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DarrenHing

DarrenHing

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2021-09-11

$GENTING SINGAPORE LIMITED(G13.SI)$https://www.zaobao.com.sg/realtime/singapore/story20210910-1192339?fbclid=IwAR2c6_jwuejOe2LZrcUFzDUQI-iLZSzTzDL1CGeijdg6H28mFHZvcLIngQ0

2021-08-20

$PROPNEX LIMITED(OYY.SI)$https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-propnex-recent-share-price-rally-which-has-already

2021-04-28

$SINGAPORE AIRLINES LTD(C6L.SI)$https://www.straitstimes.com/singapore/politics/spore-can-consider-allowing-travel-to-countries-with-low-covid-19-cases-withoutWill this help in the shares price?

2021-04-25

$SINGAPORE AIRLINES LTD(C6L.SI)$https://www.bloomberg.com/news/articles/2021-04-25/hong-kong-singapore-air-travel-bubble-said-to-start-on-may-26Will shares price go up??

2021-03-26

Qualcomm go go go!!

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2021-03-19

Target to sell at $6 to $6.50

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Go to Tiger App to see more news

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LTD(C6L.SI)$</a>https://www.bloomberg.com/news/articles/2021-04-25/hong-kong-singapore-air-travel-bubble-said-to-start-on-may-26Will shares price go up??","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$https://www.bloomberg.com/news/articles/2021-04-25/hong-kong-singapore-air-travel-bubble-said-to-start-on-may-26Will shares price go up??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375219628","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356096344,"gmtCreate":1616738788288,"gmtModify":1704798109491,"author":{"id":"3574967403082049","authorId":"3574967403082049","name":"DarrenHing","avatar":"https://static.tigerbbs.com/770995de5f4c18c2b6a0ba68f6877834","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574967403082049","authorIdStr":"3574967403082049"},"themes":[],"htmlText":"Qualcomm go go go!!","listText":"Qualcomm go go go!!","text":"Qualcomm go go go!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356096344","repostId":"1174499360","repostType":2,"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350031869,"gmtCreate":1616135357651,"gmtModify":1704791387014,"author":{"id":"3574967403082049","authorId":"3574967403082049","name":"DarrenHing","avatar":"https://static.tigerbbs.com/770995de5f4c18c2b6a0ba68f6877834","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574967403082049","authorIdStr":"3574967403082049"},"themes":[],"htmlText":"Target to sell at $6 to $6.50","listText":"Target to sell at $6 to $6.50","text":"Target to sell at $6 to $6.50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350031869","repostId":"2119919399","repostType":2,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":100884354,"gmtCreate":1619600024178,"gmtModify":1704726584817,"author":{"id":"3574967403082049","authorId":"3574967403082049","name":"DarrenHing","avatar":"https://static.tigerbbs.com/770995de5f4c18c2b6a0ba68f6877834","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574967403082049","authorIdStr":"3574967403082049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>https://www.straitstimes.com/singapore/politics/spore-can-consider-allowing-travel-to-countries-with-low-covid-19-cases-withoutWill this help in the shares price?&nbsp;","listText":"<a 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price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100884354","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881531351,"gmtCreate":1631359353873,"gmtModify":1676530535248,"author":{"id":"3574967403082049","authorId":"3574967403082049","name":"DarrenHing","avatar":"https://static.tigerbbs.com/770995de5f4c18c2b6a0ba68f6877834","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574967403082049","authorIdStr":"3574967403082049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>https://www.zaobao.com.sg/realtime/singapore/story20210910-1192339?fbclid=IwAR2c6_jwuejOe2LZrcUFzDUQI-iLZSzTzDL1CGeijdg6H28mFHZvcLIngQ0","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$GENTING SINGAPORE 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href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>https://www.bloomberg.com/news/articles/2021-04-25/hong-kong-singapore-air-travel-bubble-said-to-start-on-may-26Will shares price go up??","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>https://www.bloomberg.com/news/articles/2021-04-25/hong-kong-singapore-air-travel-bubble-said-to-start-on-may-26Will shares price go up??","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$https://www.bloomberg.com/news/articles/2021-04-25/hong-kong-singapore-air-travel-bubble-said-to-start-on-may-26Will shares price go up??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375219628","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836878575,"gmtCreate":1629472399997,"gmtModify":1676530053775,"author":{"id":"3574967403082049","authorId":"3574967403082049","name":"DarrenHing","avatar":"https://static.tigerbbs.com/770995de5f4c18c2b6a0ba68f6877834","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574967403082049","authorIdStr":"3574967403082049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-propnex-recent-share-price-rally-which-has-already","listText":"<a href=\"https://laohu8.com/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-propnex-recent-share-price-rally-which-has-already","text":"$PROPNEX LIMITED(OYY.SI)$https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-propnex-recent-share-price-rally-which-has-already","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836878575","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356096344,"gmtCreate":1616738788288,"gmtModify":1704798109491,"author":{"id":"3574967403082049","authorId":"3574967403082049","name":"DarrenHing","avatar":"https://static.tigerbbs.com/770995de5f4c18c2b6a0ba68f6877834","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574967403082049","authorIdStr":"3574967403082049"},"themes":[],"htmlText":"Qualcomm go go go!!","listText":"Qualcomm go go go!!","text":"Qualcomm go go go!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356096344","repostId":"1174499360","repostType":2,"repost":{"id":"1174499360","kind":"news","pubTimestamp":1616664586,"share":"https://ttm.financial/m/news/1174499360?lang=&edition=fundamental","pubTime":"2021-03-25 17:29","market":"us","language":"en","title":"7 Tech Stocks Desperate for an End to the Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1174499360","media":"InvestorPlace","summary":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic a","content":"<p>Tech stocks are poised to benefit from the industry working through a severe shortage</p>\n<p>The pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.</p>\n<p>Technology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.</p>\n<p>The novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.</p>\n<p>There are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:</p>\n<ol>\n <li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li>\n <li><b>Applied Materials</b>(NASDAQ:<b><u>AMAT</u></b>)</li>\n <li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li>\n <li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li>\n <li><b>Nvidia</b>&nbsp;(NASDAQ:<b><u>NVDA</u></b>)</li>\n <li><b>Qualcomm</b>(NASDAQ:<b><u>QCOM</u></b>)</li>\n <li><b>STMicroelectronics</b>(NYSE:<b><u>STM</u></b>)</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e76726319674ff7bad1da727c82388ca\" tg-width=\"469\" tg-height=\"206\"><span>Chart courtesy of Stock Rover</span></p>\n<p>In the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.</p>\n<p>STM stock has a lower overall score due to a pullback in the last month.</p>\n<p><b>Tech Stocks: Advanced Micro Devices (AMD)</b></p>\n<p>Rumored to supply&nbsp;the graphics chip&nbsp;for&nbsp;<b>Tesla’s</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.</p>\n<p>If Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.</p>\n<p>The chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.</p>\n<p>To prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year&nbsp;with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.</p>\n<p><b>Applied Materials (AMAT)</b></p>\n<p>Chief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.</p>\n<p>AMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.</p>\n<p>The drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.</p>\n<p>Applied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects</p>\n<p><b>Intel (INTC)</b></p>\n<p>Intel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly&nbsp;out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.</p>\n<p>The ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely&nbsp;posted a small&nbsp;1.1% drop in&nbsp;fourth-quarter revenue&nbsp;due to the shortage.</p>\n<p>Intel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”</p>\n<p>A check shows 31 analysts cover Intel stock. Per tipranks, the average price target is&nbsp;around $63.</p>\n<p><b>Tech Stocks: Micron Technology (MU)</b></p>\n<p>Micron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.</p>\n<p>Zinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company&nbsp;does not have&nbsp;much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.</p>\n<p>The semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.</p>\n<p>On simplywall.st, the fair&nbsp;value of $53.85&nbsp;is significantly below the recent price. Analysts are bullish. The average price&nbsp;target is ~$113.(per Tipranks).</p>\n<p><b>Nvidia (NVDA)</b></p>\n<p>No chip company has a bigger shortage problem than Nvidia. The&nbsp;<b>Bitcoin</b>&nbsp;craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.</p>\n<p>Nvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones&nbsp;were impossible to buy&nbsp;last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.</p>\n<p>At the start of the year, the prices of the 3000 series&nbsp;from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.</p>\n<p>Investors may build a five-year DCF EBITDA Exit model to calculate a fair value.</p>\n<p><img src=\"https://static.tigerbbs.com/75695116ea231ef2d2b4e308f3ec29d9\" tg-width=\"835\" tg-height=\"249\"></p>\n<p>Setting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.</p>\n<p><b>Qualcomm (QCOM)</b></p>\n<p>The chip shortage is&nbsp;hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer&nbsp;<b>Samsung Electronics</b>&nbsp;(OTCMKTS:<b><u>SSNLF</u></b>) is experiencing a shortage of Qualcomm application processors.</p>\n<p>As a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.</p>\n<p>Qualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. As<i>Reuters</i>reported, this is hard to scale up quickly.</p>\n<p>QCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.</p>\n<p><b>Tech Stocks: STMicroelectronics (STM)</b></p>\n<p>This auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery&nbsp;said that it did&nbsp;not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.</p>\n<p>STM faced some shortages in materials like a substrate.</p>\n<p>This year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from&nbsp;<b>Huawei</b>&nbsp;will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”</p>\n<p>Looking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.</p>\n<p>STM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Tech Stocks Desperate for an End to the Chip Shortage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Tech Stocks Desperate for an End to the Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies ...</p>\n\n<a href=\"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMD":"美国超微公司","AMAT":"应用材料","INTC":"英特尔","QCOM":"高通","STM":"意法半导体","NVDA":"英伟达"},"source_url":"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174499360","content_text":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.\nTechnology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.\nThe novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.\nThere are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:\n\nAdvanced Micro Devices(NASDAQ:AMD)\nApplied Materials(NASDAQ:AMAT)\nIntel(NASDAQ:INTC)\nMicron Technology(NASDAQ:MU)\nNvidia (NASDAQ:NVDA)\nQualcomm(NASDAQ:QCOM)\nSTMicroelectronics(NYSE:STM)\n\nChart courtesy of Stock Rover\nIn the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.\nSTM stock has a lower overall score due to a pullback in the last month.\nTech Stocks: Advanced Micro Devices (AMD)\nRumored to supply the graphics chip for Tesla’s (NASDAQ:TSLA) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.\nIf Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.\nThe chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.\nTo prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.\nApplied Materials (AMAT)\nChief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.\nAMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.\nThe drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.\nApplied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects\nIntel (INTC)\nIntel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.\nThe ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely posted a small 1.1% drop in fourth-quarter revenue due to the shortage.\nIntel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”\nA check shows 31 analysts cover Intel stock. Per tipranks, the average price target is around $63.\nTech Stocks: Micron Technology (MU)\nMicron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.\nZinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company does not have much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.\nThe semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.\nOn simplywall.st, the fair value of $53.85 is significantly below the recent price. Analysts are bullish. The average price target is ~$113.(per Tipranks).\nNvidia (NVDA)\nNo chip company has a bigger shortage problem than Nvidia. The Bitcoin craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.\nNvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones were impossible to buy last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.\nAt the start of the year, the prices of the 3000 series from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.\nInvestors may build a five-year DCF EBITDA Exit model to calculate a fair value.\n\nSetting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.\nQualcomm (QCOM)\nThe chip shortage is hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer Samsung Electronics (OTCMKTS:SSNLF) is experiencing a shortage of Qualcomm application processors.\nAs a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.\nQualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. AsReutersreported, this is hard to scale up quickly.\nQCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.\nTech Stocks: STMicroelectronics (STM)\nThis auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery said that it did not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.\nSTM faced some shortages in materials like a substrate.\nThis year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from Huawei will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”\nLooking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.\nSTM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350031869,"gmtCreate":1616135357651,"gmtModify":1704791387014,"author":{"id":"3574967403082049","authorId":"3574967403082049","name":"DarrenHing","avatar":"https://static.tigerbbs.com/770995de5f4c18c2b6a0ba68f6877834","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574967403082049","authorIdStr":"3574967403082049"},"themes":[],"htmlText":"Target to sell at $6 to $6.50","listText":"Target to sell at $6 to $6.50","text":"Target to sell at $6 to $6.50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350031869","repostId":"2119919399","repostType":2,"repost":{"id":"2119919399","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1615800353,"share":"https://ttm.financial/m/news/2119919399?lang=&edition=fundamental","pubTime":"2021-03-15 17:25","market":"hk","language":"en","title":"Singapore Airlines Expects Group Passenger Capacity To Be Around 26% Of Pre-COVID Level By May","url":"https://stock-news.laohu8.com/highlight/detail?id=2119919399","media":"T-Reuters","summary":"Singapore Airlines Ltd :Feb Sia Cargo Load Factor 94.6%.Feb Sia Group Passenger Carriage Was Lower B","content":"<html><body><p>Singapore Airlines Ltd <sial.si>:Feb Sia Cargo Load Factor 94.6%.Feb Sia Group Passenger Carriage Was Lower By 96.6%.Feb Singapore Airlines Passenger Carriage Was Down By 96.0%, Resulting In A Plf Decline Of 57.6 Percentage Points To 9.8%.Feb Sia Group Passenger Load Factor  9.7%.In February Demand For International Passenger Air Travel Continued To Be Severely Dampened..Sees In Coming Months A Calibrated Expansion Of Passenger Network For Group.Based On Current Schedules, Group'S Passenger Capacity Is Expected To Be Around 26% Of Pre-Covid Levels By May 2021.Will Re-Instate Scheduled Passenger Services To Tokyo-Haneda In March.Silkair Will Re-Introduce Services To Cebu In March.Supports Cautious Optimism For A Measured Recovery In Demand For Air Travel In Second Half Of 2021.To Offer Parallel Services To Taipei Alongside Scoot From April..</sial.si></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Expects Group Passenger Capacity To Be Around 26% Of Pre-COVID Level By 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\">\nSingapore Airlines Expects Group Passenger Capacity To Be Around 26% Of Pre-COVID Level By May\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-03-15 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Singapore Airlines Ltd <sial.si>:Feb Sia Cargo Load Factor 94.6%.Feb Sia Group Passenger Carriage Was Lower By 96.6%.Feb Singapore Airlines Passenger Carriage Was Down By 96.0%, Resulting In A Plf Decline Of 57.6 Percentage Points To 9.8%.Feb Sia Group Passenger Load Factor  9.7%.In February Demand For International Passenger Air Travel Continued To Be Severely Dampened..Sees In Coming Months A Calibrated Expansion Of Passenger Network For Group.Based On Current Schedules, Group'S Passenger Capacity Is Expected To Be Around 26% Of Pre-Covid Levels By May 2021.Will Re-Instate Scheduled Passenger Services To Tokyo-Haneda In March.Silkair Will Re-Introduce Services To Cebu In March.Supports Cautious Optimism For A Measured Recovery In Demand For Air Travel In Second Half Of 2021.To Offer Parallel Services To Taipei Alongside Scoot From April..</sial.si></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119919399","content_text":"Singapore Airlines Ltd :Feb Sia Cargo Load Factor 94.6%.Feb Sia Group Passenger Carriage Was Lower By 96.6%.Feb Singapore Airlines Passenger Carriage Was Down By 96.0%, Resulting In A Plf Decline Of 57.6 Percentage Points To 9.8%.Feb Sia Group Passenger Load Factor  9.7%.In February Demand For International Passenger Air Travel Continued To Be Severely Dampened..Sees In Coming Months A Calibrated Expansion Of Passenger Network For Group.Based On Current Schedules, Group'S Passenger Capacity Is Expected To Be Around 26% Of Pre-Covid Levels By May 2021.Will Re-Instate Scheduled Passenger Services To Tokyo-Haneda In March.Silkair Will Re-Introduce Services To Cebu In March.Supports Cautious Optimism For A Measured Recovery In Demand For Air Travel In Second Half Of 2021.To Offer Parallel Services To Taipei Alongside Scoot From April..","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}