a kind of asset which has fought many similar pessimistic views many times. The current sell off could be the opportunity for many investors to load their portfolio with Bitcoin which is selling at a huge discount,\" the analyst wrote.</p>\n<p>Meanwhile, dogecoin, the popular meme asset, was changing hands at around 19 cents, 2 cents above its daily low and down 75% from its early May peak.</p>\n<p>The decline for the crypto has been attributed to regulatory action by China, where regulators have imposed restrictions on digital mining and trading of crypto in the People's Republic.</p>\n<p>Crypto's price correction also comes as traditional markets are trying to recover from a brutal selloff last week. The Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index saw a powerful rebound from last week's slide on Monday as digital assets sank, leading some analysts to speculate that bitcoin might be experiencing a rotation out of the crypto and into equities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145061593","content_text":"Crypto market wipes out $1.3 trillion since May peak\nBitcoin, the world's No. 1 cryptocurrency, fell to its lowest level since January on Tuesday, extending a price drop that has wiped out more than $1.3 trillion in market value for the broader crypto complex since a peak in May.\nAfter falling as low as $29,083 on Tuesday morning, bitcoin was changing hands at nearly $32,000 by Tuesday evening, according to CoinDesk data. The day's nadir marked its lowest price and its first breach of the psychologically significant $30,000 level since January, according to Dow Jones Market Data. Bitcoin is down more than 50% from its mid-April peak, paring its year-to-date gain to 10.4%.\nEther coin on the Ethereum blockchain, the No. 2 most valued crypto, was deepening a slide below $2,000 and trading at $1,874 on Tuesday evening. Ether is down about 60% from its peak, though it is up 150% on the year to date.\n\"Bitcoin has violated an important support level and it is likely that we may see more panic in the market as investors will think that it may be the end of Bitcoin,\" wrote Naeem Aslam, chief market analyst at AvaTrade in a Tuesday note.\n\"But investors should remember that Bitcoin is a kind of asset which has fought many similar pessimistic views many times. The current sell off could be the opportunity for many investors to load their portfolio with Bitcoin which is selling at a huge discount,\" the analyst wrote.\nMeanwhile, dogecoin, the popular meme asset, was changing hands at around 19 cents, 2 cents above its daily low and down 75% from its early May peak.\nThe decline for the crypto has been attributed to regulatory action by China, where regulators have imposed restrictions on digital mining and trading of crypto in the People's Republic.\nCrypto's price correction also comes as traditional markets are trying to recover from a brutal selloff last week. The Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index saw a powerful rebound from last week's slide on Monday as digital assets sank, leading some analysts to speculate that bitcoin might be experiencing a rotation out of the crypto and into equities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129627053,"gmtCreate":1624371817372,"gmtModify":1703834767185,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Good for the earth and future generation.","listText":"Good for the earth and future generation.","text":"Good for the earth and future generation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129627053","repostId":"1133339567","repostType":4,"repost":{"id":"1133339567","kind":"news","pubTimestamp":1624365786,"share":"https://ttm.financial/m/news/1133339567?lang=&edition=fundamental","pubTime":"2021-06-22 20:43","market":"us","language":"en","title":"Bitcoin Tumbles Below $30,000 For First Time Since January","url":"https://stock-news.laohu8.com/highlight/detail?id=1133339567","media":"zerohedge","summary":"As the flow of headlines proclaiming\"China cracking down on crypto\"for the n'th time continue to flo","content":"<p>As the flow of headlines proclaiming<b><i>\"China cracking down on crypto\"</i></b>for the n'th time continue to flow, uncertainty has sparked more selling.</p>\n<p>Bitcoin has dropped below $30,000 for the first time since January</p>\n<p><img src=\"https://static.tigerbbs.com/ae03538ecda6fa608b7934b5e648f120\" tg-width=\"948\" tg-height=\"513\"><i>Source: Bloomberg</i></p>\n<p>This follows Bitcoin's death cross yesterday...</p>\n<p><img src=\"https://static.tigerbbs.com/fc4d2e038a2497f5b8919917881ecf42\" tg-width=\"948\" tg-height=\"516\"><i>Source: Bloomberg</i></p>\n<p>Ethereum is also ugly this morning, breaking below $2000...</p>\n<p><img src=\"https://static.tigerbbs.com/9ca1a83c77f027b6875f690fe7ab9c4e\" tg-width=\"948\" tg-height=\"517\"><i>Source: Bloomberg</i></p>\n<p>Overall,as CoinTelegraph explains,<b>nothing has fundamentally changed in the Chinese government’s position on Bitcoin since its controversial trading ban came into force in September 2017.</b></p>\n<blockquote>\n “Half the Bitcoin network has now been shut down by China. Bitcoin hash rate at levels of mid-2020,” Charles Edwards, CEO of asset manager Capriole, noted in a series of tweets on the mining crackdown that formed the previous source of Chinese price pressure.\n</blockquote>\n<p>Others argued that Bitcoin has gained new opportunities thanks to the punitive measures from both banks and government — mining will shift elsewhere, and the network will flourish as a result of making use of friendlier, more reliable jurisdictions.</p>\n<p>“The ‘China-dominated’ Bitcoin mining era may be coming to an end.” Alex Gladstein, chief strategy officer of the Human Rights Foundation, commented on a farewell message from one miner in the province of Sichuan.</p>\n<blockquote>\n <i><b>“It will be a source of rich irony for future historians to teach that the world’s free, open, and decentralized monetary network was secured in its early years by individuals inside a repressive dictatorship.”</b></i>\n</blockquote>\n<p>And some context for this drop...</p>\n<p><img src=\"https://static.tigerbbs.com/aa091775ed0ffb70d1c2596caa9e165f\" tg-width=\"520\" tg-height=\"537\">Others, such a stock-to-flow model creator PlanB, are even bullish on practically every timeframe beyond the daily chart.</p>\n<p>As Cointelegraph reported,<b>his “worst case scenario” is now $135,000 for BTC/USD by the end of this year.</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>Bitcoin Tumbles Below $30,000 For First Time Since January</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin Tumbles Below $30,000 For First Time Since January\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 20:43 GMT+8 <a href=https://www.zerohedge.com/crypto/bitcoin-tumbles-below-30000-first-time-january?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>As the flow of headlines proclaiming\"China cracking down on crypto\"for the n'th time continue to flow, uncertainty has sparked more selling.\nBitcoin has dropped below $30,000 for the first time since ...</p>\n\n<a href=\"https://www.zerohedge.com/crypto/bitcoin-tumbles-below-30000-first-time-january?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":{"GBTC":"Grayscale Bitcoin Trust","COIN":"Coinbase Global, Inc."},"source_url":"https://www.zerohedge.com/crypto/bitcoin-tumbles-below-30000-first-time-january?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":"1133339567","content_text":"As the flow of headlines proclaiming\"China cracking down on crypto\"for the n'th time continue to flow, uncertainty has sparked more selling.\nBitcoin has dropped below $30,000 for the first time since January\nSource: Bloomberg\nThis follows Bitcoin's death cross yesterday...\nSource: Bloomberg\nEthereum is also ugly this morning, breaking below $2000...\nSource: Bloomberg\nOverall,as CoinTelegraph explains,nothing has fundamentally changed in the Chinese government’s position on Bitcoin since its controversial trading ban came into force in September 2017.\n\n “Half the Bitcoin network has now been shut down by China. Bitcoin hash rate at levels of mid-2020,” Charles Edwards, CEO of asset manager Capriole, noted in a series of tweets on the mining crackdown that formed the previous source of Chinese price pressure.\n\nOthers argued that Bitcoin has gained new opportunities thanks to the punitive measures from both banks and government — mining will shift elsewhere, and the network will flourish as a result of making use of friendlier, more reliable jurisdictions.\n“The ‘China-dominated’ Bitcoin mining era may be coming to an end.” Alex Gladstein, chief strategy officer of the Human Rights Foundation, commented on a farewell message from one miner in the province of Sichuan.\n\n“It will be a source of rich irony for future historians to teach that the world’s free, open, and decentralized monetary network was secured in its early years by individuals inside a repressive dictatorship.”\n\nAnd some context for this drop...\nOthers, such a stock-to-flow model creator PlanB, are even bullish on practically every timeframe beyond the daily chart.\nAs Cointelegraph reported,his “worst case scenario” is now $135,000 for BTC/USD by the end of this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188989799,"gmtCreate":1623419343811,"gmtModify":1704203149145,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Nice will help me to decide which to buy","listText":"Nice will help me to decide which to buy","text":"Nice will help me to decide which to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188989799","repostId":"1195128984","repostType":4,"repost":{"id":"1195128984","kind":"news","pubTimestamp":1623416618,"share":"https://ttm.financial/m/news/1195128984?lang=&edition=fundamental","pubTime":"2021-06-11 21:03","market":"us","language":"en","title":"Alibaba Vs. JD.com: Which Chinese Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1195128984","media":"Seekingalpha","summary":"Alibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.BABA and JD operate with different business models, which is why BABA generates significantly higher margins.The Chinese middle class is growing quickly, which results in strong consumer spending growth. On top of that, Chinese consumers use e-commerce solutions widely, which naturally means that there is a very large, and growing, market opportunity for online shopping c","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.</li>\n <li>BABA and JD operate with different business models, which is why BABA generates significantly higher margins.</li>\n <li>The growth outlook is very strong for both companies, but investors should consider valuation differences between the two companies.</li>\n</ul>\n<p><b>Article Thesis</b></p>\n<p>The Chinese middle class is growing quickly, which results in strong consumer spending growth. On top of that, Chinese consumers use e-commerce solutions widely, which naturally means that there is a very large, and growing, market opportunity for online shopping companies such as Alibaba Group (BABA) and JD.com Inc. (JD). In this article, we will take a look at these two companies, how they compare, their similarities and differences, and try to find out which company is the better pick at current prices.</p>\n<p><b>Alibaba Stock Price</b></p>\n<p>BABA is one of the largest Chinese tech companies, being valued at $590 billion. Its shares are up by triple digits since the IPO a couple of years ago, but over the more recent past, BABA has not been a strong performer. At $214 today, shares are down around one-third from the peak that was hit last fall. This underperformance was, in part, driven by thefailed Ant Financial IPOand by increased scrutiny by Chinese regulators.</p>\n<p>These factors have, however, not negatively impacted BABA's results. Instead, the company kept generating strong growth rates in recent quarters, which indicates that the recent share price underperformance was likely driven by weak sentiment and reluctance to invest in Chinese companies to a significant degree.</p>\n<p>Based on current earnings forecasts for this year, BABA shares are trading for just 21x this year's earnings. This seems like a very inexpensive valuation -- especially when one considers that the company is still growing at a rapid pace, with revenue growthranging from 36% to 81%during the last four quarters.</p>\n<p><b>JD.com Stock Price</b></p>\n<p>JD is, like BABA, a company that has seen its shares rise strongly over the last couple of years. It shares another similarity with its larger peer, however, as its shares have also underperformed in the recent past. JD's shares peaked in February and are down by 33% from the high today, dropping from $108 to $72 in a couple of months. As stated above, growing reluctance when it comes to investing in Chinese equities, coupled with some worries about a regulatory crackdown, play a role in JD's weak share price performance.</p>\n<p>The company has, at the same time, seen its shares peak at a similar time to those of other high-growth, high-valuation stocks such as Tesla (TSLA). The share price underperformance in recent months may thus also be driven by a shift fromgrowth stocks to value stocks, and by the so-called reopening trade. At its current share price, JD.com is valued at around $110 billion, which is around one-fifth of Alibaba's valuation.</p>\n<p>Unlike BABA, JD is not trading at a discount to the broad market, as shares are currently valued at 45x this year's earnings per share, using current consensus estimates for adjusted EPS, which back out some one-time items. JD thus trades at a 100%+ premium compared to BABA, although it should be mentioned that other e-commerce players from different countries, such as US-based Amazon (AMZN), trade at similar or even higher valuations. Amazon trades at 59x this year's expected EPS, for example, while South America-focused MercadoLibre (MELI) trades at more than 2000x this year's expected net profits. JD thus is clearly way more expensive than BABA, but in comparison to international peers, its valuation is not at all outrageously high.</p>\n<p><b>Are JD.com and Alibaba Competitors?</b></p>\n<p>JD.com Inc. and Alibaba Group both operate in the e-commerce space, although their business models are not exactly the same. Alibaba is primarily a platform provider, where third-party sellers offer their merchandise while Alibaba receives a platform fee without handling packaging, logistics, etc. themselves. JD.com, on the other hand, sells, like Amazon, products themselves, which includes handling, transportation, packaging, etc. JD does offer a marketplace for third-party sellers as well, but this is not their primary business, which differentiates them from BABA to some degree. JD, due to handling logistics themselves, has invested heavily in tech in this area, which includes using drones and robots to deliver products to customers.</p>\n<p>Both companies do, on top of operating e-commerce operations, also invest in a wide range of other projects and businesses. This includes, for example, BABA's<i>Alibaba Cloud</i>and JD's autonomous vehicles venture.</p>\n<p>Despite the fact that the two companies do operate somewhat different business models, they are, of course, still competitors. Both serve the Chinese online shopping/e-commerce consumer market, and both seek to maximize their platforms' share of dollars that are spent online in the country. Luckily, the Chinese e-commerce market islarge and grows rapidly, which means that both companies can grow their top lines at the same time - there is enough room for both to grow profitably.</p>\n<p><b>What Is The Difference Between Alibaba And JD?</b></p>\n<p>The aforementioned fact that both companies have somewhat different business models is one key difference between the two, and it has implications for the fundamentals these companies are operating with:</p>\n<p><img src=\"https://static.tigerbbs.com/c26f2ff289114ca6ac216d075961f252\" tg-width=\"635\" tg-height=\"515\"></p>\n<p>Data byYCharts</p>\n<p>Since BABA does operate asset-light, and without having to handle a lot of logistics, BABA generates significantly higher margins than JD, no matter whether one takes a look at gross margins, EBITDA margins, or operating margins. JD's margins look more like those of Amazon, i.e. significantly lower, which isn't a large surprise -- like Amazon, JD has high expenses for packaging, handling, storage, and so on.</p>\n<p>Another big difference is the respective size of the two companies. BABA, being valued at 5x JD's market cap, and generating net profits that are about 10x higher than those of JD, is a significantly larger company. The two don't differ too much in terms of revenue generation, however, which can be explained by the different business models -- JD has high revenue per product, at a low margin, whereas BABA's business model that focuses on platform fees generates lower revenue per product at much higher margins.</p>\n<p>Overall, I'd rate BABA's business model more attractive. In a downturn, BABA's way higher margins will allow the company to stomach some margin pressure more easily, and its fee-based operations are lean and do result in low capital expenditure requirements. This, in turn, allows BABA to put a lot of free cash towards other business units, such as its cloud computing unit, while BABA has also been highly active in M&A as well.</p>\n<p><b>Alibaba Vs. JD.com: Which Is The Best Chinese Stock To Buy?</b></p>\n<p>Several things should be considered here, including fundamentals, growth, valuation, and risk factors. As stated above, BABA's business model allows for better fundamentals, and I believe that this will not change in the foreseeable future, as the much higher margins seem to be inherent for a company utilizing this platform approach.</p>\n<p>Looking at growth, we see that both have grown rapidly in recent years, including during pandemic-impacted 2020. Current analyst consensus estimates for the coming years look like this:</p>\n<p><img src=\"https://static.tigerbbs.com/dd91edeaa64807108941f40b4570b3e8\" tg-width=\"635\" tg-height=\"535\"></p>\n<p>Data byYCharts</p>\n<p>Alibaba is forecasted to grow its revenue by 21% in 2022, and by 18% in 2023. JD.com, meanwhile, is forecasted to grow its top line by 21% in 2022, and by 19% in 2023 -- these are very similar growth rates. Long-term earnings per share growth estimates are not too far from each other, either, as BABA is seen growing its EPS by 27% a year, whereas JD is seen growing its EPS by 32% a year.</p>\n<p>It makes, I believe, sense to expect that JD will grow its net profits faster, due to the fact that its margins have more upside potential, and that operating leverage should be more beneficial for a company like JD with its high fixed costs. Nevertheless, the growth outlook is relatively similar for these two companies. Since both operate in a similar market with their core businesses and will benefit from ongoing consumer spending growth and digitalization, it makes sense that there are no ultra-large discrepancies here.</p>\n<p>Looking at risk factors for both companies, we can say that both are heavily exposed to the Chinese economy, with all potential risks this entails. If economic growth slows down in China, both will be impacted. Similarly, if regulators crack down on e-commerce, both would be impacted. If a new strong competitor enters the Chinese e-commerce market, both companies could lose market share.</p>\n<p>Since Alibaba is a larger company, and since its founder Jack Ma seems to be more politically exposed compared to key execs at JD.com, one could argue that political/regulatory risks are more pronounced at Alibaba compared to JD.com. I personally do not see this as a very large risk factor, however, as it would not seem logical for Chinese politicians to hurt either of these two high-growth tech companies.</p>\n<p>To sum this section up, I'd say that Alibaba trades at a massive discount compared to JD.com, which is the key argument here. Growth may be a little better at JD, while fundamentals are a little better at BABA. But these differences pale compared to the ultra-large difference in the valuations of both companies: BABA, at 21x this year's earnings, seems like a better pick than JD, at 45x this year's earnings.</p>\n<p>BABA's valuation is also significantly lower when we look at other metrics such as EV to EBITDA, which accounts for different debt levels. Here BABA is also way cheaper than JD, trading at 17x forward EBITDA (according to YCharts), compared to a 30x forward EBITDA valuation for its smaller peer.</p>\n<p>BABA is my favorite among these two right now, with valuation being the key factor. If JD were to trade at a similarly low valuation as BABA, the story might be a different one. But I don't think JD is a better pick than BABA when having an almost identical growth outlook while trading at a 100%+ premium. I welcome you to share your opinion on this question and your reasoning for preferring one of these over the other in the comment section!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. JD.com: Which Chinese Stock Is The Better 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\">\nAlibaba Vs. JD.com: Which Chinese Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:03 GMT+8 <a href=https://seekingalpha.com/article/4434233-alibaba-vs-jd-com-better-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.\nBABA and JD operate with different business models, which is why...</p>\n\n<a href=\"https://seekingalpha.com/article/4434233-alibaba-vs-jd-com-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","09988":"阿里巴巴-W","JD":"京东","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4434233-alibaba-vs-jd-com-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1195128984","content_text":"Summary\n\nAlibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.\nBABA and JD operate with different business models, which is why BABA generates significantly higher margins.\nThe growth outlook is very strong for both companies, but investors should consider valuation differences between the two companies.\n\nArticle Thesis\nThe Chinese middle class is growing quickly, which results in strong consumer spending growth. On top of that, Chinese consumers use e-commerce solutions widely, which naturally means that there is a very large, and growing, market opportunity for online shopping companies such as Alibaba Group (BABA) and JD.com Inc. (JD). In this article, we will take a look at these two companies, how they compare, their similarities and differences, and try to find out which company is the better pick at current prices.\nAlibaba Stock Price\nBABA is one of the largest Chinese tech companies, being valued at $590 billion. Its shares are up by triple digits since the IPO a couple of years ago, but over the more recent past, BABA has not been a strong performer. At $214 today, shares are down around one-third from the peak that was hit last fall. This underperformance was, in part, driven by thefailed Ant Financial IPOand by increased scrutiny by Chinese regulators.\nThese factors have, however, not negatively impacted BABA's results. Instead, the company kept generating strong growth rates in recent quarters, which indicates that the recent share price underperformance was likely driven by weak sentiment and reluctance to invest in Chinese companies to a significant degree.\nBased on current earnings forecasts for this year, BABA shares are trading for just 21x this year's earnings. This seems like a very inexpensive valuation -- especially when one considers that the company is still growing at a rapid pace, with revenue growthranging from 36% to 81%during the last four quarters.\nJD.com Stock Price\nJD is, like BABA, a company that has seen its shares rise strongly over the last couple of years. It shares another similarity with its larger peer, however, as its shares have also underperformed in the recent past. JD's shares peaked in February and are down by 33% from the high today, dropping from $108 to $72 in a couple of months. As stated above, growing reluctance when it comes to investing in Chinese equities, coupled with some worries about a regulatory crackdown, play a role in JD's weak share price performance.\nThe company has, at the same time, seen its shares peak at a similar time to those of other high-growth, high-valuation stocks such as Tesla (TSLA). The share price underperformance in recent months may thus also be driven by a shift fromgrowth stocks to value stocks, and by the so-called reopening trade. At its current share price, JD.com is valued at around $110 billion, which is around one-fifth of Alibaba's valuation.\nUnlike BABA, JD is not trading at a discount to the broad market, as shares are currently valued at 45x this year's earnings per share, using current consensus estimates for adjusted EPS, which back out some one-time items. JD thus trades at a 100%+ premium compared to BABA, although it should be mentioned that other e-commerce players from different countries, such as US-based Amazon (AMZN), trade at similar or even higher valuations. Amazon trades at 59x this year's expected EPS, for example, while South America-focused MercadoLibre (MELI) trades at more than 2000x this year's expected net profits. JD thus is clearly way more expensive than BABA, but in comparison to international peers, its valuation is not at all outrageously high.\nAre JD.com and Alibaba Competitors?\nJD.com Inc. and Alibaba Group both operate in the e-commerce space, although their business models are not exactly the same. Alibaba is primarily a platform provider, where third-party sellers offer their merchandise while Alibaba receives a platform fee without handling packaging, logistics, etc. themselves. JD.com, on the other hand, sells, like Amazon, products themselves, which includes handling, transportation, packaging, etc. JD does offer a marketplace for third-party sellers as well, but this is not their primary business, which differentiates them from BABA to some degree. JD, due to handling logistics themselves, has invested heavily in tech in this area, which includes using drones and robots to deliver products to customers.\nBoth companies do, on top of operating e-commerce operations, also invest in a wide range of other projects and businesses. This includes, for example, BABA'sAlibaba Cloudand JD's autonomous vehicles venture.\nDespite the fact that the two companies do operate somewhat different business models, they are, of course, still competitors. Both serve the Chinese online shopping/e-commerce consumer market, and both seek to maximize their platforms' share of dollars that are spent online in the country. Luckily, the Chinese e-commerce market islarge and grows rapidly, which means that both companies can grow their top lines at the same time - there is enough room for both to grow profitably.\nWhat Is The Difference Between Alibaba And JD?\nThe aforementioned fact that both companies have somewhat different business models is one key difference between the two, and it has implications for the fundamentals these companies are operating with:\n\nData byYCharts\nSince BABA does operate asset-light, and without having to handle a lot of logistics, BABA generates significantly higher margins than JD, no matter whether one takes a look at gross margins, EBITDA margins, or operating margins. JD's margins look more like those of Amazon, i.e. significantly lower, which isn't a large surprise -- like Amazon, JD has high expenses for packaging, handling, storage, and so on.\nAnother big difference is the respective size of the two companies. BABA, being valued at 5x JD's market cap, and generating net profits that are about 10x higher than those of JD, is a significantly larger company. The two don't differ too much in terms of revenue generation, however, which can be explained by the different business models -- JD has high revenue per product, at a low margin, whereas BABA's business model that focuses on platform fees generates lower revenue per product at much higher margins.\nOverall, I'd rate BABA's business model more attractive. In a downturn, BABA's way higher margins will allow the company to stomach some margin pressure more easily, and its fee-based operations are lean and do result in low capital expenditure requirements. This, in turn, allows BABA to put a lot of free cash towards other business units, such as its cloud computing unit, while BABA has also been highly active in M&A as well.\nAlibaba Vs. JD.com: Which Is The Best Chinese Stock To Buy?\nSeveral things should be considered here, including fundamentals, growth, valuation, and risk factors. As stated above, BABA's business model allows for better fundamentals, and I believe that this will not change in the foreseeable future, as the much higher margins seem to be inherent for a company utilizing this platform approach.\nLooking at growth, we see that both have grown rapidly in recent years, including during pandemic-impacted 2020. Current analyst consensus estimates for the coming years look like this:\n\nData byYCharts\nAlibaba is forecasted to grow its revenue by 21% in 2022, and by 18% in 2023. JD.com, meanwhile, is forecasted to grow its top line by 21% in 2022, and by 19% in 2023 -- these are very similar growth rates. Long-term earnings per share growth estimates are not too far from each other, either, as BABA is seen growing its EPS by 27% a year, whereas JD is seen growing its EPS by 32% a year.\nIt makes, I believe, sense to expect that JD will grow its net profits faster, due to the fact that its margins have more upside potential, and that operating leverage should be more beneficial for a company like JD with its high fixed costs. Nevertheless, the growth outlook is relatively similar for these two companies. Since both operate in a similar market with their core businesses and will benefit from ongoing consumer spending growth and digitalization, it makes sense that there are no ultra-large discrepancies here.\nLooking at risk factors for both companies, we can say that both are heavily exposed to the Chinese economy, with all potential risks this entails. If economic growth slows down in China, both will be impacted. Similarly, if regulators crack down on e-commerce, both would be impacted. If a new strong competitor enters the Chinese e-commerce market, both companies could lose market share.\nSince Alibaba is a larger company, and since its founder Jack Ma seems to be more politically exposed compared to key execs at JD.com, one could argue that political/regulatory risks are more pronounced at Alibaba compared to JD.com. I personally do not see this as a very large risk factor, however, as it would not seem logical for Chinese politicians to hurt either of these two high-growth tech companies.\nTo sum this section up, I'd say that Alibaba trades at a massive discount compared to JD.com, which is the key argument here. Growth may be a little better at JD, while fundamentals are a little better at BABA. But these differences pale compared to the ultra-large difference in the valuations of both companies: BABA, at 21x this year's earnings, seems like a better pick than JD, at 45x this year's earnings.\nBABA's valuation is also significantly lower when we look at other metrics such as EV to EBITDA, which accounts for different debt levels. Here BABA is also way cheaper than JD, trading at 17x forward EBITDA (according to YCharts), compared to a 30x forward EBITDA valuation for its smaller peer.\nBABA is my favorite among these two right now, with valuation being the key factor. If JD were to trade at a similarly low valuation as BABA, the story might be a different one. But I don't think JD is a better pick than BABA when having an almost identical growth outlook while trading at a 100%+ premium. I welcome you to share your opinion on this question and your reasoning for preferring one of these over the other in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":136105780,"gmtCreate":1621997318740,"gmtModify":1704365749626,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Same play as China Alibaba","listText":"Same play as China Alibaba","text":"Same play as China Alibaba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/136105780","repostId":"2138195510","repostType":4,"repost":{"id":"2138195510","kind":"news","pubTimestamp":1621987813,"share":"https://ttm.financial/m/news/2138195510?lang=&edition=fundamental","pubTime":"2021-05-26 08:10","market":"us","language":"en","title":"Amazon Sued by D.C. AG in Antitrust Suit Over Pricing","url":"https://stock-news.laohu8.com/highlight/detail?id=2138195510","media":"Bloomberg","summary":"(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused th","content":"<p>(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused the online retail giant of engaging in anticompetitive practices that have raised prices for consumers.</p><p>Amazon’s policies governing third-party sellers prohibit them from offering products at lower prices on rival platforms, which has led to artificially high prices for consumers and let the company build monopoly power, Karl Racine said.</p><p>“Amazon is increasing its dominant stronghold on the market and illegally reducing the ability of other platforms to compete for market share,” Racine said Tuesday on a conference call with reporters announcing the case.</p><p>Amazon shares rose 0.43% to $3259.05 on Tuesday. The company didn’t immediately respond to a request for comment.</p><p><img src=\"https://static.tigerbbs.com/caeaad650c7c9835e482fb5374a53978\" tg-width=\"807\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p><p>Amazon merchants and their consultants in 2019 told Bloomberg that Amazon’s practices forced them to raise prices on other sites such as Walmart Inc. If Amazon detected lower prices on other sites, it would bury their products in Amazon search results, where they got most of their sales. Some of the merchants were eager to grow their sales on other sites, but Amazon’s policies prevented them from offering lower prices elsewhere to lure shoppers away.</p><p>The lawsuit is the sixth antitrust case against a major U.S. tech company filed in the last year by state and federal officials. The U.S. Justice Department and a group of states sued Alphabet Inc.’s Google last year, accusing the company of abusing its dominance in internet search. That case was followed by two separate complaints against Google filed by other states over search and digital advertising. The Federal Trade Commission and a nationwide coalition of states sued <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. in December separate complaints that seek to break up the company.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Sued by D.C. AG in Antitrust Suit Over Pricing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Sued by D.C. AG in Antitrust Suit Over Pricing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 08:10 GMT+8 <a href=https://finance.yahoo.com/news/amazon-accused-antitrust-violations-washington-153714190.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused the online retail giant of engaging in anticompetitive practices that have raised prices for consumers...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-accused-antitrust-violations-washington-153714190.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AMZN":"亚马逊","AAPL":"苹果","GOOGL":"谷歌A","09086":"华夏纳指-U","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","WMT":"沃尔玛"},"source_url":"https://finance.yahoo.com/news/amazon-accused-antitrust-violations-washington-153714190.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138195510","content_text":"(Bloomberg) -- Amazon.com Inc. was sued by the attorney general for Washington, D.C., who accused the online retail giant of engaging in anticompetitive practices that have raised prices for consumers.Amazon’s policies governing third-party sellers prohibit them from offering products at lower prices on rival platforms, which has led to artificially high prices for consumers and let the company build monopoly power, Karl Racine said.“Amazon is increasing its dominant stronghold on the market and illegally reducing the ability of other platforms to compete for market share,” Racine said Tuesday on a conference call with reporters announcing the case.Amazon shares rose 0.43% to $3259.05 on Tuesday. The company didn’t immediately respond to a request for comment.Amazon merchants and their consultants in 2019 told Bloomberg that Amazon’s practices forced them to raise prices on other sites such as Walmart Inc. If Amazon detected lower prices on other sites, it would bury their products in Amazon search results, where they got most of their sales. Some of the merchants were eager to grow their sales on other sites, but Amazon’s policies prevented them from offering lower prices elsewhere to lure shoppers away.The lawsuit is the sixth antitrust case against a major U.S. tech company filed in the last year by state and federal officials. The U.S. Justice Department and a group of states sued Alphabet Inc.’s Google last year, accusing the company of abusing its dominance in internet search. That case was followed by two separate complaints against Google filed by other states over search and digital advertising. The Federal Trade Commission and a nationwide coalition of states sued Facebook Inc. in December separate complaints that seek to break up the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125904020,"gmtCreate":1624639215160,"gmtModify":1703842612837,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Thought i miss the split. Good","listText":"Thought i miss the split. Good","text":"Thought i miss the split. Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125904020","repostId":"2146079086","repostType":4,"repost":{"id":"2146079086","kind":"highlight","pubTimestamp":1624634220,"share":"https://ttm.financial/m/news/2146079086?lang=&edition=fundamental","pubTime":"2021-06-25 23:17","market":"us","language":"en","title":"It's Not Too Late to Take Advantage of NVIDIA's Stock Split. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2146079086","media":"Motley Fool","summary":"There's an unusual component to this stock split investors need to understand.","content":"<p>Most stock splits are pretty straightforward affairs. A company announces a stock split and advises investors of how many additional shares they will receive, the record date of the transaction, and when the new shares will be distributed.</p>\n<p>In many ways, the upcoming stock split for <b>NVIDIA</b> (NASDAQ:NVDA) is no different. In conjunction with its fiscal 2022 first-quarter earnings report (ended May 2, 2021), the chipmaker announced that its board of directors declared a four-for-<a href=\"https://laohu8.com/S/AONE\">one</a> stock split, payable in the form of a stock dividend. This move was conditional on NVIDIA stockholders voting to approve to increase the number of authorized shares from 2 billion to 4 billion.</p>\n<p>Due to a quirk in this particular case (more on that in a minute), while it <i>appears</i> investors have already missed the opportunity to take advantage of the NVIDIA stock split, that simply isn't the case.</p>\n<p><img src=\"https://static.tigerbbs.com/10b74b78ba82e9df1e981738dfafe1bc\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>The devil's in the details</h3>\n<p>At the company's 2021 annual meeting of stockholders, which was held on June 3, shareholders approved the measure to increase the number of outstanding shares, setting the stage for the stock split to move forward. Each shareholder of record <i>as of June 21</i> will receive three additional shares of NVIDIA stock for each <a href=\"https://laohu8.com/S/AONE.U\">one</a> they own, which will be distributed after the market close on July 19. The stock will start trading on a split-adjusted basis when the market opens on Tuesday, July 20.</p>\n<p>To give some context to the numbers, here's an example of how it will work, though the final numbers will vary based on the then-current stock price. For each share of NVIDIA stock that an investor holds -- currently worth roughly $760 -- post-split, shareholders would own a total of four shares priced at $190 each.</p>\n<h3>The odd quirk</h3>\n<p>What sets NVIDIA's stock split apart from many others is the extraordinary length of time between the record date and the distribution date of the new, split shares. The record date is the date by which investors must own the stock in order to be eligible to receive additional shares created by the stock split, which occurs on the effective date. Typically, there are just a few days between the two.</p>\n<p>For example, in the recent 10-for-one stock split initiated by <b>The Trade Desk</b> (NASDAQ:TTD), shareholders of record as of June 9, 2021 received nine additional shares of stock, which were distributed after the close of trading on June 16, 2021 -- or a period of about a week after the record date. This was very similar to a couple of high-profile stock splits that happened late last year. <b>Apple</b> (NASDAQ:AAPL) and <b>Tesla</b> (NASDAQ:TSLA) each split their shares in August, with record dates of Aug. 24 and Aug. 21, respectively, and both stocks began trading split-adjusted on Aug. 31.</p>\n<p>In the case of NVIDIA, however, the period between the two is a whopping four weeks long. So what happens to investors who buy between the record date and the effective date? Are they left holding the bag?</p>\n<p><img src=\"https://static.tigerbbs.com/97eae1602703c6cf3c0c5c986a02e099\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>The good news</h3>\n<p>What's missing from NVIDIA's press release is the ex-dividend date. Because the stock split is being initiated in the form of a stock dividend, the ex-dividend date governs which investors are eligible to receive the newly split shares. In this case, NVIDIA's stock split goes ex-dividend on July 19, according to a spokesperson for brokerage house <b>Charles Schwab</b>.</p>\n<p>This means that investors can buy NVIDIA shares right up to July 19, and still be eligible to receive the additional shares from the stock split once the shares begin trading on a split-adjusted basis when the market opens July 20.</p>\n<p>It's also important to point out that this stock split doesn't do anything to change the underlying value of NVIDIA as a company -- it merely cleaves it into a greater number of ownership segments. There are plenty of reasons to be bullish and invest in NVIDIA, but investors shouldn't buy the stock based <i>solely</i> on the upcoming stock split.</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>It's Not Too Late to Take Advantage of NVIDIA's Stock Split. Here's Why</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\">\nIt's Not Too Late to Take Advantage of NVIDIA's Stock Split. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 23:17 GMT+8 <a href=https://www.fool.com/investing/2021/06/25/not-too-late-take-advantage-nvidias-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most stock splits are pretty straightforward affairs. A company announces a stock split and advises investors of how many additional shares they will receive, the record date of the transaction, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/25/not-too-late-take-advantage-nvidias-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/25/not-too-late-take-advantage-nvidias-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146079086","content_text":"Most stock splits are pretty straightforward affairs. A company announces a stock split and advises investors of how many additional shares they will receive, the record date of the transaction, and when the new shares will be distributed.\nIn many ways, the upcoming stock split for NVIDIA (NASDAQ:NVDA) is no different. In conjunction with its fiscal 2022 first-quarter earnings report (ended May 2, 2021), the chipmaker announced that its board of directors declared a four-for-one stock split, payable in the form of a stock dividend. This move was conditional on NVIDIA stockholders voting to approve to increase the number of authorized shares from 2 billion to 4 billion.\nDue to a quirk in this particular case (more on that in a minute), while it appears investors have already missed the opportunity to take advantage of the NVIDIA stock split, that simply isn't the case.\n\nImage source: Getty Images.\nThe devil's in the details\nAt the company's 2021 annual meeting of stockholders, which was held on June 3, shareholders approved the measure to increase the number of outstanding shares, setting the stage for the stock split to move forward. Each shareholder of record as of June 21 will receive three additional shares of NVIDIA stock for each one they own, which will be distributed after the market close on July 19. The stock will start trading on a split-adjusted basis when the market opens on Tuesday, July 20.\nTo give some context to the numbers, here's an example of how it will work, though the final numbers will vary based on the then-current stock price. For each share of NVIDIA stock that an investor holds -- currently worth roughly $760 -- post-split, shareholders would own a total of four shares priced at $190 each.\nThe odd quirk\nWhat sets NVIDIA's stock split apart from many others is the extraordinary length of time between the record date and the distribution date of the new, split shares. The record date is the date by which investors must own the stock in order to be eligible to receive additional shares created by the stock split, which occurs on the effective date. Typically, there are just a few days between the two.\nFor example, in the recent 10-for-one stock split initiated by The Trade Desk (NASDAQ:TTD), shareholders of record as of June 9, 2021 received nine additional shares of stock, which were distributed after the close of trading on June 16, 2021 -- or a period of about a week after the record date. This was very similar to a couple of high-profile stock splits that happened late last year. Apple (NASDAQ:AAPL) and Tesla (NASDAQ:TSLA) each split their shares in August, with record dates of Aug. 24 and Aug. 21, respectively, and both stocks began trading split-adjusted on Aug. 31.\nIn the case of NVIDIA, however, the period between the two is a whopping four weeks long. So what happens to investors who buy between the record date and the effective date? Are they left holding the bag?\n\nImage source: Getty Images.\nThe good news\nWhat's missing from NVIDIA's press release is the ex-dividend date. Because the stock split is being initiated in the form of a stock dividend, the ex-dividend date governs which investors are eligible to receive the newly split shares. In this case, NVIDIA's stock split goes ex-dividend on July 19, according to a spokesperson for brokerage house Charles Schwab.\nThis means that investors can buy NVIDIA shares right up to July 19, and still be eligible to receive the additional shares from the stock split once the shares begin trading on a split-adjusted basis when the market opens July 20.\nIt's also important to point out that this stock split doesn't do anything to change the underlying value of NVIDIA as a company -- it merely cleaves it into a greater number of ownership segments. There are plenty of reasons to be bullish and invest in NVIDIA, but investors shouldn't buy the stock based solely on the upcoming stock split.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102240282,"gmtCreate":1620220986646,"gmtModify":1704340358350,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Unlikely Intel can catch up AMD. Look at mobile phone manufacturers Nokia and Motorola.","listText":"Unlikely Intel can catch up AMD. Look at mobile phone manufacturers Nokia and Motorola.","text":"Unlikely Intel can catch up AMD. Look at mobile phone manufacturers Nokia and Motorola.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102240282","repostId":"2133540714","repostType":4,"repost":{"id":"2133540714","kind":"highlight","pubTimestamp":1620214800,"share":"https://ttm.financial/m/news/2133540714?lang=&edition=fundamental","pubTime":"2021-05-05 19:40","market":"us","language":"en","title":"Intel's Comeback Looks Impossible. So Did AMD's.","url":"https://stock-news.laohu8.com/highlight/detail?id=2133540714","media":"Motley Fool","summary":"Intel is far from a lost cause.","content":"<p>Years of manufacturing issues for <b>Intel</b> (NASDAQ:INTC) has led to a situation that would have been unthinkable five years ago: The manufacturing edge the chip giant long enjoyed is gone. <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM), which counts Intel rival <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) as a customer, has pulled into what looks like an insurmountable lead.</p><p>While Intel is still churning out PC chips built on its now ancient 14nm process, TSMC has been offering its customers 7nm chips for quite some time. Intel won't have 7nm chips of its own until 2023, assuming nothing gets derailed before then.</p><p>Intel will spend big in the coming years on manufacturing as it looks to close the gap and launch its own foundry services business. The company is pouring $20 billion into two new facilities in Arizona, and its annual capital spending is right around that $20 billion mark.</p><p>But TSMC is spending even bigger. The company plans to spend a whopping $100 billion over the next three years to expand capacity. By the time Intel finally launches its first 7nm chip, TSMC plans to be already mass-producing chips built on a 3nm process. Comparing processes between companies isn't exactly apples-to-apples, but you get the idea.</p><p>A comeback for Intel looks downright impossible given TSMC's lead. It will require a lot of things to go right for Intel, and some things to go wrong for its competitors. It's exactly the kind of situation AMD found itself in a few years ago.</p><h2>AMD's comeback looked impossible, too</h2><p>Let's rewind to 2015. AMD was in awful shape. Revenue plunged 28% that year to just $4 billion, and the company reported a staggering net loss of $660 million . To say that AMD's products weren't competitive with Intel's would be an understatement.</p><p>AMD's share of the server chip market had fallen close to zero just as demand from cloud computing providers was starting to heat up. By 2017, AMD was shipping less than 10% of PC chips. The company's Bulldozer architecture, launched in 2011 and revised a few times, was a disaster. Reviewers at Anandtech found <a href=\"https://laohu8.com/S/AONE\">one</a> of AMD's early Bulldozer PC chips was outperformed by a comparable Intel chip by as much as 50%.</p><p>A comeback for AMD looked like the longest of longshots. Not only did Intel have a manufacturing lead at the time, but it was also designing better chips than AMD.</p><p>Today, AMD has come roaring back. The company's Zen architecture is the foundation of its Ryzen PC and EPYC server chips, with the latest iteration of each built on TSMC's 7nm process. AMD has grown its market share considerably, and it grew revenue to nearly $10 billion in 2020. In many cases, AMD's chips are outperforming Intel's chips, and they're using considerably less power thanks to the advanced manufacturing process.</p><p>AMD's comeback required a few things to happen. AMD needed to design a better architecture; third-party foundries like TSMC needed to continually launch improved manufacturing processes without issue; and Intel needed to make serious missteps. It all happened, as unlikely as it seemed back in 2015.</p><h2>Intel can make a comeback; it just won't be easy</h2><p>Given what AMD has managed, it would be unwise to completely write off Intel. Yes, the company has made a lot of mistakes over the years. Yes, it will take more than Intel getting its manufacturing operation back on track for the company to regain its manufacturing edge. TSMC will probably need to have some missteps of its own.</p><p>I can't put odds on Intel's comeback, but I know that it's never a good idea to simply assume whatever is happening now will continue to happen forever. I was dead wrong about AMD's turnaround for exactly that reason. Shares of AMD have gained more than 2,000% over the past five years, by the way.</p><p>Intel stock hasn't suffered all that much, so don't expect those kinds of gains if the company can turn itself around. But with Intel trading for just about 12 times the company's adjusted earnings guidance, there's plenty of room to run if things start to go right for the chip giant.</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>Intel's Comeback Looks Impossible. So Did AMD's.</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\">\nIntel's Comeback Looks Impossible. So Did AMD's.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 19:40 GMT+8 <a href=https://www.fool.com/investing/2021/05/05/intels-comeback-looks-impossible-so-did-amds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Years of manufacturing issues for Intel (NASDAQ:INTC) has led to a situation that would have been unthinkable five years ago: The manufacturing edge the chip giant long enjoyed is gone. Taiwan ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/05/intels-comeback-looks-impossible-so-did-amds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/05/05/intels-comeback-looks-impossible-so-did-amds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133540714","content_text":"Years of manufacturing issues for Intel (NASDAQ:INTC) has led to a situation that would have been unthinkable five years ago: The manufacturing edge the chip giant long enjoyed is gone. Taiwan Semiconductor Manufacturing (NYSE:TSM), which counts Intel rival Advanced Micro Devices (NASDAQ:AMD) as a customer, has pulled into what looks like an insurmountable lead.While Intel is still churning out PC chips built on its now ancient 14nm process, TSMC has been offering its customers 7nm chips for quite some time. Intel won't have 7nm chips of its own until 2023, assuming nothing gets derailed before then.Intel will spend big in the coming years on manufacturing as it looks to close the gap and launch its own foundry services business. The company is pouring $20 billion into two new facilities in Arizona, and its annual capital spending is right around that $20 billion mark.But TSMC is spending even bigger. The company plans to spend a whopping $100 billion over the next three years to expand capacity. By the time Intel finally launches its first 7nm chip, TSMC plans to be already mass-producing chips built on a 3nm process. Comparing processes between companies isn't exactly apples-to-apples, but you get the idea.A comeback for Intel looks downright impossible given TSMC's lead. It will require a lot of things to go right for Intel, and some things to go wrong for its competitors. It's exactly the kind of situation AMD found itself in a few years ago.AMD's comeback looked impossible, tooLet's rewind to 2015. AMD was in awful shape. Revenue plunged 28% that year to just $4 billion, and the company reported a staggering net loss of $660 million . To say that AMD's products weren't competitive with Intel's would be an understatement.AMD's share of the server chip market had fallen close to zero just as demand from cloud computing providers was starting to heat up. By 2017, AMD was shipping less than 10% of PC chips. The company's Bulldozer architecture, launched in 2011 and revised a few times, was a disaster. Reviewers at Anandtech found one of AMD's early Bulldozer PC chips was outperformed by a comparable Intel chip by as much as 50%.A comeback for AMD looked like the longest of longshots. Not only did Intel have a manufacturing lead at the time, but it was also designing better chips than AMD.Today, AMD has come roaring back. The company's Zen architecture is the foundation of its Ryzen PC and EPYC server chips, with the latest iteration of each built on TSMC's 7nm process. AMD has grown its market share considerably, and it grew revenue to nearly $10 billion in 2020. In many cases, AMD's chips are outperforming Intel's chips, and they're using considerably less power thanks to the advanced manufacturing process.AMD's comeback required a few things to happen. AMD needed to design a better architecture; third-party foundries like TSMC needed to continually launch improved manufacturing processes without issue; and Intel needed to make serious missteps. It all happened, as unlikely as it seemed back in 2015.Intel can make a comeback; it just won't be easyGiven what AMD has managed, it would be unwise to completely write off Intel. Yes, the company has made a lot of mistakes over the years. Yes, it will take more than Intel getting its manufacturing operation back on track for the company to regain its manufacturing edge. TSMC will probably need to have some missteps of its own.I can't put odds on Intel's comeback, but I know that it's never a good idea to simply assume whatever is happening now will continue to happen forever. I was dead wrong about AMD's turnaround for exactly that reason. Shares of AMD have gained more than 2,000% over the past five years, by the way.Intel stock hasn't suffered all that much, so don't expect those kinds of gains if the company can turn itself around. But with Intel trading for just about 12 times the company's adjusted earnings guidance, there's plenty of room to run if things start to go right for the chip giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126606322,"gmtCreate":1624554722066,"gmtModify":1703840338908,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Definite","listText":"Definite","text":"Definite","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126606322","repostId":"2145042485","repostType":4,"repost":{"id":"2145042485","kind":"news","pubTimestamp":1624540861,"share":"https://ttm.financial/m/news/2145042485?lang=&edition=fundamental","pubTime":"2021-06-24 21:21","market":"us","language":"en","title":"Microsoft (MSFT) Boasts Earnings & Price Momentum: Should You Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145042485","media":"Zacks","summary":"Here at Zacks, we offer our members many different opportunities to take full advantage of the stock","content":"<p>Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.</p>\n<p>The Zacks Premium service, which provides daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter, makes these more manageable goals. All of the features can help you identify what stocks to buy, what to sell, and what are today's hottest industries.</p>\n<p>Also included in Zacks Premium is the Focus List. This is a long-term portfolio of top stocks that have all the traits to beat the market.</p>\n<p><b>Breaking Down the Zacks Focus List</b></p>\n<p>If you could, wouldn't you jump at the chance for access to a curated list of stocks to kickstart your investing journey?</p>\n<p>That's what the Zacks Focus List, a portfolio of 50 stocks, offers investors. Not only does it serve as a starting point for long-term investors, but all stocks included in the list are poised to outperform the market over the next 12 months.</p>\n<p>What makes the Focus List even more helpful is that each selection is accompanied by a full Zacks Analyst Report, which explains the reasoning behind every stock's selection and why we believe it's a good pick for the long-term.</p>\n<p>The portfolio's past performance only solidifies why investors should consider it as a starting point. For 2020, the Focus List gained 13.85% on an annualized basis compared to the S&P 500's return of 9.38%. Cumulatively, the portfolio has returned 2,519.23% while the S&P returned 854.95%. Returns are for the period of February 1, 1996 to March 31, 2021.</p>\n<p><b>Focus List Methodology</b></p>\n<p>When stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.</p>\n<p>Earnings estimates, or expectations of growth and profitability, come from brokerage analysts who track publicly traded companies; these analysts work together with company management to analyze every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.</p>\n<p>What a company will earn down the road also needs to be taken into consideration, and this is why earnings estimate revisions are so important.</p>\n<p>Stocks that receive upward earnings estimate revisions are more likely to receive even more upward changes in the future. For example, if an analyst raised their estimates last month, they're more likely to do it again this month, and other analysts are likely to do the same.</p>\n<p>Harnessing the power of earnings estimate revisions is where the Zacks Rank comes in. The Zacks Rank is a unique, proprietary stock-rating model that utilizes changes to a company's quarterly earnings expectations to help investors build a winning portfolio.</p>\n<p>The Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each <a href=\"https://laohu8.com/S/AONE\">one</a> is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from \"Strong Buy\" to \"Strong Sell,\" using this data.</p>\n<p>The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.</p>\n<p>It can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum.</p>\n<p><b>Focus List Spotlight: Microsoft (MSFT)</b></p>\n<p>Redmond, WA-based Microsoft Corporation is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest broad-based technology providers in the world. The company dominates the PC software market with more than 80% of the market share for operating systems.</p>\n<p>MSFT, a #3 (Hold) stock, was added to the Focus List on February 1, 2016 at $55.09 per share. Since then, shares have increased 381.53% to $265.28.</p>\n<p>11 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2021. The Zacks Consensus Estimate has increased $0.43 to $7.80. MSFT boasts an average earnings surprise of 14.8%.</p>\n<p>Additionally, MSFT's earnings are expected to grow 35.4% for the current fiscal year.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft (MSFT) Boasts Earnings & Price Momentum: Should You 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\">\nMicrosoft (MSFT) Boasts Earnings & Price Momentum: Should You Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 21:21 GMT+8 <a href=https://finance.yahoo.com/news/microsoft-msft-boasts-earnings-price-132101843.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.\nThe Zacks Premium service,...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-msft-boasts-earnings-price-132101843.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://finance.yahoo.com/news/microsoft-msft-boasts-earnings-price-132101843.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145042485","content_text":"Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.\nThe Zacks Premium service, which provides daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter, makes these more manageable goals. All of the features can help you identify what stocks to buy, what to sell, and what are today's hottest industries.\nAlso included in Zacks Premium is the Focus List. This is a long-term portfolio of top stocks that have all the traits to beat the market.\nBreaking Down the Zacks Focus List\nIf you could, wouldn't you jump at the chance for access to a curated list of stocks to kickstart your investing journey?\nThat's what the Zacks Focus List, a portfolio of 50 stocks, offers investors. Not only does it serve as a starting point for long-term investors, but all stocks included in the list are poised to outperform the market over the next 12 months.\nWhat makes the Focus List even more helpful is that each selection is accompanied by a full Zacks Analyst Report, which explains the reasoning behind every stock's selection and why we believe it's a good pick for the long-term.\nThe portfolio's past performance only solidifies why investors should consider it as a starting point. For 2020, the Focus List gained 13.85% on an annualized basis compared to the S&P 500's return of 9.38%. Cumulatively, the portfolio has returned 2,519.23% while the S&P returned 854.95%. Returns are for the period of February 1, 1996 to March 31, 2021.\nFocus List Methodology\nWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.\nEarnings estimates, or expectations of growth and profitability, come from brokerage analysts who track publicly traded companies; these analysts work together with company management to analyze every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.\nWhat a company will earn down the road also needs to be taken into consideration, and this is why earnings estimate revisions are so important.\nStocks that receive upward earnings estimate revisions are more likely to receive even more upward changes in the future. For example, if an analyst raised their estimates last month, they're more likely to do it again this month, and other analysts are likely to do the same.\nHarnessing the power of earnings estimate revisions is where the Zacks Rank comes in. The Zacks Rank is a unique, proprietary stock-rating model that utilizes changes to a company's quarterly earnings expectations to help investors build a winning portfolio.\nThe Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each one is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from \"Strong Buy\" to \"Strong Sell,\" using this data.\nThe Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.\nIt can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum.\nFocus List Spotlight: Microsoft (MSFT)\nRedmond, WA-based Microsoft Corporation is one of the largest broad-based technology providers in the world. The company dominates the PC software market with more than 80% of the market share for operating systems.\nMSFT, a #3 (Hold) stock, was added to the Focus List on February 1, 2016 at $55.09 per share. Since then, shares have increased 381.53% to $265.28.\n11 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2021. The Zacks Consensus Estimate has increased $0.43 to $7.80. MSFT boasts an average earnings surprise of 14.8%.\nAdditionally, MSFT's earnings are expected to grow 35.4% for the current fiscal year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128163751,"gmtCreate":1624506459673,"gmtModify":1703838701756,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"China US relation that resulted IPO halt?","listText":"China US relation that resulted IPO halt?","text":"China US relation that resulted IPO halt?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128163751","repostId":"2145018397","repostType":4,"repost":{"id":"2145018397","kind":"highlight","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":1624505532,"share":"https://ttm.financial/m/news/2145018397?lang=&edition=fundamental","pubTime":"2021-06-24 11:32","market":"us","language":"en","title":"Tencent-backed Soulgate halts U.S. IPO plans after getting new funding options","url":"https://stock-news.laohu8.com/highlight/detail?id=2145018397","media":"Reuters","summary":"June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd ,","content":"<p>June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd , has halted plans for its initial public offering in the United States, the company said on Wednesday.</p>\n<p>The company, which was aiming for a valuation of up to $1.8 billion, said it scrapped its plans to list on the Nasdaq because it received other offers to raise capital.</p>\n<p>\"Due to alternative financing options made available to Soulgate, the company decided to halt the IPO,\" a Soulgate spokesperson said.</p>\n<p>The Shanghai-based company, which launched its mobile app in November 2016, was looking to raise up to $198 million through the IPO.</p>\n<p>In March, the company had 9.1 million daily active users on average, its IPO prospectus said. Tencent owns a 49.9% stake in the company.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, Jefferies, BofA Securities and CICC were the lead underwriters for the IPO that was scrapped.</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>Tencent-backed Soulgate halts U.S. IPO plans after getting new funding options</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\">\nTencent-backed Soulgate halts U.S. IPO plans after getting new funding options\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\">2021-06-24 11:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd , has halted plans for its initial public offering in the United States, the company said on Wednesday.</p>\n<p>The company, which was aiming for a valuation of up to $1.8 billion, said it scrapped its plans to list on the Nasdaq because it received other offers to raise capital.</p>\n<p>\"Due to alternative financing options made available to Soulgate, the company decided to halt the IPO,\" a Soulgate spokesperson said.</p>\n<p>The Shanghai-based company, which launched its mobile app in November 2016, was looking to raise up to $198 million through the IPO.</p>\n<p>In March, the company had 9.1 million daily active users on average, its IPO prospectus said. Tencent owns a 49.9% stake in the company.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, Jefferies, BofA Securities and CICC were the lead underwriters for the IPO that was scrapped.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145018397","content_text":"June 23 (Reuters) - Soulgate Inc, the Chinese social networking app backed by Tencent Holdings Ltd , has halted plans for its initial public offering in the United States, the company said on Wednesday.\nThe company, which was aiming for a valuation of up to $1.8 billion, said it scrapped its plans to list on the Nasdaq because it received other offers to raise capital.\n\"Due to alternative financing options made available to Soulgate, the company decided to halt the IPO,\" a Soulgate spokesperson said.\nThe Shanghai-based company, which launched its mobile app in November 2016, was looking to raise up to $198 million through the IPO.\nIn March, the company had 9.1 million daily active users on average, its IPO prospectus said. Tencent owns a 49.9% stake in the company.\nMorgan Stanley, Jefferies, BofA Securities and CICC were the lead underwriters for the IPO that was scrapped.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188989799,"gmtCreate":1623419343811,"gmtModify":1704203149145,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Nice will help me to decide which to buy","listText":"Nice will help me to decide which to buy","text":"Nice will help me to decide which to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188989799","repostId":"1195128984","repostType":4,"repost":{"id":"1195128984","kind":"news","pubTimestamp":1623416618,"share":"https://ttm.financial/m/news/1195128984?lang=&edition=fundamental","pubTime":"2021-06-11 21:03","market":"us","language":"en","title":"Alibaba Vs. JD.com: Which Chinese Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1195128984","media":"Seekingalpha","summary":"Alibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.BABA and JD operate with different business models, which is why BABA generates significantly higher margins.The Chinese middle class is growing quickly, which results in strong consumer spending growth. On top of that, Chinese consumers use e-commerce solutions widely, which naturally means that there is a very large, and growing, market opportunity for online shopping c","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.</li>\n <li>BABA and JD operate with different business models, which is why BABA generates significantly higher margins.</li>\n <li>The growth outlook is very strong for both companies, but investors should consider valuation differences between the two companies.</li>\n</ul>\n<p><b>Article Thesis</b></p>\n<p>The Chinese middle class is growing quickly, which results in strong consumer spending growth. On top of that, Chinese consumers use e-commerce solutions widely, which naturally means that there is a very large, and growing, market opportunity for online shopping companies such as Alibaba Group (BABA) and JD.com Inc. (JD). In this article, we will take a look at these two companies, how they compare, their similarities and differences, and try to find out which company is the better pick at current prices.</p>\n<p><b>Alibaba Stock Price</b></p>\n<p>BABA is one of the largest Chinese tech companies, being valued at $590 billion. Its shares are up by triple digits since the IPO a couple of years ago, but over the more recent past, BABA has not been a strong performer. At $214 today, shares are down around one-third from the peak that was hit last fall. This underperformance was, in part, driven by thefailed Ant Financial IPOand by increased scrutiny by Chinese regulators.</p>\n<p>These factors have, however, not negatively impacted BABA's results. Instead, the company kept generating strong growth rates in recent quarters, which indicates that the recent share price underperformance was likely driven by weak sentiment and reluctance to invest in Chinese companies to a significant degree.</p>\n<p>Based on current earnings forecasts for this year, BABA shares are trading for just 21x this year's earnings. This seems like a very inexpensive valuation -- especially when one considers that the company is still growing at a rapid pace, with revenue growthranging from 36% to 81%during the last four quarters.</p>\n<p><b>JD.com Stock Price</b></p>\n<p>JD is, like BABA, a company that has seen its shares rise strongly over the last couple of years. It shares another similarity with its larger peer, however, as its shares have also underperformed in the recent past. JD's shares peaked in February and are down by 33% from the high today, dropping from $108 to $72 in a couple of months. As stated above, growing reluctance when it comes to investing in Chinese equities, coupled with some worries about a regulatory crackdown, play a role in JD's weak share price performance.</p>\n<p>The company has, at the same time, seen its shares peak at a similar time to those of other high-growth, high-valuation stocks such as Tesla (TSLA). The share price underperformance in recent months may thus also be driven by a shift fromgrowth stocks to value stocks, and by the so-called reopening trade. At its current share price, JD.com is valued at around $110 billion, which is around one-fifth of Alibaba's valuation.</p>\n<p>Unlike BABA, JD is not trading at a discount to the broad market, as shares are currently valued at 45x this year's earnings per share, using current consensus estimates for adjusted EPS, which back out some one-time items. JD thus trades at a 100%+ premium compared to BABA, although it should be mentioned that other e-commerce players from different countries, such as US-based Amazon (AMZN), trade at similar or even higher valuations. Amazon trades at 59x this year's expected EPS, for example, while South America-focused MercadoLibre (MELI) trades at more than 2000x this year's expected net profits. JD thus is clearly way more expensive than BABA, but in comparison to international peers, its valuation is not at all outrageously high.</p>\n<p><b>Are JD.com and Alibaba Competitors?</b></p>\n<p>JD.com Inc. and Alibaba Group both operate in the e-commerce space, although their business models are not exactly the same. Alibaba is primarily a platform provider, where third-party sellers offer their merchandise while Alibaba receives a platform fee without handling packaging, logistics, etc. themselves. JD.com, on the other hand, sells, like Amazon, products themselves, which includes handling, transportation, packaging, etc. JD does offer a marketplace for third-party sellers as well, but this is not their primary business, which differentiates them from BABA to some degree. JD, due to handling logistics themselves, has invested heavily in tech in this area, which includes using drones and robots to deliver products to customers.</p>\n<p>Both companies do, on top of operating e-commerce operations, also invest in a wide range of other projects and businesses. This includes, for example, BABA's<i>Alibaba Cloud</i>and JD's autonomous vehicles venture.</p>\n<p>Despite the fact that the two companies do operate somewhat different business models, they are, of course, still competitors. Both serve the Chinese online shopping/e-commerce consumer market, and both seek to maximize their platforms' share of dollars that are spent online in the country. Luckily, the Chinese e-commerce market islarge and grows rapidly, which means that both companies can grow their top lines at the same time - there is enough room for both to grow profitably.</p>\n<p><b>What Is The Difference Between Alibaba And JD?</b></p>\n<p>The aforementioned fact that both companies have somewhat different business models is one key difference between the two, and it has implications for the fundamentals these companies are operating with:</p>\n<p><img src=\"https://static.tigerbbs.com/c26f2ff289114ca6ac216d075961f252\" tg-width=\"635\" tg-height=\"515\"></p>\n<p>Data byYCharts</p>\n<p>Since BABA does operate asset-light, and without having to handle a lot of logistics, BABA generates significantly higher margins than JD, no matter whether one takes a look at gross margins, EBITDA margins, or operating margins. JD's margins look more like those of Amazon, i.e. significantly lower, which isn't a large surprise -- like Amazon, JD has high expenses for packaging, handling, storage, and so on.</p>\n<p>Another big difference is the respective size of the two companies. BABA, being valued at 5x JD's market cap, and generating net profits that are about 10x higher than those of JD, is a significantly larger company. The two don't differ too much in terms of revenue generation, however, which can be explained by the different business models -- JD has high revenue per product, at a low margin, whereas BABA's business model that focuses on platform fees generates lower revenue per product at much higher margins.</p>\n<p>Overall, I'd rate BABA's business model more attractive. In a downturn, BABA's way higher margins will allow the company to stomach some margin pressure more easily, and its fee-based operations are lean and do result in low capital expenditure requirements. This, in turn, allows BABA to put a lot of free cash towards other business units, such as its cloud computing unit, while BABA has also been highly active in M&A as well.</p>\n<p><b>Alibaba Vs. JD.com: Which Is The Best Chinese Stock To Buy?</b></p>\n<p>Several things should be considered here, including fundamentals, growth, valuation, and risk factors. As stated above, BABA's business model allows for better fundamentals, and I believe that this will not change in the foreseeable future, as the much higher margins seem to be inherent for a company utilizing this platform approach.</p>\n<p>Looking at growth, we see that both have grown rapidly in recent years, including during pandemic-impacted 2020. Current analyst consensus estimates for the coming years look like this:</p>\n<p><img src=\"https://static.tigerbbs.com/dd91edeaa64807108941f40b4570b3e8\" tg-width=\"635\" tg-height=\"535\"></p>\n<p>Data byYCharts</p>\n<p>Alibaba is forecasted to grow its revenue by 21% in 2022, and by 18% in 2023. JD.com, meanwhile, is forecasted to grow its top line by 21% in 2022, and by 19% in 2023 -- these are very similar growth rates. Long-term earnings per share growth estimates are not too far from each other, either, as BABA is seen growing its EPS by 27% a year, whereas JD is seen growing its EPS by 32% a year.</p>\n<p>It makes, I believe, sense to expect that JD will grow its net profits faster, due to the fact that its margins have more upside potential, and that operating leverage should be more beneficial for a company like JD with its high fixed costs. Nevertheless, the growth outlook is relatively similar for these two companies. Since both operate in a similar market with their core businesses and will benefit from ongoing consumer spending growth and digitalization, it makes sense that there are no ultra-large discrepancies here.</p>\n<p>Looking at risk factors for both companies, we can say that both are heavily exposed to the Chinese economy, with all potential risks this entails. If economic growth slows down in China, both will be impacted. Similarly, if regulators crack down on e-commerce, both would be impacted. If a new strong competitor enters the Chinese e-commerce market, both companies could lose market share.</p>\n<p>Since Alibaba is a larger company, and since its founder Jack Ma seems to be more politically exposed compared to key execs at JD.com, one could argue that political/regulatory risks are more pronounced at Alibaba compared to JD.com. I personally do not see this as a very large risk factor, however, as it would not seem logical for Chinese politicians to hurt either of these two high-growth tech companies.</p>\n<p>To sum this section up, I'd say that Alibaba trades at a massive discount compared to JD.com, which is the key argument here. Growth may be a little better at JD, while fundamentals are a little better at BABA. But these differences pale compared to the ultra-large difference in the valuations of both companies: BABA, at 21x this year's earnings, seems like a better pick than JD, at 45x this year's earnings.</p>\n<p>BABA's valuation is also significantly lower when we look at other metrics such as EV to EBITDA, which accounts for different debt levels. Here BABA is also way cheaper than JD, trading at 17x forward EBITDA (according to YCharts), compared to a 30x forward EBITDA valuation for its smaller peer.</p>\n<p>BABA is my favorite among these two right now, with valuation being the key factor. If JD were to trade at a similarly low valuation as BABA, the story might be a different one. But I don't think JD is a better pick than BABA when having an almost identical growth outlook while trading at a 100%+ premium. I welcome you to share your opinion on this question and your reasoning for preferring one of these over the other in the comment section!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. JD.com: Which Chinese Stock Is The Better 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\">\nAlibaba Vs. JD.com: Which Chinese Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:03 GMT+8 <a href=https://seekingalpha.com/article/4434233-alibaba-vs-jd-com-better-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.\nBABA and JD operate with different business models, which is why...</p>\n\n<a href=\"https://seekingalpha.com/article/4434233-alibaba-vs-jd-com-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","09988":"阿里巴巴-W","JD":"京东","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4434233-alibaba-vs-jd-com-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1195128984","content_text":"Summary\n\nAlibaba Group and JD.com Inc. are high-growth players that benefit from digitalization and growing consumer spending in China.\nBABA and JD operate with different business models, which is why BABA generates significantly higher margins.\nThe growth outlook is very strong for both companies, but investors should consider valuation differences between the two companies.\n\nArticle Thesis\nThe Chinese middle class is growing quickly, which results in strong consumer spending growth. On top of that, Chinese consumers use e-commerce solutions widely, which naturally means that there is a very large, and growing, market opportunity for online shopping companies such as Alibaba Group (BABA) and JD.com Inc. (JD). In this article, we will take a look at these two companies, how they compare, their similarities and differences, and try to find out which company is the better pick at current prices.\nAlibaba Stock Price\nBABA is one of the largest Chinese tech companies, being valued at $590 billion. Its shares are up by triple digits since the IPO a couple of years ago, but over the more recent past, BABA has not been a strong performer. At $214 today, shares are down around one-third from the peak that was hit last fall. This underperformance was, in part, driven by thefailed Ant Financial IPOand by increased scrutiny by Chinese regulators.\nThese factors have, however, not negatively impacted BABA's results. Instead, the company kept generating strong growth rates in recent quarters, which indicates that the recent share price underperformance was likely driven by weak sentiment and reluctance to invest in Chinese companies to a significant degree.\nBased on current earnings forecasts for this year, BABA shares are trading for just 21x this year's earnings. This seems like a very inexpensive valuation -- especially when one considers that the company is still growing at a rapid pace, with revenue growthranging from 36% to 81%during the last four quarters.\nJD.com Stock Price\nJD is, like BABA, a company that has seen its shares rise strongly over the last couple of years. It shares another similarity with its larger peer, however, as its shares have also underperformed in the recent past. JD's shares peaked in February and are down by 33% from the high today, dropping from $108 to $72 in a couple of months. As stated above, growing reluctance when it comes to investing in Chinese equities, coupled with some worries about a regulatory crackdown, play a role in JD's weak share price performance.\nThe company has, at the same time, seen its shares peak at a similar time to those of other high-growth, high-valuation stocks such as Tesla (TSLA). The share price underperformance in recent months may thus also be driven by a shift fromgrowth stocks to value stocks, and by the so-called reopening trade. At its current share price, JD.com is valued at around $110 billion, which is around one-fifth of Alibaba's valuation.\nUnlike BABA, JD is not trading at a discount to the broad market, as shares are currently valued at 45x this year's earnings per share, using current consensus estimates for adjusted EPS, which back out some one-time items. JD thus trades at a 100%+ premium compared to BABA, although it should be mentioned that other e-commerce players from different countries, such as US-based Amazon (AMZN), trade at similar or even higher valuations. Amazon trades at 59x this year's expected EPS, for example, while South America-focused MercadoLibre (MELI) trades at more than 2000x this year's expected net profits. JD thus is clearly way more expensive than BABA, but in comparison to international peers, its valuation is not at all outrageously high.\nAre JD.com and Alibaba Competitors?\nJD.com Inc. and Alibaba Group both operate in the e-commerce space, although their business models are not exactly the same. Alibaba is primarily a platform provider, where third-party sellers offer their merchandise while Alibaba receives a platform fee without handling packaging, logistics, etc. themselves. JD.com, on the other hand, sells, like Amazon, products themselves, which includes handling, transportation, packaging, etc. JD does offer a marketplace for third-party sellers as well, but this is not their primary business, which differentiates them from BABA to some degree. JD, due to handling logistics themselves, has invested heavily in tech in this area, which includes using drones and robots to deliver products to customers.\nBoth companies do, on top of operating e-commerce operations, also invest in a wide range of other projects and businesses. This includes, for example, BABA'sAlibaba Cloudand JD's autonomous vehicles venture.\nDespite the fact that the two companies do operate somewhat different business models, they are, of course, still competitors. Both serve the Chinese online shopping/e-commerce consumer market, and both seek to maximize their platforms' share of dollars that are spent online in the country. Luckily, the Chinese e-commerce market islarge and grows rapidly, which means that both companies can grow their top lines at the same time - there is enough room for both to grow profitably.\nWhat Is The Difference Between Alibaba And JD?\nThe aforementioned fact that both companies have somewhat different business models is one key difference between the two, and it has implications for the fundamentals these companies are operating with:\n\nData byYCharts\nSince BABA does operate asset-light, and without having to handle a lot of logistics, BABA generates significantly higher margins than JD, no matter whether one takes a look at gross margins, EBITDA margins, or operating margins. JD's margins look more like those of Amazon, i.e. significantly lower, which isn't a large surprise -- like Amazon, JD has high expenses for packaging, handling, storage, and so on.\nAnother big difference is the respective size of the two companies. BABA, being valued at 5x JD's market cap, and generating net profits that are about 10x higher than those of JD, is a significantly larger company. The two don't differ too much in terms of revenue generation, however, which can be explained by the different business models -- JD has high revenue per product, at a low margin, whereas BABA's business model that focuses on platform fees generates lower revenue per product at much higher margins.\nOverall, I'd rate BABA's business model more attractive. In a downturn, BABA's way higher margins will allow the company to stomach some margin pressure more easily, and its fee-based operations are lean and do result in low capital expenditure requirements. This, in turn, allows BABA to put a lot of free cash towards other business units, such as its cloud computing unit, while BABA has also been highly active in M&A as well.\nAlibaba Vs. JD.com: Which Is The Best Chinese Stock To Buy?\nSeveral things should be considered here, including fundamentals, growth, valuation, and risk factors. As stated above, BABA's business model allows for better fundamentals, and I believe that this will not change in the foreseeable future, as the much higher margins seem to be inherent for a company utilizing this platform approach.\nLooking at growth, we see that both have grown rapidly in recent years, including during pandemic-impacted 2020. Current analyst consensus estimates for the coming years look like this:\n\nData byYCharts\nAlibaba is forecasted to grow its revenue by 21% in 2022, and by 18% in 2023. JD.com, meanwhile, is forecasted to grow its top line by 21% in 2022, and by 19% in 2023 -- these are very similar growth rates. Long-term earnings per share growth estimates are not too far from each other, either, as BABA is seen growing its EPS by 27% a year, whereas JD is seen growing its EPS by 32% a year.\nIt makes, I believe, sense to expect that JD will grow its net profits faster, due to the fact that its margins have more upside potential, and that operating leverage should be more beneficial for a company like JD with its high fixed costs. Nevertheless, the growth outlook is relatively similar for these two companies. Since both operate in a similar market with their core businesses and will benefit from ongoing consumer spending growth and digitalization, it makes sense that there are no ultra-large discrepancies here.\nLooking at risk factors for both companies, we can say that both are heavily exposed to the Chinese economy, with all potential risks this entails. If economic growth slows down in China, both will be impacted. Similarly, if regulators crack down on e-commerce, both would be impacted. If a new strong competitor enters the Chinese e-commerce market, both companies could lose market share.\nSince Alibaba is a larger company, and since its founder Jack Ma seems to be more politically exposed compared to key execs at JD.com, one could argue that political/regulatory risks are more pronounced at Alibaba compared to JD.com. I personally do not see this as a very large risk factor, however, as it would not seem logical for Chinese politicians to hurt either of these two high-growth tech companies.\nTo sum this section up, I'd say that Alibaba trades at a massive discount compared to JD.com, which is the key argument here. Growth may be a little better at JD, while fundamentals are a little better at BABA. But these differences pale compared to the ultra-large difference in the valuations of both companies: BABA, at 21x this year's earnings, seems like a better pick than JD, at 45x this year's earnings.\nBABA's valuation is also significantly lower when we look at other metrics such as EV to EBITDA, which accounts for different debt levels. Here BABA is also way cheaper than JD, trading at 17x forward EBITDA (according to YCharts), compared to a 30x forward EBITDA valuation for its smaller peer.\nBABA is my favorite among these two right now, with valuation being the key factor. If JD were to trade at a similarly low valuation as BABA, the story might be a different one. But I don't think JD is a better pick than BABA when having an almost identical growth outlook while trading at a 100%+ premium. I welcome you to share your opinion on this question and your reasoning for preferring one of these over the other in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134385048,"gmtCreate":1622208414684,"gmtModify":1704181481388,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Horray...lets play our part not to pollute our mother earth","listText":"Horray...lets play our part not to pollute our mother earth","text":"Horray...lets play our part not to pollute our mother earth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134385048","repostId":"1145277540","repostType":4,"repost":{"id":"1145277540","kind":"news","pubTimestamp":1622208129,"share":"https://ttm.financial/m/news/1145277540?lang=&edition=fundamental","pubTime":"2021-05-28 21:22","market":"fut","language":"en","title":"Bitcoin Slumps as Traders Brace for a Volatile Long Weekend","url":"https://stock-news.laohu8.com/highlight/detail?id=1145277540","media":"Bloomberg","summary":"Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as trader","content":"<p>Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as traders brace for fresh volatility over the long weekend.</p>\n<p>Prices across digital tokens took a hit as Bank of Japan Governor Haruhiko Kuroda joined a growing list of central bankers expressing skepticism about the industry’s usefulness in the real world.</p>\n<p>Now, retail players are set to dominate the coming trading sessions on typically thin exchange volumes.</p>\n<p>“Looking at the unrest across the crypto market, there is a chance that we see another hectic weekend trading in Bitcoin and other cryptocurrencies,” said Ipek Ozkardeskaya, a senior analyst at Swissquote.</p>\n<p>Prices spiked 10% last Saturday, only to plunge by 18% the next day.</p>\n<p>“Most of the trading is speculative and volatility is extraordinarily high,” Kuroda said in an interview Thursday. “It’s barely used as a means of settlement.”</p>\n<p>Kuroda Joins Chorus of Central Bankers Casting Doubt on Bitcoin</p>\n<p>All the same, Bitcoin was little changed for the week, after a 44% selloff from the April’s peak of $63,000.</p>\n<p>More broadly, the threat of tougher regulation continues to be a drag on crypto market sentiment. China and Iran have cracked down on Bitcoin mining operations for using too much electricity and there’s speculation that the U.S. policymakers may increase financial oversight given the market’s growing size and intense volatility.</p>\n<p>On a technical level, the key marker is $30,000, said Swissquote’s Ozkardeskaya. A break below that level would be “further affirmation of an extended bear market,” she said.</p>\n<p>“Volatility has eased this week, but that probably won’t last entering a long weekend,” Edward Moya, senior market analyst at Oanda Corp., wrote in a note. “Bitcoin’s consolidation phase should continue, but if the $37,000 level breached momentum, it could get ugly fast.”</p>","source":"lsy1612507957220","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>Bitcoin Slumps as Traders Brace for a Volatile Long Weekend</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\">\nBitcoin Slumps as Traders Brace for a Volatile Long Weekend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 21:22 GMT+8 <a href=https://finance.yahoo.com/news/bitcoin-slumps-traders-brace-volatile-120518488.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as traders brace for fresh volatility over the long weekend.\nPrices across digital tokens took a hit as Bank ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bitcoin-slumps-traders-brace-volatile-120518488.html\">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://finance.yahoo.com/news/bitcoin-slumps-traders-brace-volatile-120518488.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145277540","content_text":"Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as traders brace for fresh volatility over the long weekend.\nPrices across digital tokens took a hit as Bank of Japan Governor Haruhiko Kuroda joined a growing list of central bankers expressing skepticism about the industry’s usefulness in the real world.\nNow, retail players are set to dominate the coming trading sessions on typically thin exchange volumes.\n“Looking at the unrest across the crypto market, there is a chance that we see another hectic weekend trading in Bitcoin and other cryptocurrencies,” said Ipek Ozkardeskaya, a senior analyst at Swissquote.\nPrices spiked 10% last Saturday, only to plunge by 18% the next day.\n“Most of the trading is speculative and volatility is extraordinarily high,” Kuroda said in an interview Thursday. “It’s barely used as a means of settlement.”\nKuroda Joins Chorus of Central Bankers Casting Doubt on Bitcoin\nAll the same, Bitcoin was little changed for the week, after a 44% selloff from the April’s peak of $63,000.\nMore broadly, the threat of tougher regulation continues to be a drag on crypto market sentiment. China and Iran have cracked down on Bitcoin mining operations for using too much electricity and there’s speculation that the U.S. policymakers may increase financial oversight given the market’s growing size and intense volatility.\nOn a technical level, the key marker is $30,000, said Swissquote’s Ozkardeskaya. A break below that level would be “further affirmation of an extended bear market,” she said.\n“Volatility has eased this week, but that probably won’t last entering a long weekend,” Edward Moya, senior market analyst at Oanda Corp., wrote in a note. “Bitcoin’s consolidation phase should continue, but if the $37,000 level breached momentum, it could get ugly fast.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081099582,"gmtCreate":1650165913396,"gmtModify":1676534661215,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Bought Alphabet for the stock split","listText":"Bought Alphabet for the stock split","text":"Bought Alphabet for the stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081099582","repostId":"2227602299","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008243176,"gmtCreate":1641471008703,"gmtModify":1676533618243,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Banks to benefit in higher interest rate environment","listText":"Banks to benefit in higher interest rate environment","text":"Banks to benefit in higher interest rate environment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008243176","repostId":"1115076063","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176164199,"gmtCreate":1626872605411,"gmtModify":1703479635315,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>buyvwhen drop below $2.40.","listText":"<a href=\"https://laohu8.com/S/J69U.SI\">$FRASERS CENTREPOINT TRUST(J69U.SI)$</a>buyvwhen drop below $2.40.","text":"$FRASERS CENTREPOINT TRUST(J69U.SI)$buyvwhen drop below $2.40.","images":[{"img":"https://static.tigerbbs.com/392c3239adbc9793f636c245e63162ae","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176164199","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137323200,"gmtCreate":1622302500100,"gmtModify":1704182855457,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"How low can it go?","listText":"How low can it go?","text":"How low can it go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137323200","repostId":"1145277540","repostType":4,"repost":{"id":"1145277540","kind":"news","pubTimestamp":1622208129,"share":"https://ttm.financial/m/news/1145277540?lang=&edition=fundamental","pubTime":"2021-05-28 21:22","market":"fut","language":"en","title":"Bitcoin Slumps as Traders Brace for a Volatile Long Weekend","url":"https://stock-news.laohu8.com/highlight/detail?id=1145277540","media":"Bloomberg","summary":"Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as trader","content":"<p>Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as traders brace for fresh volatility over the long weekend.</p>\n<p>Prices across digital tokens took a hit as Bank of Japan Governor Haruhiko Kuroda joined a growing list of central bankers expressing skepticism about the industry’s usefulness in the real world.</p>\n<p>Now, retail players are set to dominate the coming trading sessions on typically thin exchange volumes.</p>\n<p>“Looking at the unrest across the crypto market, there is a chance that we see another hectic weekend trading in Bitcoin and other cryptocurrencies,” said Ipek Ozkardeskaya, a senior analyst at Swissquote.</p>\n<p>Prices spiked 10% last Saturday, only to plunge by 18% the next day.</p>\n<p>“Most of the trading is speculative and volatility is extraordinarily high,” Kuroda said in an interview Thursday. “It’s barely used as a means of settlement.”</p>\n<p>Kuroda Joins Chorus of Central Bankers Casting Doubt on Bitcoin</p>\n<p>All the same, Bitcoin was little changed for the week, after a 44% selloff from the April’s peak of $63,000.</p>\n<p>More broadly, the threat of tougher regulation continues to be a drag on crypto market sentiment. China and Iran have cracked down on Bitcoin mining operations for using too much electricity and there’s speculation that the U.S. policymakers may increase financial oversight given the market’s growing size and intense volatility.</p>\n<p>On a technical level, the key marker is $30,000, said Swissquote’s Ozkardeskaya. A break below that level would be “further affirmation of an extended bear market,” she said.</p>\n<p>“Volatility has eased this week, but that probably won’t last entering a long weekend,” Edward Moya, senior market analyst at Oanda Corp., wrote in a note. “Bitcoin’s consolidation phase should continue, but if the $37,000 level breached momentum, it could get ugly fast.”</p>","source":"lsy1612507957220","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>Bitcoin Slumps as Traders Brace for a Volatile Long Weekend</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\">\nBitcoin Slumps as Traders Brace for a Volatile Long Weekend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 21:22 GMT+8 <a href=https://finance.yahoo.com/news/bitcoin-slumps-traders-brace-volatile-120518488.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as traders brace for fresh volatility over the long weekend.\nPrices across digital tokens took a hit as Bank ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bitcoin-slumps-traders-brace-volatile-120518488.html\">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://finance.yahoo.com/news/bitcoin-slumps-traders-brace-volatile-120518488.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145277540","content_text":"Bitcoin slumped 7% to near $35,500, recalling levels seen in the crypto meltdown last week as traders brace for fresh volatility over the long weekend.\nPrices across digital tokens took a hit as Bank of Japan Governor Haruhiko Kuroda joined a growing list of central bankers expressing skepticism about the industry’s usefulness in the real world.\nNow, retail players are set to dominate the coming trading sessions on typically thin exchange volumes.\n“Looking at the unrest across the crypto market, there is a chance that we see another hectic weekend trading in Bitcoin and other cryptocurrencies,” said Ipek Ozkardeskaya, a senior analyst at Swissquote.\nPrices spiked 10% last Saturday, only to plunge by 18% the next day.\n“Most of the trading is speculative and volatility is extraordinarily high,” Kuroda said in an interview Thursday. “It’s barely used as a means of settlement.”\nKuroda Joins Chorus of Central Bankers Casting Doubt on Bitcoin\nAll the same, Bitcoin was little changed for the week, after a 44% selloff from the April’s peak of $63,000.\nMore broadly, the threat of tougher regulation continues to be a drag on crypto market sentiment. China and Iran have cracked down on Bitcoin mining operations for using too much electricity and there’s speculation that the U.S. policymakers may increase financial oversight given the market’s growing size and intense volatility.\nOn a technical level, the key marker is $30,000, said Swissquote’s Ozkardeskaya. A break below that level would be “further affirmation of an extended bear market,” she said.\n“Volatility has eased this week, but that probably won’t last entering a long weekend,” Edward Moya, senior market analyst at Oanda Corp., wrote in a note. “Bitcoin’s consolidation phase should continue, but if the $37,000 level breached momentum, it could get ugly fast.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088009898,"gmtCreate":1650286955375,"gmtModify":1676534686714,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Waiting price to retreat some more to increase my holding","listText":"Waiting price to retreat some more to increase my holding","text":"Waiting price to retreat some more to increase my holding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088009898","repostId":"1123961039","repostType":4,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017360032,"gmtCreate":1649746212550,"gmtModify":1676534563427,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Just bought Alphabet share yesterday.","listText":"Just bought Alphabet share yesterday.","text":"Just bought Alphabet share yesterday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017360032","repostId":"2226047681","repostType":4,"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001795383,"gmtCreate":1641312774838,"gmtModify":1676533596870,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001795383","repostId":"1199218404","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003693785,"gmtCreate":1640951587875,"gmtModify":1676533557857,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","listText":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","text":"I hold both MCT and MNACT shares. While I benefited from MNACT, I do not see any benefit from MCT shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003693785","repostId":"1198964962","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082374516,"gmtCreate":1650532317527,"gmtModify":1676534745958,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Nice, MSFT is under my radar too.","listText":"Nice, MSFT is under my radar too.","text":"Nice, MSFT is under my radar too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082374516","repostId":"1130864083","repostType":4,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083853844,"gmtCreate":1650094905438,"gmtModify":1676534647045,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Waiting at sideline to catch the bottom","listText":"Waiting at sideline to catch the bottom","text":"Waiting at sideline to catch the bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083853844","repostId":"1177672330","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002617760,"gmtCreate":1641994941892,"gmtModify":1676533669708,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","listText":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","text":"Similar to SIA still losing tonnes of money, SIA now looking to raise cash through issuing bonds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002617760","repostId":"1133892714","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006200601,"gmtCreate":1641739374189,"gmtModify":1676533643878,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Is it too late to buy bank stocks?","listText":"Is it too late to buy bank stocks?","text":"Is it too late to buy bank stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006200601","repostId":"1126893994","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008345300,"gmtCreate":1641374052844,"gmtModify":1676533607320,"author":{"id":"3574762264624536","authorId":"3574762264624536","name":"SKCraft","avatar":"https://static.tigerbbs.com/dbae1286e6587f959c97935fc5f2141e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574762264624536","authorIdStr":"3574762264624536"},"themes":[],"htmlText":"Intel lower risk","listText":"Intel lower risk","text":"Intel lower risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008345300","repostId":"1194155159","repostType":4,"repost":{"id":"1194155159","kind":"news","pubTimestamp":1641352023,"share":"https://ttm.financial/m/news/1194155159?lang=&edition=fundamental","pubTime":"2022-01-05 11:07","market":"us","language":"en","title":"AMD Vs. Intel Stock: Which Is The Better Buy For 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194155159","media":"Seeking Alpha","summary":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanw","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Intel will likely spend more than $100 billion in building new fabs in the next 5 years.</li><li>Meanwhile, AMD continues to sub-contract its chip production to others.</li><li>Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</li><li>The ARMy is coming for both Intel and AMD.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a089082342ac5b46ade603677d86114d\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>sefa ozel/E+ via Getty Images</span></p><p>Intel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.</p><p>Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.</p><p>But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.</p><p>I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.</p><p>In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su "AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly" while critiquing Intel in this article "Intel: There Are No Tails Big Enough To Wag This Dog".</p><p>Here are four points to consider when deciding whether to invest in AMD or Intel.</p><p><b>1. Intel will likely spend more than $100 billion in building new fabs in the next five years.</b></p><p>Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.</p><p>The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.</p><p>In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.</p><p>Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.</p><p>And Italy and Intel are talking about a $9 billion plant investment.</p><ul><li>The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are "intensifying," with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.</li></ul><p>In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called "big honkin’ fab". Big indeed.</p><p>All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.</p><p>Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.</p><p>This means at this point in their existence they are two very different companies with very different futures.</p><p><img src=\"https://static.tigerbbs.com/aadddacb5a9fe2a359b2778b2cdedb84\" tg-width=\"267\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ebd02e5ce75709f7581621c8de162cd3\" tg-width=\"267\" tg-height=\"284\" width=\"100%\" height=\"auto\"/></p><p><b>2. Meanwhile, AMD continues to sub-contract its chip production to others.</b></p><p>AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.</p><p>However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.</p><p><img src=\"https://static.tigerbbs.com/e403a09a0c2853b8d2ca39ab0a1f2eca\" tg-width=\"640\" tg-height=\"498\" width=\"100%\" height=\"auto\"/></p><p>Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.</p><p>Although AMD is catching up, Intel still has a substantial margin advantage.</p><p><img src=\"https://static.tigerbbs.com/58af9e78897a6086f70a4652e9a8cfc8\" tg-width=\"314\" tg-height=\"289\" width=\"100%\" height=\"auto\"/></p><p><b>3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.</b></p><p>Intel has more than 60,000 patents total including thefifthmost in the world in 2020.</p><p><img src=\"https://static.tigerbbs.com/035b675ed3bc1731244b14882ced742d\" tg-width=\"455\" tg-height=\"411\" width=\"100%\" height=\"auto\"/></p><p>In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.</p><p>By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.</p><p><b>4. The ARMy is coming for both Intel and AMD.</b></p><p>Many companies including Apple "Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro", Google" Google is designing its own Arm-based processors for 2023 Chromebooks", and Amazon"Category: Graviton"are going with ARM chips for their proprietary chip needs.</p><p>The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.</p><p>AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.</p><p>AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.</p><p><b>Conclusion: Is Intel or AMD Stock the Better Buy?</b></p><p>As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.</p><p>Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.</p><p>Here's SiFive's CEO Patrick Little:</p><blockquote>"By 2023, you're likely to see the first mobile phone with RISC-V," SiFive Chief Executive Patrick Little said in an October interview. "I think we have an excellent shot at the phone."</blockquote><p>Source: MSN</p><p>If that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.</p><p>Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:</p><blockquote>"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share."</blockquote><p>Exactly right I would say.</p><p>With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.</p><p>In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.</p><p>Intel is a buy if you have a five-year plan.</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>AMD Vs. Intel Stock: Which Is The Better Buy For 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\">\nAMD Vs. Intel Stock: Which Is The Better Buy For 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 11:07 GMT+8 <a href=https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property)...</p>\n\n<a href=\"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4477879-amd-vs-intel-stock-better-buy-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194155159","content_text":"SummaryIntel will likely spend more than $100 billion in building new fabs in the next 5 years.Meanwhile, AMD continues to sub-contract its chip production to others.Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.The ARMy is coming for both Intel and AMD.sefa ozel/E+ via Getty ImagesIntel(NASDAQ:INTC) and AMD(NASDAQ:AMD) have been competitors for more than 50 years. Both were founded by former Fairchild Semiconductor International engineers, Intel in 1968 by Gordon Moore, and AMD in 1969 by Jerry Sanders.Fast forward to the 21st century and Intel dominated for the first 15 years, but AMD has made huge progress in the last five years and is now considered by many to be the superior technical innovator of X86 CPUs.But as we look forward to the next five years, who will dominate? I would argue that the future will be much different than the past with the competitive situation between the two still prominent but the overall businesses themselves will diverge significantly by 2025.I have written over 50 articles on the two companies and have been especially praiseworthy of AMD and its uber-CEO, Lisa Su. But over the next five years and beyond, I see less direct technical competition as Intel massively diversifies into the chip manufacturing business as well as maintaining its traditional CPU market.In 2018 I wrote this about AMD and the management skills shown by its new CEO Lisa Su \"AMD: 5 Reasons The Shorts Will Be Changing Their Shorts Shortly\" while critiquing Intel in this article \"Intel: There Are No Tails Big Enough To Wag This Dog\".Here are four points to consider when deciding whether to invest in AMD or Intel.1. Intel will likely spend more than $100 billion in building new fabs in the next five years.Intel is known for its large CAPEX spending ($65 billion over the last five years) but as it moves deliberately into the chip manufacturing business, that number will become much larger.The chip shortage has made many countries realize they cannot depend upon overseas sources, to make their chips anymore. And to make sure it doesn't happen again they are handing out billions to companies like Intel to make fabs in their country so that their manufacturers can have enough chips to keep their factories (and employees) working around the clock.In the US the bi-partisan CHIPS Act has already passed the Senate allocating a total of $52 billion to new chip facilities built in the US(see here). I would think Intel would get a good share of that $52 billion.Also on the docket is the FABS act which would grant 25% tax credits to companies building new fabs in the US.And Italy and Intel are talking about a $9 billion plant investment.The talks between Intel and the Italian government over the U.S. chip giant building an advanced semiconductor packaging plant are \"intensifying,\" with a total package said to be worth more than 8 billion euros, or $9 billion,Reuters reported.In the meantime, Intel has announced it is spending $20 billion on two fabs in Arizona with the possibility of another $95 billion worth in Europe which Intel CEO Pat Gelsinger called \"big honkin’ fab\". Big indeed.All this leads one to think that in the near future Intel's business will be much less dependent on X86 proprietary chips and more as perhaps the most prominent semiconductor manufacturer in the world.Why can Intel afford to invest so much in production? Since 2011, Intel's huge cash flow dwarfs AMD's by over $90 billion and that's after spending over $115 billion on CAPEX over the same time period.This means at this point in their existence they are two very different companies with very different futures.2. Meanwhile, AMD continues to sub-contract its chip production to others.AMD stopped making its own chips in 2008 when it sold its foundries to Global Foundries. Since then it has used both Global Foundries and Taiwan Semiconductor(NYSE:TSM). So basically, AMD has become a chip designer with production done by others. It has proven its adeptness at design by gaining market share in the X86 market vis a vis Intel.However, that comparison can be somewhat deceiving since Intel's revenue has increased each year of the chart though AMD's revenue has grown much faster. Currently, Intel's revenue is still 5X AMD's.Typically, one of the negatives of not making your own chips is lower margins as can be seen with this Intel/AMD margin comparison.Although AMD is catching up, Intel still has a substantial margin advantage.3. Intel's IP (Intellectual Property) should give it an advantage in the chip-making market.Intel has more than 60,000 patents total including thefifthmost in the world in 2020.In fact, just in December 2021, Intel filed more than 170 patents with most of them having to do with process technology.By offering to combine their proprietary technology with their customer's technology, Intel can offer better results for the same price.4. The ARMy is coming for both Intel and AMD.Many companies including Apple \"Apple May Build 40-Core ARM-Based Mac Pro, Plans 10-Core MacBook Pro\", Google\" Google is designing its own Arm-based processors for 2023 Chromebooks\", and Amazon\"Category: Graviton\"are going with ARM chips for their proprietary chip needs.The advantage Intel has in the case of customers going to ARM is to fabricate those ARM chips in their fabs using their proprietary technology to make a superior product. With the huge number of fabs Intel is building they will also be able to provide better delivery times and volumes too.AMD, on the other hand, will have to make their X86 even more superior than it is now and that will be no easy trick. They don't make their own chips so they can't possibly manufacture any chips for others.AMD's customer base is very concentrated with the top five customers, including HP, Microsoft, and Sony, representing 54% of overall revenue and 70% of graphics revenue. It would be hard to imagine that those customers are not considering ARM for at least some of their chip requirements.Conclusion: Is Intel or AMD Stock the Better Buy?As the 50-year competition between Intel and AMD moves forward, big changes will be coming for both companies, but especially Intel.Intel will become one of the biggest fabricators in the world while AMD continues its innovation success under Lisa Su. Intel is also moving on to other technology revenue sources such as autos with Mobileye and a new ARM competitor SiFive. SiFive has developed a RISC (Reduced Instruction Set Computer) that could replace ARM in phones as well as other devices.Here's SiFive's CEO Patrick Little:\"By 2023, you're likely to see the first mobile phone with RISC-V,\" SiFive Chief Executive Patrick Little said in an October interview. \"I think we have an excellent shot at the phone.\"Source: MSNIf that does come true, the chips for both Mobileye and SiFive will be manufactured on one of Intel's fabs using both SiFive's and Intel's proprietary technology to take on ARM head to head.Decades ago it looked like AMD founder Jerry Sanders was channeling the future, Lisa Su:\"We’re winning the fight, but they are a very formidable competitor. Intel has managed to put everybody else out of the business except us. So it's a two-man game right now. We're the challenger, they're the champion. But I think we've got a great chance here to continue to gain market share.\"Exactly right I would say.With a forward PE of 10 and a growing 3% dividend, Intel is a low-risk option on the rapidly accelerating chip-future of the world regardless of the task at hand. AMD, with a PE of 55, is certainly riskier but has proven itself to be more than competitive over the last five years. Never count Lisa Su and AMD out.In my opinion, Intel is the better choice for the next five years because of its unique ability to expand fabs worldwide and its rather mundane expectations, and very modest PE ratio.Intel is a buy if you have a five-year plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}