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2021-06-21

Like and comment pls!

Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week

2021-06-19

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ASML: The Market Could Be Underestimating Its Potential

2021-07-22

Nice!

Wall Street ends higher, powered by strong earnings, economic cheer

2021-07-01

Nice! To the moon!!

Why NIO Stock Is Moving Higher Today

2021-05-18

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Michael Burry of ‘The Big Short’ reveals a $530 million bet against Tesla

2021-06-09

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WallStreetBets Has A New Trading Strategy To Target Stocks Beyond AMC, GameStop, Clover Health, Says Cramer

2021-06-04

$NIO Inc.(NIO)$Can buy still?

2021-07-11

Amazing

5 Things to Know About Virgin Galactic and the First Passenger Flight to Space

2021-07-05

EV is the way

Bank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit

2021-06-01

Let’s go!

U.S futures start month slightly lower after major indexes saw gains in May

2021-05-31

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Prediction: These Will Be the 10 Largest Stocks by 2035

2021-05-27

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What's Going On With BlackBerry Stock?

2021-07-03

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Can Alibaba Turn Around Its Woes in the Second Half of 2021?

2021-06-15

Buy!

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2021-06-13

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This Is The Ultimate Warren Buffett Stock, But Should You Buy It?

2021-06-08

Undervalued?

Palantir Is Sandbagging Growth Projections

2021-07-27

At first was good, then came the dip

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2021-07-20

Can buy?

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2021-06-15

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3 Reddit Stocks I'd Buy Right Now Without Any Hesitation

2021-06-04

Dooms day?

AMC Entertainment Holdings Files To Sell Up To 11.55Mln Shares

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ftw!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895140176","repostId":"1106699544","repostType":2,"repost":{"id":"1106699544","pubTimestamp":1628723648,"share":"https://ttm.financial/m/news/1106699544?lang=&edition=fundamental","pubTime":"2021-08-12 07:14","market":"us","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio  -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<blockquote>\n Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n</blockquote>\n<p>Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p>\n<p>Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p>\n<p>Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p>\n<p>The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p>\n<p>Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p>\n<p>Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p>\n<p>William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p>\n<p>\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p>\n<p>Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p>\n<p>The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p>\n<p>Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802920781,"gmtCreate":1627708471243,"gmtModify":1703495071067,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802920781","repostId":"1166392380","repostType":4,"repost":{"id":"1166392380","pubTimestamp":1627635559,"share":"https://ttm.financial/m/news/1166392380?lang=&edition=fundamental","pubTime":"2021-07-30 16:59","market":"us","language":"en","title":"Re-Evaluating NIO After Its 30% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166392380","media":"seekingalpha","summary":"Shares of NIO have dropped sharply in July.NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.Shares of Chinese electric vehicle maker NIO  have dr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of NIO have dropped sharply in July.</li>\n <li>NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.</li>\n <li>However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.</li>\n <li>NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.</li>\n <li>The market panic creates a buy-the-dip opportunity.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05996145af51693fcf4685e329a5a345\" tg-width=\"1536\" tg-height=\"1026\" width=\"100%\" height=\"auto\"><span>https://www.facebook.com/PlargueDoctor//iStock via Getty Images</span></p>\n<p>Shares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.</p>\n<p><b>China's crackdown</b></p>\n<p>It all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to&nbsp;give up its exclusive music copyrights&nbsp;within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app&nbsp;pulled from app stores&nbsp;earlier this month - which is likely related to&nbsp;its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a&nbsp;$2.8B fine for abusing its market dominance&nbsp;in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned&nbsp;paid tutoring in the education sector&nbsp;and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.</p>\n<p><b>The Chinese EV market is growing extremely fast and has no monopolistic structure</b></p>\n<p>The Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a19dc7f865853a65956c1b0eab25f2c7\" tg-width=\"635\" tg-height=\"582\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>NIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773b6ddd478dbeeff322569bb93ac92f\" tg-width=\"718\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>(Source: The International Council On Clean Transportation)</span></p>\n<p>In 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on&nbsp;my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could&nbsp;rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cce9674e002abb9c5e70eef33e97b68\" tg-width=\"913\" tg-height=\"442\" width=\"100%\" height=\"auto\"><span>(Source: InsideEVs)</span></p>\n<p><b>Government is actively supporting Chinese EV makers</b></p>\n<p>There is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50881259b29247848accd997405610c4\" tg-width=\"1004\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>(Source: IEA Global Energy Outlook)</span></p>\n<p>Since Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.</p>\n<p><b>Overreaction creates an opportunity to engage</b></p>\n<p>After NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf95f86d85e0fe227eb608c0e80e558\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Due to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the&nbsp;BaaS revenue opportunity&nbsp;is the key differentiating factor that sets NIO apart from the competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb4101fdf02c82855a6db3912c525d5b\" tg-width=\"907\" tg-height=\"411\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<p><b>Risks with NIO</b></p>\n<p>Government intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO&nbsp;lowered its production guidance&nbsp;earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.</p>\n<p><b>Final thoughts</b></p>\n<p>This is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.</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>Re-Evaluating NIO After Its 30% Drop</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\">\nRe-Evaluating NIO After Its 30% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166392380","content_text":"Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.\nNIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.\nThe market panic creates a buy-the-dip opportunity.\n\nhttps://www.facebook.com/PlargueDoctor//iStock via Getty Images\nShares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.\nChina's crackdown\nIt all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to give up its exclusive music copyrights within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app pulled from app stores earlier this month - which is likely related to its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a $2.8B fine for abusing its market dominance in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned paid tutoring in the education sector and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.\nThe Chinese EV market is growing extremely fast and has no monopolistic structure\nThe Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.\nData by YCharts\nNIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.\n(Source: The International Council On Clean Transportation)\nIn 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.\n(Source: InsideEVs)\nGovernment is actively supporting Chinese EV makers\nThere is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.\n(Source: IEA Global Energy Outlook)\nSince Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.\nOverreaction creates an opportunity to engage\nAfter NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.\nData by YCharts\nDue to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the BaaS revenue opportunity is the key differentiating factor that sets NIO apart from the competition.\n(Source: Author)\nRisks with NIO\nGovernment intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO lowered its production guidance earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.\nFinal thoughts\nThis is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800773494,"gmtCreate":1627335859318,"gmtModify":1703487681380,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"At first was good, then came the dip","listText":"At first was good, then came the dip","text":"At first was good, then came the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800773494","repostId":"1150818931","repostType":4,"repost":{"id":"1150818931","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":1627309255,"share":"https://ttm.financial/m/news/1150818931?lang=&edition=fundamental","pubTime":"2021-07-26 22:20","market":"us","language":"en","title":"EV stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150818931","media":"Tiger Newspress","summary":"EV stocks surged in Monday morning trading.Lucid Motors spikes 12%,Xpeng Motors and Li Auto jumped 4","content":"<p>EV stocks surged in Monday morning trading.Lucid Motors spikes&nbsp;12%,Xpeng Motors and Li Auto&nbsp;jumped&nbsp;4%,Tesla&nbsp;and&nbsp;Nio&nbsp;rose&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/68b40eae8375c009ccfbb5d7183d05ce\" tg-width=\"354\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks surged in Monday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-26 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks surged in Monday morning trading.Lucid Motors spikes&nbsp;12%,Xpeng Motors and Li Auto&nbsp;jumped&nbsp;4%,Tesla&nbsp;and&nbsp;Nio&nbsp;rose&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/68b40eae8375c009ccfbb5d7183d05ce\" tg-width=\"354\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉","NKLA":"Nikola Corporation","NIO":"蔚来","LI":"理想汽车","LCID":"Lucid Group Inc","FSR":"菲斯克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150818931","content_text":"EV stocks surged in Monday morning trading.Lucid Motors spikes 12%,Xpeng Motors and Li Auto jumped 4%,Tesla and Nio rose 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800923309,"gmtCreate":1627273088901,"gmtModify":1703486478671,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Buy?","listText":"Buy?","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800923309","repostId":"1177294462","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174277092,"gmtCreate":1627106834616,"gmtModify":1703484383078,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Nio!","listText":"Nio!","text":"Nio!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174277092","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175409266,"gmtCreate":1627044771755,"gmtModify":1703483124230,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175409266","repostId":"2153092983","repostType":2,"repost":{"id":"2153092983","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":1627043880,"share":"https://ttm.financial/m/news/2153092983?lang=&edition=fundamental","pubTime":"2021-07-23 20:38","market":"hk","language":"en","title":"Nio stock falls after shareholders file to sell off their stakes","url":"https://stock-news.laohu8.com/highlight/detail?id=2153092983","media":"Dow Jones","summary":"Share of Nio Inc. $$ shed 3.52% in premarket trading Friday, after the China-based electric vehicle maker disclosed the offering of 1.68 million shares by selling stockholders.In and S-1 filing with the Securities and Exchange Commission late Thursday, Quasar Energy Partners LLC, Philipp Brothers Fertilizer LLC and Little Brothers LLC are selling off their entire stakes in Nio, totaling 1,682,267 shares, representing 0.4% of the shares outstanding and valued at $77.5 million at Thursday's closin","content":"<p>Share of Nio Inc. <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a> shed 3.52% in premarket trading Friday, after the China-based electric vehicle maker disclosed the offering of 1.68 million shares by selling stockholders. </p>\n<p>In and S-1 filing with the Securities and Exchange Commission late Thursday, Quasar Energy Partners LLC, Philipp Brothers Fertilizer LLC and Little Brothers LLC are selling off their entire stakes in Nio, totaling 1,682,267 shares, representing 0.4% of the shares outstanding and valued at $77.5 million at Thursday's closing price of $46.07. </p>\n<p>The company said it will not receive any proceeds from the offering. </p>\n<p>The stock has lost 5.5% year to date, while shares of U.S.-based EV leader Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> have declined 8.0%, the <a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> China ETF <a href=\"https://laohu8.com/S/MCHI\">$(MCHI)$</a> has slipped 4.3% and the S&amp;P 500 has gained 16.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/ee090a0f70c06269be38978083eb233f\" tg-width=\"903\" tg-height=\"542\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio stock falls after shareholders file to sell off their stakes</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio stock falls after shareholders file to sell off their stakes\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\">2021-07-23 20:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Share of Nio Inc. <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a> shed 3.52% in premarket trading Friday, after the China-based electric vehicle maker disclosed the offering of 1.68 million shares by selling stockholders. </p>\n<p>In and S-1 filing with the Securities and Exchange Commission late Thursday, Quasar Energy Partners LLC, Philipp Brothers Fertilizer LLC and Little Brothers LLC are selling off their entire stakes in Nio, totaling 1,682,267 shares, representing 0.4% of the shares outstanding and valued at $77.5 million at Thursday's closing price of $46.07. </p>\n<p>The company said it will not receive any proceeds from the offering. </p>\n<p>The stock has lost 5.5% year to date, while shares of U.S.-based EV leader Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> have declined 8.0%, the <a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> China ETF <a href=\"https://laohu8.com/S/MCHI\">$(MCHI)$</a> has slipped 4.3% and the S&amp;P 500 has gained 16.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/ee090a0f70c06269be38978083eb233f\" tg-width=\"903\" tg-height=\"542\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","MCHI":"中国ETF-iShares MSCI"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153092983","content_text":"Share of Nio Inc. $(NIO)$ shed 3.52% in premarket trading Friday, after the China-based electric vehicle maker disclosed the offering of 1.68 million shares by selling stockholders. \nIn and S-1 filing with the Securities and Exchange Commission late Thursday, Quasar Energy Partners LLC, Philipp Brothers Fertilizer LLC and Little Brothers LLC are selling off their entire stakes in Nio, totaling 1,682,267 shares, representing 0.4% of the shares outstanding and valued at $77.5 million at Thursday's closing price of $46.07. \nThe company said it will not receive any proceeds from the offering. \nThe stock has lost 5.5% year to date, while shares of U.S.-based EV leader Tesla Inc. $(TSLA)$ have declined 8.0%, the iShares MSCI China ETF $(MCHI)$ has slipped 4.3% and the S&P 500 has gained 16.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176793580,"gmtCreate":1626914773240,"gmtModify":1703480427822,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176793580","repostId":"2153477496","repostType":4,"repost":{"id":"2153477496","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":1626899252,"share":"https://ttm.financial/m/news/2153477496?lang=&edition=fundamental","pubTime":"2021-07-22 04:27","market":"us","language":"en","title":"Wall Street ends higher, powered by strong earnings, economic cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=2153477496","media":"Reuters","summary":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesda","content":"<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</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>Wall Street ends higher, powered by strong earnings, economic cheer</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\">\nWall Street ends higher, powered by strong earnings, economic cheer\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\">2021-07-22 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153477496","content_text":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.\nAll three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.\nEconomically sensitive smallcaps , semiconductors and financials outperformed the broader market.\n\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"\nA rebound in travel helped fuel United Airlines' revenue beat, boosting its stock by 3.8%.\nThe S&P 1500 Airlines index gained 3.3%, while the S&P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.\n\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"\nBenchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.\nWrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.\nThe Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.\nOf the 11 major sectors in the S&P 500, energy stocks\nwere the big winners, jumping 3.5% with the help of surging crude prices .\nSecond-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&P 500 having posted results. Of those, 88% have beaten consensus expectations.\nAmong the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&P 500's largest percentage gain.\nCoca-Cola rose 1.3% after raising its full-year forecast.\nInterpuplic Group of Companies jumped 11.3% in the wake of its upbeat earnings release.\nDrugmaker Johnson & Johnson forecast $2.5 billion in sales from its one-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.\nOn the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&P 500.\nHarley-Davidson's  second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.\nTexas Instruments dipped more than 3% in extended trading following results posted after the bell.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.\nThe S&P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.\nVolume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178004954,"gmtCreate":1626769912778,"gmtModify":1703764851853,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Can buy?","listText":"Can buy?","text":"Can buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178004954","repostId":"2152178652","repostType":4,"repost":{"id":"2152178652","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":1626769440,"share":"https://ttm.financial/m/news/2152178652?lang=&edition=fundamental","pubTime":"2021-07-20 16:24","market":"us","language":"en","title":"Pharma company's stock plunges 70% after bad news from FDA","url":"https://stock-news.laohu8.com/highlight/detail?id=2152178652","media":"Dow Jones","summary":"Shares in Ardelyx Inc. (ARDX) plummeted nearly 70% in premarket trading Tuesday, following the bioph","content":"<p>Shares in <a href=\"https://laohu8.com/S/ARDX\">Ardelyx</a> Inc. (ARDX) plummeted nearly 70% in premarket trading Tuesday, following the biopharmaceutical company's announcement that the Food and Drug Administration appears unlikely to approve a drug for dialysis patients. </p>\n<p><img src=\"https://static.tigerbbs.com/17a0b44c44b7dc799f2a035011502f3b\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Ardelyx revealed that it received a letter from the FDA stating that deficiencies in the information provided had been found that would preclude discussion of approvals Ardelyx has sought. </p>\n<p>When Ardelyx sought a meeting with the FDA to discuss the deficiencies, the request was denied, though Ardelyx stated that \"the FDA noted that a key issue is the size of the treatment effect and its clinical relevance.\" </p>\n<p>\"This is an extremely disheartening and disappointing communication from the FDA, particularly following the weeks of label discussions that occurred in early April, the fact that our NDA submission included three pivotal trials across 1,000 patients, all which met their primary and key secondary endpoints, as well as the additional data analyses we submitted in late April in response to the FDA's requests,\" Ardelyx Chief Executive Mike Raab said in a statement. </p>\n<p>Ardelyx shares, which closed at $7.70 in the regular session for a market capitalization of more than $700 million, saw shares dive to less than $2.50 in the after-hours trading period.</p>\n<p></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>Pharma company's stock plunges 70% after bad news from FDA</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\">\nPharma company's stock plunges 70% after bad news from FDA\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\">2021-07-20 16:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares in <a href=\"https://laohu8.com/S/ARDX\">Ardelyx</a> Inc. (ARDX) plummeted nearly 70% in premarket trading Tuesday, following the biopharmaceutical company's announcement that the Food and Drug Administration appears unlikely to approve a drug for dialysis patients. </p>\n<p><img src=\"https://static.tigerbbs.com/17a0b44c44b7dc799f2a035011502f3b\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Ardelyx revealed that it received a letter from the FDA stating that deficiencies in the information provided had been found that would preclude discussion of approvals Ardelyx has sought. </p>\n<p>When Ardelyx sought a meeting with the FDA to discuss the deficiencies, the request was denied, though Ardelyx stated that \"the FDA noted that a key issue is the size of the treatment effect and its clinical relevance.\" </p>\n<p>\"This is an extremely disheartening and disappointing communication from the FDA, particularly following the weeks of label discussions that occurred in early April, the fact that our NDA submission included three pivotal trials across 1,000 patients, all which met their primary and key secondary endpoints, as well as the additional data analyses we submitted in late April in response to the FDA's requests,\" Ardelyx Chief Executive Mike Raab said in a statement. </p>\n<p>Ardelyx shares, which closed at $7.70 in the regular session for a market capitalization of more than $700 million, saw shares dive to less than $2.50 in the after-hours trading period.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARDX":"Ardelyx"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152178652","content_text":"Shares in Ardelyx Inc. (ARDX) plummeted nearly 70% in premarket trading Tuesday, following the biopharmaceutical company's announcement that the Food and Drug Administration appears unlikely to approve a drug for dialysis patients. \n\nArdelyx revealed that it received a letter from the FDA stating that deficiencies in the information provided had been found that would preclude discussion of approvals Ardelyx has sought. \nWhen Ardelyx sought a meeting with the FDA to discuss the deficiencies, the request was denied, though Ardelyx stated that \"the FDA noted that a key issue is the size of the treatment effect and its clinical relevance.\" \n\"This is an extremely disheartening and disappointing communication from the FDA, particularly following the weeks of label discussions that occurred in early April, the fact that our NDA submission included three pivotal trials across 1,000 patients, all which met their primary and key secondary endpoints, as well as the additional data analyses we submitted in late April in response to the FDA's requests,\" Ardelyx Chief Executive Mike Raab said in a statement. \nArdelyx shares, which closed at $7.70 in the regular session for a market capitalization of more than $700 million, saw shares dive to less than $2.50 in the after-hours trading period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173224613,"gmtCreate":1626663950232,"gmtModify":1703762953808,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Gogogo!","listText":"Gogogo!","text":"Gogogo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173224613","repostId":"2151350423","repostType":4,"repost":{"id":"2151350423","pubTimestamp":1626398220,"share":"https://ttm.financial/m/news/2151350423?lang=&edition=fundamental","pubTime":"2021-07-16 09:17","market":"us","language":"en","title":"3 Top Stocks to Buy if the Market Crashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2151350423","media":"Motley Fool","summary":"Getting some shares of these high-quality companies at bargain prices could earn you a fortune.","content":"<p>Stock market crashes can be frightening. They typically occur without warning, and the often violent plunge in stock prices they bring about can be harrowing to even the most experienced investors.</p>\n<p>These shocking declines occur relatively often (a market correction of 10% or more happens every 1.84 years, on average), and yet they can give you a chance to buy outstanding businesses at steeply discounted prices you might not otherwise find. In this way, a market crash can provide you with an opportunity to build tremendous wealth -- if you know which stocks to buy.</p>\n<p>To help you in this regard, here are three excellent companies to put on your stock market crash shopping list.</p>\n<h2>1. CrowdStrike<b>&nbsp;</b></h2>\n<p>The coronavirus pandemic accelerated the shift to the cloud for many companies. As more companies migrate their operations online, the need for effective cybersecurity solutions is becoming that much more vital. Fortunately, <b>CrowdStrike</b> (NASDAQ:CRWD) is helping to meet this growing need for cloud security -- and business is booming.</p>\n<p>CrowdStrike uses artificial intelligence (AI) to detect threats and prevent cyber breaches. It excels at providing protection at the device level -- think laptops, mobile phones, and sensors -- which has positioned it to profit from an increase in remote work and the growth of the Internet of Things. CrowdStrike's revenue soared 70% year over year to $302.8 million in its fiscal 2022 first quarter. Its free cash flow, meanwhile, climbed 35% to $117.3 million.</p>\n<p>Better still, management sees a path from its current $1 billion in annual recurring revenue to $3 billion by fiscal 2025, fueled by strong customer growth. If CrowdStrike can hit its expansion targets -- and all signs suggest it will -- investors should be well rewarded. And if you can pick up shares at bargain prices during a market crash, your odds of earning sizable returns will be even greater.</p>\n<h2>2. NVIDIA</h2>\n<p>The shift to the cloud is also helping to turbocharge <b>NVIDIA</b>'s (NASDAQ:NVDA) growth. The semiconductor giant is enjoying surging demand for its chips in a wide swath of industries, as more companies integrate AI and other cutting-edge technology into their daily operations.</p>\n<p>NVIDIA's revenue rocketed 84% to $5.7 billion in its fiscal 2022 first quarter, driven by strong growth in its gaming and data center businesses. Its adjusted net income, in turn, jumped 107% to $2.3 billion.</p>\n<p>Yet despite its torrid growth in recent years, NVIDIA has a long runway for further expansion still ahead. With intriguing opportunities in cloud computing infrastructure, telecommunications, and autonomous vehicles, management pegs the chipmaker's total addressable market at a staggering $250 billion.</p>\n<p>NVIDIA's stock currently trades for a rather steep 50 times Wall Street's earnings estimates for fiscal 2022. But should a market crash give you a chance to scoop up shares of this tech titan at a discount, consider buying some. A few years from now, you'll likely be glad you did.</p>\n<h2>3. Shopify</h2>\n<p>COVID-19 has also accelerated the movement of retail sales to the internet. <b>Shopify</b> (NYSE:SHOP) is helping to fuel this megatrend, by giving small businesses the tools they need to build and grow their online stores.</p>\n<p>More than 1.7 million merchants use Shopify's software to power their e-commerce operations. Payment processing, fulfillment, shipping, and business financing are just some of the services Shopify provides. Demand for these services is soaring, much to Shopify's benefit.</p>\n<p>The total dollar amount of sales merchants generated on the e-commerce platform -- a metric known as gross merchandise volume, or GMV -- rose 114% year over year to $37.3 billion in the first quarter. Shopify's revenue, in turn, surged 110% to $988.6 million, while its adjusted net income increased more than elevenfold to $254.1 million.</p>\n<p>Shopify is an outstanding business that's growing at a torrid rate. But there's <a href=\"https://laohu8.com/S/AONE.U\">one</a> problem: Its stock price already reflects this. Shopify currently trades for about 300 times analysts' earnings estimates for 2022, which is not cheap. But if a stock market crash gives you an opportunity to buy shares of this e-commerce leader at a more attractive price, consider jumping on it. Shopify has created fortunes for its long-term investors, and it's poised to continue to do so in the coming decade.</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>3 Top Stocks to Buy if the Market Crashes</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 Top Stocks to Buy if the Market Crashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/16/3-top-stocks-to-buy-if-the-market-crashes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock market crashes can be frightening. They typically occur without warning, and the often violent plunge in stock prices they bring about can be harrowing to even the most experienced investors.\n...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/16/3-top-stocks-to-buy-if-the-market-crashes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","CRWD":"CrowdStrike Holdings, Inc.","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/07/16/3-top-stocks-to-buy-if-the-market-crashes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151350423","content_text":"Stock market crashes can be frightening. They typically occur without warning, and the often violent plunge in stock prices they bring about can be harrowing to even the most experienced investors.\nThese shocking declines occur relatively often (a market correction of 10% or more happens every 1.84 years, on average), and yet they can give you a chance to buy outstanding businesses at steeply discounted prices you might not otherwise find. In this way, a market crash can provide you with an opportunity to build tremendous wealth -- if you know which stocks to buy.\nTo help you in this regard, here are three excellent companies to put on your stock market crash shopping list.\n1. CrowdStrike \nThe coronavirus pandemic accelerated the shift to the cloud for many companies. As more companies migrate their operations online, the need for effective cybersecurity solutions is becoming that much more vital. Fortunately, CrowdStrike (NASDAQ:CRWD) is helping to meet this growing need for cloud security -- and business is booming.\nCrowdStrike uses artificial intelligence (AI) to detect threats and prevent cyber breaches. It excels at providing protection at the device level -- think laptops, mobile phones, and sensors -- which has positioned it to profit from an increase in remote work and the growth of the Internet of Things. CrowdStrike's revenue soared 70% year over year to $302.8 million in its fiscal 2022 first quarter. Its free cash flow, meanwhile, climbed 35% to $117.3 million.\nBetter still, management sees a path from its current $1 billion in annual recurring revenue to $3 billion by fiscal 2025, fueled by strong customer growth. If CrowdStrike can hit its expansion targets -- and all signs suggest it will -- investors should be well rewarded. And if you can pick up shares at bargain prices during a market crash, your odds of earning sizable returns will be even greater.\n2. NVIDIA\nThe shift to the cloud is also helping to turbocharge NVIDIA's (NASDAQ:NVDA) growth. The semiconductor giant is enjoying surging demand for its chips in a wide swath of industries, as more companies integrate AI and other cutting-edge technology into their daily operations.\nNVIDIA's revenue rocketed 84% to $5.7 billion in its fiscal 2022 first quarter, driven by strong growth in its gaming and data center businesses. Its adjusted net income, in turn, jumped 107% to $2.3 billion.\nYet despite its torrid growth in recent years, NVIDIA has a long runway for further expansion still ahead. With intriguing opportunities in cloud computing infrastructure, telecommunications, and autonomous vehicles, management pegs the chipmaker's total addressable market at a staggering $250 billion.\nNVIDIA's stock currently trades for a rather steep 50 times Wall Street's earnings estimates for fiscal 2022. But should a market crash give you a chance to scoop up shares of this tech titan at a discount, consider buying some. A few years from now, you'll likely be glad you did.\n3. Shopify\nCOVID-19 has also accelerated the movement of retail sales to the internet. Shopify (NYSE:SHOP) is helping to fuel this megatrend, by giving small businesses the tools they need to build and grow their online stores.\nMore than 1.7 million merchants use Shopify's software to power their e-commerce operations. Payment processing, fulfillment, shipping, and business financing are just some of the services Shopify provides. Demand for these services is soaring, much to Shopify's benefit.\nThe total dollar amount of sales merchants generated on the e-commerce platform -- a metric known as gross merchandise volume, or GMV -- rose 114% year over year to $37.3 billion in the first quarter. Shopify's revenue, in turn, surged 110% to $988.6 million, while its adjusted net income increased more than elevenfold to $254.1 million.\nShopify is an outstanding business that's growing at a torrid rate. But there's one problem: Its stock price already reflects this. Shopify currently trades for about 300 times analysts' earnings estimates for 2022, which is not cheap. But if a stock market crash gives you an opportunity to buy shares of this e-commerce leader at a more attractive price, consider jumping on it. Shopify has created fortunes for its long-term investors, and it's poised to continue to do so in the coming decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148809288,"gmtCreate":1625964660344,"gmtModify":1703751222805,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148809288","repostId":"1159307278","repostType":4,"repost":{"id":"1159307278","pubTimestamp":1625873648,"share":"https://ttm.financial/m/news/1159307278?lang=&edition=fundamental","pubTime":"2021-07-10 07:34","market":"us","language":"en","title":"5 Things to Know About Virgin Galactic and the First Passenger Flight to Space","url":"https://stock-news.laohu8.com/highlight/detail?id=1159307278","media":"Barrons","summary":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling s","content":"<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the&nbsp;fledgling space tourism industry.</p>\n<p>So long as there are no issues or delays, the flight will take the 70-year-old founder of&nbsp;Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.</p>\n<p>Here’s what to watch for Sunday, along with some recent history.</p>\n<p><b>When Will the Virgin Galactic Space Flight Take Off?</b></p>\n<p>The Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the&nbsp;company’s website&nbsp;and on&nbsp;Barron’s&nbsp;below.</p>\n<p><b>How High Up in Space Will Passenger Go?</b></p>\n<p>Galactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.</p>\n<p>Blue Origin plans to take its passengers past the Karman line on its flight.</p>\n<p><b>How Much Did Passengers Pay for the Trip?</b></p>\n<p>Nothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.</p>\n<p>Still, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes&nbsp;it’s possible&nbsp;that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.</p>\n<p>A move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for&nbsp;$28 million.</p>\n<p>A ticket on a future Virgin Galactic flight will run&nbsp;about $250,000.</p>\n<p><b>What Does the Flight Mean for Investors?</b></p>\n<p>The continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.</p>\n<p>Once fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.</p>\n<p>Analysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.</p>\n<p>The flight and associated news coverage also represent publicity for the company.</p>\n<p><b>How Will Virgin Galactic Stock Benefit?</b></p>\n<p>A successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.</p>\n<p><img src=\"https://static.tigerbbs.com/a4113576958bcf043e56e1c92578d0cc\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>The stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.</p>\n<p>Investors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.</p>\n<p>Analysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for&nbsp;S&amp;P 500&nbsp;stocks is about 55%.</p>\n<p>Shares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Things to Know About Virgin Galactic and the First Passenger Flight to Space</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\">\n5 Things to Know About Virgin Galactic and the First Passenger Flight to Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.\nSo long as there are no issues or delays, the flight will take the 70-year-...</p>\n\n<a href=\"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159307278","content_text":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.\nSo long as there are no issues or delays, the flight will take the 70-year-old founder of Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.\nHere’s what to watch for Sunday, along with some recent history.\nWhen Will the Virgin Galactic Space Flight Take Off?\nThe Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the company’s website and on Barron’s below.\nHow High Up in Space Will Passenger Go?\nGalactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.\nBlue Origin plans to take its passengers past the Karman line on its flight.\nHow Much Did Passengers Pay for the Trip?\nNothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.\nStill, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes it’s possible that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.\nA move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for $28 million.\nA ticket on a future Virgin Galactic flight will run about $250,000.\nWhat Does the Flight Mean for Investors?\nThe continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.\nOnce fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.\nAnalysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.\nThe flight and associated news coverage also represent publicity for the company.\nHow Will Virgin Galactic Stock Benefit?\nA successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.\n\nThe stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.\nInvestors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.\nAnalysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for S&P 500 stocks is about 55%.\nShares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141516127,"gmtCreate":1625879979469,"gmtModify":1703750284382,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"LAI AH","listText":"LAI AH","text":"LAI AH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141516127","repostId":"1173374462","repostType":4,"repost":{"id":"1173374462","pubTimestamp":1625840008,"share":"https://ttm.financial/m/news/1173374462?lang=&edition=fundamental","pubTime":"2021-07-09 22:13","market":"us","language":"en","title":"Meme Stocks Like GameStop and AMC Reflect Market Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1173374462","media":"Thestreet","summary":"Gamestop (GME) made some investors rich… and then it broke many more. Investing in AMC Entertainment","content":"<p>Gamestop&nbsp;(<b>GME</b>)&nbsp;made some investors rich… and then it broke many more. Investing in AMC Entertainment&nbsp;(<b>AMC</b>)&nbsp;did the exact same thing. These two stocks represent, if not failing businesses, at least ailing ones; companies that struggled to keep up with the new economy even before the pandemic shut down large swaths of it. Yet over the past few months they have posted some of the most volatile gains and losses on the market.</p>\n<p>How?</p>\n<p>It’s down to what Real Money's Timothy Collins calls the market of “meme stock hyperbole.” But, he writes, is it really all that different from how trading has always worked?</p>\n<p>Have you ever really thought about the phrases 'to the moon' or 'conviction buy,' and how they mess with out perception of fair value?</p>\n<p>\"Initially, I rolled my eyes at the continued use of the phrase 'To The Moon,'\" Collins says. \"It's not like 'Strong Buy with a price target of $65', for instance. 'To the moon' is completely arbitrary and open to interpretation, but then again so are most things about valuation, when you think about it,\" Collins wrote.</p>\n<p>\"For instance, when an analyst pounds the table on a stock, how is that different from 'to the moon?' Or when someone says, 'all in.' Are they really all in? Did they cash in all their assets, pool the liquidity, and buy every share they possibly could? Probably not. Actually, I'd say definitely not 99.9999% of the time. Of course, there's always that one person,\" Collins said.</p>\n<p>\"But the point isWall Street has been arbitraryfor years. We can't even have a standard rating system. Is it 'Neutral' or 'Hold?' And really, do I want to hold something that is only in the middle of your range? No.\"</p>\n<p>Collins writes, \"The system should be 'buy' or 'sell.' That's it. Black or white. Own or don't own.\"</p>\n<p>Assets like GameStop and even cryptocurrency seem to be selling on nothing more than pure emotion. Investors are taking these products for a joy ride, and that tends to send prices flying up and down the ladder.</p>\n<p>That’s confusing, to be sure. Just, before you go throwing your hands in the air, it’s important to remember that the stock market has always been at least a little bit arbitrary.</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>Meme Stocks Like GameStop and AMC Reflect Market Reality</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\">\nMeme Stocks Like GameStop and AMC Reflect Market Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/meme-stocks-like-gamestop-amc-reflect-market-reality><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gamestop (GME) made some investors rich… and then it broke many more. Investing in AMC Entertainment (AMC) did the exact same thing. These two stocks represent, if not failing businesses, at least ...</p>\n\n<a href=\"https://www.thestreet.com/investing/meme-stocks-like-gamestop-amc-reflect-market-reality\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.thestreet.com/investing/meme-stocks-like-gamestop-amc-reflect-market-reality","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173374462","content_text":"Gamestop (GME) made some investors rich… and then it broke many more. Investing in AMC Entertainment (AMC) did the exact same thing. These two stocks represent, if not failing businesses, at least ailing ones; companies that struggled to keep up with the new economy even before the pandemic shut down large swaths of it. Yet over the past few months they have posted some of the most volatile gains and losses on the market.\nHow?\nIt’s down to what Real Money's Timothy Collins calls the market of “meme stock hyperbole.” But, he writes, is it really all that different from how trading has always worked?\nHave you ever really thought about the phrases 'to the moon' or 'conviction buy,' and how they mess with out perception of fair value?\n\"Initially, I rolled my eyes at the continued use of the phrase 'To The Moon,'\" Collins says. \"It's not like 'Strong Buy with a price target of $65', for instance. 'To the moon' is completely arbitrary and open to interpretation, but then again so are most things about valuation, when you think about it,\" Collins wrote.\n\"For instance, when an analyst pounds the table on a stock, how is that different from 'to the moon?' Or when someone says, 'all in.' Are they really all in? Did they cash in all their assets, pool the liquidity, and buy every share they possibly could? Probably not. Actually, I'd say definitely not 99.9999% of the time. Of course, there's always that one person,\" Collins said.\n\"But the point isWall Street has been arbitraryfor years. We can't even have a standard rating system. Is it 'Neutral' or 'Hold?' And really, do I want to hold something that is only in the middle of your range? No.\"\nCollins writes, \"The system should be 'buy' or 'sell.' That's it. Black or white. Own or don't own.\"\nAssets like GameStop and even cryptocurrency seem to be selling on nothing more than pure emotion. Investors are taking these products for a joy ride, and that tends to send prices flying up and down the ladder.\nThat’s confusing, to be sure. Just, before you go throwing your hands in the air, it’s important to remember that the stock market has always been at least a little bit arbitrary.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154048251,"gmtCreate":1625463423173,"gmtModify":1703742221933,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"EV is the way","listText":"EV is the way","text":"EV is the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154048251","repostId":"1193340451","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152580684,"gmtCreate":1625311872448,"gmtModify":1703740316374,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment thanks!","listText":"Like and comment thanks!","text":"Like and comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152580684","repostId":"1146176335","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151675916,"gmtCreate":1625091979135,"gmtModify":1703735796302,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Nice! To the moon!!","listText":"Nice! To the moon!!","text":"Nice! To the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151675916","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","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":1625067394,"share":"https://ttm.financial/m/news/1121473384?lang=&edition=fundamental","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</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>Why NIO Stock Is Moving Higher Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Stock Is Moving Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 23:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153179800,"gmtCreate":1625015358800,"gmtModify":1703850107626,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Yes go NIO!","listText":"Yes go NIO!","text":"Yes go NIO!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153179800","repostId":"1124372919","repostType":4,"repost":{"id":"1124372919","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its&nbsp;recent partnership&nbsp;with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility &amp; AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the&nbsp;government recently gave&nbsp;NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media&nbsp;recently successfully harmed&nbsp;the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance&nbsp;expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated&nbsp;that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a&nbsp;partnership&nbsp;with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA)&nbsp;could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159150830,"gmtCreate":1624950492020,"gmtModify":1703848665822,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"NIO!","listText":"NIO!","text":"NIO!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159150830","repostId":"2147832167","repostType":4,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127825677,"gmtCreate":1624843861499,"gmtModify":1703845937447,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"GO NIO!","listText":"GO NIO!","text":"GO NIO!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127825677","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://ttm.financial/m/news/1137119316?lang=&edition=fundamental","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122570233,"gmtCreate":1624628944422,"gmtModify":1703842158883,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Come on!!","listText":"Come on!!","text":"Come on!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122570233","repostId":"1198714523","repostType":2,"repost":{"id":"1198714523","pubTimestamp":1624611463,"share":"https://ttm.financial/m/news/1198714523?lang=&edition=fundamental","pubTime":"2021-06-25 16:57","market":"us","language":"en","title":"NIO Still Has Significant Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1198714523","media":"seekingalpha","summary":"Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla .Tes","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is already well over a 10-bagger.</li>\n <li>Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.</li>\n <li>There are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>NIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.</p>\n<p>Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).</p>\n<p>Tesla stock had a similar success in 2020, which was capped off by its introduction in the S&amp;P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.</p>\n<p>Nevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.</p>\n<p><b>Automotive disruption</b></p>\n<p>The automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.</p>\n<p>This means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.</p>\n<p>Even though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&amp;P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.</p>\n<p>In short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.</p>\n<p><b>NIO: Chinese Tesla</b></p>\n<p>This opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).</p>\n<p>To that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.</p>\n<p>NIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.</p>\n<p>It is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.</p>\n<p>In any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.</p>\n<p>While there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.</p>\n<p><img src=\"https://static.tigerbbs.com/1373049969409b7fa8a90c380b6204e0\" tg-width=\"570\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.</p>\n<p>BaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.</p>\n<p>Hence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.</p>\n<p><b>Valuation</b></p>\n<p>Some have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.</p>\n<p>Nevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.</p>\n<p>This is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.</p>\n<p>There are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.</p>\n<p>With regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.</p>\n<p>Nevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.</p>\n<p>If NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.</p>\n<p>From that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).</p>\n<p><b>Risks</b></p>\n<p>Of course, there are major risks. Mainly, this thesis is based on two assumptions:</p>\n<ul>\n <li>Tesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;</li>\n <li>NIO is best positioned to most closely track Tesla's business and stock performance.</li>\n</ul>\n<p>Any decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.</p>\n<p>Needless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).</p>\n<p>Additionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.</p>\n<p>The last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.</p>\n<p>Further, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.</p>\n<p>As described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.</p>\n<p><b>Takeaway</b></p>\n<p>In the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.</p>\n<p>However, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.</p>\n<p>NIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.</p>\n<p>While far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.</p>\n<p>This means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.</p>\n<p>The bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.</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>NIO Still Has Significant Upside Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Still Has Significant Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436519-nio-still-has-upside-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198714523","content_text":"Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.\nThere are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.\n\nInvestment Thesis\nNIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.\nStill, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).\nTesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.\nNevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.\nAutomotive disruption\nThe automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.\nThis means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.\nEven though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.\nIn short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.\nNIO: Chinese Tesla\nThis opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).\nTo that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.\nNIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.\nIt is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.\nIn any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.\nWhile there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.\n\nNIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.\nBaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.\nHence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.\nValuation\nSome have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.\nNevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.\nThis is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.\nThere are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.\nWith regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.\nNevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.\nIf NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.\nFrom that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).\nRisks\nOf course, there are major risks. Mainly, this thesis is based on two assumptions:\n\nTesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;\nNIO is best positioned to most closely track Tesla's business and stock performance.\n\nAny decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.\nNeedless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).\nAdditionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.\nThe last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.\nFurther, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.\nAs described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.\nTakeaway\nIn the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.\nHowever, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.\nNIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.\nWhile far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.\nThis means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.\nThe bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167053037,"gmtCreate":1624240310929,"gmtModify":1703831262739,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574919981905986","authorIdStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment pls!","listText":"Like and comment pls!","text":"Like and comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/167053037","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</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\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","JNJ":"强生","FDX":"联邦快递","DRI":"达登饭店"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":167053037,"gmtCreate":1624240310929,"gmtModify":1703831262739,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment pls!","listText":"Like and comment pls!","text":"Like and comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/167053037","repostId":"1154249454","repostType":4,"repost":{"id":"1154249454","pubTimestamp":1624230573,"share":"https://ttm.financial/m/news/1154249454?lang=&edition=fundamental","pubTime":"2021-06-21 07:09","market":"us","language":"en","title":"Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154249454","media":"barrons","summary":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will r","content":"<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from&nbsp;Johnson &amp;&nbsp;Johnson,&nbsp;GlaxoSmithKline,and&nbsp;Equinix.</p>\n<p>Economic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.</p>\n<p>And on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.</p>\n<p>Monday 6/21</p>\n<p><b>The Federal Reserve Bank</b>of Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.</p>\n<p>Tuesday 6/22</p>\n<p><b>The National Association</b>of Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.</p>\n<p>Wednesday 6/23</p>\n<p>Equinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.</p>\n<p>GlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.</p>\n<p>Johnson &amp; Johnson hosts a webcast to discuss its ESG strategy.</p>\n<p><b>The Census Bureau</b>reports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.</p>\n<p><b>IHS Markitreports</b>both its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.</p>\n<p>Thursday 6/24</p>\n<p><b>The Bureau of Economic Analysis</b>reports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.</p>\n<p>Accenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.</p>\n<p><b>The Bank of England</b>announces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.</p>\n<p><b>The Census Bureau</b>releases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.</p>\n<p>Friday 6/25</p>\n<p>CarMax and Paychex report earnings.</p>\n<p><b>The BEA reports</b>personal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week</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\">\nNike, FedEx, Johnson & Johnson, Darden, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. ...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","JNJ":"强生","FDX":"联邦快递","DRI":"达登饭店"},"source_url":"https://www.barrons.com/articles/nike-fedex-johnson-johnson-darden-and-other-stocks-for-investors-to-watch-this-week-51624215603?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154249454","content_text":"A handful of notable companies will release their latest results toward the end of this week.Nike,FedEx,andDarden Restaurantswill report on Thursday, followed by CarMax and Paychex on Friday. Wednesday will also feature analyst days and investor events from Johnson & Johnson, GlaxoSmithKline,and Equinix.\nEconomic data out this week include IHS’ Manufacturing and Services Purchasing Managers’ Indexes for June on Wednesday. Both are expected to hold near their record highs. The Census Bureau will release the durable-goods report for May on Thursday. Orders—often seen as a decent proxy for business investment—are expected to rise 3.3% month over month.\nAnd on Friday, the Bureau of Economic Analysis will report personal income and consumption for May. Spending is forecast to continue rising despite a drop off in income as stimulus checks finished being sent out in April.\nMonday 6/21\nThe Federal Reserve Bankof Chicago releases its National Activity index, a gauge of overall economic activity, for May. Expectations are for a 0.50 reading, higher than April’s 0.24 figure. A positive reading indicates economic growth that is above historical trends.\nTuesday 6/22\nThe National Associationof Realtors reports existing-home sales for May. Economists forecast a seasonally adjusted annual rate of 5.7 million homes sold, about 150,000 fewer than the April data. Existing-home sales have fallen for three consecutive months, as supply hasn’t been able to keep up with demand.\nWednesday 6/23\nEquinix hosts its 2021 analyst day, when the company will update its long-term financial outlook.\nGlaxoSmithKline hosts a conference call, featuring its CEO, Emma Walmsley, to update investors on the company’s strategy for growth and shareholder value creation.\nJohnson & Johnson hosts a webcast to discuss its ESG strategy.\nThe Census Bureaureports new residential construction data for May. Consensus estimate is for a seasonally adjusted annual rate of 875,000 new single-family homes sold, slightly higher than April’s 863,000. Similar to existing-home sales, new-home sales have fallen from their recent peak of 993,000 in January of this year.\nIHS Markitreportsboth its Manufacturing and Services Purchasing Managers’ indexes for June. Expectations are for a 61.5 reading for the Manufacturing PMI, and a 69.8 figure for the Services PMI. Both projections are comparable to the May data as well as being near record highs for their respective indexes.\nThursday 6/24\nThe Bureau of Economic Analysisreports the third and final estimate of first-quarter gross-domestic-product growth. Economists forecast a seasonally adjusted annual growth rate of 6.4%.\nAccenture,Darden Restaurants, FedEx, and Nike hold conference calls to discuss quarterly results.\nThe Bank of Englandannounces its monetary-policy decision. The central bank is widely expected to keep its key interest rate at 0.1%.\nThe Census Bureaureleases the durable-goods report for May. The consensus call is for new orders of manufactured goods to rise 2.8% month over month to $253 billion. Excluding transportation, new orders are projected at 1%, matching the April data.\nFriday 6/25\nCarMax and Paychex report earnings.\nThe BEA reportspersonal income and consumption for May. Income is expected to fall 3% month over month, after plummeting 13.1% in April. This reflects a dropoff in stimulus checks that first were sent out in March. Spending is seen rising 0.5%, comparable to the April data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162686187,"gmtCreate":1624061434949,"gmtModify":1703827772898,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/162686187","repostId":"1168762020","repostType":2,"repost":{"id":"1168762020","pubTimestamp":1623988654,"share":"https://ttm.financial/m/news/1168762020?lang=&edition=fundamental","pubTime":"2021-06-18 11:57","market":"us","language":"en","title":"ASML: The Market Could Be Underestimating Its Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1168762020","media":"seekingalpha","summary":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithogra","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.</li>\n <li>DUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.</li>\n <li>ASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.</li>\n <li>A true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.</li>\n <li>Existing shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b5f81c309842f14fe1adffe3d6c9ca\" tg-width=\"768\" tg-height=\"432\"><span>MACRO PHOTO/iStock via Getty ImagesInvestment Thesis</span></p>\n<p>ASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.</p>\n<p>It's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.</p>\n<p>Personally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.</p>\n<p><b>The Marketplace and Value Drivers For Years To Come</b></p>\n<p>For ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).</p>\n<p>Actually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.</p>\n<p>This is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.</p>\n<p>Quite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edaa6b5a77f99726bbae61b032b9c208\" tg-width=\"640\" tg-height=\"359\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.</span></p>\n<p>The picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85913766aea721e218e976e4f73349e5\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.</span></p>\n<p>Semiconductor manufacturing is a cutthroat business with heavy R&amp;D spend (it took ASML €6 billion in R&amp;D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7709f0f76b1619a31b32fc3330134005\" tg-width=\"640\" tg-height=\"361\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.</span></p>\n<p>ASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809661531ad423f613fb44c26e0b3352\" tg-width=\"640\" tg-height=\"353\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.</span></p>\n<p>If that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.</p>\n<p>As can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ef7940a4b888c50159e5b9db4c0634\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.</span></p>\n<p>There is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.</p>\n<blockquote>\n “\n <i>Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.</i>”\n <i>ASML Annual Report 2020, The Role Of Lithography, p. 12.</i>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32572971943844c4e71ddfc77559d6\" tg-width=\"640\" tg-height=\"547\"><span>ASML Annual Report 2020, The Role Of Lithography, p. 12.</span></p>\n<p>I believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.</p>\n<p>So, to sum it all up:</p>\n<ul>\n <li>ASML has pioneered EUV lithography, with no competitors in sight</li>\n <li>EUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade</li>\n <li>The semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)</li>\n <li>Strong industry CAPEX driving demand for ASML offerings</li>\n <li>The path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips</li>\n <li>ASML is a crucial player for leading edge chip manufacturing</li>\n</ul>\n<p>Sounds pretty good to me.</p>\n<p>The Financial Performance and Development</p>\n<p>ASML is doing well for itself as evident by the illustration below.</p>\n<ul>\n <li>Strong revenue growth</li>\n <li>Strong margin expansion</li>\n <li>Strong improvement in free cash flow</li>\n <li>Impressive operational improvements strengthening its moat through increased R&amp;D spend and IP portfolio</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7900753b1857ac9ad6fc705b9baad563\" tg-width=\"640\" tg-height=\"414\"><span>Annual Report 2020, p 7.</span></p>\n<p>This was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ea4dedde41a918bd9e1fd307a9531f\" tg-width=\"640\" tg-height=\"356\"><span>ASML 2021 First-Quarter, p. 14.</span></p>\n<p>An interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6966dcaf747d226d5de580187d4d3ad\" tg-width=\"640\" tg-height=\"357\"><span>ASML 2021 First-Quarter, p. 8.</span></p>\n<p>The more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.</p>\n<p>Are Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?</p>\n<p>ASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9adf4cebbce28dc7433186b5bd0827e8\" tg-width=\"640\" tg-height=\"377\"><span>Author's Own Creation, Source Seeking Alpha.</span></p>\n<p>Remember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.</p>\n<p>Considering some of the arguments in favour of why ASML’s outlook could be even more positive:</p>\n<ul>\n <li>General semiconductor industry CAGR 2020-2028 forecasted at 8.6%.</li>\n <li>DUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.</li>\n <li>EUV CAGR 2020-2027forecastedat 12%.</li>\n <li>ASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.</li>\n <li>ASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.</li>\n <li>ASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.</li>\n <li>As the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.</li>\n</ul>\n<p>This is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.</p>\n<p>I will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.</p>\n<p><b>Valuation</b></p>\n<p>The stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/472c0e2f540c1d4ee2a7bbaec09379c0\" tg-width=\"635\" tg-height=\"453\"><span>Data by YCharts</span></p>\n<p>Market cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.</p>\n<p>The significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c691d4662a793b5de150add67a3a4e11\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Revenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7341584d3ba7b1db51e1eef3c4bdaccd\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>The strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b262aeeb8d75114dbc3e45bf9464c830\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>With all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.</p>\n<p>As Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.</p>\n<p>There is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.</p>\n<p>As can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad90b51964870f5475b596fe16f63317\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p><b>Conclusion</b></p>\n<p>ASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.</p>\n<p>There is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.</p>\n<p>As Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.</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>ASML: The Market Could Be Underestimating Its Potential</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\">\nASML: The Market Could Be Underestimating Its Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168762020","content_text":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.\nASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.\nA true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.\nExisting shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.\n\nMACRO PHOTO/iStock via Getty ImagesInvestment Thesis\nASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.\nIt's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.\nIntroduction\nI recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.\nPersonally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.\nThe Marketplace and Value Drivers For Years To Come\nFor ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).\nActually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.\nThis is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.\nQuite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.\nThe picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.\nSemiconductor manufacturing is a cutthroat business with heavy R&D spend (it took ASML €6 billion in R&D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.\nASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.\nIf that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.\nAs can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.\nASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.\nThere is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.\n\n “\n Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.”\n ASML Annual Report 2020, The Role Of Lithography, p. 12.\n\nASML Annual Report 2020, The Role Of Lithography, p. 12.\nI believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.\nSo, to sum it all up:\n\nASML has pioneered EUV lithography, with no competitors in sight\nEUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade\nThe semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)\nStrong industry CAPEX driving demand for ASML offerings\nThe path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips\nASML is a crucial player for leading edge chip manufacturing\n\nSounds pretty good to me.\nThe Financial Performance and Development\nASML is doing well for itself as evident by the illustration below.\n\nStrong revenue growth\nStrong margin expansion\nStrong improvement in free cash flow\nImpressive operational improvements strengthening its moat through increased R&D spend and IP portfolio\n\nAnnual Report 2020, p 7.\nThis was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.\nASML 2021 First-Quarter, p. 14.\nAn interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.\nASML 2021 First-Quarter, p. 8.\nThe more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.\nAre Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?\nASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.\nAuthor's Own Creation, Source Seeking Alpha.\nRemember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.\nConsidering some of the arguments in favour of why ASML’s outlook could be even more positive:\n\nGeneral semiconductor industry CAGR 2020-2028 forecasted at 8.6%.\nDUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.\nEUV CAGR 2020-2027forecastedat 12%.\nASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.\nASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.\nASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.\nAs the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.\n\nThis is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.\nI will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.\nValuation\nThe stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.\nData by YCharts\nMarket cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.\nThe significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.\nData by YCharts\nRevenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.\nData by YCharts\nThe strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.\nData by YCharts\nWith all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.\nAs Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.\nThere is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.\nAs can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.\nData by YCharts\nConclusion\nASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.\nThere is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.\nAs Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176793580,"gmtCreate":1626914773240,"gmtModify":1703480427822,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176793580","repostId":"2153477496","repostType":4,"repost":{"id":"2153477496","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":1626899252,"share":"https://ttm.financial/m/news/2153477496?lang=&edition=fundamental","pubTime":"2021-07-22 04:27","market":"us","language":"en","title":"Wall Street ends higher, powered by strong earnings, economic cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=2153477496","media":"Reuters","summary":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesda","content":"<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</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>Wall Street ends higher, powered by strong earnings, economic cheer</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\">\nWall Street ends higher, powered by strong earnings, economic cheer\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\">2021-07-22 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153477496","content_text":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.\nAll three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.\nEconomically sensitive smallcaps , semiconductors and financials outperformed the broader market.\n\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"\nA rebound in travel helped fuel United Airlines' revenue beat, boosting its stock by 3.8%.\nThe S&P 1500 Airlines index gained 3.3%, while the S&P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.\n\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"\nBenchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.\nWrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.\nThe Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.\nOf the 11 major sectors in the S&P 500, energy stocks\nwere the big winners, jumping 3.5% with the help of surging crude prices .\nSecond-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&P 500 having posted results. Of those, 88% have beaten consensus expectations.\nAmong the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&P 500's largest percentage gain.\nCoca-Cola rose 1.3% after raising its full-year forecast.\nInterpuplic Group of Companies jumped 11.3% in the wake of its upbeat earnings release.\nDrugmaker Johnson & Johnson forecast $2.5 billion in sales from its one-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.\nOn the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&P 500.\nHarley-Davidson's  second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.\nTexas Instruments dipped more than 3% in extended trading following results posted after the bell.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.\nThe S&P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.\nVolume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151675916,"gmtCreate":1625091979135,"gmtModify":1703735796302,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Nice! To the moon!!","listText":"Nice! To the moon!!","text":"Nice! To the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151675916","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","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":1625067394,"share":"https://ttm.financial/m/news/1121473384?lang=&edition=fundamental","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</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>Why NIO Stock Is Moving Higher Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Stock Is Moving Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 23:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195513797,"gmtCreate":1621301314719,"gmtModify":1704355383216,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment plz","listText":"Like and comment plz","text":"Like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/195513797","repostId":"1187982931","repostType":2,"repost":{"id":"1187982931","pubTimestamp":1621295030,"share":"https://ttm.financial/m/news/1187982931?lang=&edition=fundamental","pubTime":"2021-05-18 07:43","market":"us","language":"en","title":"Michael Burry of ‘The Big Short’ reveals a $530 million bet against Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1187982931","media":"CNBC","summary":"Famed investor Michael Burry on Monday revealed in a regulatory filing a short position againstTeslaworth more than half a billion.Burry, one of the first investors to call and profit from the subprime mortgage crisis, is long puts against 800,100 shares of Tesla or $534 million by the end of the first quarter, according to the filing with the U.S. Securities and Exchange Commission.Investors profit from puts when the underlying securities fall in prices. As of March 31, Burry owned 8,001 put co","content":"<div>\n<p>Famed investor Michael Burry on Monday revealed in a regulatory filing a short position againstTeslaworth more than half a billion.\nBurry, one of the first investors to call and profit from the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/17/michael-burry-of-the-big-short-reveals-a-530-million-bet-against-tesla.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry of ‘The Big Short’ reveals a $530 million bet against Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMichael Burry of ‘The Big Short’ reveals a $530 million bet against Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/17/michael-burry-of-the-big-short-reveals-a-530-million-bet-against-tesla.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed investor Michael Burry on Monday revealed in a regulatory filing a short position againstTeslaworth more than half a billion.\nBurry, one of the first investors to call and profit from the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/17/michael-burry-of-the-big-short-reveals-a-530-million-bet-against-tesla.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.cnbc.com/2021/05/17/michael-burry-of-the-big-short-reveals-a-530-million-bet-against-tesla.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1187982931","content_text":"Famed investor Michael Burry on Monday revealed in a regulatory filing a short position againstTeslaworth more than half a billion.\nBurry, one of the first investors to call and profit from the subprime mortgage crisis, is long puts against 800,100 shares of Tesla or $534 million by the end of the first quarter, according to the filing with the U.S. Securities and Exchange Commission.\nInvestors profit from puts when the underlying securities fall in prices. As of March 31, Burry owned 8,001 put contracts, with unknown value, strike price, or expiry, according to the filing.\nShares of Tesla fell more than 4% on Monday, bringing its month-to-date losses to nearly 20%.\nBurry, whose firm is Scion Asset Management, shot to fame by betting against mortgage securities before the 2008 crisis. Burry was depicted in Michael Lewis' book \"The Big Short\" and the subsequent Oscar-winning movie of the same name.\nTesla has had a turbulent 2021 amid slumping sales in China in April, and parts shortages that have impeded production both in the U.S. and China.\n\nBurry previously mentioned in a tweet, which he later deleted, that Tesla's reliance on regulatory credits to generate profits is a red flag.\nAs more automakers produce battery-electric vehicles of their own, ostensibly fewer will need to purchase environmental regulatory credits from Tesla, which they have done in order to become compliant with environmental regulations.\nBesides his \"Big Short,\" Burry made a killing from along GameStop position recentlyas the Reddit favorite made Wall Street history with its massive short squeeze.\nIn thefirst quarter of 2021, Tesla reported $518 million in sales of regulatory credits, whichElon Musk's company generally receives from government programs to support renewable energy. It has sold these to other automakers, notably FCA (now Stellantis) when they needed credits to offset their own carbon footprint.\nIn thefourth quarter of 2020, Tesla's $270 million in net income was enabled by its sale of $401 million in regulatory credits to other automakers.\nTesla historically has racked up around $1.6 billion in regulatory energy credits, primarily zero emission vehicle credits, which helped the company report more than four consecutive quarters of profitability, qualifying the automaker for addition to the S&P 500 index.\nTesla is currently delayed in producing and delivering its updated versions of its high-end sedan and SUV, the Model S and X. And it is delayed in commercial production of its custom-designed \"4680\" battery cells for use in forthcoming vehicles, including the Cybertruck and Tesla Semi.\nMeanwhile, Musk's electric vehicle venture is facing regulatory scrutiny in China and the U.S. with high-profile vehicle crashes leading to negative publicity and investigations by vehicle safety authorities in both nations.\nMany believe that CEO Musk'stweets about bitcoinand dogecoin have also contributed to the volatility in Tesla's stock. Musk has tens of millions of followers on Twitter.\nMusk, a proponent of cryptocurrency generally, announced last week that Tesla was indefinitely suspending the acceptance of bitcoin as a payment for cars, saying he was concerned by the \"rapidly increasing use of fossil fuels for Bitcoin mining and transactions.\" Tesla revealed earlier this year that it bought $1.5 billion worth of bitcoin.\nTesla shares have dropped nearly 20% in 2021 after surging a whopping 740% in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180274447,"gmtCreate":1623209577489,"gmtModify":1704198418222,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Comment and like!","listText":"Comment and like!","text":"Comment and like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/180274447","repostId":"1168233244","repostType":2,"repost":{"id":"1168233244","pubTimestamp":1623208868,"share":"https://ttm.financial/m/news/1168233244?lang=&edition=fundamental","pubTime":"2021-06-09 11:21","market":"us","language":"en","title":"WallStreetBets Has A New Trading Strategy To Target Stocks Beyond AMC, GameStop, Clover Health, Says Cramer","url":"https://stock-news.laohu8.com/highlight/detail?id=1168233244","media":"benzinga","summary":"Jim Cramer said Tuesday that retail investors on Reddit are “spreading their wings”  pointing to dis","content":"<p>Jim Cramer said Tuesday that retail investors on Reddit are “spreading their wings”&nbsp; pointing to discussions on r/WallStreetBets that make the case for fast-food chain&nbsp;<b>Wendy's Co</b>, CNBCreported.</p>\n<p><b>What Happened:</b>The television personality singled out a Redditpostby the user Chillznday that&nbsp;expounded why Wendy’s was the perfect stock for the WallStreetBets, or WSB, subreddit.</p>\n<p>Chillznday mentioned a new summer salad, Wendy’s social media engagement involving memes, and \"chicken tendies\" as some of the factors that made the stock a perfect match for WSB.</p>\n<p>The Reddit poster also touched on technical aspects of Wendy's stock and mentioned a low float of $17 million, of which 4-10% is short. As per Chillznday, the short will increase as it is a “relatively predictable stock.”</p>\n<p>Wendy’s shares soared 25.85% in the regular session on Tuesday and rose another 4.78% in the after-hours trading to $30.25.</p>\n<p><b>Why It Matters:</b>Cramer noted the appreciation in Wendy’s stock was fueled by Chillznday and some other favorable anonymous posts.</p>\n<p>“I want you to forget the analysts right now. The person in charge of Wendy’s is Reddit user Chillznda,” said Cramer, as per CNBC.</p>\n<p>The analyst also pointed out that the WSB crowd was “spreading their wings, even into an institutional favorite like Wendy’s with a very low short position.”</p>\n<p>The Wendy’s move, as per Cramer, is a departure from short squeezes that has been the focus of WSB which lead to stocks such as&nbsp;<b>GameStop Corporation</b>,<b>BlackBerry Ltd</b>, and&nbsp;<b>AMC Entertainment Holdings Inc</b>.</p>\n<p>Cramer said that the methodology of valuing stocks by the new class of investors matters.</p>\n<p>“If enough people with enough money start valuing stocks a different way, their new metrics matter, too, even if you think they’re absurd,” said the former hedge fund manager.</p>\n<p>WSB investors are broadening their horizons, another stock that has emerged as anew darling of the Reddit investorsthis week is<b>Clover Health Investments Corp.</b></p>","source":"lsy1606299360108","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>WallStreetBets Has A New Trading Strategy To Target Stocks Beyond AMC, GameStop, Clover Health, Says Cramer</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\">\nWallStreetBets Has A New Trading Strategy To Target Stocks Beyond AMC, GameStop, Clover Health, Says Cramer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/06/21485317/wallstreetbets-has-a-new-trading-strategy-to-target-stocks-beyond-amc-gamestop-clover-health-says-cr><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer said Tuesday that retail investors on Reddit are “spreading their wings”  pointing to discussions on r/WallStreetBets that make the case for fast-food chain Wendy's Co, CNBCreported.\nWhat ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/06/21485317/wallstreetbets-has-a-new-trading-strategy-to-target-stocks-beyond-amc-gamestop-clover-health-says-cr\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WEN":"温蒂汉堡","AMC":"AMC院线","GME":"游戏驿站","BB":"黑莓"},"source_url":"https://www.benzinga.com/news/21/06/21485317/wallstreetbets-has-a-new-trading-strategy-to-target-stocks-beyond-amc-gamestop-clover-health-says-cr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168233244","content_text":"Jim Cramer said Tuesday that retail investors on Reddit are “spreading their wings”  pointing to discussions on r/WallStreetBets that make the case for fast-food chain Wendy's Co, CNBCreported.\nWhat Happened:The television personality singled out a Redditpostby the user Chillznday that expounded why Wendy’s was the perfect stock for the WallStreetBets, or WSB, subreddit.\nChillznday mentioned a new summer salad, Wendy’s social media engagement involving memes, and \"chicken tendies\" as some of the factors that made the stock a perfect match for WSB.\nThe Reddit poster also touched on technical aspects of Wendy's stock and mentioned a low float of $17 million, of which 4-10% is short. As per Chillznday, the short will increase as it is a “relatively predictable stock.”\nWendy’s shares soared 25.85% in the regular session on Tuesday and rose another 4.78% in the after-hours trading to $30.25.\nWhy It Matters:Cramer noted the appreciation in Wendy’s stock was fueled by Chillznday and some other favorable anonymous posts.\n“I want you to forget the analysts right now. The person in charge of Wendy’s is Reddit user Chillznda,” said Cramer, as per CNBC.\nThe analyst also pointed out that the WSB crowd was “spreading their wings, even into an institutional favorite like Wendy’s with a very low short position.”\nThe Wendy’s move, as per Cramer, is a departure from short squeezes that has been the focus of WSB which lead to stocks such as GameStop Corporation,BlackBerry Ltd, and AMC Entertainment Holdings Inc.\nCramer said that the methodology of valuing stocks by the new class of investors matters.\n“If enough people with enough money start valuing stocks a different way, their new metrics matter, too, even if you think they’re absurd,” said the former hedge fund manager.\nWSB investors are broadening their horizons, another stock that has emerged as anew darling of the Reddit investorsthis week isClover Health Investments Corp.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116966910,"gmtCreate":1622770275030,"gmtModify":1704190815775,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Can buy still?","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Can buy still?","text":"$NIO Inc.(NIO)$Can buy still?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/116966910","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148809288,"gmtCreate":1625964660344,"gmtModify":1703751222805,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148809288","repostId":"1159307278","repostType":4,"repost":{"id":"1159307278","pubTimestamp":1625873648,"share":"https://ttm.financial/m/news/1159307278?lang=&edition=fundamental","pubTime":"2021-07-10 07:34","market":"us","language":"en","title":"5 Things to Know About Virgin Galactic and the First Passenger Flight to Space","url":"https://stock-news.laohu8.com/highlight/detail?id=1159307278","media":"Barrons","summary":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling s","content":"<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the&nbsp;fledgling space tourism industry.</p>\n<p>So long as there are no issues or delays, the flight will take the 70-year-old founder of&nbsp;Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.</p>\n<p>Here’s what to watch for Sunday, along with some recent history.</p>\n<p><b>When Will the Virgin Galactic Space Flight Take Off?</b></p>\n<p>The Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the&nbsp;company’s website&nbsp;and on&nbsp;Barron’s&nbsp;below.</p>\n<p><b>How High Up in Space Will Passenger Go?</b></p>\n<p>Galactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.</p>\n<p>Blue Origin plans to take its passengers past the Karman line on its flight.</p>\n<p><b>How Much Did Passengers Pay for the Trip?</b></p>\n<p>Nothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.</p>\n<p>Still, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes&nbsp;it’s possible&nbsp;that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.</p>\n<p>A move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for&nbsp;$28 million.</p>\n<p>A ticket on a future Virgin Galactic flight will run&nbsp;about $250,000.</p>\n<p><b>What Does the Flight Mean for Investors?</b></p>\n<p>The continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.</p>\n<p>Once fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.</p>\n<p>Analysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.</p>\n<p>The flight and associated news coverage also represent publicity for the company.</p>\n<p><b>How Will Virgin Galactic Stock Benefit?</b></p>\n<p>A successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.</p>\n<p><img src=\"https://static.tigerbbs.com/a4113576958bcf043e56e1c92578d0cc\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>The stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.</p>\n<p>Investors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.</p>\n<p>Analysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for&nbsp;S&amp;P 500&nbsp;stocks is about 55%.</p>\n<p>Shares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Things to Know About Virgin Galactic and the First Passenger Flight to Space</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\">\n5 Things to Know About Virgin Galactic and the First Passenger Flight to Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.\nSo long as there are no issues or delays, the flight will take the 70-year-...</p>\n\n<a href=\"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159307278","content_text":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.\nSo long as there are no issues or delays, the flight will take the 70-year-old founder of Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.\nHere’s what to watch for Sunday, along with some recent history.\nWhen Will the Virgin Galactic Space Flight Take Off?\nThe Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the company’s website and on Barron’s below.\nHow High Up in Space Will Passenger Go?\nGalactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.\nBlue Origin plans to take its passengers past the Karman line on its flight.\nHow Much Did Passengers Pay for the Trip?\nNothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.\nStill, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes it’s possible that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.\nA move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for $28 million.\nA ticket on a future Virgin Galactic flight will run about $250,000.\nWhat Does the Flight Mean for Investors?\nThe continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.\nOnce fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.\nAnalysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.\nThe flight and associated news coverage also represent publicity for the company.\nHow Will Virgin Galactic Stock Benefit?\nA successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.\n\nThe stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.\nInvestors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.\nAnalysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for S&P 500 stocks is about 55%.\nShares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154048251,"gmtCreate":1625463423173,"gmtModify":1703742221933,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"EV is the way","listText":"EV is the way","text":"EV is the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154048251","repostId":"1193340451","repostType":4,"repost":{"id":"1193340451","pubTimestamp":1625456464,"share":"https://ttm.financial/m/news/1193340451?lang=&edition=fundamental","pubTime":"2021-07-05 11:41","market":"us","language":"en","title":"Bank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1193340451","media":"CNBC","summary":"Electric vehicle adoption is at an inflection point, according toBank of Americaanalysts who identified a new way to play the trend. An increasing need for EVcharging technologyis set to benefit a raft of global stocks, according to the bank, including semiconductor and Big Oil companies, as well as auto suppliers.$Bank of America$ analysts led by Harry Wyburd flagged a rapid rise in ownership of electric vehicles, with EVs on Europe’s roads up 100% since pre-Covid.In a research note published l","content":"<div>\n<p>Electric vehicle adoption is at an inflection point, according toBank of Americaanalysts who identified a new way to play the trend. An increasing need for EVcharging technologyis set to benefit a ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit</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: Billions are about to pour into EV infrastructure — and these stocks will benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle adoption is at an inflection point, according toBank of Americaanalysts who identified a new way to play the trend. An increasing need for EVcharging technologyis set to benefit a ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1193340451","content_text":"Electric vehicle adoption is at an inflection point, according toBank of Americaanalysts who identified a new way to play the trend. An increasing need for EVcharging technologyis set to benefit a raft of global stocks, according to the bank, including semiconductor and Big Oil companies, as well as auto suppliers.\nBank of America analysts led by Harry Wyburd flagged a rapid rise in ownership of electric vehicles, with EVs on Europe’s roads up 100% since pre-Covid.\nIn a research note published last week, they wrote: “Our updated charger forecasts see c. [circa] $80bn of potential charging infrastructure investment by 2040E [estimate].”\nThe bank estimates there are currently around nine public charging points per 100 electric vehicles in Europe and expects the number to rise as more of the cars hit the road. BofA also expects “significant” growth in home charging points, with around 60 million electric connectors by 2030.\nBofA’s stock picks include:\nSemiconductors\n“We estimate that power semiconductor demand related to charger deployments in Europe can increase from low tens of millions of US dollars per annum to c$50m per annum by 2025 and c$100m per annum by 2030,” the analysts stated, pickingInfineonandSTMicroas beneficiaries of this.\nOil majors\nBig Oil can create “significant value” from “shifting their equity story to Big Energy,” with more of a focus on decarbonization, according to BofA. Its analysts noted the shift was becoming more urgent for these companies, given shareholder pressure and the Hague District Court’sdemands for Shellto meet climate targets set out in the Paris Agreement.\nThe analysts pickedBP,ShellandTotaland said: “We believe EV charging will grow in importance in linking Big Oil’s existing Marketing footprints (including global brand recognition and backing from their commodity trading desks) with Big Oils’ expansion into electricity supply.”\nAuto suppliers\nValeomakes parts for EVs of all sizes as well as a range of charging components for the likes ofVWand Mercedes. It is buy-rated by BofA, which noted that its joint venture withSiemensnow has around a 40% market share of the high voltage charging sector.\nMetals and mining\nCopper producerAntofagastaand minerBolidenare buy-rated picks for BofA, with copper likely to be a key part of EV chargers as well as inside the vehicle. “New technologies such as renewables, energy storage and electric vehicles that are gaining traction have one thing in common: they require a set of commodities we define as MIFTs, or metals important for future technologies,” BofA’s analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110773238,"gmtCreate":1622506623624,"gmtModify":1704185189353,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Let’s go!","listText":"Let’s go!","text":"Let’s go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110773238","repostId":"1163643126","repostType":4,"repost":{"id":"1163643126","pubTimestamp":1622501861,"share":"https://ttm.financial/m/news/1163643126?lang=&edition=fundamental","pubTime":"2021-06-01 06:57","market":"hk","language":"en","title":"U.S futures start month slightly lower after major indexes saw gains in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1163643126","media":"CNBC","summary":"Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures o","content":"<div>\n<p>Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S futures start month slightly lower after major indexes saw gains in May</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\">\nU.S futures start month slightly lower after major indexes saw gains in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/05/31/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1163643126","content_text":"Stock futures are slightly lower in overnight trading after major indexes saw gains in May.Futures on the Dow Jones Industrial Average fell 35 points, or 0.10%. S&P 500 futures shed 0.09% and Nasdaq 100 futures ticked 0.03% lower.The moves in overnight trading come after the blue-chip Dow and the S&P 500 gained 1.93% and 0.55% in May, respectively, to mark their fourth consecutive positive month. The S&P 500 closed Friday just 0.8% off its record high.The small cap Russell 2000 rose 0.11% in May to post its eighth positive month in a row — its longest monthly win streak since 1995.The Nasdaq gained 2.06% last week to post its best weekly performance since April. However, the tech-heavy composite lost 1.53% in May, breaking a 6-month win streak.A key inflation gauge — the core personal consumption expenditures index — rose 3.1% in April from a year earlier, faster than the forecasted 2.9% increase. Despite the hotter-than-expected inflation data,treasury yields fell on Friday.\"Overall, given the market's reaction to [Friday]'s PCE release, investor concerns about inflation may have been exaggerated — or perhaps already priced in,\" Chris Hussey, a managing director at Goldman Sachs, said in a note.\"Consensus may be building that the inflation we are seeing today is 'good' inflation — the kind of rise in prices that accompanies accelerating growth, not a monetary policy mistake,\" Hussey said.Investors are awaiting the Federal Reserve's meeting scheduled for June 15-16. Key for the markets is whether the Fed begins to believe that inflation is higher than it expected or that the economy is strengthening enough to progress without so much monetary support.May’s employment report, set to be released on Friday, will provide a key reading of the economy. According to Dow Jones, economists expect to see about 674,000 jobs created in May, after the muchfewer-than-expected 266,000 jobsadded in April.Zoom Video Communications and Hewlett Packard Enterpriseare set to report quarterly earnings results on Tuesday after the bell.— CNBC’s Patti Domm contributed reporting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110823737,"gmtCreate":1622440441629,"gmtModify":1704184468732,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment!","listText":"Like and comment!","text":"Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/110823737","repostId":"2139487733","repostType":4,"repost":{"id":"2139487733","pubTimestamp":1622432435,"share":"https://ttm.financial/m/news/2139487733?lang=&edition=fundamental","pubTime":"2021-05-31 11:40","market":"us","language":"en","title":"Prediction: These Will Be the 10 Largest Stocks by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2139487733","media":"Motley Fool","summary":"Change is inevitable. The biggest stocks in the world by market cap will undoubtedly look a bit different in 14 years.","content":"<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.</p><p>For example, in 2004, <b>General Electric</b>, <b>ExxonMobil</b>, <b>Pfizer</b>, <b>Citigroup</b>, <b>Walmart</b>, <b>BP</b>, <b>AIG</b>, <b>Intel</b>, and <b>Bank of America</b> were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.</p><p>What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fhourglass-coins-cash-bills-money-invest-rich-retirement-compound-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">Image source: Getty Images.</p><h2>Amazon</h2><p>Unless e-commerce giant <b>Amazon.com</b> (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.</p><p>As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.<img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcloud-computing-data-server-storage-email-blockchain-saas-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Microsoft</h2><p>Despite a myriad of change since 1999, tech stock <b>Microsoft</b> (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.</p><p>Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.</p><p>Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Faapl-iphone-xr.PNG&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>Image source: Apple.</p><h2>Apple</h2><p>Speaking of cash cows, I believe <b>Apple</b> (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.</p><p>In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fstudents-surfing-the-internet-studying-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2><p>The social media space has proved especially fickle over the past 15 years, so there's certainly the risk <b>Facebook</b> (NASDAQ:FB) won't be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.</p><p>However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.</p><p>Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Flaptop-internet-search-smartphone-work-from-home-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Alphabet</h2><p>As with Facebook, ad-driven operating models come with risks. Thankfully, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.</p><p>In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.</p><p>Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fairbnb1.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Airbnb.</p><h2>Airbnb</h2><p>Perhaps the first big surprise is that I expect stay-and-hosting company <b>Airbnb</b> (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.</p><p>At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.</p><p>Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fsquare-card-terminal.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p>Image source: Square.</p><h2>Square</h2><p>Fintech stock <b>Square</b> (NYSE:SQ) also has a very real opportunity to surpass <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&nbsp;over the next 14 years and work its way into the top 10.</p><p>Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.</p><p>Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>As of May 25, payment processing giant <b>Visa</b> (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of <b>JPMorgan Chase</b>. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.</p><p>Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.</p><p>With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2F17191589198_aac39e29d5_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.</p><h2>Berkshire Hathaway</h2><p>In 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.</p><p>Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why <b>Coca-Cola</b>&nbsp;and <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>&nbsp;have been so valuable.</p><p>The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fretail-shopping-store-online-sale-smartphone-website-ecommerce-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Sea Limited</h2><p>A final surprise that could find its way into the top 10 is Singapore-based <b>Sea Limited</b> (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.</p><p>While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.</p><p>Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.</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>Prediction: These Will Be the 10 Largest Stocks by 2035</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\">\nPrediction: These Will Be the 10 Largest Stocks by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软","BRK.B":"伯克希尔B","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","V":"Visa","AAPL":"苹果","BRK.A":"伯克希尔","GOOG":"谷歌","SQ":"Block","09086":"华夏纳指-U","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139487733","content_text":"If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.For example, in 2004, General Electric, ExxonMobil, Pfizer, Citigroup, Walmart, BP, AIG, Intel, and Bank of America were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.Image source: Getty Images.AmazonUnless e-commerce giant Amazon.com (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.Image source: Getty Images.MicrosoftDespite a myriad of change since 1999, tech stock Microsoft (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.Image source: Apple.AppleSpeaking of cash cows, I believe Apple (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.Image source: Getty Images.FacebookThe social media space has proved especially fickle over the past 15 years, so there's certainly the risk Facebook (NASDAQ:FB) won't be one of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.Image source: Getty Images.AlphabetAs with Facebook, ad-driven operating models come with risks. Thankfully, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.Image source: Airbnb.AirbnbPerhaps the first big surprise is that I expect stay-and-hosting company Airbnb (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.Image source: Square.SquareFintech stock Square (NYSE:SQ) also has a very real opportunity to surpass PayPal over the next 14 years and work its way into the top 10.Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.Image source: Getty Images.VisaAs of May 25, payment processing giant Visa (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of JPMorgan Chase. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.Berkshire HathawayIn 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why Coca-Cola and American Express have been so valuable.The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.Image source: Getty Images.Sea LimitedA final surprise that could find its way into the top 10 is Singapore-based Sea Limited (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132624911,"gmtCreate":1622086677933,"gmtModify":1704179205299,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like &amp; comment pls!","listText":"Like &amp; comment pls!","text":"Like & comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/132624911","repostId":"1181132170","repostType":2,"repost":{"id":"1181132170","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622082916,"share":"https://ttm.financial/m/news/1181132170?lang=&edition=fundamental","pubTime":"2021-05-27 10:35","market":"us","language":"en","title":"What's Going On With BlackBerry Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181132170","media":"Benzinga","summary":"Shares of BlackBerry Limited BB 10.01%rose about 10% in the regular trading session on Wednesday and","content":"<p>Shares of&nbsp;<b>BlackBerry Limited</b>&nbsp;BB 10.01%rose about 10% in the regular trading session on Wednesday and jumped&nbsp;another 6.7% in the extended trading session.</p>\n<p><b>What Happened:</b>&nbsp;BlackBerry shares spiked as the latest meme stock rally expanded beyond<b>AMC Entertainment Holdings Inc.</b>AMC 19.09%and<b>GameStop Corp.</b>GME 15.7%on Wednesday.</p>\n<p>The Canada-based company’s shares hit a high of $28.77 in late January this year amid the short squeeze, but have tanked since then. The stock’s year-to-date gains stand at 29.6%.</p>\n<p>BlackBerry, once known for being the world's largest smartphone manufacturer, is now exclusively a software provider with a stated goal of end-to-end secure communication for enterprises.</p>\n<p><b>Why It Matters:</b>&nbsp;The “meme” stocks that were the focus of retail investors on Reddit earlier this year are riding another wave higher as the ‘Reddit army' continues to band together in an attempt to squeeze the stocks higher. BlackBerry has also been a favorite stock of the investors on Reddit's r/WallStreetBets forum.</p>\n<p>According to data from analytics firm Ortex, short sellers lost$618 millionfollowing the rally in meme stocks GameStop and AMC Entertainment on Tuesday. Short sellers are those betting for declines in the company’s shares.</p>\n<p><b>Price Action:</b>&nbsp;BlackBerry shares closed 9.9% higher in Wednesday’s regular trading session at $9.44 and further rose almost 6.7% in the after-hours session to $10.07.</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>What's Going On With BlackBerry Stock?</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\">\nWhat's Going On With BlackBerry Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-27 10:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>BlackBerry Limited</b>&nbsp;BB 10.01%rose about 10% in the regular trading session on Wednesday and jumped&nbsp;another 6.7% in the extended trading session.</p>\n<p><b>What Happened:</b>&nbsp;BlackBerry shares spiked as the latest meme stock rally expanded beyond<b>AMC Entertainment Holdings Inc.</b>AMC 19.09%and<b>GameStop Corp.</b>GME 15.7%on Wednesday.</p>\n<p>The Canada-based company’s shares hit a high of $28.77 in late January this year amid the short squeeze, but have tanked since then. The stock’s year-to-date gains stand at 29.6%.</p>\n<p>BlackBerry, once known for being the world's largest smartphone manufacturer, is now exclusively a software provider with a stated goal of end-to-end secure communication for enterprises.</p>\n<p><b>Why It Matters:</b>&nbsp;The “meme” stocks that were the focus of retail investors on Reddit earlier this year are riding another wave higher as the ‘Reddit army' continues to band together in an attempt to squeeze the stocks higher. BlackBerry has also been a favorite stock of the investors on Reddit's r/WallStreetBets forum.</p>\n<p>According to data from analytics firm Ortex, short sellers lost$618 millionfollowing the rally in meme stocks GameStop and AMC Entertainment on Tuesday. Short sellers are those betting for declines in the company’s shares.</p>\n<p><b>Price Action:</b>&nbsp;BlackBerry shares closed 9.9% higher in Wednesday’s regular trading session at $9.44 and further rose almost 6.7% in the after-hours session to $10.07.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181132170","content_text":"Shares of BlackBerry Limited BB 10.01%rose about 10% in the regular trading session on Wednesday and jumped another 6.7% in the extended trading session.\nWhat Happened: BlackBerry shares spiked as the latest meme stock rally expanded beyondAMC Entertainment Holdings Inc.AMC 19.09%andGameStop Corp.GME 15.7%on Wednesday.\nThe Canada-based company’s shares hit a high of $28.77 in late January this year amid the short squeeze, but have tanked since then. The stock’s year-to-date gains stand at 29.6%.\nBlackBerry, once known for being the world's largest smartphone manufacturer, is now exclusively a software provider with a stated goal of end-to-end secure communication for enterprises.\nWhy It Matters: The “meme” stocks that were the focus of retail investors on Reddit earlier this year are riding another wave higher as the ‘Reddit army' continues to band together in an attempt to squeeze the stocks higher. BlackBerry has also been a favorite stock of the investors on Reddit's r/WallStreetBets forum.\nAccording to data from analytics firm Ortex, short sellers lost$618 millionfollowing the rally in meme stocks GameStop and AMC Entertainment on Tuesday. Short sellers are those betting for declines in the company’s shares.\nPrice Action: BlackBerry shares closed 9.9% higher in Wednesday’s regular trading session at $9.44 and further rose almost 6.7% in the after-hours session to $10.07.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573788625955643","authorId":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3573788625955643","idStr":"3573788625955643"},"content":"Like and comment pls","text":"Like and comment pls","html":"Like and comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152580684,"gmtCreate":1625311872448,"gmtModify":1703740316374,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment thanks!","listText":"Like and comment thanks!","text":"Like and comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152580684","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","pubTimestamp":1625277627,"share":"https://ttm.financial/m/news/1146176335?lang=&edition=fundamental","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">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","BABA":"阿里巴巴"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187084289,"gmtCreate":1623730697641,"gmtModify":1704209816954,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/187084289","repostId":"2143733619","repostType":2,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182563212,"gmtCreate":1623589689836,"gmtModify":1704206681457,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182563212","repostId":"1148565686","repostType":4,"repost":{"id":"1148565686","pubTimestamp":1623514343,"share":"https://ttm.financial/m/news/1148565686?lang=&edition=fundamental","pubTime":"2021-06-13 00:12","market":"us","language":"en","title":"This Is The Ultimate Warren Buffett Stock, But Should You Buy It?","url":"https://stock-news.laohu8.com/highlight/detail?id=1148565686","media":"investors","summary":"Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,Berkshire Hathaway. Berkshire stock has cleared a buy zone, but is it a good buy for you now?Let's take a close look at the fundamental and technical performance of the ultimate Warren Buffett stock.Berkshire Hathaway is a conglomerate that owns some of America's most famous firms. It wholly owns the likes of Geico, Duracell, Dairy Queen, Fruit of the Loom and ","content":"<p>Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,<b>Berkshire Hathaway</b>(BRKB). Berkshire stock has cleared a buy zone, but is it a good buy for you now? Let's take a close look at the fundamental and technical performance of the ultimate Warren Buffett stock.</p>\n<p>Berkshire Hathaway is a conglomerate that owns some of America's most famous firms. It wholly owns the likes of Geico, Duracell, Dairy Queen, Fruit of the Loom and railroad operator BNSF.</p>\n<p>Berkshire Hathaway is perhaps more famous for serving as an investment vehicle for Warren Buffett and his top lieutenant, Charlie Munger. Following their value investing philosophy,the company owns huge stakesin&nbsp;<b>American Express</b>(AXP),&nbsp;<b>Coca-Cola</b>(KO) and other heavy hitters.</p>\n<p>But the definition of a Warren Buffett stock has evolved in recent years.&nbsp;Warren Buffett became a big investor in airlines such as<b>Delta Air Lines</b>(DAL). But he was left to rue his decision to go against his own long-held views about that industry's lack of profitability. The move blew up in his face as airline stocks were decimated due to the global coronavirus pandemic.</p>\n<p>Under investment managers Todd Combs and Ted Weschler, Berkshire Hathaway has been increasingly sinking money into tech. It's taken large positions in established giants like<b>Apple</b>(AAPL), as well as younger companies like Brazilian payments company<b>StoneCo</b>(STNE) and new software IPO<b>Snowflake</b>(SNOW). Berkshire also snapped up a stake in<b>Amazon.com</b>(AMZN).</p>\n<p><b>Warren Buffett Anoints Successor</b></p>\n<p>One of the biggest questions around the future of Berkshire Hathaway in recent years was who would take over the mantle of CEO from Buffett.</p>\n<p>The Oracle of Omahahas finally gave the answer. He said Greg Abel, who runs the noninsurance businesses, will take over in his stead.</p>\n<p>\"The directors are in agreement that if something were to happen to me tonight, it would be Greg who'd take over tomorrow morning,\" the legendary investor told CNBC.</p>\n<p>Berkshire's Vice Chairman Charlie Munger dropped a massive hint during the&nbsp;company's annual meeting in Los Angeles, mentioning that \"Greg will keep the culture.\"</p>\n<p>Abel, 58, has been a Berkshire vice chairman since 2018, and had long been viewed by analysts as a possible successor. The Canadian is chairman and CEO of Berkshire Hathaway Energy. He has also been vice chairman of Berkshire's noninsurance operations since January 2018.</p>\n<p><b>Buffett Snaps Up Berkshire Stock</b></p>\n<p>Berkshire Hathaway revealed in its Q1 earnings report that it had snapped up $6.6 billion more of its shares. It comesafter a record $27.4 billion in repurchaseslast year. This was down from the $9 billion in stock it had purchased in each of the previous two quarters however.</p>\n<p>After historically shying away from repurchases, Berkshire Hathaway stock has become one of Buffett's top purchases.&nbsp;Berkshire's aggressive share repurchases contrasts with the M&amp;A deals spun by the investor during and after the 2008 financial crash.</p>\n<p>While he has historically been reluctant to splurge on stock repurchases, he explained his change of heart in his latest annual letter to shareholders.</p>\n<p>\"The math of repurchases grinds away slowly, but can be powerful over time,\" he wrote. \"The process offers a simple way for investors to own an ever-expanding portion of exceptional businesses.\"</p>\n<p>Berkshire loosened rules for Buffett to buy back shares in 2018. With Berkshire steadfastly cautious on M&amp;A in recent years, investors have been clamoring for more repurchases.</p>\n<p><b>Berkshire Hathaway Tweaks Portfolio</b></p>\n<p>Warren Buffett took a huge stake in<b>Verizon</b>(VZ) stock while dumping JPMorgan (JPM) stock entirely, according to thefirm's latest regulatory filing.</p>\n<p>Its new Verizon stake is massive, with Berkshire paying $8.62 billion for 147 million shares. It now accounts for 3% of the portfolio, making it the No. 6 stock by number of shares held.</p>\n<p>Buffett also opened new stakes in<b>Chevron</b>(CVX),<b>Marsh &amp; McLennan</b>(MMC) and<b>EW Scripps</b>(SSP) in Q4.</p>\n<p>Berkshire dumped entirely<b>Pfizer</b>(PFE),<b>JPMorgan Chase</b>(JPM),<b>Barrick Gold</b>(GOLD),<b>M&amp;T Bank</b>(MTB) and<b>PNC Financial</b>(PNC).</p>\n<p>The conglomerate grew stakes by 117% in<b>T-Mobile</b>(TMUS), 34% in<b>Kroger</b>(KR), 28% in<b>Merck</b>(MRK), 20% in<b>AbbVie</b>(ABBV), 11% in<b>Bristol-Myers Squibb</b>(BMY), and 1% in<b>RH</b>(RH).</p>\n<p>Buffett cut Berkshire's stake in Apple stock by 6%. It remains the No. 1 stock in his portfolio by market value and No. 2 stock by number of shares held, at 10.6% of the portfolio. He kept an Amazon stake steady.</p>\n<p>During its most recent earnings report, the firm revealed it had sold $6.45 billion in stock in Q1 and bought $2.57 billion in stock.</p>\n<p><b>Warren Buffett Funds Media Deal</b></p>\n<p>Berkshire Hathaway is a key backer in a deal disclosed Sept. 24 that will see TV station owner<b>E.W. Scripps</b>(SSP) purchase privately held cable network ION Media for $2.65 billion. The latter firm's flagship, ION Television, is a top 5-ranked U.S. general entertainment network.</p>\n<p>Warren Buffett's firm is snapping up $600 million of Scripps preferred shares to help fund the deal. Scripps stock surged on on the news.</p>\n<p>Berkshire will also receive a warrant that allows it to snap up up to 23.1 million more shares at a price of $13. This adds up to an additional investment of $300 million. Scripps' common shares currently trade at more than 21 each.</p>\n<p><b>Berkshire Hathaway Coronavirus Exposure</b></p>\n<p>As well as its status as an investment vehicle, Berkshire Hathaway is a conglomerate in its own right. It has interests in segments such as railroads, utilities and energy.</p>\n<p>Those sectors, along with other \"real economy\" companies that are Warren Buffett staples, have been hard hit by the coronavirus shutdowns and massive economic contraction. However they should benefit as the economy opens up again.</p>\n<p>Berkshire owns Geico, the No. 2 U.S. auto insurer after State Farm. Currently, states such as California are ordering insurers to give partial credits or refunds of premiums in lines such as private passenger automobile insurance.</p>\n<p>Berkshire also owns BNSF Railway Company, the largest freight railroad network in North America. Rail operators such as<b>Union Pacific</b>(UNP) and<b>CSX</b>(CSX) have seen business suffer during the pandemic. But rail operators and other transportation companies are seeing business pick up again.</p>\n<p>Other wholly owned businesses such as Dairy Queen and multilevel marketing company Pampered Chef also struggled during coronavirus restrictions, though those are easing.</p>\n<p><b>Warren Buffett's Big Gas Bill</b></p>\n<p>Warren Buffett has been criticized for the size of his cash pile. But last July he madehis biggest acquisition in yearswith a $10 billion deal for<b>Dominion Energy</b>'s (D) assets.</p>\n<p>Berkshire seized the chance to secure Dominion's gas pipeline network after the utility giant and<b>Duke Energy</b>(DUK) unexpectedly aborted plans to build the Atlantic Coast Pipeline.</p>\n<p>Berkshire Hathaway Energy will buy about 7,700 miles of natural gas transmission pipelines and 900 billion cubic feet of gas storage. The all-cash deal includes $4 billion of equity and $5.7 billion of debt. It's set to close in the fourth quarter.</p>\n<p>\"We are very proud to be adding such a great portfolio of natural gas assets to our already strong energy business,\" Buffett said in a statement.</p>\n<p>Energy has been doing well so far in 2021. For example, the Vanguard Energy ETF (VDE) is up almost 40% since the start of the year.</p>\n<p><b>Berkshire Hathaway Stock Technical Analysis</b></p>\n<p>Berkshire Hathaway stock is in a profit-taking zone after breaking out of aflat base, according toMarketSmith analysis. Theideal buy pointwas 235.09. Shares offered a follow-on buy point around 246 in late March after a test of the 10-week line, but are extended from here as well.</p>\n<p>It could go on to form a new base with an entry point of 295.18, it can continue to consolidate below this level.</p>\n<p>BRKB stock is well clear after pulling away from its50-day moving average, though the key technical benchmark is beginning to catch up. This is a positive sign for holders of the stock.</p>\n<p>Therelative strength lineof Berkshire Hathaway stock has been slippi8ng somewhat of late after a spell of progress that kicked off in mid-March. BRKB stock is outperforming in 2021. So far this year, it is up around 23%, which beats the broader S&amp;P 500's return of almost 13%.</p>\n<p>ItsIBD Composite Ratingnow sits at 69 out of 99. This is not ideal, but puts it in the top 31% of stocks tracked overall.</p>\n<p>Earnings are&nbsp; improving, with EPS accelerating for the past two quarters. However earnings have only grown by an average of 5% over the past three quarters, with coronavirus pandemic lockdowns having an impact.&nbsp;The CAN SLIM systemrecommends investors look for companies with average EPS growth of at least 25% over this time period.</p>\n<p>Wall Street is becoming more optimistic for Berkshire Hathaway earnings growth going forward. Analysts are projecting annual earnings will rise 24% 2021, before moderating to 7% growth in 2022.</p>\n<p><b>Warren Buffett Recommendation</b></p>\n<p>Berkshire stock had been lagging the S&amp;P 500 index since the end of 2018. Before that, BRKB stock at best moved with the market for a decade. An investor could have bought an index fund or ETF like the SPDR S&amp;P 500 ETF (SPY), and generated similar or higher returns with less stock-specific risk.</p>\n<p>\"In my view, for most people, the best thing to do is owning the S&amp;P 500 index fund, Buffett himself previously said at a Berkshire annual meeting. \"If you bet on America and sustain that position for decades, you'd do far better than buying Treasury securities, or far better than following people. Perhaps with a bias, I don't believe anyone knows what the market is going to do tomorrow, next week, next month, next year.\"</p>\n<p>Nevertheless, BRKB stock has been outperforming the S&amp;P 500 so far this year. It could now finally be set for a decent period of outperformance.</p>\n<p><b>Berkshire Hathaway Earnings Improve</b></p>\n<p>Berkshire Hathaway earnings per share popped 27% in Q1, rising to $3.05. This was well clear of analyst views for EPS of $2.57. Its operating profit, which excludes some investment results, came in at $7 billion.</p>\n<p>The conglomerate's total revenue came in at $64.6 billion last quarter, which was also more than analysts expected.</p>\n<p>The firm's wheeling and dealing on the stock market also saw the firm turn in good gains, increasing approximately $4.69 billion last quarter. However the firm stresses that gains and losses in any particular quarter are \"usually meaningless.\" This fits in with Buffett's longer-term investment philosophy.</p>\n<p><b>Buffett's Cash Mountain Still Mighty</b></p>\n<p>Berkshire's cash pile grew to $145.4 billion in Q1 from $138.3 billion in Q4. It is creeping back up to record level it reached in the third quarter of last year. This has raised expectations that Buffett would make a big acquisition, but he has preferred to sit on the sidelines amid spiraling stock prices.</p>\n<p>Having such a large supply of cash protects the Warren Buffett stock during tough times. It also mean Berkshire Hathaway is able to deploy capital when desirable businesses become available for purchase.</p>\n<p>The more aggressive buying of Berkshire's own shares of late contrasts with Buffett's deals during and after the Great Recession. This indicates he believes that the latest economic downturn and recovery, so far, offer none of the bargains he has historically pounced on.</p>\n<p><b>Analyst Backs Berkshire Stock</b></p>\n<p>CFRA analyst Catherine Seifert is rating BRKB stock as a hold with a 295 price target. She pointed out the mixed nature of the firm's recent earnings report.</p>\n<p>\"Results reflected a doubling of underwriting profits and 12% higher rail/energy/utility profits, despite 13% lower in investment income,\" she said in a May 3 research note. \"We applaud the 33% rise in energy revenues amid contributions from an acquisition, but rail revenues declined fractionally and insurance premium growth of 4.3% lagged peers.</p>\n<p>Nevertheless, she said the shares are currently \"fairly valued versus historical levels.\" The analyst also believes there could be changes afoot once he firm's legendary CEO steps down.</p>\n<p>\"We are disappointed climate change and diversity initiatives failed to be approved at the annual meeting, and think this increases the likelihood of activism in a post-Buffet era,\" she said.</p>\n<p><b>Difference Between BRKA Stock And BRKB Stock</b></p>\n<p>The most obvious difference between Berkshire Hathaway's A class and B class shares is the price. While — at over 200 a share — BRKB stock may be considered relatively expensive, BRKA stock is the most expensive on the market, currently trading near $430,000 a share.</p>\n<p>Warren Buffett decided to introduce the BRKB shares to allow investors to purchase stock directly. Big demand for Berkshire Hathaway stock forced less-moneyed players to plow cash into unit trusts or mutual funds that mirrored his company's holdings.</p>\n<p><b>Berkshire Hathaway Today</b></p>\n<p>Berkshire Hathaway operates in four main sectors.</p>\n<p>Its insurance group is one of its biggest cash cows. One of the most famous jewels in the crown is Geico. Other parts of this business include multinational property/casualty and life/health reinsurance company General Re and Berkshire Hathaway Reinsurance Group. The latter underwrites excess-of-loss reinsurance and quota-share coverage globally.</p>\n<p>Insurance operations are a big reason why Berkshire Hathaway earnings can be lumpy.</p>\n<p>Its Regulated Utility Business group includes Berkshire Hathaway Energy, formerly known as MidAmerican Energy. It also includes railway services arm BNSF, North America's largest freight railroad network.</p>\n<p>Meanwhile, the Manufacturing, Service &amp; Retailing group includes Acme Building Brands, Fruit of the Loom and Justin Brands. The likes of Buffalo News, Business Wire, Dairy Queen and NetJets fall under the service subsector. Retailers include See's Candies, Ben Bridge Jeweler, Helzberg Diamond Shops and Star Furniture.</p>\n<p>Finally, the Finance &amp; Financial Products segment includes: Hathaway Credit Corporation, transportation equipment and furniture leasing specialists XTRA and CORT, and BH Finance whose main interest is in proprietary investing strategies.</p>\n<p><b>Is Berkshire Hathaway Stock A Buy Now?</b></p>\n<p>While Berkshire Hathaway stock has been lagging the S&amp;P 500 index since late 2018, it has been handily outperforming in 2021. However, Berkshire stock is now well clear of its most recent buy zone. Investors keen on the stock could add it to their watchlist, and wait for a new buying opportunity to emerge.</p>\n<p>While its Composite Rating is still not up to scratch, it has improved on this front as well. This makes it an option worth watching for investors seeking to add to their portfolio a well established stock with a diversified portfolio of businesses.</p>\n<p>However, it is worth remember that, after a late-2018 burst, Berkshire Hathaway earnings growth has been modest and uneven. While Wall Street sees solid EPS growth ahead for Berkshire in 2021 and 2022, it still remains shy of the rates sought by CAN SLIM investors.</p>\n<p>Bottom line: Berkshire Hathaway stock is not a buy at the moment. Those interested in buying the ultimate Warren Buffett stock should add it to their watchlist, and wait to see if it forms a new base.</p>","source":"lsy1610449120050","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>This Is The Ultimate Warren Buffett Stock, But Should You Buy It?</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\">\nThis Is The Ultimate Warren Buffett Stock, But Should You Buy It?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 00:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/research/berkshire-hathaway-stock-buy-now-warren-buffett-stock/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,Berkshire Hathaway(BRKB). Berkshire stock has cleared a buy ...</p>\n\n<a href=\"https://www.investors.com/research/berkshire-hathaway-stock-buy-now-warren-buffett-stock/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.investors.com/research/berkshire-hathaway-stock-buy-now-warren-buffett-stock/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148565686","content_text":"Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,Berkshire Hathaway(BRKB). Berkshire stock has cleared a buy zone, but is it a good buy for you now? Let's take a close look at the fundamental and technical performance of the ultimate Warren Buffett stock.\nBerkshire Hathaway is a conglomerate that owns some of America's most famous firms. It wholly owns the likes of Geico, Duracell, Dairy Queen, Fruit of the Loom and railroad operator BNSF.\nBerkshire Hathaway is perhaps more famous for serving as an investment vehicle for Warren Buffett and his top lieutenant, Charlie Munger. Following their value investing philosophy,the company owns huge stakesin American Express(AXP), Coca-Cola(KO) and other heavy hitters.\nBut the definition of a Warren Buffett stock has evolved in recent years. Warren Buffett became a big investor in airlines such asDelta Air Lines(DAL). But he was left to rue his decision to go against his own long-held views about that industry's lack of profitability. The move blew up in his face as airline stocks were decimated due to the global coronavirus pandemic.\nUnder investment managers Todd Combs and Ted Weschler, Berkshire Hathaway has been increasingly sinking money into tech. It's taken large positions in established giants likeApple(AAPL), as well as younger companies like Brazilian payments companyStoneCo(STNE) and new software IPOSnowflake(SNOW). Berkshire also snapped up a stake inAmazon.com(AMZN).\nWarren Buffett Anoints Successor\nOne of the biggest questions around the future of Berkshire Hathaway in recent years was who would take over the mantle of CEO from Buffett.\nThe Oracle of Omahahas finally gave the answer. He said Greg Abel, who runs the noninsurance businesses, will take over in his stead.\n\"The directors are in agreement that if something were to happen to me tonight, it would be Greg who'd take over tomorrow morning,\" the legendary investor told CNBC.\nBerkshire's Vice Chairman Charlie Munger dropped a massive hint during the company's annual meeting in Los Angeles, mentioning that \"Greg will keep the culture.\"\nAbel, 58, has been a Berkshire vice chairman since 2018, and had long been viewed by analysts as a possible successor. The Canadian is chairman and CEO of Berkshire Hathaway Energy. He has also been vice chairman of Berkshire's noninsurance operations since January 2018.\nBuffett Snaps Up Berkshire Stock\nBerkshire Hathaway revealed in its Q1 earnings report that it had snapped up $6.6 billion more of its shares. It comesafter a record $27.4 billion in repurchaseslast year. This was down from the $9 billion in stock it had purchased in each of the previous two quarters however.\nAfter historically shying away from repurchases, Berkshire Hathaway stock has become one of Buffett's top purchases. Berkshire's aggressive share repurchases contrasts with the M&A deals spun by the investor during and after the 2008 financial crash.\nWhile he has historically been reluctant to splurge on stock repurchases, he explained his change of heart in his latest annual letter to shareholders.\n\"The math of repurchases grinds away slowly, but can be powerful over time,\" he wrote. \"The process offers a simple way for investors to own an ever-expanding portion of exceptional businesses.\"\nBerkshire loosened rules for Buffett to buy back shares in 2018. With Berkshire steadfastly cautious on M&A in recent years, investors have been clamoring for more repurchases.\nBerkshire Hathaway Tweaks Portfolio\nWarren Buffett took a huge stake inVerizon(VZ) stock while dumping JPMorgan (JPM) stock entirely, according to thefirm's latest regulatory filing.\nIts new Verizon stake is massive, with Berkshire paying $8.62 billion for 147 million shares. It now accounts for 3% of the portfolio, making it the No. 6 stock by number of shares held.\nBuffett also opened new stakes inChevron(CVX),Marsh & McLennan(MMC) andEW Scripps(SSP) in Q4.\nBerkshire dumped entirelyPfizer(PFE),JPMorgan Chase(JPM),Barrick Gold(GOLD),M&T Bank(MTB) andPNC Financial(PNC).\nThe conglomerate grew stakes by 117% inT-Mobile(TMUS), 34% inKroger(KR), 28% inMerck(MRK), 20% inAbbVie(ABBV), 11% inBristol-Myers Squibb(BMY), and 1% inRH(RH).\nBuffett cut Berkshire's stake in Apple stock by 6%. It remains the No. 1 stock in his portfolio by market value and No. 2 stock by number of shares held, at 10.6% of the portfolio. He kept an Amazon stake steady.\nDuring its most recent earnings report, the firm revealed it had sold $6.45 billion in stock in Q1 and bought $2.57 billion in stock.\nWarren Buffett Funds Media Deal\nBerkshire Hathaway is a key backer in a deal disclosed Sept. 24 that will see TV station ownerE.W. Scripps(SSP) purchase privately held cable network ION Media for $2.65 billion. The latter firm's flagship, ION Television, is a top 5-ranked U.S. general entertainment network.\nWarren Buffett's firm is snapping up $600 million of Scripps preferred shares to help fund the deal. Scripps stock surged on on the news.\nBerkshire will also receive a warrant that allows it to snap up up to 23.1 million more shares at a price of $13. This adds up to an additional investment of $300 million. Scripps' common shares currently trade at more than 21 each.\nBerkshire Hathaway Coronavirus Exposure\nAs well as its status as an investment vehicle, Berkshire Hathaway is a conglomerate in its own right. It has interests in segments such as railroads, utilities and energy.\nThose sectors, along with other \"real economy\" companies that are Warren Buffett staples, have been hard hit by the coronavirus shutdowns and massive economic contraction. However they should benefit as the economy opens up again.\nBerkshire owns Geico, the No. 2 U.S. auto insurer after State Farm. Currently, states such as California are ordering insurers to give partial credits or refunds of premiums in lines such as private passenger automobile insurance.\nBerkshire also owns BNSF Railway Company, the largest freight railroad network in North America. Rail operators such asUnion Pacific(UNP) andCSX(CSX) have seen business suffer during the pandemic. But rail operators and other transportation companies are seeing business pick up again.\nOther wholly owned businesses such as Dairy Queen and multilevel marketing company Pampered Chef also struggled during coronavirus restrictions, though those are easing.\nWarren Buffett's Big Gas Bill\nWarren Buffett has been criticized for the size of his cash pile. But last July he madehis biggest acquisition in yearswith a $10 billion deal forDominion Energy's (D) assets.\nBerkshire seized the chance to secure Dominion's gas pipeline network after the utility giant andDuke Energy(DUK) unexpectedly aborted plans to build the Atlantic Coast Pipeline.\nBerkshire Hathaway Energy will buy about 7,700 miles of natural gas transmission pipelines and 900 billion cubic feet of gas storage. The all-cash deal includes $4 billion of equity and $5.7 billion of debt. It's set to close in the fourth quarter.\n\"We are very proud to be adding such a great portfolio of natural gas assets to our already strong energy business,\" Buffett said in a statement.\nEnergy has been doing well so far in 2021. For example, the Vanguard Energy ETF (VDE) is up almost 40% since the start of the year.\nBerkshire Hathaway Stock Technical Analysis\nBerkshire Hathaway stock is in a profit-taking zone after breaking out of aflat base, according toMarketSmith analysis. Theideal buy pointwas 235.09. Shares offered a follow-on buy point around 246 in late March after a test of the 10-week line, but are extended from here as well.\nIt could go on to form a new base with an entry point of 295.18, it can continue to consolidate below this level.\nBRKB stock is well clear after pulling away from its50-day moving average, though the key technical benchmark is beginning to catch up. This is a positive sign for holders of the stock.\nTherelative strength lineof Berkshire Hathaway stock has been slippi8ng somewhat of late after a spell of progress that kicked off in mid-March. BRKB stock is outperforming in 2021. So far this year, it is up around 23%, which beats the broader S&P 500's return of almost 13%.\nItsIBD Composite Ratingnow sits at 69 out of 99. This is not ideal, but puts it in the top 31% of stocks tracked overall.\nEarnings are  improving, with EPS accelerating for the past two quarters. However earnings have only grown by an average of 5% over the past three quarters, with coronavirus pandemic lockdowns having an impact. The CAN SLIM systemrecommends investors look for companies with average EPS growth of at least 25% over this time period.\nWall Street is becoming more optimistic for Berkshire Hathaway earnings growth going forward. Analysts are projecting annual earnings will rise 24% 2021, before moderating to 7% growth in 2022.\nWarren Buffett Recommendation\nBerkshire stock had been lagging the S&P 500 index since the end of 2018. Before that, BRKB stock at best moved with the market for a decade. An investor could have bought an index fund or ETF like the SPDR S&P 500 ETF (SPY), and generated similar or higher returns with less stock-specific risk.\n\"In my view, for most people, the best thing to do is owning the S&P 500 index fund, Buffett himself previously said at a Berkshire annual meeting. \"If you bet on America and sustain that position for decades, you'd do far better than buying Treasury securities, or far better than following people. Perhaps with a bias, I don't believe anyone knows what the market is going to do tomorrow, next week, next month, next year.\"\nNevertheless, BRKB stock has been outperforming the S&P 500 so far this year. It could now finally be set for a decent period of outperformance.\nBerkshire Hathaway Earnings Improve\nBerkshire Hathaway earnings per share popped 27% in Q1, rising to $3.05. This was well clear of analyst views for EPS of $2.57. Its operating profit, which excludes some investment results, came in at $7 billion.\nThe conglomerate's total revenue came in at $64.6 billion last quarter, which was also more than analysts expected.\nThe firm's wheeling and dealing on the stock market also saw the firm turn in good gains, increasing approximately $4.69 billion last quarter. However the firm stresses that gains and losses in any particular quarter are \"usually meaningless.\" This fits in with Buffett's longer-term investment philosophy.\nBuffett's Cash Mountain Still Mighty\nBerkshire's cash pile grew to $145.4 billion in Q1 from $138.3 billion in Q4. It is creeping back up to record level it reached in the third quarter of last year. This has raised expectations that Buffett would make a big acquisition, but he has preferred to sit on the sidelines amid spiraling stock prices.\nHaving such a large supply of cash protects the Warren Buffett stock during tough times. It also mean Berkshire Hathaway is able to deploy capital when desirable businesses become available for purchase.\nThe more aggressive buying of Berkshire's own shares of late contrasts with Buffett's deals during and after the Great Recession. This indicates he believes that the latest economic downturn and recovery, so far, offer none of the bargains he has historically pounced on.\nAnalyst Backs Berkshire Stock\nCFRA analyst Catherine Seifert is rating BRKB stock as a hold with a 295 price target. She pointed out the mixed nature of the firm's recent earnings report.\n\"Results reflected a doubling of underwriting profits and 12% higher rail/energy/utility profits, despite 13% lower in investment income,\" she said in a May 3 research note. \"We applaud the 33% rise in energy revenues amid contributions from an acquisition, but rail revenues declined fractionally and insurance premium growth of 4.3% lagged peers.\nNevertheless, she said the shares are currently \"fairly valued versus historical levels.\" The analyst also believes there could be changes afoot once he firm's legendary CEO steps down.\n\"We are disappointed climate change and diversity initiatives failed to be approved at the annual meeting, and think this increases the likelihood of activism in a post-Buffet era,\" she said.\nDifference Between BRKA Stock And BRKB Stock\nThe most obvious difference between Berkshire Hathaway's A class and B class shares is the price. While — at over 200 a share — BRKB stock may be considered relatively expensive, BRKA stock is the most expensive on the market, currently trading near $430,000 a share.\nWarren Buffett decided to introduce the BRKB shares to allow investors to purchase stock directly. Big demand for Berkshire Hathaway stock forced less-moneyed players to plow cash into unit trusts or mutual funds that mirrored his company's holdings.\nBerkshire Hathaway Today\nBerkshire Hathaway operates in four main sectors.\nIts insurance group is one of its biggest cash cows. One of the most famous jewels in the crown is Geico. Other parts of this business include multinational property/casualty and life/health reinsurance company General Re and Berkshire Hathaway Reinsurance Group. The latter underwrites excess-of-loss reinsurance and quota-share coverage globally.\nInsurance operations are a big reason why Berkshire Hathaway earnings can be lumpy.\nIts Regulated Utility Business group includes Berkshire Hathaway Energy, formerly known as MidAmerican Energy. It also includes railway services arm BNSF, North America's largest freight railroad network.\nMeanwhile, the Manufacturing, Service & Retailing group includes Acme Building Brands, Fruit of the Loom and Justin Brands. The likes of Buffalo News, Business Wire, Dairy Queen and NetJets fall under the service subsector. Retailers include See's Candies, Ben Bridge Jeweler, Helzberg Diamond Shops and Star Furniture.\nFinally, the Finance & Financial Products segment includes: Hathaway Credit Corporation, transportation equipment and furniture leasing specialists XTRA and CORT, and BH Finance whose main interest is in proprietary investing strategies.\nIs Berkshire Hathaway Stock A Buy Now?\nWhile Berkshire Hathaway stock has been lagging the S&P 500 index since late 2018, it has been handily outperforming in 2021. However, Berkshire stock is now well clear of its most recent buy zone. Investors keen on the stock could add it to their watchlist, and wait for a new buying opportunity to emerge.\nWhile its Composite Rating is still not up to scratch, it has improved on this front as well. This makes it an option worth watching for investors seeking to add to their portfolio a well established stock with a diversified portfolio of businesses.\nHowever, it is worth remember that, after a late-2018 burst, Berkshire Hathaway earnings growth has been modest and uneven. While Wall Street sees solid EPS growth ahead for Berkshire in 2021 and 2022, it still remains shy of the rates sought by CAN SLIM investors.\nBottom line: Berkshire Hathaway stock is not a buy at the moment. Those interested in buying the ultimate Warren Buffett stock should add it to their watchlist, and wait to see if it forms a new base.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117382291,"gmtCreate":1623117290513,"gmtModify":1704196413066,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Undervalued?","listText":"Undervalued?","text":"Undervalued?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/117382291","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","pubTimestamp":1623078982,"share":"https://ttm.financial/m/news/1133174841?lang=&edition=fundamental","pubTime":"2021-06-07 23:16","market":"us","language":"en","title":"Palantir Is Sandbagging Growth Projections","url":"https://stock-news.laohu8.com/highlight/detail?id=1133174841","media":"seekingalpha","summary":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth project","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I look at Palantir's price action this year.</li>\n <li>Second, I examine PLTR's growth projections.</li>\n <li>Third, I provide an overview of price-to-sales in PLTR's peer group.</li>\n <li>Lastly, I give my thoughts on price projections out through 2025.</li>\n</ul>\n<p>First, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.</p>\n<p><b>Rollercoaster</b></p>\n<p>Here's what's happened thus far in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/8db04b39e358c9cdec5bc2d02251bd13\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">The summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.</p>\n<p>Now, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.</p>\n<p><img src=\"https://static.tigerbbs.com/5563cce1afd961f1fe70a3ad7af88891\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Here I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?</p>\n<p><img src=\"https://static.tigerbbs.com/804f2c567c89bab14a62ee5b333631bb\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">This is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -<i>like me</i>- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.</p>\n<p>In any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.</p>\n<p>Here's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.</p>\n<p>Nevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.</p>\n<p>There Is a Disturbance in the Force</p>\n<p>I'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:</p>\n<p><img src=\"https://static.tigerbbs.com/56383c3eaaea1d58abb1307e4fde30c6\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\">Source:PLTR Q4 Business Update Presentation</p>\n<p>See the numbers there?<i>Revenue of $4 billion or more in 2025</i>.</p>\n<p>We also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.</p>\n<p>Those numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.</p>\n<p>First, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,040 million (30% growth)</li>\n <li>2023 = $1,350 million (30% growth)</li>\n <li>2024 = $1,760 million (30% growth)</li>\n <li>2025 = $2,300 million (30% growth)</li>\n</ul>\n<p>In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,120 million (40% growth)</li>\n <li>2023 = $1,570 million (40% growth)</li>\n <li>2024 = $2,195 million (40% growth)</li>\n <li>2025 = $3,070 million (40% growth)</li>\n</ul>\n<p>Once again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.</p>\n<p>What happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,200 million (49% growth)</li>\n <li>2023 = $1,776 million (49% growth)</li>\n <li>2024 = $2,246 million (49% growth)</li>\n <li>2025 = $3,943 million (49% growth)</li>\n</ul>\n<p>Hopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.</p>\n<p>Again, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,<i>PLTR is going to have to grow by 50% every year</i>, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.</p>\n<p>I don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.</p>\n<p>Peers and Price</p>\n<p>Here we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.</p>\n<p>What I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.</p>\n<p>Additionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonable<i>comparisons</i>for the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:</p>\n<ul>\n <li>Snowflake (SNOW)</li>\n <li>Alteryx (AYX)</li>\n <li>Datadog (DDOG)</li>\n <li>Salesforce (CRM)</li>\n <li>Splunk (SPLK)</li>\n</ul>\n<p>It's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer that<i>none of them would be a true direct peer</i>. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.</p>\n<p>Now, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.</p>\n<p><img src=\"https://static.tigerbbs.com/c77f9e680346dc75cdad7e6073ba1c40\" tg-width=\"635\" tg-height=\"487\">Being really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.</p>\n<p>I believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.</p>\n<p>In a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.</p>\n<p>Here's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.</p>\n<p><img src=\"https://static.tigerbbs.com/20e55c201426815f58f411103f705b88\" tg-width=\"635\" tg-height=\"453\">This makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $31 (30% growth)</li>\n <li>2023 = $41 (30% growth)</li>\n <li>2024 = $52 (30% growth)</li>\n <li>2025 = $69 (30% growth)</li>\n</ul>\n<p>Now, let's juice the growth to 40%.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $34 (40% growth)</li>\n <li>2023 = $47 (40% growth)</li>\n <li>2024 = $66 (40% growth)</li>\n <li>2025 = $92 (40% growth)</li>\n</ul>\n<p>I still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $36 (50% growth)</li>\n <li>2023 = $54 (50% growth)</li>\n <li>2024 = $81 (50% growth)</li>\n <li>2025 = $122 (50% growth)</li>\n</ul>\n<p><b>Perspective Is Everything</b></p>\n<p>Clearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.</p>\n<p>In the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.</p>\n<p>And finally, what I'm seeing indicates that<i>PLTR is sandbagging on growth</i>, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.</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>Palantir Is Sandbagging Growth Projections</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is Sandbagging Growth Projections\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133174841","content_text":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my thoughts on price projections out through 2025.\n\nFirst, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.\nRollercoaster\nHere's what's happened thus far in 2021.\nThe summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.\nNow, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.\nHere I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?\nThis is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -like me- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.\nIn any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.\nHere's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.\nNevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.\nThere Is a Disturbance in the Force\nI'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:\nSource:PLTR Q4 Business Update Presentation\nSee the numbers there?Revenue of $4 billion or more in 2025.\nWe also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.\nThose numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.\nFirst, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.\n\n2021 = $800 million\n2022 = $1,040 million (30% growth)\n2023 = $1,350 million (30% growth)\n2024 = $1,760 million (30% growth)\n2025 = $2,300 million (30% growth)\n\nIn other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.\n\n2021 = $800 million\n2022 = $1,120 million (40% growth)\n2023 = $1,570 million (40% growth)\n2024 = $2,195 million (40% growth)\n2025 = $3,070 million (40% growth)\n\nOnce again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.\nWhat happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.\n\n2021 = $800 million\n2022 = $1,200 million (49% growth)\n2023 = $1,776 million (49% growth)\n2024 = $2,246 million (49% growth)\n2025 = $3,943 million (49% growth)\n\nHopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.\nAgain, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,PLTR is going to have to grow by 50% every year, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.\nI don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.\nPeers and Price\nHere we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.\nWhat I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.\nAdditionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonablecomparisonsfor the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:\n\nSnowflake (SNOW)\nAlteryx (AYX)\nDatadog (DDOG)\nSalesforce (CRM)\nSplunk (SPLK)\n\nIt's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer thatnone of them would be a true direct peer. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.\nNow, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.\nBeing really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.\nI believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.\nIn a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.\nHere's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.\nThis makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.\n\nToday = $24\n2022 = $31 (30% growth)\n2023 = $41 (30% growth)\n2024 = $52 (30% growth)\n2025 = $69 (30% growth)\n\nNow, let's juice the growth to 40%.\n\nToday = $24\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nI still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:\n\nToday = $24\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nPerspective Is Everything\nClearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.\nIn the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.\nAnd finally, what I'm seeing indicates thatPLTR is sandbagging on growth, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800773494,"gmtCreate":1627335859318,"gmtModify":1703487681380,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"At first was good, then came the dip","listText":"At first was good, then came the dip","text":"At first was good, then came the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800773494","repostId":"1150818931","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178004954,"gmtCreate":1626769912778,"gmtModify":1703764851853,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Can buy?","listText":"Can buy?","text":"Can buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178004954","repostId":"2152178652","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187083893,"gmtCreate":1623730381112,"gmtModify":1704209807588,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Like &amp; comment pls!","listText":"Like &amp; comment pls!","text":"Like & comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187083893","repostId":"2143784913","repostType":4,"repost":{"id":"2143784913","pubTimestamp":1623680160,"share":"https://ttm.financial/m/news/2143784913?lang=&edition=fundamental","pubTime":"2021-06-14 22:16","market":"us","language":"en","title":"3 Reddit Stocks I'd Buy Right Now Without Any Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2143784913","media":"Motley Fool","summary":"I'm on the Reddit bandwagon for sure with these stocks.","content":"<p>The wisdom of crowds can sometimes turn into the mistakes of the masses. Just because a lot of people on Reddit or another online community like a stock doesn't necessarily mean it's a smart long-term pick.</p>\n<p>However, that doesn't mean at all that online groups don't have some good ideas that investors should check out. Here are three popular Reddit stocks that I'd buy right now without any hesitation.</p>\n<h2>Apple</h2>\n<p>A lot of Reddit users really like&nbsp;<b>Apple</b> (NASDAQ:AAPL). That's not surprising considering how popular Apple's products are and that it happens to be the biggest company in the world based on market cap. I've owned Apple for longer than any other stock in my personal investment portfolio. I still think the tech stock is a great pick to buy.</p>\n<p>Some of the stocks that online investors cheer are speculative, but not Apple. It's highly profitable. Sales continue to soar. The company sits atop a massive cash stockpile.</p>\n<p>High-speed 5G wireless networks are driving demand for Apple's newest iPhones. As more people buy iPhones, it creates bigger opportunities for the rest of the company's ecosystem, including apps, Airpods, and more.</p>\n<p>I think the long-term prospects for Apple also remain bright. The company's next big thing, according to CEO Tim Cook, is augmented reality (AR). Look for Apple to roll out new AR devices over the next few years that fuel continued growth.</p>\n<h2>Airbnb</h2>\n<p>Few, if any, companies have transformed the travel industry as much as <b>Airbnb</b> (NASDAQ:ABNB) has over the last decade. The company's initial public offering (IPO) ranked as the biggest last year. Even though the initial gains for the home-sharing stock have largely fizzled out, it makes sense that Reddit users still think highly of Airbnb.</p>\n<p>To be sure, the company faced some hefty challenges with the global pandemic. And Airbnb isn't totally out of the woods just yet with many parts of the world still dealing with large numbers of COVID-19 cases. The good news, though, is that the increased availability of vaccines has helped turn the tide in a major way in the U.S.</p>\n<p>Airbnb CEO Brian Chesky said in the company's Q1 update, \"We expect the return of urban and cross-border travel to be significant tailwinds over the coming quarters.\" I suspect this trend will translate to a solid rebound in Airbnb's share price.</p>\n<p>Over the longer term, the rise of remote work seems likely to boost demand for Airbnb's home-sharing services. My view is that we'll see a marked increase in profitability as the company scales up its business. Reddit users appear to be right on the money with Airbnb.</p>\n<h2>NVIDIA</h2>\n<p><b>NVIDIA</b> (NASDAQ:NVDA) stands out as another popular Reddit stock that I'm excited about. The company's graphics processing units (GPUs) remain the gold standard for gaming and data centers and have carved out a place in cryptocurrency mining as well.</p>\n<p>In just a month or so, NVIDIA will conduct a four-for-<a href=\"https://laohu8.com/S/AONE\">one</a> stock split. Granted, this won't change the real value of the company's underlying business <a href=\"https://laohu8.com/S/AONE.U\">one</a> bit. However, the lower share price could make the stock even more attractive to retail investors (which is what NVIDIA is counting on).</p>\n<p>The main reasons to buy NVIDIA stock right now relate to its business and not the stock split. New games require more processing power, which gives NVIDIA a perpetual upgrade cycle. It's a similar story with data centers, with increased use of artificial intelligence driving the demand for faster chips.</p>\n<p>NVIDIA has established itself as one of the leaders in developing a platform for self-driving cars. It's also launching Omniverse -- a platform for developers and engineers to create virtual worlds that can be used to simulate factories and other parts of the physical world and foster virtual collaboration. I think these two markets could potentially be explosive for NVIDIA over the next decade and beyond.</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>3 Reddit Stocks I'd Buy Right Now Without Any Hesitation</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 Reddit Stocks I'd Buy Right Now Without Any Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 22:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/14/3-reddit-stocks-id-buy-right-now-without-any-hesit/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The wisdom of crowds can sometimes turn into the mistakes of the masses. Just because a lot of people on Reddit or another online community like a stock doesn't necessarily mean it's a smart long-term...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/14/3-reddit-stocks-id-buy-right-now-without-any-hesit/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ABNB":"爱彼迎","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/14/3-reddit-stocks-id-buy-right-now-without-any-hesit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143784913","content_text":"The wisdom of crowds can sometimes turn into the mistakes of the masses. Just because a lot of people on Reddit or another online community like a stock doesn't necessarily mean it's a smart long-term pick.\nHowever, that doesn't mean at all that online groups don't have some good ideas that investors should check out. Here are three popular Reddit stocks that I'd buy right now without any hesitation.\nApple\nA lot of Reddit users really like Apple (NASDAQ:AAPL). That's not surprising considering how popular Apple's products are and that it happens to be the biggest company in the world based on market cap. I've owned Apple for longer than any other stock in my personal investment portfolio. I still think the tech stock is a great pick to buy.\nSome of the stocks that online investors cheer are speculative, but not Apple. It's highly profitable. Sales continue to soar. The company sits atop a massive cash stockpile.\nHigh-speed 5G wireless networks are driving demand for Apple's newest iPhones. As more people buy iPhones, it creates bigger opportunities for the rest of the company's ecosystem, including apps, Airpods, and more.\nI think the long-term prospects for Apple also remain bright. The company's next big thing, according to CEO Tim Cook, is augmented reality (AR). Look for Apple to roll out new AR devices over the next few years that fuel continued growth.\nAirbnb\nFew, if any, companies have transformed the travel industry as much as Airbnb (NASDAQ:ABNB) has over the last decade. The company's initial public offering (IPO) ranked as the biggest last year. Even though the initial gains for the home-sharing stock have largely fizzled out, it makes sense that Reddit users still think highly of Airbnb.\nTo be sure, the company faced some hefty challenges with the global pandemic. And Airbnb isn't totally out of the woods just yet with many parts of the world still dealing with large numbers of COVID-19 cases. The good news, though, is that the increased availability of vaccines has helped turn the tide in a major way in the U.S.\nAirbnb CEO Brian Chesky said in the company's Q1 update, \"We expect the return of urban and cross-border travel to be significant tailwinds over the coming quarters.\" I suspect this trend will translate to a solid rebound in Airbnb's share price.\nOver the longer term, the rise of remote work seems likely to boost demand for Airbnb's home-sharing services. My view is that we'll see a marked increase in profitability as the company scales up its business. Reddit users appear to be right on the money with Airbnb.\nNVIDIA\nNVIDIA (NASDAQ:NVDA) stands out as another popular Reddit stock that I'm excited about. The company's graphics processing units (GPUs) remain the gold standard for gaming and data centers and have carved out a place in cryptocurrency mining as well.\nIn just a month or so, NVIDIA will conduct a four-for-one stock split. Granted, this won't change the real value of the company's underlying business one bit. However, the lower share price could make the stock even more attractive to retail investors (which is what NVIDIA is counting on).\nThe main reasons to buy NVIDIA stock right now relate to its business and not the stock split. New games require more processing power, which gives NVIDIA a perpetual upgrade cycle. It's a similar story with data centers, with increased use of artificial intelligence driving the demand for faster chips.\nNVIDIA has established itself as one of the leaders in developing a platform for self-driving cars. It's also launching Omniverse -- a platform for developers and engineers to create virtual worlds that can be used to simulate factories and other parts of the physical world and foster virtual collaboration. I think these two markets could potentially be explosive for NVIDIA over the next decade and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116961469,"gmtCreate":1622770234851,"gmtModify":1704190813813,"author":{"id":"3574919981905986","authorId":"3574919981905986","name":"Wahahoho","avatar":"https://static.tigerbbs.com/0bd4e59cf840fbdacfe232a14c46c038","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574919981905986","idStr":"3574919981905986"},"themes":[],"htmlText":"Dooms day?","listText":"Dooms day?","text":"Dooms day?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/116961469","repostId":"2140542610","repostType":4,"repost":{"id":"2140542610","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":1622718376,"share":"https://ttm.financial/m/news/2140542610?lang=&edition=fundamental","pubTime":"2021-06-03 19:06","market":"us","language":"en","title":"AMC Entertainment Holdings Files To Sell Up To 11.55Mln Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2140542610","media":"Tiger Newspress","summary":"AMC tumbles 10% after new stock sale announcement, wipes out 20% premarket rally.AMC Entertainment s","content":"<p>AMC tumbles 10% after new stock sale announcement, wipes out 20% premarket rally.</p><p><img src=\"https://static.tigerbbs.com/df04643ab4f4847afdb5d9d3285e25fa\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>AMC Entertainment&nbsp;shares erased a 20% rally and plunged double digits in premarket trading on Thursday following a stock sale announcement.</p><p>The meme stock last traded down 10% after soaring more than 20% earlier Thursday before markets opened.</p><p>AMC said in a regulatory filing that it may offer and sell from time to time up to an aggregate of 11.55 million shares of its Class&nbsp;A common stock.</p><p>The move comes after AMC&nbsp;soared 95% in the regular trading session&nbsp;Wednesday to close at an all-time high of $62.55. Its previous closing record of $35.86 was reached in 2015, according to FactSet data.</p><p>AMC’s stock spiked as it hit an intraday high of $72.62, well above its previous intraday record of $36.72.</p><p>In a similar occurrence seen in January with the meme stocks like GameStop, defiant short-sellers have increased their bets against AMC shares over the last month, possibly fueling the move higher. About 18% of the AMC shares available for trading are still sold short through Wednesday, according to S3 Partners.</p><p>On Wednesday, short-sellers lost $2.8 billion as the stock surged, according to S3. That brings their year-to-date losses to more than $5 billion, according to S3.</p><p>Short sellers like hedge funds borrow the stock from an investment bank and sell it in the hopes of buying it back at a lower price and returning the shares, pocketing the difference. However, when a stock surges higher, a so-called short squeeze can occur where investors are forced to buy back the stock to cut their losses.</p><p>Trading was halted several times Wednesday as shares were up more than 100% at one point. At the end of the day, more than 710 million shares exchanged hands. That’s nearly double the number of AMC’s shares outstanding. The company’s 30-day average volume is just 143 million shares.</p><p>Retail investors — many active on Reddit’s WallStreetBets forum — led the AMC rally, and AMC executives have taken note. On Wednesday, the company announced a&nbsp;new portal to connect with individual investors&nbsp;and offered free popcorn, exclusive screenings and other perks to those who hold its stock.</p><p>JPMorgan noted that in the last week, retail order flow into AMC jumped to $583 million, 6.9 standard deviations above the average level of the last one year. According to their quantitative strategy, this kind of imbalance can lead to more outperformance by the stock in coming weeks.</p><p>AMC shares are up 2850% so far this year, bringing its market capitalization to more than $31 billion. That makes it worth more than stocks like Delta Air Lines, State Street and Best Buy.</p><p>Wednesday’s wild trading activity comes even after an investment firm reportedly sold off its stake in the company. On Tuesday, AMC revealed it&nbsp;sold 8.5 million newly issued shares to Mudrick Capital, the latest in a series of capital raises for the stock. The hedge fund later&nbsp;sold all of its AMC stock for a profitthat same day, according to&nbsp;Bloomberg News.</p><p>Most Wall Street analysts believe AMC shares will plummet eventually. The average 12-month target price of analysts is $5.11, according to FactSet.</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>AMC Entertainment Holdings Files To Sell Up To 11.55Mln Shares</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\">\nAMC Entertainment Holdings Files To Sell Up To 11.55Mln Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-03 19:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMC tumbles 10% after new stock sale announcement, wipes out 20% premarket rally.</p><p><img src=\"https://static.tigerbbs.com/df04643ab4f4847afdb5d9d3285e25fa\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>AMC Entertainment&nbsp;shares erased a 20% rally and plunged double digits in premarket trading on Thursday following a stock sale announcement.</p><p>The meme stock last traded down 10% after soaring more than 20% earlier Thursday before markets opened.</p><p>AMC said in a regulatory filing that it may offer and sell from time to time up to an aggregate of 11.55 million shares of its Class&nbsp;A common stock.</p><p>The move comes after AMC&nbsp;soared 95% in the regular trading session&nbsp;Wednesday to close at an all-time high of $62.55. Its previous closing record of $35.86 was reached in 2015, according to FactSet data.</p><p>AMC’s stock spiked as it hit an intraday high of $72.62, well above its previous intraday record of $36.72.</p><p>In a similar occurrence seen in January with the meme stocks like GameStop, defiant short-sellers have increased their bets against AMC shares over the last month, possibly fueling the move higher. About 18% of the AMC shares available for trading are still sold short through Wednesday, according to S3 Partners.</p><p>On Wednesday, short-sellers lost $2.8 billion as the stock surged, according to S3. That brings their year-to-date losses to more than $5 billion, according to S3.</p><p>Short sellers like hedge funds borrow the stock from an investment bank and sell it in the hopes of buying it back at a lower price and returning the shares, pocketing the difference. However, when a stock surges higher, a so-called short squeeze can occur where investors are forced to buy back the stock to cut their losses.</p><p>Trading was halted several times Wednesday as shares were up more than 100% at one point. At the end of the day, more than 710 million shares exchanged hands. That’s nearly double the number of AMC’s shares outstanding. The company’s 30-day average volume is just 143 million shares.</p><p>Retail investors — many active on Reddit’s WallStreetBets forum — led the AMC rally, and AMC executives have taken note. On Wednesday, the company announced a&nbsp;new portal to connect with individual investors&nbsp;and offered free popcorn, exclusive screenings and other perks to those who hold its stock.</p><p>JPMorgan noted that in the last week, retail order flow into AMC jumped to $583 million, 6.9 standard deviations above the average level of the last one year. According to their quantitative strategy, this kind of imbalance can lead to more outperformance by the stock in coming weeks.</p><p>AMC shares are up 2850% so far this year, bringing its market capitalization to more than $31 billion. That makes it worth more than stocks like Delta Air Lines, State Street and Best Buy.</p><p>Wednesday’s wild trading activity comes even after an investment firm reportedly sold off its stake in the company. On Tuesday, AMC revealed it&nbsp;sold 8.5 million newly issued shares to Mudrick Capital, the latest in a series of capital raises for the stock. The hedge fund later&nbsp;sold all of its AMC stock for a profitthat same day, according to&nbsp;Bloomberg News.</p><p>Most Wall Street analysts believe AMC shares will plummet eventually. The average 12-month target price of analysts is $5.11, according to FactSet.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140542610","content_text":"AMC tumbles 10% after new stock sale announcement, wipes out 20% premarket rally.AMC Entertainment shares erased a 20% rally and plunged double digits in premarket trading on Thursday following a stock sale announcement.The meme stock last traded down 10% after soaring more than 20% earlier Thursday before markets opened.AMC said in a regulatory filing that it may offer and sell from time to time up to an aggregate of 11.55 million shares of its Class A common stock.The move comes after AMC soared 95% in the regular trading session Wednesday to close at an all-time high of $62.55. Its previous closing record of $35.86 was reached in 2015, according to FactSet data.AMC’s stock spiked as it hit an intraday high of $72.62, well above its previous intraday record of $36.72.In a similar occurrence seen in January with the meme stocks like GameStop, defiant short-sellers have increased their bets against AMC shares over the last month, possibly fueling the move higher. About 18% of the AMC shares available for trading are still sold short through Wednesday, according to S3 Partners.On Wednesday, short-sellers lost $2.8 billion as the stock surged, according to S3. That brings their year-to-date losses to more than $5 billion, according to S3.Short sellers like hedge funds borrow the stock from an investment bank and sell it in the hopes of buying it back at a lower price and returning the shares, pocketing the difference. However, when a stock surges higher, a so-called short squeeze can occur where investors are forced to buy back the stock to cut their losses.Trading was halted several times Wednesday as shares were up more than 100% at one point. At the end of the day, more than 710 million shares exchanged hands. That’s nearly double the number of AMC’s shares outstanding. The company’s 30-day average volume is just 143 million shares.Retail investors — many active on Reddit’s WallStreetBets forum — led the AMC rally, and AMC executives have taken note. On Wednesday, the company announced a new portal to connect with individual investors and offered free popcorn, exclusive screenings and other perks to those who hold its stock.JPMorgan noted that in the last week, retail order flow into AMC jumped to $583 million, 6.9 standard deviations above the average level of the last one year. According to their quantitative strategy, this kind of imbalance can lead to more outperformance by the stock in coming weeks.AMC shares are up 2850% so far this year, bringing its market capitalization to more than $31 billion. That makes it worth more than stocks like Delta Air Lines, State Street and Best Buy.Wednesday’s wild trading activity comes even after an investment firm reportedly sold off its stake in the company. On Tuesday, AMC revealed it sold 8.5 million newly issued shares to Mudrick Capital, the latest in a series of capital raises for the stock. The hedge fund later sold all of its AMC stock for a profitthat same day, according to Bloomberg News.Most Wall Street analysts believe AMC shares will plummet eventually. The average 12-month target price of analysts is $5.11, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}