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NIO: Strike While The Iron Is Hot

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I'm incredibly proud of Singapore for its remarkable transformation from a small island nation to a global hub of innovation, finance, and culture. The resilience, diversity, and unity of the people are inspiring. Every Singaporean and residence are given equal opportunity to excel, regardless of one's race, language, or region.

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Apple: Unlikely To Outperform The Market Going Forward

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gg Wswswfmwwsdsdw","listText":"E gg Wswswfmwwsdsdw","text":"E gg Wswswfmwwsdsdw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347824377356440","repostId":"2465125216","repostType":2,"repost":{"id":"2465125216","kind":"highlight","pubTimestamp":1725764400,"share":"https://ttm.financial/m/news/2465125216?lang=&edition=fundamental","pubTime":"2024-09-08 11:00","market":"hk","language":"en","title":"NIO: Strike While The Iron Is Hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2465125216","media":"Seeking Alpha","summary":"NIO reported decent Q2'24 results as the EV company achieved 118.2% vehicle revenue growth.Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with aggre","content":"<html><head></head><body><ul style=\"\"><li><p>NIO reported decent Q2&#39;24 results as the EV company achieved 118.2% vehicle revenue growth.</p></li><li><p>Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with aggressive pricing from Tesla.</p></li><li><p>NIO&#39;s Q3 outlook projects sustained delivery momentum, reinforcing its long-term investment appeal in the Chinese EV market.</p></li><li><p>Despite profitability challenges, NIO&#39;s valuation is attractive, trading below its historical price-to-revenue ratio, offering significant revaluation potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d26e18299027c1df93fc1daf8948a04\" alt=\"Rafmaster\" title=\"Rafmaster\" tg-width=\"750\" tg-height=\"500\"/><span>Rafmaster</span></p><p>NIO Inc. (NYSE:NIO) reported results for its second fiscal quarter on Thursday that met expectations on EPS, but missed on revenues. Nonetheless, shares surged 14% on a strong outlook as well as an improving margin profile. The electric vehicle company currently delivers approximately 20,000 units per month to consumers, mostly in China, and continues to see strong revenue growth as well. The outlook for Q3&#39;24 implies that the EV maker expects this production/delivery volume to hold in the near term. I believe NIO remains an attractive long-term investment for investors in the Chinese electric vehicle start-up market, but only for those that have a high risk tolerance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a367421b174e0d768b31799400f1e50e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><h2 id=\"id_1819774842\">Previous rating</h2><p>I rated shares of NIO a strong buy in my work in June -- NIO Below $5: Investors Seem Way Too Bearish -- in large part because the electric vehicle company saw the beginning of an encouraging trend in vehicle margins as well as deliveries. NIO also recently said that it would launch a new electric vehicle low-cost brand, ONVO, which represents both an opportunity as well as a risk for NIO (an opportunity to scale deliveries, a risk to vehicle margins). NIO&#39;s margin profile continued to improve in the second quarter.</p><h2 id=\"id_620569269\">Strong financial results in Q2&#39;24</h2><p>NIO easily met earnings expectations for its second fiscal quarter on Thursday: the EV company reported an adjusted loss of $0.30 per share, which was in line with expectations. Revenues came in at $2.4 billion which missed the consensus estimate by $40M. From a vehicle margin and outlook perspective, however, NIO&#39;s second-quarter earnings scorecard was great.</p><p>NIO&#39;s deliveries have surged in Q2&#39;24 -- and so far, in Q3&#39;24 -- and bounced back from seasonally depressed deliveries in the first quarter. The electric vehicle company achieved four successive months of a 20,000 unit delivery volume in August and NIO expects this momentum to continue (as per the company&#39;s third-quarter outlook).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d03fe29c224b83de367f5c2c2bfdc323\" alt=\"CNEVPOST\" title=\"CNEVPOST\" tg-width=\"640\" tg-height=\"334\"/><span>CNEVPOST</span></p><p>NIO&#39;s second quarter vehicle revenues surged 118.2% year-over-year to 15.7B Chinese Yuan ($2.2B). This growth in NIO&#39;s top line mainly relates to an increase in factory output: NIO delivered 57,373 electric vehicles in the second quarter, showing 144% Y/Y growth. Most importantly, NIO made progress again in terms of expanding its vehicle margins in Q2&#39;24 which are widely watched by investors that want to get a read on the strength of NIO&#39;s business.</p><p>In the second quarter, NIO generated a vehicle margin of 12.2% compared to 9.2% in the first quarter, showing a quarter-over-quarter increase of 3 PP. Weak margins have been at the center of investors&#39; concerns since last year when Tesla aggressively lowered prices for its electric vehicles in China.</p><p>XPeng Inc. (XPEV)&#39;s vehicle margin in Q2&#39;24 was 6.4%, showing an increase of 0.9 PP quarter-over-quarter. Li Auto Inc. (LI), which has led the Chinese EV start-up market for a while with its way-above vehicle margins and delivery growth rates, reported a margin per vehicle sold of 18.7%. However, Li Auto vehicle margins declined 0.6 PP quarter-over-quarter. NIO therefore still has the second-highest electric vehicle margins in the start-up group here and benefited from the largest Q/Q increase in margins as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5d9d17b57391f031dc73bea73103e37\" alt=\"NIO\" title=\"NIO\" tg-width=\"640\" tg-height=\"186\"/><span>NIO</span></p><h2 id=\"id_2049230948\">Outlook for Q3&#39;24</h2><p>NIO expects its current momentum in deliveries to continue throughout the remainder of the third quarter: the EV firm projected 61,000 and 63,000 electric vehicle deliveries in Q3&#39;24 which breaks down to a little more than 20k units per month, thereby sustaining its current monthly delivery volume. The guidance implies up to 14% delivery growth year-over-year and forms the basis for NIO&#39;s revenue projection of between 19.1B Chinese Yuan ($2.6B) and 19.7B Chinese Yuan ($2.7B).</p><h2 id=\"id_454385291\">NIO&#39;s valuation</h2><p>NIO has suffered sentiment pressure in the last year together with other China-based and U.S.-based electric vehicle companies. The reason: demand projections for the EV industry have proven to be too rosy, resulting in deteriorating investor sentiment.</p><p>NIO is currently valued at a price-to-revenue ratio of 0.76X which means shares trade at a 27% discount to the 1-year average P/S ratio of 1.04X. Li Auto, which still represents the strongest value proposition in the Chinese EV start-up market given its higher vehicle margins and stronger delivery growth, is priced at a price-to-revenue ratio of 0.73X. XPeng, which has lagged the competition lately and which has seen an overall inferior margin picture in the last year, is trading for a forward P/S ratio of 0.94X.</p><p>In my opinion, NIO could easily trade at its 1-year average P/S ratio as the company is clearly planning on maintaining its current 20k/month run-rate delivery volume. The improving margin profile, however, is the main reason why I expect positive valuation impulses going forward. A P/S ratio of 1.04X implies 37% revaluation potential and a fair value in the neighborhood of $6.65 per share. In the longer term, however, I see more upside for NIO if the company successfully ramps up its sedan and SUV production, and the launch of ONVO-branded EVs is successful.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2d716448ac15528ea118736a5c53639\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"559\"/><span>Data by YCharts</span></p><h2 id=\"id_3436940123\">Risks with NIO</h2><p>The launch of ONVO, a low-cost EV brand, is both a risk and an opportunity for NIO: it represents an opportunity to boost deliveries and revenues, but it also comes with risks as lower-priced EVs could have a negative effect on NIO&#39;s vehicle margins. What would change my mind about NIO is if the company were to see a serious drop-off in delivery and revenue growth or if its vehicle margins declined again.</p><h2 id=\"id_3856316515\">Closing thoughts</h2><p>All things considered, NIO did a reasonably good job in the second fiscal quarter. The electric vehicle company met earnings expectations and saw a considerable Y/Y increase in vehicle revenues that was driven by an increase in deliveries. NIO&#39;s margin picture still looks pretty robust, and the EV company increased its vehicle margins the most in the second quarter (when compared against Li Auto and XPeng). With NIO also seeing a strong rebound in delivery volumes in the second quarter, I believe the company remains an attractive long-term investment in the Chinese EV market. The valuation is especially attractive as shares are trading well below the historical price-to-revenue ratio and investor sentiment still appears to be overly bearish.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Strike While The Iron Is Hot</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\">\nNIO: Strike While The Iron Is Hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-08 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719551-nio-strike-while-the-iron-is-hot><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO reported decent Q2'24 results as the EV company achieved 118.2% vehicle revenue growth.Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4719551-nio-strike-while-the-iron-is-hot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","09866":"蔚来-SW","BK6125":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","NIO":"蔚来","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"source_url":"https://seekingalpha.com/article/4719551-nio-strike-while-the-iron-is-hot","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465125216","content_text":"NIO reported decent Q2'24 results as the EV company achieved 118.2% vehicle revenue growth.Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with aggressive pricing from Tesla.NIO's Q3 outlook projects sustained delivery momentum, reinforcing its long-term investment appeal in the Chinese EV market.Despite profitability challenges, NIO's valuation is attractive, trading below its historical price-to-revenue ratio, offering significant revaluation potential.RafmasterNIO Inc. (NYSE:NIO) reported results for its second fiscal quarter on Thursday that met expectations on EPS, but missed on revenues. Nonetheless, shares surged 14% on a strong outlook as well as an improving margin profile. The electric vehicle company currently delivers approximately 20,000 units per month to consumers, mostly in China, and continues to see strong revenue growth as well. The outlook for Q3'24 implies that the EV maker expects this production/delivery volume to hold in the near term. I believe NIO remains an attractive long-term investment for investors in the Chinese electric vehicle start-up market, but only for those that have a high risk tolerance.Data by YChartsPrevious ratingI rated shares of NIO a strong buy in my work in June -- NIO Below $5: Investors Seem Way Too Bearish -- in large part because the electric vehicle company saw the beginning of an encouraging trend in vehicle margins as well as deliveries. NIO also recently said that it would launch a new electric vehicle low-cost brand, ONVO, which represents both an opportunity as well as a risk for NIO (an opportunity to scale deliveries, a risk to vehicle margins). NIO's margin profile continued to improve in the second quarter.Strong financial results in Q2'24NIO easily met earnings expectations for its second fiscal quarter on Thursday: the EV company reported an adjusted loss of $0.30 per share, which was in line with expectations. Revenues came in at $2.4 billion which missed the consensus estimate by $40M. From a vehicle margin and outlook perspective, however, NIO's second-quarter earnings scorecard was great.NIO's deliveries have surged in Q2'24 -- and so far, in Q3'24 -- and bounced back from seasonally depressed deliveries in the first quarter. The electric vehicle company achieved four successive months of a 20,000 unit delivery volume in August and NIO expects this momentum to continue (as per the company's third-quarter outlook).CNEVPOSTNIO's second quarter vehicle revenues surged 118.2% year-over-year to 15.7B Chinese Yuan ($2.2B). This growth in NIO's top line mainly relates to an increase in factory output: NIO delivered 57,373 electric vehicles in the second quarter, showing 144% Y/Y growth. Most importantly, NIO made progress again in terms of expanding its vehicle margins in Q2'24 which are widely watched by investors that want to get a read on the strength of NIO's business.In the second quarter, NIO generated a vehicle margin of 12.2% compared to 9.2% in the first quarter, showing a quarter-over-quarter increase of 3 PP. Weak margins have been at the center of investors' concerns since last year when Tesla aggressively lowered prices for its electric vehicles in China.XPeng Inc. (XPEV)'s vehicle margin in Q2'24 was 6.4%, showing an increase of 0.9 PP quarter-over-quarter. Li Auto Inc. (LI), which has led the Chinese EV start-up market for a while with its way-above vehicle margins and delivery growth rates, reported a margin per vehicle sold of 18.7%. However, Li Auto vehicle margins declined 0.6 PP quarter-over-quarter. NIO therefore still has the second-highest electric vehicle margins in the start-up group here and benefited from the largest Q/Q increase in margins as well.NIOOutlook for Q3'24NIO expects its current momentum in deliveries to continue throughout the remainder of the third quarter: the EV firm projected 61,000 and 63,000 electric vehicle deliveries in Q3'24 which breaks down to a little more than 20k units per month, thereby sustaining its current monthly delivery volume. The guidance implies up to 14% delivery growth year-over-year and forms the basis for NIO's revenue projection of between 19.1B Chinese Yuan ($2.6B) and 19.7B Chinese Yuan ($2.7B).NIO's valuationNIO has suffered sentiment pressure in the last year together with other China-based and U.S.-based electric vehicle companies. The reason: demand projections for the EV industry have proven to be too rosy, resulting in deteriorating investor sentiment.NIO is currently valued at a price-to-revenue ratio of 0.76X which means shares trade at a 27% discount to the 1-year average P/S ratio of 1.04X. Li Auto, which still represents the strongest value proposition in the Chinese EV start-up market given its higher vehicle margins and stronger delivery growth, is priced at a price-to-revenue ratio of 0.73X. XPeng, which has lagged the competition lately and which has seen an overall inferior margin picture in the last year, is trading for a forward P/S ratio of 0.94X.In my opinion, NIO could easily trade at its 1-year average P/S ratio as the company is clearly planning on maintaining its current 20k/month run-rate delivery volume. The improving margin profile, however, is the main reason why I expect positive valuation impulses going forward. A P/S ratio of 1.04X implies 37% revaluation potential and a fair value in the neighborhood of $6.65 per share. In the longer term, however, I see more upside for NIO if the company successfully ramps up its sedan and SUV production, and the launch of ONVO-branded EVs is successful.Data by YChartsRisks with NIOThe launch of ONVO, a low-cost EV brand, is both a risk and an opportunity for NIO: it represents an opportunity to boost deliveries and revenues, but it also comes with risks as lower-priced EVs could have a negative effect on NIO's vehicle margins. What would change my mind about NIO is if the company were to see a serious drop-off in delivery and revenue growth or if its vehicle margins declined again.Closing thoughtsAll things considered, NIO did a reasonably good job in the second fiscal quarter. The electric vehicle company met earnings expectations and saw a considerable Y/Y increase in vehicle revenues that was driven by an increase in deliveries. NIO's margin picture still looks pretty robust, and the EV company increased its vehicle margins the most in the second quarter (when compared against Li Auto and XPeng). With NIO also seeing a strong rebound in delivery volumes in the second quarter, I believe the company remains an attractive long-term investment in the Chinese EV market. The valuation is especially attractive as shares are trading well below the historical price-to-revenue ratio and investor sentiment still appears to be overly bearish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336597403844784,"gmtCreate":1723213189497,"gmtModify":1723213193393,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"I'm incredibly proud of Singapore for its remarkable transformation from a small island nation to a global hub of innovation, finance, and culture. The resilience, diversity, and unity of the people are inspiring. 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This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality & interaction yesterday: @Shyon @orsiri</","images":[{"img":"https://community-static.tradeup.com/news/351afe4188a3b3ceb8c535bebac7bc85"},{"img":"https://community-static.tradeup.com/news/71e9ce2cb32b90fb279bfc17d75ce5ec","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/275ed8be67d972cda5e53e33526859e2","width":"450","height":"169"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283344323084344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283453688283440,"gmtCreate":1710231171783,"gmtModify":1710231173847,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283453688283440","repostId":"283344323084344","repostType":1,"repost":{"id":283344323084344,"gmtCreate":1710210695413,"gmtModify":1710293823346,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀Show us your tips for making a fortune on the market!","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={%22themeId%22:%22470d3ab575ca43caaed8156645b7ccbe%22,%22type%22:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality &amp; interaction yesterday: <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/4125570196865622\">@orsiri&lt;/</a>","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={%22themeId%22:%22470d3ab575ca43caaed8156645b7ccbe%22,%22type%22:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality &amp; interaction yesterday: <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/4125570196865622\">@orsiri&lt;/</a>","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality & interaction yesterday: @Shyon @orsiri</","images":[{"img":"https://community-static.tradeup.com/news/351afe4188a3b3ceb8c535bebac7bc85"},{"img":"https://community-static.tradeup.com/news/71e9ce2cb32b90fb279bfc17d75ce5ec","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/275ed8be67d972cda5e53e33526859e2","width":"450","height":"169"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283344323084344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276370008199304,"gmtCreate":1708503292612,"gmtModify":1708503470238,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"I 6 78 7 yo","listText":"I 6 78 7 yo","text":"I 6 78 7 yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276370008199304","repostId":"1140047719","repostType":2,"repost":{"id":"1140047719","kind":"news","pubTimestamp":1708498800,"share":"https://ttm.financial/m/news/1140047719?lang=&edition=fundamental","pubTime":"2024-02-21 15:00","market":"us","language":"en","title":"Tesla Stock: Should Investors Buy the Dip on the EV Leader?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140047719","media":"Yahoo Finance","summary":"BRIAN SPONHEIMER: It's a really good question. You know, automakers traditionally have been cheap from a statistical standpoint. We're really looking for what the catalysts can be for these stocks over the course of the next five to 10 years. I think you have to look in terms of initially price. And you know, it's hard to it's hard to say that GM at five times earnings or Ford at six times earnings is expensive.But the real question as a value investor you have to ask yourself is when do when do","content":"<html><head></head><body><p>As investors look to balance portfolios for 2024, some turn towards the auto industry and one of the Magnificent Seven components, Tesla (TSLA). The EV maker has been met with a variety of challenges ranging from leadership, strikes, and recent recalls, but is the stock at a good value to buy in or are there other potential plays investors should be adding over Tesla?</p><p style=\"text-align: start;\">Gabelli Funds Portfolio Manager Brian Sponheimer joins Yahoo Finance Live alongside Senior Autos Reporter Pras Subramanian to discuss where investors should keep an eye out in the auto industry to boost their portfolios.</p><p style=\"text-align: start;\">Sponheimer gives advice to investors on what they should consider when weighing their options with investing in Tesla: &#34;You&#39;re talking about a company that you really need to have confidence that there&#39;s a piece of the Tesla story that goes well beyond traditional auto-making. The stock is going to earn somewhere between $3.00 [or] $3.50 or $4.00 for this coming year. And if you&#39;re thinking about a stock trading just below $200, what are you going to be paying 45 or 50 times earnings for?&#34;</p><h3 id=\"id_3933972756\" style=\"text-align: start;\">Video Transcript</h3><p style=\"text-align: start;\">- As a value investor that Gabelli Funds focuses on, when do the automakers look interesting for you guys as an investment?</p><p style=\"text-align: start;\">BRIAN SPONHEIMER: It&#39;s a really good question. You know, automakers traditionally have been cheap from a statistical standpoint. We&#39;re really looking for what the catalysts can be for these stocks over the course of the next five to 10 years. I think you have to look in terms of initially price. And you know, it&#39;s hard to it&#39;s hard to say that GM at five times earnings or Ford at six times earnings is expensive.</p><p style=\"text-align: start;\">But the real question as a value investor you have to ask yourself is when do when do you just say it&#39;s cheap for a reason? And I think I&#39;m not ready to say that exactly. But I think given the amount of capital investment that needs to come into these industries over the course of the next five years, given the lower margins we&#39;re going to see.</p><p style=\"text-align: start;\">I mean, Ford to their credit is showing the amount of investment and negative income that comes from the Ford E movement, I think it&#39;s difficult as a value investor to really say right now that this is the right time. The shareholder take a 20% dip, that that might change just from a trading perspective. But we are really looking for catalysts in stocks, and it&#39;s hard to see that right now for the traditional automakers.</p><p style=\"text-align: start;\">- So should investors be buying the dip, per se, in Tesla at this juncture?</p><p style=\"text-align: start;\">BRIAN SPONHEIMER: Tesla is a really interesting situation. You know, again, we are a value investing community at Gabelli, and you&#39;re talking about a company that you really need to have confidence that there is a piece of the Tesla story that goes well beyond traditional automaking.</p><p style=\"text-align: start;\">Stock is going to earn somewhere between $3 and $3.50 or $4 for this coming year. And if you&#39;re thinking about a stock trading just below $200, what are you going to be paying 45 or 50 times earnings for? Is it for a decelerating top line in a traditional auto business? Is it for the potential down the road for there to be robo taxis? Is it for AI?</p><p style=\"text-align: start;\">So while Tesla shares have declined over the course of the last year or so, we&#39;re not necessarily ready to say that it is a value stock. It&#39;s certainly become more interesting at these levels than it has been in some time. And I do think that for a company that is going to be the leader in electric vehicle development over the course of the next decade, there are some really exciting things going on.</p><p style=\"text-align: start;\">But can&#39;t definitively say that there&#39;s a price that I&#39;m loving diving to Tesla unless I really believe that there is an AI story here that I want to invest in.</p><p style=\"text-align: start;\">- Yeah. Well, certainly here, when that excitement turns into earnings and realization there is what a lot of investors are going--</p><p style=\"text-align: start;\">BRIAN SPONHEIMER: Two different things.</p><p style=\"text-align: start;\">- Yeah, exactly. Two different things there. Brian Sponheimer, who is the Gabelli Funds portfolio manager and our own Pras Subramanian. Thanks so much for the conversation. Appreciate it.</p><p style=\"text-align: start;\">BRIAN SPONHEIMER: I thank you very much for having me.</p><p style=\"text-align: start;\">- Certainly.</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Should Investors Buy the Dip on the EV Leader?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Should Investors Buy the Dip on the EV Leader?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-21 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/video/tesla-stock-investors-buy-dip-190129594.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors look to balance portfolios for 2024, some turn towards the auto industry and one of the Magnificent Seven components, Tesla (TSLA). The EV maker has been met with a variety of challenges ...</p>\n\n<a href=\"https://finance.yahoo.com/video/tesla-stock-investors-buy-dip-190129594.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://finance.yahoo.com/video/tesla-stock-investors-buy-dip-190129594.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140047719","content_text":"As investors look to balance portfolios for 2024, some turn towards the auto industry and one of the Magnificent Seven components, Tesla (TSLA). The EV maker has been met with a variety of challenges ranging from leadership, strikes, and recent recalls, but is the stock at a good value to buy in or are there other potential plays investors should be adding over Tesla?Gabelli Funds Portfolio Manager Brian Sponheimer joins Yahoo Finance Live alongside Senior Autos Reporter Pras Subramanian to discuss where investors should keep an eye out in the auto industry to boost their portfolios.Sponheimer gives advice to investors on what they should consider when weighing their options with investing in Tesla: \"You're talking about a company that you really need to have confidence that there's a piece of the Tesla story that goes well beyond traditional auto-making. The stock is going to earn somewhere between $3.00 [or] $3.50 or $4.00 for this coming year. And if you're thinking about a stock trading just below $200, what are you going to be paying 45 or 50 times earnings for?\"Video Transcript- As a value investor that Gabelli Funds focuses on, when do the automakers look interesting for you guys as an investment?BRIAN SPONHEIMER: It's a really good question. You know, automakers traditionally have been cheap from a statistical standpoint. We're really looking for what the catalysts can be for these stocks over the course of the next five to 10 years. I think you have to look in terms of initially price. And you know, it's hard to it's hard to say that GM at five times earnings or Ford at six times earnings is expensive.But the real question as a value investor you have to ask yourself is when do when do you just say it's cheap for a reason? And I think I'm not ready to say that exactly. But I think given the amount of capital investment that needs to come into these industries over the course of the next five years, given the lower margins we're going to see.I mean, Ford to their credit is showing the amount of investment and negative income that comes from the Ford E movement, I think it's difficult as a value investor to really say right now that this is the right time. The shareholder take a 20% dip, that that might change just from a trading perspective. But we are really looking for catalysts in stocks, and it's hard to see that right now for the traditional automakers.- So should investors be buying the dip, per se, in Tesla at this juncture?BRIAN SPONHEIMER: Tesla is a really interesting situation. You know, again, we are a value investing community at Gabelli, and you're talking about a company that you really need to have confidence that there is a piece of the Tesla story that goes well beyond traditional automaking.Stock is going to earn somewhere between $3 and $3.50 or $4 for this coming year. And if you're thinking about a stock trading just below $200, what are you going to be paying 45 or 50 times earnings for? Is it for a decelerating top line in a traditional auto business? Is it for the potential down the road for there to be robo taxis? Is it for AI?So while Tesla shares have declined over the course of the last year or so, we're not necessarily ready to say that it is a value stock. It's certainly become more interesting at these levels than it has been in some time. And I do think that for a company that is going to be the leader in electric vehicle development over the course of the next decade, there are some really exciting things going on.But can't definitively say that there's a price that I'm loving diving to Tesla unless I really believe that there is an AI story here that I want to invest in.- Yeah. Well, certainly here, when that excitement turns into earnings and realization there is what a lot of investors are going--BRIAN SPONHEIMER: Two different things.- Yeah, exactly. Two different things there. Brian Sponheimer, who is the Gabelli Funds portfolio manager and our own Pras Subramanian. Thanks so much for the conversation. Appreciate it.BRIAN SPONHEIMER: I thank you very much for having me.- Certainly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256846800855040,"gmtCreate":1703740621304,"gmtModify":1703740625342,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Questions&nbsp;","listText":"Questions&nbsp;","text":"Questions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256846800855040","repostId":"2394757479","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254486281928952,"gmtCreate":1703167246406,"gmtModify":1703167248816,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/000766\">$Tonghua Golden-Horse Pharmaceutical Industry Co,Ltd(000766)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/000766\">$Tonghua Golden-Horse Pharmaceutical Industry Co,Ltd(000766)$ </a>&nbsp;","text":"$Tonghua Golden-Horse Pharmaceutical Industry Co,Ltd(000766)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254486281928952","repostId":"2393109775","repostType":2,"repost":{"id":"2393109775","kind":"highlight","pubTimestamp":1703164508,"share":"https://ttm.financial/m/news/2393109775?lang=&edition=fundamental","pubTime":"2023-12-21 21:15","market":"us","language":"en","title":"12 Best Lithium and Battery Stocks to Buy According to Financial Media","url":"https://stock-news.laohu8.com/highlight/detail?id=2393109775","media":"Insider Monkey","summary":"In this article, we discuss the 12 best lithium and battery stocks to buy according to financial media. If you want to skip our detailed analysis of these stocks, go directly to 5 Best Lithium and Battery Stocks to Buy According to Financial Media.The global demand for batteries, and lithium batteries in particular, has been increasing over the past few years as the transition to electric vehicles and the increased reliance on energy storage pick up pace. According to a report by consulting firm McKinsey, the battery world will experience explosive growth in the next decade, growing to nearly 4.7 TWh in size by the end of 2030, reaching a value in excess of $400 billion and exhibiting an annual growth rate of around 30% beginning 2022, up from the previously predicted 25%.On the supply side, the third quarter typically has higher","content":"<html><body><p><span>In this article, we discuss the 12 best lithium and battery stocks to buy according to financial media. If you want to skip our detailed analysis of these stocks, go directly to </span><b>5 Best Lithium and Battery Stocks to Buy According to Financial Media. </b></p>\n<p><span>The global demand for batteries, and lithium batteries in particular, has been increasing over the past few years as the transition to electric vehicles and the increased reliance on energy storage pick up pace. According to a </span><span>report</span><span> by consulting firm McKinsey, the battery world will experience explosive growth in the next decade, growing to nearly 4.7 TWh in size by the end of 2030, reaching a value in excess of $400 billion and exhibiting an annual growth rate of around 30% beginning 2022, up from the previously predicted 25%. </span></p>\n<p><span>This growth is likely to benefit large battery and lithium firms like Tesla, Inc. (NASDAQ:</span><span>TSLA</span><span>), Albemarle Corporation (NYSE:</span><span>ALB</span><span>), and Livent Corporation (NYSE:</span><span>LTHM</span><span>). Even though these firms are set to experience a market boom for batteries, investors who are eager to invest in them should also monitor some of the concerns regarding battery futures in the near term. For example, ensuring steady supplies of raw materials and equipment to ramp up manufacturing will be a key divider of the best from the rest. </span></p>\n<p><span>The growth drivers for battery and lithium firms include regulatory shift towards greener technologies, greater consumer adoption rates for battery tech, and new battery-powered products by energy, electronics, and auto firms. Some examples of these drivers include the US Inflation Reduction Act, the 2035 ban of internal combustion engine vehicles in the EU, adoption of hybrid vehicles policies in India - a major developing hub - and expert predictions that 90% of total passenger car sales will involve EVs in selected countries by 2030.</span></p>\n<p><span>China, where the demand for EVs is among the highest in the world, could account for nearly 45% of demand for lithium batteries by 2025, per McKinsey. Although this number will fall down to 40% by 2030, Chinese firms in the battery and lithium space are likely to benefit from this. Even US-based firms are adopting their EV growth strategies for Chinese markets. Paul Graves, the CEO of Livent Corporation (NYSE:LTHM), said during the third quarter call that EV sales in China were reaching record highs. </span></p>\n<blockquote>\n<p><span>“On the demand side, we can see that customer buying activity for lithium in Q3 was weaker than what end market demand indicators would imply. For example, NEV battery installations in China were up 24% year over year for the third quarter and were 32% higher through the first three quarters of 2023. EV sales in China continue to reach new records during the third quarter. Globally, EV sales grew 25% in the month of September and are up 37% year to date, but it's fair to say that in the third quarter we did not see demand for lithium at levels that are consistent with these numbers.</span></p>\n<p><span>On the supply side, the third quarter typically has higher seasonal production in China, but the amount of new supply that actually came to market was not meaningfully higher than most analysts forecasted. We continue to see production expansion delays globally and keep in mind that the increased sources of supply that most observers typically point to, namely African spodumene or Chinese lepidolite are much higher cost material on the global cost curve and certainly a higher cost than today's indices are pointing to. In fact, we've already started to see reduced production from some of these higher costs and largely unintegrated operators. And as we've said in the past, the amount of lipidolite production that has come into the market is actually a symptom of insufficient supply from other sources.\"</span></p>\n</blockquote>\n<p><b><i>Our Methodology</i></b></p>\n<p><span>To select stocks for this list, we scoured the top stock picks in the lithium and battery world as recommended by prominent financial websites. The top twelve consensus picks were then selected and ranked based on hedge fund sentiment. The analyst ratings of each stock are also discussed to provide readers with some context for their investment choices. The hedge fund sentiment around each stock was calculated using the data of around 900 hedge funds tracked by Insider Monkey in the third quarter of 2023. Hedge funds’ top 10 consensus stock picks outperformed the S&amp;P 500 Index by more than 140 percentage points over the last 10 years (</span><span>see the details here</span><span>). That’s why we pay very close attention to this often-ignored indicator.</span></p>\n<img height=\"430\" src=\"https://s.yimg.com/uu/api/res/1.2/TAd6FwPQ3nsduRE2DmfHsw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/f7098c64eb75545eca4ae8cfcd94b33e\" width=\"768\"/> A close-up of a lithium-ion battery surrounded by a network of silicon nanowires. \n<h2><b>Best Lithium and Battery Stocks to Buy According to Financial Media</b></h2>\n<h3><b>12. CBAK Energy Technology, Inc. (NASDAQ:</b><b>CBAT</b><b>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 1</i></b></p>\n<p><span>CBAK Energy Technology, Inc. (NASDAQ:CBAT) together with its subsidiaries, develops, manufactures, and sells lithium batteries. On November 9, CBAK Energy Technology, Inc. (NASDAQ:CBAT) posted earnings for the third quarter of 2023, reporting earnings per share of $0.07, beating market estimates by $0.10. </span></p>\n<p><span>At the end of the third quarter of 2023, 1 hedge fund in the database of Insider Monkey held stakes worth $118,000 in CBAK Energy Technology, Inc. (NASDAQ:CBAT), the same as in the preceding quarter worth $55,000. </span></p>\n<p><span>Just like Tesla, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), and Livent Corporation (NYSE:LTHM), CBAK Energy Technology, Inc. (NASDAQ:CBAT) is one of the best lithium and battery stocks to buy according to financial media.</span></p>\n<h3><b>11. <a href=\"https://laohu8.com/S/LAC\">Lithium Americas Corp.</a> (NYSE:</b><b>LAC</b><b>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 9 </i></b></p>\n<p><span>Lithium Americas Corp. (NYSE:LAC) operates as a resource company in the United States and Argentina. On December 11, investment advisory JPMorgan initiated coverage of Lithium Americas Corp. (NYSE:LAC) stock with a Neutral rating and a price target of $7. </span></p>\n<p><span>Among the hedge funds being tracked by Insider Monkey, Connecticut-based investment firm </span><span>Point72 Asset Management</span><span> is a leading shareholder in Lithium Americas Corp. (NYSE:LAC) with 1 million shares worth more than $18 million. </span></p>\n<h3><b>10. <a href=\"https://laohu8.com/S/PLL.AU\">Piedmont Lithium</a> Inc. (NASDAQ:</b><b>PLL</b><b>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 10</i></b></p>\n<p><span>Piedmont Lithium Inc. (NASDAQ:PLL) an exploration stage company that engages in the exploration and development of resource projects in the US. On November 9, investment advisory B Riley maintained a Buy rating on Piedmont Lithium Inc. (NASDAQ:PLL) stock and lowered the price target to $53 from $57. </span></p>\n<p><span>At the end of the third quarter of 2023, 10 hedge funds in the database of Insider Monkey held stakes worth $43 million in Piedmont Lithium Inc. (NASDAQ:PLL), compared to 14 the preceding quarter worth $66 million. </span></p>\n<h3><b>9. <a href=\"https://laohu8.com/S/MVST\">Microvast Holdings, Inc.</a> (NASDAQ:</b><b>MVST</b><b>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 13     </i></b></p>\n<p><span><a href=\"https://laohu8.com/S/MVSTW\">Microvast Holdings, Inc.</a> (NASDAQ:MVST) provides battery technologies for electric vehicles and energy storage solutions. On November 29, investment advisory Cantor Fitzgerald initiated coverage of Microvast Holdings, Inc. (NASDAQ:MVST) stock with an Overweight rating and a price target of $8. </span></p>\n<p><span>At the end of the third quarter of 2023, 13 hedge funds in the database of Insider Monkey held stakes worth $24 million in Microvast Holdings, Inc. (NASDAQ:MVST), the same as in the previous quarter worth $18 million.</span></p>\n<h3><b>8. <a href=\"https://laohu8.com/S/SGML\">Sigma Lithium Corporation</a> (NASDAQ:</b><b>SGML</b><b>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 15  </i></b><span> </span></p>\n<p><span>Sigma Lithium Corporation (NASDAQ:SGML) engages in the exploration and development of lithium deposits. On December 6, investment advisory Bank of America initiated coverage of Sigma Lithium Corporation (NASDAQ:SGML) stock with a Buy rating and a price target of $37. </span></p>\n<p><span>At the end of the third quarter of 2023, 15 hedge funds in the database of Insider Monkey held stakes worth $102 million in Sigma Lithium Corporation (NASDAQ:SGML), compared to 12 in the preceding quarter worth $72 million. </span></p>\n<h3><b>7. FREYR Battery (NYSE:</b><b>FREY</b><b>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 16     </i></b></p>\n<p><span>FREYR Battery (NYSE:FREY) engages in the production and sale of battery cells for energy storage systems, electric mobility, marine, and aviation applications. On November 9, FREYR Battery (NYSE:FREY) posted earnings for the third quarter of 2023, beating market estimates on earnings per share by $0.16. </span></p>\n<p><span>At the end of the third quarter of 2023, 16 hedge funds in the database of Insider Monkey held stakes worth $96 million in FREYR Battery (NYSE:FREY), compared to 18 in the previous quarter worth $171 million.</span></p>\n<h3><b>6. ChargePoint Holdings, Inc. (NYSE:</b><b>CHPT</b><b>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 16</i></b></p>\n<p><span>ChargePoint Holdings, Inc. (NYSE:CHPT) provides electric vehicle (EV) charging networks and charging solutions. On December 8, investment advisory Citi maintained a Neutral rating on ChargePoint Holdings, Inc. (NYSE:CHPT) stock and lowered the price target to $2.4 from $8.2. </span></p>\n<p><span>At the end of the third quarter of 2023, 16 hedge funds in the database of Insider Monkey held stakes worth $50 million in ChargePoint Holdings, Inc. (NYSE:CHPT), compared to 15 in the previous quarter worth $62 million.</span></p>\n<p><span>Along with Tesla, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), and Livent Corporation (NYSE:LTHM), ChargePoint Holdings, Inc. (NYSE:CHPT) is one of the best lithium and battery stocks to buy according to financial media.</span></p>   \n<p><b>Click to continue reading and see 5 Best Lithium and Battery Stocks to Buy According to Financial Media.</b></p>   \n<p><span>Suggested Articles:</span></p>\n<ul>\n<li><span>12 Best Nancy Pelosi Stocks To Buy</span></li>\n<li><span>Top 10 Green Hydrogen Companies in the World</span></li>\n<li><span>15 Best Self-Driving Car Stocks To Buy</span></li>\n</ul>\n<p><span>Disclosure. None. </span><b>12 Best Lithium and Battery Stocks to Buy According to Financial Media</b><span> is originally published on Insider Monkey.</span></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>12 Best Lithium and Battery Stocks to Buy According to Financial Media</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\">\n12 Best Lithium and Battery Stocks to Buy According to Financial Media\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-21 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/12-best-lithium-battery-stocks-131508871.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article, we discuss the 12 best lithium and battery stocks to buy according to financial media. If you want to skip our detailed analysis of these stocks, go directly to 5 Best Lithium and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/12-best-lithium-battery-stocks-131508871.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/FjzhnloTeSxcBnL4iNyL3A--~B/aD00MzA7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/f7098c64eb75545eca4ae8cfcd94b33e","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","QLD":"纳指两倍做多ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","ALB":"美国雅保","SGML":"Sigma Lithium Corporation","MVST":"Microvast Holdings, Inc.","BK4542":"充电桩","LU0823414478.USD":"法巴经典能源转换基金","PLL":"Piedmont Lithium Ltd","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4545":"锂电池","LAC":"Lithium Americas Corp.","FREY":"Freyr Battery",".IXIC":"NASDAQ Composite","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SQQQ":"纳指三倍做空ETF","BK4547":"WSB热门概念","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4555":"新能源车","QQQ":"纳指100ETF","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","CBAT":"中比能源","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","QID":"纳指两倍做空ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","PLL.AU":"PIEDMONT LITHIUM INC-CDI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4109":"特种化学制品","LTHM":"Livent Corp.","TQQQ":"纳指三倍做多ETF","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLA":"特斯拉","BK4511":"特斯拉概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","PSQ":"纳指反向ETF","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://finance.yahoo.com/news/12-best-lithium-battery-stocks-131508871.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2393109775","content_text":"In this article, we discuss the 12 best lithium and battery stocks to buy according to financial media. If you want to skip our detailed analysis of these stocks, go directly to 5 Best Lithium and Battery Stocks to Buy According to Financial Media. \nThe global demand for batteries, and lithium batteries in particular, has been increasing over the past few years as the transition to electric vehicles and the increased reliance on energy storage pick up pace. According to a report by consulting firm McKinsey, the battery world will experience explosive growth in the next decade, growing to nearly 4.7 TWh in size by the end of 2030, reaching a value in excess of $400 billion and exhibiting an annual growth rate of around 30% beginning 2022, up from the previously predicted 25%. \nThis growth is likely to benefit large battery and lithium firms like Tesla, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), and Livent Corporation (NYSE:LTHM). Even though these firms are set to experience a market boom for batteries, investors who are eager to invest in them should also monitor some of the concerns regarding battery futures in the near term. For example, ensuring steady supplies of raw materials and equipment to ramp up manufacturing will be a key divider of the best from the rest. \nThe growth drivers for battery and lithium firms include regulatory shift towards greener technologies, greater consumer adoption rates for battery tech, and new battery-powered products by energy, electronics, and auto firms. Some examples of these drivers include the US Inflation Reduction Act, the 2035 ban of internal combustion engine vehicles in the EU, adoption of hybrid vehicles policies in India - a major developing hub - and expert predictions that 90% of total passenger car sales will involve EVs in selected countries by 2030.\nChina, where the demand for EVs is among the highest in the world, could account for nearly 45% of demand for lithium batteries by 2025, per McKinsey. Although this number will fall down to 40% by 2030, Chinese firms in the battery and lithium space are likely to benefit from this. Even US-based firms are adopting their EV growth strategies for Chinese markets. Paul Graves, the CEO of Livent Corporation (NYSE:LTHM), said during the third quarter call that EV sales in China were reaching record highs. \n\n“On the demand side, we can see that customer buying activity for lithium in Q3 was weaker than what end market demand indicators would imply. For example, NEV battery installations in China were up 24% year over year for the third quarter and were 32% higher through the first three quarters of 2023. EV sales in China continue to reach new records during the third quarter. Globally, EV sales grew 25% in the month of September and are up 37% year to date, but it's fair to say that in the third quarter we did not see demand for lithium at levels that are consistent with these numbers.\nOn the supply side, the third quarter typically has higher seasonal production in China, but the amount of new supply that actually came to market was not meaningfully higher than most analysts forecasted. We continue to see production expansion delays globally and keep in mind that the increased sources of supply that most observers typically point to, namely African spodumene or Chinese lepidolite are much higher cost material on the global cost curve and certainly a higher cost than today's indices are pointing to. In fact, we've already started to see reduced production from some of these higher costs and largely unintegrated operators. And as we've said in the past, the amount of lipidolite production that has come into the market is actually a symptom of insufficient supply from other sources.\"\n\nOur Methodology\nTo select stocks for this list, we scoured the top stock picks in the lithium and battery world as recommended by prominent financial websites. The top twelve consensus picks were then selected and ranked based on hedge fund sentiment. The analyst ratings of each stock are also discussed to provide readers with some context for their investment choices. The hedge fund sentiment around each stock was calculated using the data of around 900 hedge funds tracked by Insider Monkey in the third quarter of 2023. Hedge funds’ top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here). That’s why we pay very close attention to this often-ignored indicator.\n A close-up of a lithium-ion battery surrounded by a network of silicon nanowires. \nBest Lithium and Battery Stocks to Buy According to Financial Media\n12. CBAK Energy Technology, Inc. (NASDAQ:CBAT)\nNumber of Hedge Fund Holders: 1\nCBAK Energy Technology, Inc. (NASDAQ:CBAT) together with its subsidiaries, develops, manufactures, and sells lithium batteries. On November 9, CBAK Energy Technology, Inc. (NASDAQ:CBAT) posted earnings for the third quarter of 2023, reporting earnings per share of $0.07, beating market estimates by $0.10. \nAt the end of the third quarter of 2023, 1 hedge fund in the database of Insider Monkey held stakes worth $118,000 in CBAK Energy Technology, Inc. (NASDAQ:CBAT), the same as in the preceding quarter worth $55,000. \nJust like Tesla, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), and Livent Corporation (NYSE:LTHM), CBAK Energy Technology, Inc. (NASDAQ:CBAT) is one of the best lithium and battery stocks to buy according to financial media.\n11. Lithium Americas Corp. (NYSE:LAC)\nNumber of Hedge Fund Holders: 9 \nLithium Americas Corp. (NYSE:LAC) operates as a resource company in the United States and Argentina. On December 11, investment advisory JPMorgan initiated coverage of Lithium Americas Corp. (NYSE:LAC) stock with a Neutral rating and a price target of $7. \nAmong the hedge funds being tracked by Insider Monkey, Connecticut-based investment firm Point72 Asset Management is a leading shareholder in Lithium Americas Corp. (NYSE:LAC) with 1 million shares worth more than $18 million. \n10. Piedmont Lithium Inc. (NASDAQ:PLL)\nNumber of Hedge Fund Holders: 10\nPiedmont Lithium Inc. (NASDAQ:PLL) an exploration stage company that engages in the exploration and development of resource projects in the US. On November 9, investment advisory B Riley maintained a Buy rating on Piedmont Lithium Inc. (NASDAQ:PLL) stock and lowered the price target to $53 from $57. \nAt the end of the third quarter of 2023, 10 hedge funds in the database of Insider Monkey held stakes worth $43 million in Piedmont Lithium Inc. (NASDAQ:PLL), compared to 14 the preceding quarter worth $66 million. \n9. Microvast Holdings, Inc. (NASDAQ:MVST)\nNumber of Hedge Fund Holders: 13     \nMicrovast Holdings, Inc. (NASDAQ:MVST) provides battery technologies for electric vehicles and energy storage solutions. On November 29, investment advisory Cantor Fitzgerald initiated coverage of Microvast Holdings, Inc. (NASDAQ:MVST) stock with an Overweight rating and a price target of $8. \nAt the end of the third quarter of 2023, 13 hedge funds in the database of Insider Monkey held stakes worth $24 million in Microvast Holdings, Inc. (NASDAQ:MVST), the same as in the previous quarter worth $18 million.\n8. Sigma Lithium Corporation (NASDAQ:SGML)\nNumber of Hedge Fund Holders: 15   \nSigma Lithium Corporation (NASDAQ:SGML) engages in the exploration and development of lithium deposits. On December 6, investment advisory Bank of America initiated coverage of Sigma Lithium Corporation (NASDAQ:SGML) stock with a Buy rating and a price target of $37. \nAt the end of the third quarter of 2023, 15 hedge funds in the database of Insider Monkey held stakes worth $102 million in Sigma Lithium Corporation (NASDAQ:SGML), compared to 12 in the preceding quarter worth $72 million. \n7. FREYR Battery (NYSE:FREY)\nNumber of Hedge Fund Holders: 16     \nFREYR Battery (NYSE:FREY) engages in the production and sale of battery cells for energy storage systems, electric mobility, marine, and aviation applications. On November 9, FREYR Battery (NYSE:FREY) posted earnings for the third quarter of 2023, beating market estimates on earnings per share by $0.16. \nAt the end of the third quarter of 2023, 16 hedge funds in the database of Insider Monkey held stakes worth $96 million in FREYR Battery (NYSE:FREY), compared to 18 in the previous quarter worth $171 million.\n6. ChargePoint Holdings, Inc. (NYSE:CHPT)\nNumber of Hedge Fund Holders: 16\nChargePoint Holdings, Inc. (NYSE:CHPT) provides electric vehicle (EV) charging networks and charging solutions. On December 8, investment advisory Citi maintained a Neutral rating on ChargePoint Holdings, Inc. (NYSE:CHPT) stock and lowered the price target to $2.4 from $8.2. \nAt the end of the third quarter of 2023, 16 hedge funds in the database of Insider Monkey held stakes worth $50 million in ChargePoint Holdings, Inc. (NYSE:CHPT), compared to 15 in the previous quarter worth $62 million.\nAlong with Tesla, Inc. (NASDAQ:TSLA), Albemarle Corporation (NYSE:ALB), and Livent Corporation (NYSE:LTHM), ChargePoint Holdings, Inc. (NYSE:CHPT) is one of the best lithium and battery stocks to buy according to financial media.   \nClick to continue reading and see 5 Best Lithium and Battery Stocks to Buy According to Financial Media.   \nSuggested Articles:\n\n12 Best Nancy Pelosi Stocks To Buy\nTop 10 Green Hydrogen Companies in the World\n15 Best Self-Driving Car Stocks To Buy\n\nDisclosure. None. 12 Best Lithium and Battery Stocks to Buy According to Financial Media is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254486840508704,"gmtCreate":1703167232528,"gmtModify":1703167235752,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254486840508704","repostId":"2393109775","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254486076764424,"gmtCreate":1703167228401,"gmtModify":1703167231181,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ME8U.SI\">$Mapletree Ind Tr(ME8U.SI)$&nbsp;</a> to the be&nbsp;","listText":"<a href=\"https://ttm.financial/S/ME8U.SI\">$Mapletree Ind Tr(ME8U.SI)$&nbsp;</a> to the be&nbsp;","text":"$Mapletree Ind Tr(ME8U.SI)$ to the be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254486076764424","repostId":"2393109775","repostType":2,"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250104529432632,"gmtCreate":1702079609072,"gmtModify":1702079613072,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250104529432632","repostId":"2390886719","repostType":2,"repost":{"id":"2390886719","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1702065060,"share":"https://ttm.financial/m/news/2390886719?lang=&edition=fundamental","pubTime":"2023-12-09 03:51","market":"sg","language":"en","title":"The Case to Bet Against Tesla Stock From a Longtime Bear -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2390886719","media":"Dow Jones","summary":"Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition.A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024.Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently.His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon.\"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated.Sacconaghi sees Tesla del","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition. \n</p>\n<p>\n     A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024. \n</p>\n<p>\n     Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently. \n</p>\n<p>\n     His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon. \n</p>\n<p>\n     \"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated. \n</p>\n<p>\n     Tesla is considered a luxury brand and dominates U.S. luxury EV sales, accounting for about 60% of the total in the third quarter. Tesla's market share of all luxury car sales, be they gas or electric, is formidable too. It accounted for almost 20% of third-quarter sales. \n</p>\n<p>\n     That's impressive, but that's the saturation Sacconaghi is worried about. Tesla cut prices aggressively in 2023 to support demand amid rising interest rates. He predicts Tesla will cut prices again in 2024 to keep stimulating demand. \n</p>\n<p>\n     A lower-priced EV would help, but he doesn't see that arriving until 2026. \n</p>\n<p>\n     \"We believe that Tesla will disappoint on both units [and] revenues and earnings per share in 2024, and are notably below consensus,\" added the analyst. He projects a 2024 earnings of $2.59 a share. The Wall Street consensus number is $3.87 a share. \n</p>\n<p>\n     The consensus earnings estimate leaves Tesla stock trading for about 63 times estimated 2024 numbers. In comparison, the shares are trading at 94 times Sacconaghi's lower EPS estimate, while his price target of $150 is about 60 times his number. \n</p>\n<p>\n     He \"isn't wrong that 2023 and 2024 earnings estimates were slashed about 40% during 2023,\" says Future Fund Active ETF co-founder and Tesla shareholder Gary Black. He, however, doesn't believe 2024 will turn out that badly. \"Tesla should continue to rally as investors get more conviction that Tesla automotive gross [profit] margins have bottomed.\" \n</p>\n<p>\n     Tesla's automotive gross profit margin, excluding regulatory credit sales, hit about 16% in the third quarter, down about 10 percentage points year over year. \n</p>\n<p>\n     What's more, Black sees Cybertruck, which was first delivered in November, helping Tesla's brand, which could result in more Tesla Model 3 and Model Y sales. Sacconaghi, meanwhile, calls the Cybertruck a \"niche product.\" \n</p>\n<p>\n     Sacconaghi sees Tesla delivering 2.1 million units in 2024. The Wall Street consensus is 2.2 million. Black projects 2.4 million cars sold. \n</p>\n<p>\n     The bulls and bears clearly rarely agree. \n</p>\n<p>\n     That also shows up in price targets. The top target prices on Wall Street average about $350 a share. The low price targets average about $100. The $250 bull-bear spread is more than 100% of the current price. That bull-bear spread for Apple is about 50%. \n</p>\n<p>\n     Sacconaghi is more bearish than Barron's. We recommended Tesla stock in January 2023, believing shares were too beaten up amid Elon Musk's purchase of X, the former Twitter, and Tesla vehicle price cuts. Shares have done well since then, more than doubling. \n</p>\n<p>\n     Tesla stock isn't in the low-$100s anymore, which gives us some pause about adding to positions. But Barron's wouldn't short Tesla stock -- a bearish bet in which an investor borrows and then sells shares. They are the largest producer of a growing technology, and they are profitable. Tesla also has other ways to generate value including self-driving cars and utility-scale battery storage applications. At worst, we are happy to keep a \"market weight\" position in Tesla stock. Tesla accounts for roughly 2% of the S&amp;P 500. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2023 14:51 ET (19:51 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Case to Bet Against Tesla Stock From a Longtime Bear -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Case to Bet Against Tesla Stock From a Longtime Bear -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-12-09 03:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition. \n</p>\n<p>\n     A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024. \n</p>\n<p>\n     Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently. \n</p>\n<p>\n     His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon. \n</p>\n<p>\n     \"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated. \n</p>\n<p>\n     Tesla is considered a luxury brand and dominates U.S. luxury EV sales, accounting for about 60% of the total in the third quarter. Tesla's market share of all luxury car sales, be they gas or electric, is formidable too. It accounted for almost 20% of third-quarter sales. \n</p>\n<p>\n     That's impressive, but that's the saturation Sacconaghi is worried about. Tesla cut prices aggressively in 2023 to support demand amid rising interest rates. He predicts Tesla will cut prices again in 2024 to keep stimulating demand. \n</p>\n<p>\n     A lower-priced EV would help, but he doesn't see that arriving until 2026. \n</p>\n<p>\n     \"We believe that Tesla will disappoint on both units [and] revenues and earnings per share in 2024, and are notably below consensus,\" added the analyst. He projects a 2024 earnings of $2.59 a share. The Wall Street consensus number is $3.87 a share. \n</p>\n<p>\n     The consensus earnings estimate leaves Tesla stock trading for about 63 times estimated 2024 numbers. In comparison, the shares are trading at 94 times Sacconaghi's lower EPS estimate, while his price target of $150 is about 60 times his number. \n</p>\n<p>\n     He \"isn't wrong that 2023 and 2024 earnings estimates were slashed about 40% during 2023,\" says Future Fund Active ETF co-founder and Tesla shareholder Gary Black. He, however, doesn't believe 2024 will turn out that badly. \"Tesla should continue to rally as investors get more conviction that Tesla automotive gross [profit] margins have bottomed.\" \n</p>\n<p>\n     Tesla's automotive gross profit margin, excluding regulatory credit sales, hit about 16% in the third quarter, down about 10 percentage points year over year. \n</p>\n<p>\n     What's more, Black sees Cybertruck, which was first delivered in November, helping Tesla's brand, which could result in more Tesla Model 3 and Model Y sales. Sacconaghi, meanwhile, calls the Cybertruck a \"niche product.\" \n</p>\n<p>\n     Sacconaghi sees Tesla delivering 2.1 million units in 2024. The Wall Street consensus is 2.2 million. Black projects 2.4 million cars sold. \n</p>\n<p>\n     The bulls and bears clearly rarely agree. \n</p>\n<p>\n     That also shows up in price targets. The top target prices on Wall Street average about $350 a share. The low price targets average about $100. The $250 bull-bear spread is more than 100% of the current price. That bull-bear spread for Apple is about 50%. \n</p>\n<p>\n     Sacconaghi is more bearish than Barron's. We recommended Tesla stock in January 2023, believing shares were too beaten up amid Elon Musk's purchase of X, the former Twitter, and Tesla vehicle price cuts. Shares have done well since then, more than doubling. \n</p>\n<p>\n     Tesla stock isn't in the low-$100s anymore, which gives us some pause about adding to positions. But Barron's wouldn't short Tesla stock -- a bearish bet in which an investor borrows and then sells shares. They are the largest producer of a growing technology, and they are profitable. Tesla also has other ways to generate value including self-driving cars and utility-scale battery storage applications. At worst, we are happy to keep a \"market weight\" position in Tesla stock. Tesla accounts for roughly 2% of the S&amp;P 500. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2023 14:51 ET (19:51 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4505":"高瓴资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4512":"苹果概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4555":"新能源车","AAPL":"苹果","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4532":"文艺复兴科技持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4553":"喜马拉雅资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390886719","content_text":"Al Root \n\n\n  Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition. \n\n\n     A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024. \n\n\n     Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently. \n\n\n     His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon. \n\n\n     \"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated. \n\n\n     Tesla is considered a luxury brand and dominates U.S. luxury EV sales, accounting for about 60% of the total in the third quarter. Tesla's market share of all luxury car sales, be they gas or electric, is formidable too. It accounted for almost 20% of third-quarter sales. \n\n\n     That's impressive, but that's the saturation Sacconaghi is worried about. Tesla cut prices aggressively in 2023 to support demand amid rising interest rates. He predicts Tesla will cut prices again in 2024 to keep stimulating demand. \n\n\n     A lower-priced EV would help, but he doesn't see that arriving until 2026. \n\n\n     \"We believe that Tesla will disappoint on both units [and] revenues and earnings per share in 2024, and are notably below consensus,\" added the analyst. He projects a 2024 earnings of $2.59 a share. The Wall Street consensus number is $3.87 a share. \n\n\n     The consensus earnings estimate leaves Tesla stock trading for about 63 times estimated 2024 numbers. In comparison, the shares are trading at 94 times Sacconaghi's lower EPS estimate, while his price target of $150 is about 60 times his number. \n\n\n     He \"isn't wrong that 2023 and 2024 earnings estimates were slashed about 40% during 2023,\" says Future Fund Active ETF co-founder and Tesla shareholder Gary Black. He, however, doesn't believe 2024 will turn out that badly. \"Tesla should continue to rally as investors get more conviction that Tesla automotive gross [profit] margins have bottomed.\" \n\n\n     Tesla's automotive gross profit margin, excluding regulatory credit sales, hit about 16% in the third quarter, down about 10 percentage points year over year. \n\n\n     What's more, Black sees Cybertruck, which was first delivered in November, helping Tesla's brand, which could result in more Tesla Model 3 and Model Y sales. Sacconaghi, meanwhile, calls the Cybertruck a \"niche product.\" \n\n\n     Sacconaghi sees Tesla delivering 2.1 million units in 2024. The Wall Street consensus is 2.2 million. Black projects 2.4 million cars sold. \n\n\n     The bulls and bears clearly rarely agree. \n\n\n     That also shows up in price targets. The top target prices on Wall Street average about $350 a share. The low price targets average about $100. The $250 bull-bear spread is more than 100% of the current price. That bull-bear spread for Apple is about 50%. \n\n\n     Sacconaghi is more bearish than Barron's. We recommended Tesla stock in January 2023, believing shares were too beaten up amid Elon Musk's purchase of X, the former Twitter, and Tesla vehicle price cuts. Shares have done well since then, more than doubling. \n\n\n     Tesla stock isn't in the low-$100s anymore, which gives us some pause about adding to positions. But Barron's wouldn't short Tesla stock -- a bearish bet in which an investor borrows and then sells shares. They are the largest producer of a growing technology, and they are profitable. Tesla also has other ways to generate value including self-driving cars and utility-scale battery storage applications. At worst, we are happy to keep a \"market weight\" position in Tesla stock. Tesla accounts for roughly 2% of the S&P 500. \n\n\n     Write to Al Root at allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 08, 2023 14:51 ET (19:51 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250102141784360,"gmtCreate":1702079047947,"gmtModify":1702079051848,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"I 0","listText":"I 0","text":"I 0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250102141784360","repostId":"2390886719","repostType":2,"repost":{"id":"2390886719","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1702065060,"share":"https://ttm.financial/m/news/2390886719?lang=&edition=fundamental","pubTime":"2023-12-09 03:51","market":"sg","language":"en","title":"The Case to Bet Against Tesla Stock From a Longtime Bear -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2390886719","media":"Dow Jones","summary":"Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition.A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024.Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently.His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon.\"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated.Sacconaghi sees Tesla del","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition. \n</p>\n<p>\n     A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024. \n</p>\n<p>\n     Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently. \n</p>\n<p>\n     His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon. \n</p>\n<p>\n     \"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated. \n</p>\n<p>\n     Tesla is considered a luxury brand and dominates U.S. luxury EV sales, accounting for about 60% of the total in the third quarter. Tesla's market share of all luxury car sales, be they gas or electric, is formidable too. It accounted for almost 20% of third-quarter sales. \n</p>\n<p>\n     That's impressive, but that's the saturation Sacconaghi is worried about. Tesla cut prices aggressively in 2023 to support demand amid rising interest rates. He predicts Tesla will cut prices again in 2024 to keep stimulating demand. \n</p>\n<p>\n     A lower-priced EV would help, but he doesn't see that arriving until 2026. \n</p>\n<p>\n     \"We believe that Tesla will disappoint on both units [and] revenues and earnings per share in 2024, and are notably below consensus,\" added the analyst. He projects a 2024 earnings of $2.59 a share. The Wall Street consensus number is $3.87 a share. \n</p>\n<p>\n     The consensus earnings estimate leaves Tesla stock trading for about 63 times estimated 2024 numbers. In comparison, the shares are trading at 94 times Sacconaghi's lower EPS estimate, while his price target of $150 is about 60 times his number. \n</p>\n<p>\n     He \"isn't wrong that 2023 and 2024 earnings estimates were slashed about 40% during 2023,\" says Future Fund Active ETF co-founder and Tesla shareholder Gary Black. He, however, doesn't believe 2024 will turn out that badly. \"Tesla should continue to rally as investors get more conviction that Tesla automotive gross [profit] margins have bottomed.\" \n</p>\n<p>\n     Tesla's automotive gross profit margin, excluding regulatory credit sales, hit about 16% in the third quarter, down about 10 percentage points year over year. \n</p>\n<p>\n     What's more, Black sees Cybertruck, which was first delivered in November, helping Tesla's brand, which could result in more Tesla Model 3 and Model Y sales. Sacconaghi, meanwhile, calls the Cybertruck a \"niche product.\" \n</p>\n<p>\n     Sacconaghi sees Tesla delivering 2.1 million units in 2024. The Wall Street consensus is 2.2 million. Black projects 2.4 million cars sold. \n</p>\n<p>\n     The bulls and bears clearly rarely agree. \n</p>\n<p>\n     That also shows up in price targets. The top target prices on Wall Street average about $350 a share. The low price targets average about $100. The $250 bull-bear spread is more than 100% of the current price. That bull-bear spread for Apple is about 50%. \n</p>\n<p>\n     Sacconaghi is more bearish than Barron's. We recommended Tesla stock in January 2023, believing shares were too beaten up amid Elon Musk's purchase of X, the former Twitter, and Tesla vehicle price cuts. Shares have done well since then, more than doubling. \n</p>\n<p>\n     Tesla stock isn't in the low-$100s anymore, which gives us some pause about adding to positions. But Barron's wouldn't short Tesla stock -- a bearish bet in which an investor borrows and then sells shares. They are the largest producer of a growing technology, and they are profitable. Tesla also has other ways to generate value including self-driving cars and utility-scale battery storage applications. At worst, we are happy to keep a \"market weight\" position in Tesla stock. Tesla accounts for roughly 2% of the S&amp;P 500. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2023 14:51 ET (19:51 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Case to Bet Against Tesla Stock From a Longtime Bear -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Case to Bet Against Tesla Stock From a Longtime Bear -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-12-09 03:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition. \n</p>\n<p>\n     A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024. \n</p>\n<p>\n     Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently. \n</p>\n<p>\n     His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon. \n</p>\n<p>\n     \"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated. \n</p>\n<p>\n     Tesla is considered a luxury brand and dominates U.S. luxury EV sales, accounting for about 60% of the total in the third quarter. Tesla's market share of all luxury car sales, be they gas or electric, is formidable too. It accounted for almost 20% of third-quarter sales. \n</p>\n<p>\n     That's impressive, but that's the saturation Sacconaghi is worried about. Tesla cut prices aggressively in 2023 to support demand amid rising interest rates. He predicts Tesla will cut prices again in 2024 to keep stimulating demand. \n</p>\n<p>\n     A lower-priced EV would help, but he doesn't see that arriving until 2026. \n</p>\n<p>\n     \"We believe that Tesla will disappoint on both units [and] revenues and earnings per share in 2024, and are notably below consensus,\" added the analyst. He projects a 2024 earnings of $2.59 a share. The Wall Street consensus number is $3.87 a share. \n</p>\n<p>\n     The consensus earnings estimate leaves Tesla stock trading for about 63 times estimated 2024 numbers. In comparison, the shares are trading at 94 times Sacconaghi's lower EPS estimate, while his price target of $150 is about 60 times his number. \n</p>\n<p>\n     He \"isn't wrong that 2023 and 2024 earnings estimates were slashed about 40% during 2023,\" says Future Fund Active ETF co-founder and Tesla shareholder Gary Black. He, however, doesn't believe 2024 will turn out that badly. \"Tesla should continue to rally as investors get more conviction that Tesla automotive gross [profit] margins have bottomed.\" \n</p>\n<p>\n     Tesla's automotive gross profit margin, excluding regulatory credit sales, hit about 16% in the third quarter, down about 10 percentage points year over year. \n</p>\n<p>\n     What's more, Black sees Cybertruck, which was first delivered in November, helping Tesla's brand, which could result in more Tesla Model 3 and Model Y sales. Sacconaghi, meanwhile, calls the Cybertruck a \"niche product.\" \n</p>\n<p>\n     Sacconaghi sees Tesla delivering 2.1 million units in 2024. The Wall Street consensus is 2.2 million. Black projects 2.4 million cars sold. \n</p>\n<p>\n     The bulls and bears clearly rarely agree. \n</p>\n<p>\n     That also shows up in price targets. The top target prices on Wall Street average about $350 a share. The low price targets average about $100. The $250 bull-bear spread is more than 100% of the current price. That bull-bear spread for Apple is about 50%. \n</p>\n<p>\n     Sacconaghi is more bearish than Barron's. We recommended Tesla stock in January 2023, believing shares were too beaten up amid Elon Musk's purchase of X, the former Twitter, and Tesla vehicle price cuts. Shares have done well since then, more than doubling. \n</p>\n<p>\n     Tesla stock isn't in the low-$100s anymore, which gives us some pause about adding to positions. But Barron's wouldn't short Tesla stock -- a bearish bet in which an investor borrows and then sells shares. They are the largest producer of a growing technology, and they are profitable. Tesla also has other ways to generate value including self-driving cars and utility-scale battery storage applications. At worst, we are happy to keep a \"market weight\" position in Tesla stock. Tesla accounts for roughly 2% of the S&amp;P 500. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2023 14:51 ET (19:51 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4505":"高瓴资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4512":"苹果概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4555":"新能源车","AAPL":"苹果","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4532":"文艺复兴科技持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4553":"喜马拉雅资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390886719","content_text":"Al Root \n\n\n  Tesla stock has been controversial this year, and will likely remain so in 2024. Bulls continue to believe the stock will rise as sales grow and new products hit the market. Bears will keep worrying about valuation and competition. \n\n\n     A longtime bear sees things getting more difficult for the electric-vehicle leader in 2024. \n\n\n     Bernstein analyst Toni Sacconaghi has rated Tesla stock Sell since July 2020 -- a period during which the shares have risen about 150%. Back in 2020, he downgraded the stock from Hold, when it was trading right around $100 a share. His price target at the time was $60 a share -- it has since risen to $150 currently. \n\n\n     His bearish stance hasn't changed, even as the stock has climbed. Tesla shares changed hands around $244 Friday afternoon. \n\n\n     \"Tesla continues to have a demand issue,\" wrote Sacconaghi in a report this week that was attached to a conference call for Bernstein clients. He says Tesla's product lineup is too narrow, expensive, and saturated. \n\n\n     Tesla is considered a luxury brand and dominates U.S. luxury EV sales, accounting for about 60% of the total in the third quarter. Tesla's market share of all luxury car sales, be they gas or electric, is formidable too. It accounted for almost 20% of third-quarter sales. \n\n\n     That's impressive, but that's the saturation Sacconaghi is worried about. Tesla cut prices aggressively in 2023 to support demand amid rising interest rates. He predicts Tesla will cut prices again in 2024 to keep stimulating demand. \n\n\n     A lower-priced EV would help, but he doesn't see that arriving until 2026. \n\n\n     \"We believe that Tesla will disappoint on both units [and] revenues and earnings per share in 2024, and are notably below consensus,\" added the analyst. He projects a 2024 earnings of $2.59 a share. The Wall Street consensus number is $3.87 a share. \n\n\n     The consensus earnings estimate leaves Tesla stock trading for about 63 times estimated 2024 numbers. In comparison, the shares are trading at 94 times Sacconaghi's lower EPS estimate, while his price target of $150 is about 60 times his number. \n\n\n     He \"isn't wrong that 2023 and 2024 earnings estimates were slashed about 40% during 2023,\" says Future Fund Active ETF co-founder and Tesla shareholder Gary Black. He, however, doesn't believe 2024 will turn out that badly. \"Tesla should continue to rally as investors get more conviction that Tesla automotive gross [profit] margins have bottomed.\" \n\n\n     Tesla's automotive gross profit margin, excluding regulatory credit sales, hit about 16% in the third quarter, down about 10 percentage points year over year. \n\n\n     What's more, Black sees Cybertruck, which was first delivered in November, helping Tesla's brand, which could result in more Tesla Model 3 and Model Y sales. Sacconaghi, meanwhile, calls the Cybertruck a \"niche product.\" \n\n\n     Sacconaghi sees Tesla delivering 2.1 million units in 2024. The Wall Street consensus is 2.2 million. Black projects 2.4 million cars sold. \n\n\n     The bulls and bears clearly rarely agree. \n\n\n     That also shows up in price targets. The top target prices on Wall Street average about $350 a share. The low price targets average about $100. The $250 bull-bear spread is more than 100% of the current price. That bull-bear spread for Apple is about 50%. \n\n\n     Sacconaghi is more bearish than Barron's. We recommended Tesla stock in January 2023, believing shares were too beaten up amid Elon Musk's purchase of X, the former Twitter, and Tesla vehicle price cuts. Shares have done well since then, more than doubling. \n\n\n     Tesla stock isn't in the low-$100s anymore, which gives us some pause about adding to positions. But Barron's wouldn't short Tesla stock -- a bearish bet in which an investor borrows and then sells shares. They are the largest producer of a growing technology, and they are profitable. Tesla also has other ways to generate value including self-driving cars and utility-scale battery storage applications. At worst, we are happy to keep a \"market weight\" position in Tesla stock. Tesla accounts for roughly 2% of the S&P 500. \n\n\n     Write to Al Root at allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 08, 2023 14:51 ET (19:51 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247305176264768,"gmtCreate":1701415152431,"gmtModify":1701415156956,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;How.&nbsp;","listText":"&nbsp; &nbsp; &nbsp; &nbsp;How.&nbsp;","text":"How.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247305176264768","repostId":"2388429611","repostType":2,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230019589837056,"gmtCreate":1697199015108,"gmtModify":1697199019208,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"N jb y it was y&nbsp;","listText":"N jb y it was y&nbsp;","text":"N jb y it was y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230019589837056","repostId":"2375916027","repostType":2,"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193855119409152,"gmtCreate":1688357527222,"gmtModify":1688357530460,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/SImain\">$Silver - main 2309(SImain)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/FUT/SImain\">$Silver - main 2309(SImain)$ &nbsp;</a>","text":"$Silver - main 2309(SImain)$","images":[{"img":"https://community-static.tradeup.com/news/9fc00f7165fb955bcb7bd353293e42b0","width":"1440","height":"2310"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193855119409152","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":182052971098144,"gmtCreate":1685455596243,"gmtModify":1685455600502,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182052971098144","repostId":"1170702125","repostType":2,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970020555,"gmtCreate":1683728348377,"gmtModify":1683728351413,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970020555","repostId":"2334424158","repostType":2,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947657457,"gmtCreate":1683110843979,"gmtModify":1683110847600,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a><a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a><a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a>","text":"@jkooooo @jkooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947657457","repostId":"2330894538","repostType":2,"repost":{"id":"2330894538","kind":"highlight","pubTimestamp":1682600400,"share":"https://ttm.financial/m/news/2330894538?lang=&edition=fundamental","pubTime":"2023-04-27 21:00","market":"us","language":"en","title":"VIZZY® HARD SELTZER INTRODUCES LIMITED-EDITION ORANGE CREAM POP FLAVOR AND A NEW LOOK AS PART OF \"FLAVOR FOR EVERY VIBE\" CAMPAIGN","url":"https://stock-news.laohu8.com/highlight/detail?id=2330894538","media":"PR Newswire","summary":"Retro-inspired flavor rolls out just in time for summer alongside new TV spots and fresh packaging\nC","content":"<div>\n<p>Retro-inspired flavor rolls out just in time for summer alongside new TV spots and fresh packaging\nCHICAGO, April 27, 2023 /PRNewswire/ -- Vizzy Hard Seltzer is bringing the heat this summer, and most...</p>\n\n<a href=\"https://finance.yahoo.com/news/vizzy-hard-seltzer-introduces-limited-130000385.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>VIZZY® HARD SELTZER INTRODUCES LIMITED-EDITION ORANGE CREAM POP FLAVOR AND A NEW LOOK AS PART OF \"FLAVOR FOR EVERY VIBE\" CAMPAIGN</title>\n<style 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April 27, 2023 /PRNewswire/ -- Vizzy Hard Seltzer is bringing the heat this summer, and most...</p>\n\n<a href=\"https://finance.yahoo.com/news/vizzy-hard-seltzer-introduces-limited-130000385.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/gHAB_N02P9SyRtYz3tlsSA--~B/aD0yMjU7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/prnewswire.com/55ebed396187a4c43ecdffbe720a3407","relate_stocks":{"TAP":"莫库酒业","TVC":"Tennessee Valley Authority Power","BK4535":"淡马锡持仓","BK4588":"碎股","BK4526":"热门中概股","BK4115":"综合电信业务","PPA":"国防航太ETF-PowerShares","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4551":"寇图资本持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","FOR":"福里斯特","BK4549":"软银资本持仓","FNCTF":"Orange","BGNE":"百济神州","BK4548":"巴美列捷福持仓","BK4024":"房地产开发","LMND":"Lemonade, Inc.","BK4017":"黄金","BK4107":"财产与意外伤害保险","NGD":"New 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Vizzy Orange Cream Pop Hard Seltzer will be available nationwide for a limited time this summer, starting in mid-May.\nThe vibes don't stop there — just in time for summer, Vizzy Hard Seltzer's new \"Flavor For Every Vibe\" campaign celebrates the brand's vibrant, dual-flavor combinations and how Vizzy brings the good vibes no matter the occasion, whether that's a beach party, brunch or night out with friends. The captivating creative shows that Vizzy Hard Seltzer has a flavor for every vibe — no matter what can or variety pack you choose.\n\"Our new campaign embodies everything drinkers love about Vizzy — we bring bold flavor for every vibe and turn up the volume, no matter the occasion,\" said Joy Ghosh, vice president of above premium flavor at Molson Coors. \"From the cool flavor and nostalgic vibe of Orange Cream Pop Hard Seltzer to our bold new ads and refreshed packs, this will be Vizzy's biggest summer yet.\"\nThe bold and captivating \"Flavor For Every Vibe\" campaign, produced by Rethink, will show up everywhere Vizzy does in its 360° marketing plan — including in brand-new television creative, out-of-home advertising, packaging, social media content, on-site event activations and through its partnership with the Professional Pickleball Association (PPA). National media support will run across TV, OLV, social, OOH and radio following the television commercial (TVC) debut on April 21 during the PPA Tour's Newport Beach Double Shootout on CBS and a premium placement during the 2023 NFL Draft on April 29.\nThere's more. Vizzy Hard Seltzer is bringing \"Flavor For Every Vibe\" to shelves everywhere with a packaging refresh that highlights the bold flavor and distinct vibe of each of the brand's vibrant, dual-flavor variety packs:\n\nVibrantly Tropical: Papaya Passionfruit, Pineapple Mango, Blueberry Pomegranate, Strawberry Kiwi\nRefreshingly Berry: Blackberry Lemon, Blackberry Lime, Watermelon Strawberry, Raspberry Tangerine\nSparkling Mimosa: Strawberry Orange, Pineapple Orange, Pomegranate Orange, Peach Orange\nTangy Lemonade: Raspberry Lemonade, Watermelon Lemonade, Peach Lemonade, Strawberry Lemonade\n\nGo to vizzyhardseltzer.com for more information on the new look of Vizzy Hard Seltzer, and find Vizzy Orange Cream Pop Hard Seltzer near you by visiting our product locator (We know you want to). Also, you should probably follow us on Instagram and Facebook @vizzyhardseltzer and on Twitter @vizzyseltzer.\nABOUT MOLSON COORS BEVERAGE COMPANYFor more than two centuries, Molson Coors has been brewing beverages that unite people for all of life's moments. From Coors Light, Miller Lite, Molson Trademark, Carling, and Staropramen to Coors Banquet, Blue Moon Belgian White, Leinenkugel's Summer Shandy, Vizzy Hard Seltzer, Topo Chico Hard Seltzer, Simply Spiked Lemonade, Creemore Springs and more, Molson Coors produces some of the most beloved and iconic beer brands ever made. While the company's history is rooted in beer, Molson Coors offers a modern portfolio that expands beyond the beer aisle with sparkling cocktails, canned wine, kombucha, cider and more.\nMolson Coors Beverage Company is a publicly traded company that operates through Molson Coors North America and Molson Coors Europe, and is traded on the New York and Canadian Stock Exchange (TAP). The company's commitment to raising industry standards and leaving a positive imprint on our employees, consumers, communities and the environment is reflected in Our Beer Print and our 2025 sustainability targets. To learn more about Molson Coors Beverage Company, visit molsoncoors.com.   \n\n\n View original content to download multimedia:https://www.prnewswire.com/news-releases/vizzy-hard-seltzer-introduces-limited-edition-orange-cream-pop-flavor-and-a-new-look-as-part-of-flavor-for-every-vibe-campaign-301809013.html\nSOURCE Molson Coors","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952821505,"gmtCreate":1674624257307,"gmtModify":1676538949558,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952821505","repostId":"2271741724","repostType":2,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961726097,"gmtCreate":1669068862520,"gmtModify":1676538145469,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"4 tt5ir4yyg&nbsp;uu52 love 6u dffff&nbsp; C3ccc r&nbsp;C3ccc c.w Cccccc e 2","listText":"4 tt5ir4yyg&nbsp;uu52 love 6u dffff&nbsp; C3ccc r&nbsp;C3ccc c.w Cccccc e 2","text":"4 tt5ir4yyg uu52 love 6u dffff C3ccc r C3ccc c.w Cccccc e 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961726097","repostId":"1160747029","repostType":2,"repost":{"id":"1160747029","kind":"news","pubTimestamp":1669009880,"share":"https://ttm.financial/m/news/1160747029?lang=&edition=fundamental","pubTime":"2022-11-21 13:51","market":"us","language":"en","title":"Apple: Unlikely To Outperform The Market Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1160747029","media":"Seeking Alpha","summary":"SummaryApple has been relying on incremental, rather than ground-breaking, innovation in recent year","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been relying on incremental, rather than ground-breaking, innovation in recent years, and there is little visibility on the next revolutionary product.</li><li>Growth has decelerated across product lines and services, and the fact that Apple is not providing revenue guidance for the coming quarter is significant.</li><li>Shares are currently expensive, with a p/e around 24x, an EV/EBITDA of roughly 19x, and a dividend yield of less than half its ten-year average.</li></ul><p>While we believe Apple (NASDAQ:AAPL) will continue to be a very solid business for a long time, we are increasingly seeing signs that it will struggle to outperform the market going forward. There is no question that Apple shareholders did greatthis past decade, more than tripling the S&amp;P 500 (SPY) returns, however we believe that it is unlikely that the company will outperform the S&amp;P 500 by a meaningful amount in the coming ten years.</p><p><img src=\"https://static.tigerbbs.com/7bceb64fbcec883fff8b632bcc58719b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Already the company stopped disclosing the number of units for devices such as iPhones, Macs, etc. a few years ago. Our interpretation is that it meant growth would increasingly depend on raising prices versus selling more devices. While both strategies can deliver significant revenue growth, we believe raising prices results in less sustainable growth, given that at a certain point it starts having a meaningful impact on the number of units sold. In other words, consumers will only pay so much before switching to another brand.</p><p>A big source of growth the last few years has been the Services business, which reached $19.2 billion in revenue and more than 900 million paid subscriptions in the September quarter. In the most recent earnings call management even called out how it is already the size of a Fortune 50 business on its own, and has nearly doubled during the last four years. Its growth, however, is decelerating, with the business growing only about 5% from the previous year. There was a roughly 600 basis points of negative impact from foreign exchange, so it can be argued that constant currency growth is closer to 11%, but even this growth rate is not that impressive.</p><p>Meanwhile, the previously hyper growth segment of Wearables, Home and Accessories saw revenue grow only about 10% year over year; the iPad saw a 13% year over year decline. Overall, Apple achieved revenue of $394 billion in fiscal year 2022, which corresponds to ~8% annual growth, and its diluted earnings per share grew only slightly faster at ~9%. In addition to relatively disappointing growth, the company decided not to provide revenue guidance for next quarter, other than to say that total company y/y revenue performance will decelerate during the December quarter as compared to the September quarter.</p><p>As growth decelerates for the company, and with a rich valuation which we&#39;ll consider in the analysis below, we believe that unless the company manages to find a new disruptive innovation that can move the needle, it will very likely underperform the market in the coming ten years.</p><p><b>Financials</b></p><p>We don&#39;t think there is much room for margin improvement for Apple. The company was even showing a declining operating margin trend prior to the Covid crisis.</p><p>Apple ultimately benefited from Covid given that travel, restaurants, and other recreational activities were off the table, and many people decided to spend their discretionary income on a new device, such as a new iPhone. This increase in revenue resulted in operating leverage, which is the main reason why we saw profit margins improve.</p><p>While there might be some operating leverage in the future, it could be countered by increasing component costs and other inflationary impacts.</p><p><img src=\"https://static.tigerbbs.com/6d27c9aeb4e06ed57114ecb2aeb94389\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYChartsGrowth</p><p>The Covid impact can be seen quite clearly in the revenue graph below, and it is also clear that growth has started to moderate significantly. Regarding the main product, iPhone growth decelerated to only 10% in the most recent quarter, compared to an overall growth of 39% in fiscal year 2021.</p><p><img src=\"https://static.tigerbbs.com/f7e767c59a2b7aea6cf04f775ede840b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Growth has cooled off significantly for the entire company, with revenue growth of ~8% for 2022 below the ten-year average for the company. It can be argued that Apple has seen periods of weak growth before, only to see growth be reignited. What has changed is that now the revenue base is massive, so any one product or service will have an incredibly hard time moving the needle. With respect to inorganic growth, the company is already doing plenty of acquisitions, averaging about one per month during fiscal year 2022.</p><p>There also does not seem to be any disruptive innovation in the pipeline, other than perhaps the Apple Car, which admittedly could be important enough to really contribute to growth in a meaningful way.</p><p><img src=\"https://static.tigerbbs.com/6c4aad5a9648743204ada915856643a4\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYChartsThe Apple Car or &#34;Project Titan&#34;</p><p>Our impression of Apple is that of a company incredibly talented at delivering incremental innovation. It of course has a history of disruptive innovation too, with the iPhone probably being the prime example. Still, it&#39;s been a long time since the company introduced a brand-new revolutionary device. The last few years Apple seemed to be playing it safe by making incremental improvements to its existing product lines.</p><p>One potential disruptive innovation which has made a lot of noise is the Apple Car, otherwise known as &#34;Project Titan&#34;. If successful, we believe this is the type of innovation that could actually enable Apple to re-ignite growth, and outperform the market. It does not seem, however, that it will happen any time soon.</p><p>Analyst Ming-Chi Kuo, who has a reputation of accurately revealing Apple’s product launch plans says that he wouldn’t be surprised if the Apple car doesn’t launch until 2028 or later, and that it might not even be a competitive product. It is becoming clear that Apple has so far relatively little to show for this effort.</p><p><b>Balance Sheet</b></p><p>At least Apple has a rock-solid balance sheet that can provide the necessary flexibility to pursue interesting acquisitions or heavily invest in R&amp;D. This is despite massive amounts of capital returned to shareholders via share buybacks.</p><p>Apple ended the quarter with $169 billion in cash and marketable securities, and total debt of $120 billion. As a result, net cash was $49 billion at the end of the quarter as the company continues to make progress towards its goal of becoming net cash neutral over time.</p><p><img src=\"https://static.tigerbbs.com/6dbca25cea1cba9332fbac54f4c34392\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p><b>Valuation</b></p><p>If the starting valuation was low enough, maybe Apple shares would have a good chance of outperforming the market, even if the company delivers relatively little growth. Unfortunately, the current valuation is relatively expensive, with an EV/EBITDA of ~19x, significantly higher than its ten-year average of ~12.7x.</p><p><img src=\"https://static.tigerbbs.com/15b0346918be541a7decca1c1f9a9a7c\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The price/earnings ratio tells the same story, currently around 24x, much more expensive than the ten-year average of ~18.8x. For comparison, ten years ago shares could be bought at roughly half the p/e ratio. Between the multiple expansion and the growth the company delivered, shareholders have greatly benefited.</p><p><img src=\"https://static.tigerbbs.com/9eda998da56eec6ef20b6147e4648e46\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Other signs that the valuation is much more demanding now include a dividend yield that is less than half the ten-year average, and a net common payout yield (which includes dividend yield and buyback yield) that is about 2% below the ten-year average.</p><p><img src=\"https://static.tigerbbs.com/20055dc0d13ff35cc447be2f814e2500\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>If earnings growth was expected to accelerate, the high valuation could maybe be justified. Analysts, however, have very low expectations for earnings growth for the next couple of years, as can be seen in the table below.</p><p><img src=\"https://static.tigerbbs.com/1177333b90e0956e275e1140f0b7c69a\" tg-width=\"375\" tg-height=\"152\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Risks</b></p><p>We believe Apple is a very solid company, and it certainly has an impressive balance sheet and very good profit margins that mitigate risks. We believe the most important risk for Apple shareholders is that of underperforming the market as a result of a high starting valuation, and decelerating growth.</p><p>It also has important competition that should not be entirely dismissed, and which could take away market share from the company. In particular we believe investors should keep an eye on Samsung Electronics (OTCPK:SSNLF), and Xiaomi (OTCPK:XIACY).</p><p><b>Conclusion</b></p><p>We are seeing signs that growth is decelerating at Apple, and that it will need new disruptive innovations to re-ignite high growth and have a good chance of outperforming the market in the coming decade. The Apple Car could be one such product, but so far it seems the company does not have much to show for the effort. In terms of valuation, shares are trading at valuation multiples that are higher than the average for the past decade, and will also contribute to making it hard for the company&#39;s shares to meaningfully outperform the market in the coming decade.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Unlikely To Outperform The Market Going Forward</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Unlikely To Outperform The Market Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559361-apple-stock-unlikely-outperform-market-going-forward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been relying on incremental, rather than ground-breaking, innovation in recent years, and there is little visibility on the next revolutionary product.Growth has decelerated across ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559361-apple-stock-unlikely-outperform-market-going-forward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4559361-apple-stock-unlikely-outperform-market-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160747029","content_text":"SummaryApple has been relying on incremental, rather than ground-breaking, innovation in recent years, and there is little visibility on the next revolutionary product.Growth has decelerated across product lines and services, and the fact that Apple is not providing revenue guidance for the coming quarter is significant.Shares are currently expensive, with a p/e around 24x, an EV/EBITDA of roughly 19x, and a dividend yield of less than half its ten-year average.While we believe Apple (NASDAQ:AAPL) will continue to be a very solid business for a long time, we are increasingly seeing signs that it will struggle to outperform the market going forward. There is no question that Apple shareholders did greatthis past decade, more than tripling the S&P 500 (SPY) returns, however we believe that it is unlikely that the company will outperform the S&P 500 by a meaningful amount in the coming ten years.Data by YChartsAlready the company stopped disclosing the number of units for devices such as iPhones, Macs, etc. a few years ago. Our interpretation is that it meant growth would increasingly depend on raising prices versus selling more devices. While both strategies can deliver significant revenue growth, we believe raising prices results in less sustainable growth, given that at a certain point it starts having a meaningful impact on the number of units sold. In other words, consumers will only pay so much before switching to another brand.A big source of growth the last few years has been the Services business, which reached $19.2 billion in revenue and more than 900 million paid subscriptions in the September quarter. In the most recent earnings call management even called out how it is already the size of a Fortune 50 business on its own, and has nearly doubled during the last four years. Its growth, however, is decelerating, with the business growing only about 5% from the previous year. There was a roughly 600 basis points of negative impact from foreign exchange, so it can be argued that constant currency growth is closer to 11%, but even this growth rate is not that impressive.Meanwhile, the previously hyper growth segment of Wearables, Home and Accessories saw revenue grow only about 10% year over year; the iPad saw a 13% year over year decline. Overall, Apple achieved revenue of $394 billion in fiscal year 2022, which corresponds to ~8% annual growth, and its diluted earnings per share grew only slightly faster at ~9%. In addition to relatively disappointing growth, the company decided not to provide revenue guidance for next quarter, other than to say that total company y/y revenue performance will decelerate during the December quarter as compared to the September quarter.As growth decelerates for the company, and with a rich valuation which we'll consider in the analysis below, we believe that unless the company manages to find a new disruptive innovation that can move the needle, it will very likely underperform the market in the coming ten years.FinancialsWe don't think there is much room for margin improvement for Apple. The company was even showing a declining operating margin trend prior to the Covid crisis.Apple ultimately benefited from Covid given that travel, restaurants, and other recreational activities were off the table, and many people decided to spend their discretionary income on a new device, such as a new iPhone. This increase in revenue resulted in operating leverage, which is the main reason why we saw profit margins improve.While there might be some operating leverage in the future, it could be countered by increasing component costs and other inflationary impacts.Data byYChartsGrowthThe Covid impact can be seen quite clearly in the revenue graph below, and it is also clear that growth has started to moderate significantly. Regarding the main product, iPhone growth decelerated to only 10% in the most recent quarter, compared to an overall growth of 39% in fiscal year 2021.Data by YChartsGrowth has cooled off significantly for the entire company, with revenue growth of ~8% for 2022 below the ten-year average for the company. It can be argued that Apple has seen periods of weak growth before, only to see growth be reignited. What has changed is that now the revenue base is massive, so any one product or service will have an incredibly hard time moving the needle. With respect to inorganic growth, the company is already doing plenty of acquisitions, averaging about one per month during fiscal year 2022.There also does not seem to be any disruptive innovation in the pipeline, other than perhaps the Apple Car, which admittedly could be important enough to really contribute to growth in a meaningful way.Data byYChartsThe Apple Car or \"Project Titan\"Our impression of Apple is that of a company incredibly talented at delivering incremental innovation. It of course has a history of disruptive innovation too, with the iPhone probably being the prime example. Still, it's been a long time since the company introduced a brand-new revolutionary device. The last few years Apple seemed to be playing it safe by making incremental improvements to its existing product lines.One potential disruptive innovation which has made a lot of noise is the Apple Car, otherwise known as \"Project Titan\". If successful, we believe this is the type of innovation that could actually enable Apple to re-ignite growth, and outperform the market. It does not seem, however, that it will happen any time soon.Analyst Ming-Chi Kuo, who has a reputation of accurately revealing Apple’s product launch plans says that he wouldn’t be surprised if the Apple car doesn’t launch until 2028 or later, and that it might not even be a competitive product. It is becoming clear that Apple has so far relatively little to show for this effort.Balance SheetAt least Apple has a rock-solid balance sheet that can provide the necessary flexibility to pursue interesting acquisitions or heavily invest in R&D. This is despite massive amounts of capital returned to shareholders via share buybacks.Apple ended the quarter with $169 billion in cash and marketable securities, and total debt of $120 billion. As a result, net cash was $49 billion at the end of the quarter as the company continues to make progress towards its goal of becoming net cash neutral over time.Data by YChartsValuationIf the starting valuation was low enough, maybe Apple shares would have a good chance of outperforming the market, even if the company delivers relatively little growth. Unfortunately, the current valuation is relatively expensive, with an EV/EBITDA of ~19x, significantly higher than its ten-year average of ~12.7x.Data by YChartsThe price/earnings ratio tells the same story, currently around 24x, much more expensive than the ten-year average of ~18.8x. For comparison, ten years ago shares could be bought at roughly half the p/e ratio. Between the multiple expansion and the growth the company delivered, shareholders have greatly benefited.Data by YChartsOther signs that the valuation is much more demanding now include a dividend yield that is less than half the ten-year average, and a net common payout yield (which includes dividend yield and buyback yield) that is about 2% below the ten-year average.Data by YChartsIf earnings growth was expected to accelerate, the high valuation could maybe be justified. Analysts, however, have very low expectations for earnings growth for the next couple of years, as can be seen in the table below.Seeking AlphaRisksWe believe Apple is a very solid company, and it certainly has an impressive balance sheet and very good profit margins that mitigate risks. We believe the most important risk for Apple shareholders is that of underperforming the market as a result of a high starting valuation, and decelerating growth.It also has important competition that should not be entirely dismissed, and which could take away market share from the company. In particular we believe investors should keep an eye on Samsung Electronics (OTCPK:SSNLF), and Xiaomi (OTCPK:XIACY).ConclusionWe are seeing signs that growth is decelerating at Apple, and that it will need new disruptive innovations to re-ignite high growth and have a good chance of outperforming the market in the coming decade. The Apple Car could be one such product, but so far it seems the company does not have much to show for the effort. In terms of valuation, shares are trading at valuation multiples that are higher than the average for the past decade, and will also contribute to making it hard for the company's shares to meaningfully outperform the market in the coming decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9985906351,"gmtCreate":1667282606373,"gmtModify":1676537890925,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>yn&nbsp;<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>2zz 3w4&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>yn&nbsp;<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>2zz 3w4&nbsp;","text":"$Alibaba(BABA)$yn $GENTING SINGAPORE LIMITED(G13.SI)$2zz 3w4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985906351","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970020555,"gmtCreate":1683728348377,"gmtModify":1683728351413,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970020555","repostId":"2334424158","repostType":2,"repost":{"id":"2334424158","kind":"highlight","pubTimestamp":1683703195,"share":"https://ttm.financial/m/news/2334424158?lang=&edition=fundamental","pubTime":"2023-05-10 15:19","market":"us","language":"en","title":"Tesla Stock: Headed to $280?","url":"https://stock-news.laohu8.com/highlight/detail?id=2334424158","media":"Motley Fool","summary":"This analyst thinks the growth stock will soar over the next 12 months.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>While this Piper Sandler analyst admits recent price cuts and slower inventory turnover could weigh on Tesla shares in the near term, he remains extremely bullish on the stock over the long term.</p></li><li><p>Tesla CEO Elon Musk thinks the company&#39;s vehicle software will drive substantial profits, particularly if Tesla is able to make its cars autonomous.</p></li><li><p>The analyst&#39;s price target for Tesla stock implies more than 60% upside from here.</p></li></ul><p>Year to date, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares are up nearly 40%. Considering that the <strong>S&amp;P 500 </strong>has risen 8% during this same period, investors are likely pleased with this year-to-date performance. But this analyst thinks the stock has plenty of room to run. <strong>Piper Sandler</strong> analyst Alex Potter has a 12-month price target for the stock of $280 -- a price tag that implies more than a 60% gain from here.</p><p>This bullish view for the growth stock comes as many analysts have lowered their price targets substantially recently, citing the company&#39;s narrower profit margin thanks to aggressive price cuts on Tesla vehicles this year.</p><p>Let&#39;s take a look at what&#39;s behind Potter&#39;s optimistic view for the stock.</p><h2>The path to $280</h2><p>First of all, it&#39;s worth noting that Potter did join many other Tesla analysts in downgrading his 12-month price target for the electric-car maker following the company&#39;s report (though he initially resisted doing so). Before he lowered his price target to $280 last week, the analyst had a $300 target for the stock. His updated view reflects his lowered estimates for the company&#39;s financials between 2023 and 2025 as Tesla works through the near-term impact of lower prices and demand risks in an uncertain macroeconomic environment.</p><p>But a $280 price target, of course, is still very bullish. Based on the analyst&#39;s recent notes to investors, Potter&#39;s bull case includes praise for Tesla&#39;s ability to fund its own business thanks to its strong free cash flow and an expectation for profit margins to eventually expand again thanks to high-margin software sales. Notably, Tesla&#39;s driver-assist software packages are extremely pricey, with Enhanced Autopilot costing $6,000 and the company&#39;s more advanced driver-assist technology that Tesla hopes will eventually enable its vehicles to drive themselves costing $15,000. For those who don&#39;t want to pay the upfront expense for Tesla&#39;s driver-assist software, these packages can also be accessed with monthly subscriptions. </p><h2>Software could unlock tremendous profits</h2><p>Potter&#39;s view reflects Tesla CEO Elon Musk&#39;s. The CEO said in Tesla&#39;s first-quarter 2023 earnings call that he believed the company would achieve full self-driving capability this year. This, he thinks, will help generate massive profits for the company.</p><p>&#34;We&#39;re the only ones making cars that -- technically -- we could sell for zero profit for now and then yield actually tremendous economics in the future through autonomy,&#34; Musk said during the conference call. </p><p>Musk&#39;s plan is for full self-driving vehicles to not only make life easier for their owners but to also generate money for them as they deploy their vehicles into an autonomous taxi network. This is, no doubt, an exciting vision. But there&#39;s no guarantee Tesla will pull this off in the near future.</p><p>Notably, even Potter likely doesn&#39;t anticipate Tesla achieving full self-driving capability this year. The CEO has a long history of overpromising and underdelivering when it comes to autonomous driving features.</p><p>The monetization of self-driving production vehicles is unchartered territory. Indeed, even a forecast for driver-assist software leading to a significant increase in profitability is somewhat speculative. There are simply many risks to the bull case for software leading to much greater profit per vehicle in the coming years. With all of this said, Tesla shares could absolutely skyrocket if the company is able to execute on its self-driving and vehicle software vision as well as management hopes it will.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $280?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $280?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-10 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/09/tesla-stock-headed-to-280/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWhile this Piper Sandler analyst admits recent price cuts and slower inventory turnover could weigh on Tesla shares in the near term, he remains extremely bullish on the stock over the long ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/09/tesla-stock-headed-to-280/\">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.fool.com/investing/2023/05/09/tesla-stock-headed-to-280/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334424158","content_text":"KEY POINTSWhile this Piper Sandler analyst admits recent price cuts and slower inventory turnover could weigh on Tesla shares in the near term, he remains extremely bullish on the stock over the long term.Tesla CEO Elon Musk thinks the company's vehicle software will drive substantial profits, particularly if Tesla is able to make its cars autonomous.The analyst's price target for Tesla stock implies more than 60% upside from here.Year to date, Tesla shares are up nearly 40%. Considering that the S&P 500 has risen 8% during this same period, investors are likely pleased with this year-to-date performance. But this analyst thinks the stock has plenty of room to run. Piper Sandler analyst Alex Potter has a 12-month price target for the stock of $280 -- a price tag that implies more than a 60% gain from here.This bullish view for the growth stock comes as many analysts have lowered their price targets substantially recently, citing the company's narrower profit margin thanks to aggressive price cuts on Tesla vehicles this year.Let's take a look at what's behind Potter's optimistic view for the stock.The path to $280First of all, it's worth noting that Potter did join many other Tesla analysts in downgrading his 12-month price target for the electric-car maker following the company's report (though he initially resisted doing so). Before he lowered his price target to $280 last week, the analyst had a $300 target for the stock. His updated view reflects his lowered estimates for the company's financials between 2023 and 2025 as Tesla works through the near-term impact of lower prices and demand risks in an uncertain macroeconomic environment.But a $280 price target, of course, is still very bullish. Based on the analyst's recent notes to investors, Potter's bull case includes praise for Tesla's ability to fund its own business thanks to its strong free cash flow and an expectation for profit margins to eventually expand again thanks to high-margin software sales. Notably, Tesla's driver-assist software packages are extremely pricey, with Enhanced Autopilot costing $6,000 and the company's more advanced driver-assist technology that Tesla hopes will eventually enable its vehicles to drive themselves costing $15,000. For those who don't want to pay the upfront expense for Tesla's driver-assist software, these packages can also be accessed with monthly subscriptions. Software could unlock tremendous profitsPotter's view reflects Tesla CEO Elon Musk's. The CEO said in Tesla's first-quarter 2023 earnings call that he believed the company would achieve full self-driving capability this year. This, he thinks, will help generate massive profits for the company.\"We're the only ones making cars that -- technically -- we could sell for zero profit for now and then yield actually tremendous economics in the future through autonomy,\" Musk said during the conference call. Musk's plan is for full self-driving vehicles to not only make life easier for their owners but to also generate money for them as they deploy their vehicles into an autonomous taxi network. This is, no doubt, an exciting vision. But there's no guarantee Tesla will pull this off in the near future.Notably, even Potter likely doesn't anticipate Tesla achieving full self-driving capability this year. The CEO has a long history of overpromising and underdelivering when it comes to autonomous driving features.The monetization of self-driving production vehicles is unchartered territory. Indeed, even a forecast for driver-assist software leading to a significant increase in profitability is somewhat speculative. There are simply many risks to the bull case for software leading to much greater profit per vehicle in the coming years. With all of this said, Tesla shares could absolutely skyrocket if the company is able to execute on its self-driving and vehicle software vision as well as management hopes it will.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276370008199304,"gmtCreate":1708503292612,"gmtModify":1708503470238,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"I 6 78 7 yo","listText":"I 6 78 7 yo","text":"I 6 78 7 yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276370008199304","repostId":"1140047719","repostType":2,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347824377356440,"gmtCreate":1725941677048,"gmtModify":1725941680037,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"E gg Wswswfmwwsdsdw","listText":"E gg Wswswfmwwsdsdw","text":"E gg Wswswfmwwsdsdw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347824377356440","repostId":"2465125216","repostType":2,"repost":{"id":"2465125216","kind":"highlight","pubTimestamp":1725764400,"share":"https://ttm.financial/m/news/2465125216?lang=&edition=fundamental","pubTime":"2024-09-08 11:00","market":"hk","language":"en","title":"NIO: Strike While The Iron Is Hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2465125216","media":"Seeking Alpha","summary":"NIO reported decent Q2'24 results as the EV company achieved 118.2% vehicle revenue growth.Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with aggre","content":"<html><head></head><body><ul style=\"\"><li><p>NIO reported decent Q2&#39;24 results as the EV company achieved 118.2% vehicle revenue growth.</p></li><li><p>Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with aggressive pricing from Tesla.</p></li><li><p>NIO&#39;s Q3 outlook projects sustained delivery momentum, reinforcing its long-term investment appeal in the Chinese EV market.</p></li><li><p>Despite profitability challenges, NIO&#39;s valuation is attractive, trading below its historical price-to-revenue ratio, offering significant revaluation potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d26e18299027c1df93fc1daf8948a04\" alt=\"Rafmaster\" title=\"Rafmaster\" tg-width=\"750\" tg-height=\"500\"/><span>Rafmaster</span></p><p>NIO Inc. (NYSE:NIO) reported results for its second fiscal quarter on Thursday that met expectations on EPS, but missed on revenues. Nonetheless, shares surged 14% on a strong outlook as well as an improving margin profile. The electric vehicle company currently delivers approximately 20,000 units per month to consumers, mostly in China, and continues to see strong revenue growth as well. The outlook for Q3&#39;24 implies that the EV maker expects this production/delivery volume to hold in the near term. I believe NIO remains an attractive long-term investment for investors in the Chinese electric vehicle start-up market, but only for those that have a high risk tolerance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a367421b174e0d768b31799400f1e50e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><h2 id=\"id_1819774842\">Previous rating</h2><p>I rated shares of NIO a strong buy in my work in June -- NIO Below $5: Investors Seem Way Too Bearish -- in large part because the electric vehicle company saw the beginning of an encouraging trend in vehicle margins as well as deliveries. NIO also recently said that it would launch a new electric vehicle low-cost brand, ONVO, which represents both an opportunity as well as a risk for NIO (an opportunity to scale deliveries, a risk to vehicle margins). NIO&#39;s margin profile continued to improve in the second quarter.</p><h2 id=\"id_620569269\">Strong financial results in Q2&#39;24</h2><p>NIO easily met earnings expectations for its second fiscal quarter on Thursday: the EV company reported an adjusted loss of $0.30 per share, which was in line with expectations. Revenues came in at $2.4 billion which missed the consensus estimate by $40M. From a vehicle margin and outlook perspective, however, NIO&#39;s second-quarter earnings scorecard was great.</p><p>NIO&#39;s deliveries have surged in Q2&#39;24 -- and so far, in Q3&#39;24 -- and bounced back from seasonally depressed deliveries in the first quarter. The electric vehicle company achieved four successive months of a 20,000 unit delivery volume in August and NIO expects this momentum to continue (as per the company&#39;s third-quarter outlook).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d03fe29c224b83de367f5c2c2bfdc323\" alt=\"CNEVPOST\" title=\"CNEVPOST\" tg-width=\"640\" tg-height=\"334\"/><span>CNEVPOST</span></p><p>NIO&#39;s second quarter vehicle revenues surged 118.2% year-over-year to 15.7B Chinese Yuan ($2.2B). This growth in NIO&#39;s top line mainly relates to an increase in factory output: NIO delivered 57,373 electric vehicles in the second quarter, showing 144% Y/Y growth. Most importantly, NIO made progress again in terms of expanding its vehicle margins in Q2&#39;24 which are widely watched by investors that want to get a read on the strength of NIO&#39;s business.</p><p>In the second quarter, NIO generated a vehicle margin of 12.2% compared to 9.2% in the first quarter, showing a quarter-over-quarter increase of 3 PP. Weak margins have been at the center of investors&#39; concerns since last year when Tesla aggressively lowered prices for its electric vehicles in China.</p><p>XPeng Inc. (XPEV)&#39;s vehicle margin in Q2&#39;24 was 6.4%, showing an increase of 0.9 PP quarter-over-quarter. Li Auto Inc. (LI), which has led the Chinese EV start-up market for a while with its way-above vehicle margins and delivery growth rates, reported a margin per vehicle sold of 18.7%. However, Li Auto vehicle margins declined 0.6 PP quarter-over-quarter. NIO therefore still has the second-highest electric vehicle margins in the start-up group here and benefited from the largest Q/Q increase in margins as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5d9d17b57391f031dc73bea73103e37\" alt=\"NIO\" title=\"NIO\" tg-width=\"640\" tg-height=\"186\"/><span>NIO</span></p><h2 id=\"id_2049230948\">Outlook for Q3&#39;24</h2><p>NIO expects its current momentum in deliveries to continue throughout the remainder of the third quarter: the EV firm projected 61,000 and 63,000 electric vehicle deliveries in Q3&#39;24 which breaks down to a little more than 20k units per month, thereby sustaining its current monthly delivery volume. The guidance implies up to 14% delivery growth year-over-year and forms the basis for NIO&#39;s revenue projection of between 19.1B Chinese Yuan ($2.6B) and 19.7B Chinese Yuan ($2.7B).</p><h2 id=\"id_454385291\">NIO&#39;s valuation</h2><p>NIO has suffered sentiment pressure in the last year together with other China-based and U.S.-based electric vehicle companies. The reason: demand projections for the EV industry have proven to be too rosy, resulting in deteriorating investor sentiment.</p><p>NIO is currently valued at a price-to-revenue ratio of 0.76X which means shares trade at a 27% discount to the 1-year average P/S ratio of 1.04X. Li Auto, which still represents the strongest value proposition in the Chinese EV start-up market given its higher vehicle margins and stronger delivery growth, is priced at a price-to-revenue ratio of 0.73X. XPeng, which has lagged the competition lately and which has seen an overall inferior margin picture in the last year, is trading for a forward P/S ratio of 0.94X.</p><p>In my opinion, NIO could easily trade at its 1-year average P/S ratio as the company is clearly planning on maintaining its current 20k/month run-rate delivery volume. The improving margin profile, however, is the main reason why I expect positive valuation impulses going forward. A P/S ratio of 1.04X implies 37% revaluation potential and a fair value in the neighborhood of $6.65 per share. In the longer term, however, I see more upside for NIO if the company successfully ramps up its sedan and SUV production, and the launch of ONVO-branded EVs is successful.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2d716448ac15528ea118736a5c53639\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"559\"/><span>Data by YCharts</span></p><h2 id=\"id_3436940123\">Risks with NIO</h2><p>The launch of ONVO, a low-cost EV brand, is both a risk and an opportunity for NIO: it represents an opportunity to boost deliveries and revenues, but it also comes with risks as lower-priced EVs could have a negative effect on NIO&#39;s vehicle margins. What would change my mind about NIO is if the company were to see a serious drop-off in delivery and revenue growth or if its vehicle margins declined again.</p><h2 id=\"id_3856316515\">Closing thoughts</h2><p>All things considered, NIO did a reasonably good job in the second fiscal quarter. The electric vehicle company met earnings expectations and saw a considerable Y/Y increase in vehicle revenues that was driven by an increase in deliveries. NIO&#39;s margin picture still looks pretty robust, and the EV company increased its vehicle margins the most in the second quarter (when compared against Li Auto and XPeng). With NIO also seeing a strong rebound in delivery volumes in the second quarter, I believe the company remains an attractive long-term investment in the Chinese EV market. The valuation is especially attractive as shares are trading well below the historical price-to-revenue ratio and investor sentiment still appears to be overly bearish.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Strike While The Iron Is Hot</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\">\nNIO: Strike While The Iron Is Hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-08 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719551-nio-strike-while-the-iron-is-hot><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO reported decent Q2'24 results as the EV company achieved 118.2% vehicle revenue growth.Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4719551-nio-strike-while-the-iron-is-hot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","09866":"蔚来-SW","BK6125":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","NIO":"蔚来","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"source_url":"https://seekingalpha.com/article/4719551-nio-strike-while-the-iron-is-hot","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465125216","content_text":"NIO reported decent Q2'24 results as the EV company achieved 118.2% vehicle revenue growth.Vehicle margins improved to 12.2% in Q2, alleviating investor concerns amidst a competitive market with aggressive pricing from Tesla.NIO's Q3 outlook projects sustained delivery momentum, reinforcing its long-term investment appeal in the Chinese EV market.Despite profitability challenges, NIO's valuation is attractive, trading below its historical price-to-revenue ratio, offering significant revaluation potential.RafmasterNIO Inc. (NYSE:NIO) reported results for its second fiscal quarter on Thursday that met expectations on EPS, but missed on revenues. Nonetheless, shares surged 14% on a strong outlook as well as an improving margin profile. The electric vehicle company currently delivers approximately 20,000 units per month to consumers, mostly in China, and continues to see strong revenue growth as well. The outlook for Q3'24 implies that the EV maker expects this production/delivery volume to hold in the near term. I believe NIO remains an attractive long-term investment for investors in the Chinese electric vehicle start-up market, but only for those that have a high risk tolerance.Data by YChartsPrevious ratingI rated shares of NIO a strong buy in my work in June -- NIO Below $5: Investors Seem Way Too Bearish -- in large part because the electric vehicle company saw the beginning of an encouraging trend in vehicle margins as well as deliveries. NIO also recently said that it would launch a new electric vehicle low-cost brand, ONVO, which represents both an opportunity as well as a risk for NIO (an opportunity to scale deliveries, a risk to vehicle margins). NIO's margin profile continued to improve in the second quarter.Strong financial results in Q2'24NIO easily met earnings expectations for its second fiscal quarter on Thursday: the EV company reported an adjusted loss of $0.30 per share, which was in line with expectations. Revenues came in at $2.4 billion which missed the consensus estimate by $40M. From a vehicle margin and outlook perspective, however, NIO's second-quarter earnings scorecard was great.NIO's deliveries have surged in Q2'24 -- and so far, in Q3'24 -- and bounced back from seasonally depressed deliveries in the first quarter. The electric vehicle company achieved four successive months of a 20,000 unit delivery volume in August and NIO expects this momentum to continue (as per the company's third-quarter outlook).CNEVPOSTNIO's second quarter vehicle revenues surged 118.2% year-over-year to 15.7B Chinese Yuan ($2.2B). This growth in NIO's top line mainly relates to an increase in factory output: NIO delivered 57,373 electric vehicles in the second quarter, showing 144% Y/Y growth. Most importantly, NIO made progress again in terms of expanding its vehicle margins in Q2'24 which are widely watched by investors that want to get a read on the strength of NIO's business.In the second quarter, NIO generated a vehicle margin of 12.2% compared to 9.2% in the first quarter, showing a quarter-over-quarter increase of 3 PP. Weak margins have been at the center of investors' concerns since last year when Tesla aggressively lowered prices for its electric vehicles in China.XPeng Inc. (XPEV)'s vehicle margin in Q2'24 was 6.4%, showing an increase of 0.9 PP quarter-over-quarter. Li Auto Inc. (LI), which has led the Chinese EV start-up market for a while with its way-above vehicle margins and delivery growth rates, reported a margin per vehicle sold of 18.7%. However, Li Auto vehicle margins declined 0.6 PP quarter-over-quarter. NIO therefore still has the second-highest electric vehicle margins in the start-up group here and benefited from the largest Q/Q increase in margins as well.NIOOutlook for Q3'24NIO expects its current momentum in deliveries to continue throughout the remainder of the third quarter: the EV firm projected 61,000 and 63,000 electric vehicle deliveries in Q3'24 which breaks down to a little more than 20k units per month, thereby sustaining its current monthly delivery volume. The guidance implies up to 14% delivery growth year-over-year and forms the basis for NIO's revenue projection of between 19.1B Chinese Yuan ($2.6B) and 19.7B Chinese Yuan ($2.7B).NIO's valuationNIO has suffered sentiment pressure in the last year together with other China-based and U.S.-based electric vehicle companies. The reason: demand projections for the EV industry have proven to be too rosy, resulting in deteriorating investor sentiment.NIO is currently valued at a price-to-revenue ratio of 0.76X which means shares trade at a 27% discount to the 1-year average P/S ratio of 1.04X. Li Auto, which still represents the strongest value proposition in the Chinese EV start-up market given its higher vehicle margins and stronger delivery growth, is priced at a price-to-revenue ratio of 0.73X. XPeng, which has lagged the competition lately and which has seen an overall inferior margin picture in the last year, is trading for a forward P/S ratio of 0.94X.In my opinion, NIO could easily trade at its 1-year average P/S ratio as the company is clearly planning on maintaining its current 20k/month run-rate delivery volume. The improving margin profile, however, is the main reason why I expect positive valuation impulses going forward. A P/S ratio of 1.04X implies 37% revaluation potential and a fair value in the neighborhood of $6.65 per share. In the longer term, however, I see more upside for NIO if the company successfully ramps up its sedan and SUV production, and the launch of ONVO-branded EVs is successful.Data by YChartsRisks with NIOThe launch of ONVO, a low-cost EV brand, is both a risk and an opportunity for NIO: it represents an opportunity to boost deliveries and revenues, but it also comes with risks as lower-priced EVs could have a negative effect on NIO's vehicle margins. What would change my mind about NIO is if the company were to see a serious drop-off in delivery and revenue growth or if its vehicle margins declined again.Closing thoughtsAll things considered, NIO did a reasonably good job in the second fiscal quarter. The electric vehicle company met earnings expectations and saw a considerable Y/Y increase in vehicle revenues that was driven by an increase in deliveries. NIO's margin picture still looks pretty robust, and the EV company increased its vehicle margins the most in the second quarter (when compared against Li Auto and XPeng). With NIO also seeing a strong rebound in delivery volumes in the second quarter, I believe the company remains an attractive long-term investment in the Chinese EV market. The valuation is especially attractive as shares are trading well below the historical price-to-revenue ratio and investor sentiment still appears to be overly bearish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336597403844784,"gmtCreate":1723213189497,"gmtModify":1723213193393,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"I'm incredibly proud of Singapore for its remarkable transformation from a small island nation to a global hub of innovation, finance, and culture. The resilience, diversity, and unity of the people are inspiring. 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This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={%22themeId%22:%22470d3ab575ca43caaed8156645b7ccbe%22,%22type%22:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality &amp; interaction yesterday: <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/4125570196865622\">@orsiri&lt;/</a>","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={%22themeId%22:%22470d3ab575ca43caaed8156645b7ccbe%22,%22type%22:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality &amp; interaction yesterday: <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/4125570196865622\">@orsiri&lt;/</a>","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality & interaction yesterday: @Shyon @orsiri</","images":[{"img":"https://community-static.tradeup.com/news/351afe4188a3b3ceb8c535bebac7bc85"},{"img":"https://community-static.tradeup.com/news/71e9ce2cb32b90fb279bfc17d75ce5ec","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/275ed8be67d972cda5e53e33526859e2","width":"450","height":"169"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283344323084344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283453688283440,"gmtCreate":1710231171783,"gmtModify":1710231173847,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283453688283440","repostId":"283344323084344","repostType":1,"repost":{"id":283344323084344,"gmtCreate":1710210695413,"gmtModify":1710293823346,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀Show us your tips for making a fortune on the market!","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={%22themeId%22:%22470d3ab575ca43caaed8156645b7ccbe%22,%22type%22:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality &amp; interaction yesterday: <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/4125570196865622\">@orsiri&lt;/</a>","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={%22themeId%22:%22470d3ab575ca43caaed8156645b7ccbe%22,%22type%22:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality &amp; interaction yesterday: <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/4125570196865622\">@orsiri&lt;/</a>","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:11 Mar]1.Here are the 8 Tigers whose post has the best quality & interaction yesterday: @Shyon @orsiri</","images":[{"img":"https://community-static.tradeup.com/news/351afe4188a3b3ceb8c535bebac7bc85"},{"img":"https://community-static.tradeup.com/news/71e9ce2cb32b90fb279bfc17d75ce5ec","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/275ed8be67d972cda5e53e33526859e2","width":"450","height":"169"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283344323084344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256846800855040,"gmtCreate":1703740621304,"gmtModify":1703740625342,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Questions&nbsp;","listText":"Questions&nbsp;","text":"Questions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256846800855040","repostId":"2394757479","repostType":2,"repost":{"id":"2394757479","kind":"highlight","pubTimestamp":1703721802,"share":"https://ttm.financial/m/news/2394757479?lang=&edition=fundamental","pubTime":"2023-12-28 08:03","market":"us","language":"en","title":"Seatrium bags S$400 million in refinancing with sustainability-linked option","url":"https://stock-news.laohu8.com/highlight/detail?id=2394757479","media":"businesstimes","summary":"SEATRIUM’S wholly owned subsidiary, Seatrium Financial Services, has refinanced an existing loan facility due February 2024 with a S$400 million loan from DBS.","content":"<div>\n<p>SEATRIUM’S wholly owned subsidiary, Seatrium Financial Services, has refinanced an existing loan facility due February 2024 with a S$400 million loan from DBS.</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/seatrium-bags-s400-million-refinancing-sustainability-linked-option\">Web Link</a>\n\n</div>\n","source":"bustime_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>Seatrium bags S$400 million in refinancing with sustainability-linked option</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; 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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\">\nSeatrium bags S$400 million in refinancing with sustainability-linked option\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-28 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/seatrium-bags-s400-million-refinancing-sustainability-linked-option><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SEATRIUM’S wholly owned subsidiary, Seatrium Financial Services, has refinanced an existing loan facility due February 2024 with a S$400 million loan from DBS.</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/seatrium-bags-s400-million-refinancing-sustainability-linked-option\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","SG9999013478.USD":"利安新加坡股息基金","SG9999008742.SGD":"Eastspring Investments Unit Trusts - 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DBS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254486281928952,"gmtCreate":1703167246406,"gmtModify":1703167248816,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/000766\">$Tonghua Golden-Horse Pharmaceutical Industry Co,Ltd(000766)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/000766\">$Tonghua Golden-Horse Pharmaceutical Industry Co,Ltd(000766)$ </a>&nbsp;","text":"$Tonghua Golden-Horse Pharmaceutical Industry 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0","listText":"I 0","text":"I 0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250102141784360","repostId":"2390886719","repostType":2,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247305176264768,"gmtCreate":1701415152431,"gmtModify":1701415156956,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;How.&nbsp;","listText":"&nbsp; &nbsp; &nbsp; &nbsp;How.&nbsp;","text":"How.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247305176264768","repostId":"2388429611","repostType":2,"repost":{"id":"2388429611","kind":"highlight","pubTimestamp":1701407258,"share":"https://ttm.financial/m/news/2388429611?lang=&edition=fundamental","pubTime":"2023-12-01 13:07","market":"us","language":"en","title":"TSLA Sell Alert: 3 Reasons to Exit Tesla Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2388429611","media":"InvestorPlace","summary":"For investors looking at the EV sector, Tesla has been a staple stock to hold. But has the tide turned for TSLA stock moving forward?","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Tesla </strong>(<strong>TSLA</strong>) stock has been trading in a volatile fashion of late.</p></li><li><p>The company’s newfound union-related issues in Sweden are raising investor eyebrows.</p></li><li><p>Big-named investors are also selling this name in large quantity.</p></li></ul><p>After a strong first half of 2023, <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>) faced challenges with price cuts, reduced margins, and disappointing delivery growth, leading to a decline in stock value. This move has come amid what many contend will likely be a weak demand period for high-priced EVs, suggesting margin compression may be on the horizon.</p><p>Indeed, CEO Elon Musk has suggested that high interest rates contributed to Tesla’s challenges, emphasizing the need to make cars more affordable. However, competition and market-share losses likely played a more significant role in the substantial decline in Q3 profits.</p><p>Here are some other reasons why you should get rid of your TSLA stocks now if you still have them.</p><h2 id=\"id_2609049078\">Issue with Swedish Workers</h2><p>After about a month of strikes by Swedish postal workers and mechanics refusing to service Tesla cars, CEO Elon Musk responded, calling the situation “insane.” The strikes originated when a Tesla subsidiary in Sweden refused to recognize the labor union of about 130 striking mechanics.</p><p>The strike, initiated by Sweden’s IF Metall union seeking better wages, pensions, and insurance for Tesla workers, expanded to dockworkers and electricians, disrupting car deliveries and maintenance. Despite prolonged negotiations, Tesla refused to sign a collective bargaining agreement, challenging established labor market principles in Sweden, where most of the workforce is unionized.</p><p>Tesla’s unionization efforts in the U.S. faced challenges, with three unsuccessful attempts attributed to aggressive anti-union measures and limited labor protections. The National Labor Relations Board criticized Tesla and Musk for illegal actions, including employee interrogations and discriminatory actions against union supporters. In 2023, the company terminated over 30 union backers in Buffalo, New York, shortly after the unionization initiative began.</p><p>Musk, the wealthiest individual globally, faced scrutiny from labor agencies for anti-union stances, including a directive to delete a 2018 tweet implying stock options loss for unionizing Tesla workers. The strikes in Sweden could empower German Tesla employees, where unions push for a collective bargaining agreement amid claims of lower pay and dismissal of frequently ill workers. Over 1,000 workers at the Berlin factory joined a union protest in the past month.</p><h2 id=\"id_1429123979\">Lawsuit Due to Autopilot Function on a Tesla Model 3</h2><p>Another reason investors should throw the towel in for TSLA stock is because of its continuous issues and allegations on Tesla car models.</p><p>A Florida judge has ruled that a lawsuit against Tesla and its autopilot system, linked to a fatal 2019 crash, can proceed to trial. The judge found “reasonable evidence” suggesting Elon Musk and other executives were aware of the system’s defects but continued to promote and sell it. The crash occurred when a Tesla Model 3, with autopilot engaged, collided with a semi-truck, resulting in the death of Jeremy Banner.</p><p>The National Transportation Safety Board reported that, during the fatal crash involving a Tesla, the car was traveling at 69 mph with no attempt to brake or evade the truck crossing in front of it at 11 mph. Following the collision, the car coasted and stopped 1,680 feet away. Tesla did not respond to NPR’s request for comment. Elon Musk disbanded the company’s media and public relations department four years ago.</p><p>Court documents in the case, initially sealed, briefly appeared on the Palm Beach County Court’s website. Kim Banner, wife of the deceased, accused Tesla of gross negligence and intentional misconduct in a lawsuit. The judge, Reid Scott, noted the accident’s similarity to Tesla’s first autopilot-related death in 2016, involving a Model S colliding with a semi-truck. Tesla had attributed the incident to autopilot and the driver failing to detect the trailer’s white side against a bright sky.</p><h2 id=\"id_4278795874\">Cathie Woods Sold Her Tesla Holdings</h2><p>ARK Investment Management reportedly reduced its stake in Tesla by 15.79%, selling 764,970 shares in Q3 2023. The filings lack details on the reason behind the sale, leaving speculation about potential profit-taking by CEO Cathie Wood.</p><p>Speculation abounds regarding Cathie Wood’s TSLA stock sale—was it profit-taking or tax-loss harvesting? Regardless, Goldman Sachs analyst Mark Delaney projects Tesla’s Full Self-Driving (FSD) software could generate $1 billion to $3 billion in annual revenue, potentially reaching tens of billions by 2030. Monitoring FSD’s growth is crucial for investors.</p><h2 id=\"id_2126750121\">Why Now May Be a Good Time to Trim TSLA Stock</h2><p>Individuals may have ethical concerns or follow Cathie Wood’s example by selling Tesla shares, but making informed decisions about Tesla’s 2024 growth is crucial. While FSD software presents revenue potential, uncertainties about Tesla’s growth and low-growth trends advise caution. I still think this stock is too highly valued for its future growth and profitability forecasts.</p></body></html>","source":"investorplace_stock_picks","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>TSLA Sell Alert: 3 Reasons to Exit Tesla Stock Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nTSLA Sell Alert: 3 Reasons to Exit Tesla Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-01 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/tsla-sell-alert-3-reasons-to-exit-tesla-stock-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) stock has been trading in a volatile fashion of late.The company’s newfound union-related issues in Sweden are raising investor eyebrows.Big-named investors are also selling this name in ...</p>\n\n<a href=\"https://investorplace.com/2023/11/tsla-sell-alert-3-reasons-to-exit-tesla-stock-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLQ":"Tradr 2X Short TSLA Daily ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4527":"明星科技股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4588":"碎股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","BK4592":"伊斯兰概念","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://investorplace.com/2023/11/tsla-sell-alert-3-reasons-to-exit-tesla-stock-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2388429611","content_text":"Tesla (TSLA) stock has been trading in a volatile fashion of late.The company’s newfound union-related issues in Sweden are raising investor eyebrows.Big-named investors are also selling this name in large quantity.After a strong first half of 2023, Tesla (NASDAQ: TSLA) faced challenges with price cuts, reduced margins, and disappointing delivery growth, leading to a decline in stock value. This move has come amid what many contend will likely be a weak demand period for high-priced EVs, suggesting margin compression may be on the horizon.Indeed, CEO Elon Musk has suggested that high interest rates contributed to Tesla’s challenges, emphasizing the need to make cars more affordable. However, competition and market-share losses likely played a more significant role in the substantial decline in Q3 profits.Here are some other reasons why you should get rid of your TSLA stocks now if you still have them.Issue with Swedish WorkersAfter about a month of strikes by Swedish postal workers and mechanics refusing to service Tesla cars, CEO Elon Musk responded, calling the situation “insane.” The strikes originated when a Tesla subsidiary in Sweden refused to recognize the labor union of about 130 striking mechanics.The strike, initiated by Sweden’s IF Metall union seeking better wages, pensions, and insurance for Tesla workers, expanded to dockworkers and electricians, disrupting car deliveries and maintenance. Despite prolonged negotiations, Tesla refused to sign a collective bargaining agreement, challenging established labor market principles in Sweden, where most of the workforce is unionized.Tesla’s unionization efforts in the U.S. faced challenges, with three unsuccessful attempts attributed to aggressive anti-union measures and limited labor protections. The National Labor Relations Board criticized Tesla and Musk for illegal actions, including employee interrogations and discriminatory actions against union supporters. In 2023, the company terminated over 30 union backers in Buffalo, New York, shortly after the unionization initiative began.Musk, the wealthiest individual globally, faced scrutiny from labor agencies for anti-union stances, including a directive to delete a 2018 tweet implying stock options loss for unionizing Tesla workers. The strikes in Sweden could empower German Tesla employees, where unions push for a collective bargaining agreement amid claims of lower pay and dismissal of frequently ill workers. Over 1,000 workers at the Berlin factory joined a union protest in the past month.Lawsuit Due to Autopilot Function on a Tesla Model 3Another reason investors should throw the towel in for TSLA stock is because of its continuous issues and allegations on Tesla car models.A Florida judge has ruled that a lawsuit against Tesla and its autopilot system, linked to a fatal 2019 crash, can proceed to trial. The judge found “reasonable evidence” suggesting Elon Musk and other executives were aware of the system’s defects but continued to promote and sell it. The crash occurred when a Tesla Model 3, with autopilot engaged, collided with a semi-truck, resulting in the death of Jeremy Banner.The National Transportation Safety Board reported that, during the fatal crash involving a Tesla, the car was traveling at 69 mph with no attempt to brake or evade the truck crossing in front of it at 11 mph. Following the collision, the car coasted and stopped 1,680 feet away. Tesla did not respond to NPR’s request for comment. Elon Musk disbanded the company’s media and public relations department four years ago.Court documents in the case, initially sealed, briefly appeared on the Palm Beach County Court’s website. Kim Banner, wife of the deceased, accused Tesla of gross negligence and intentional misconduct in a lawsuit. The judge, Reid Scott, noted the accident’s similarity to Tesla’s first autopilot-related death in 2016, involving a Model S colliding with a semi-truck. Tesla had attributed the incident to autopilot and the driver failing to detect the trailer’s white side against a bright sky.Cathie Woods Sold Her Tesla HoldingsARK Investment Management reportedly reduced its stake in Tesla by 15.79%, selling 764,970 shares in Q3 2023. The filings lack details on the reason behind the sale, leaving speculation about potential profit-taking by CEO Cathie Wood.Speculation abounds regarding Cathie Wood’s TSLA stock sale—was it profit-taking or tax-loss harvesting? Regardless, Goldman Sachs analyst Mark Delaney projects Tesla’s Full Self-Driving (FSD) software could generate $1 billion to $3 billion in annual revenue, potentially reaching tens of billions by 2030. Monitoring FSD’s growth is crucial for investors.Why Now May Be a Good Time to Trim TSLA StockIndividuals may have ethical concerns or follow Cathie Wood’s example by selling Tesla shares, but making informed decisions about Tesla’s 2024 growth is crucial. While FSD software presents revenue potential, uncertainties about Tesla’s growth and low-growth trends advise caution. I still think this stock is too highly valued for its future growth and profitability forecasts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230019589837056,"gmtCreate":1697199015108,"gmtModify":1697199019208,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"N jb y it was y&nbsp;","listText":"N jb y it was y&nbsp;","text":"N jb y it was y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230019589837056","repostId":"2375916027","repostType":2,"repost":{"id":"2375916027","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697191200,"share":"https://ttm.financial/m/news/2375916027?lang=&edition=fundamental","pubTime":"2023-10-13 18:00","market":"us","language":"en","title":"Tesla fights $230 mln fee sought by attorneys who sued over board pay","url":"https://stock-news.laohu8.com/highlight/detail?id=2375916027","media":"Reuters","summary":"By Tom Hals      WILMINGTON, Delaware, Oct 13 (Reuters) - Tesla Inc will urge a Delaware judge on Friday to reject $230 million in legal fees requested by a team of shareholder attorneys who won a set","content":"<html><body><p>By Tom Hals</p><p>      WILMINGTON, Delaware, Oct 13 (Reuters) - Tesla Inc will urge a Delaware judge on Friday to reject $230 million in legal fees requested by a team of shareholder attorneys who won a settlement in a dispute over director pay.</p><p>   The maker of electric vehicles called the fee request an \"unwarranted windfall\" that works out to an hourly rate of $10,690, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest fee requests ever in Delaware's Court of Chancery, a key venue for shareholder lawsuits. </p><p>   The company wants Kathaleen McCormick, chief judge on the court, to approve a fee of no more than $64 million.</p><p>   The attorneys represented a Detroit police union pension plan that sued Tesla's directors for excessive compensation during 2017 to 2020. Nearly all of the directors' compensation comprised stock options and they only got paid if the stock rose. In recent years it swelled 10-fold.</p><p>       Elon Musk's $56 billion in compensation as Tesla's chief executive was not part of this lawsuit. It is being </p><p>   challenged</p><p>    separately.</p><p>   The 2020 lawsuit settled in July with the directors agreeing to return to Tesla $735 million as part of a $919 million agreement. The directors said their pay was fair and they only settled to remove the risk of litigation. </p><p>   The attorneys want as their fee 25% of the settlement with the 12 directors, who include James Murdoch, son of media mogul Rupert Murdoch, and Oracle co-founder Larry Ellison. </p><p>       The case was brought as a so-called derivative lawsuit which benefits the company, rather than shareholders directly.</p><p>   Tesla argued the shareholder's attorneys exaggerated the value of the settlement, and by extension their requested fee, by pegging its value to the cost to directors rather than the benefit to the company. Tesla estimated its benefit from the deal was $295 million.</p><p>       The difference in the two values boils down to the </p><p>   stock options</p><p>   . At the time of the July settlement the options were worth $458 million to the directors.</p><p>       But the company cannot exercise the returned stock options. Instead, Tesla said in court papers that the benefit of getting the options back is reversing the accounting cost it recorded when they were issued, which was around $20 million. </p><p>   Musk is not contributing to the settlement and he did not receive any money for his role on the board, according to a court filing by the plaintiff.</p><p> (Reporting by Tom Hals in Wilmington, Delaware; Editing by Noeleen Walder and David Gregorio)</p><p>((thomas.hals@thomsonreuters.com; +1 610 544 2712; Reuters Messaging: thomas.hals.thomsonreuters.com@reuters.net))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla fights $230 mln fee sought by attorneys who sued over board pay</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla fights $230 mln fee sought by attorneys who sued over board pay\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-13 18:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Tom Hals</p><p>      WILMINGTON, Delaware, Oct 13 (Reuters) - Tesla Inc will urge a Delaware judge on Friday to reject $230 million in legal fees requested by a team of shareholder attorneys who won a settlement in a dispute over director pay.</p><p>   The maker of electric vehicles called the fee request an \"unwarranted windfall\" that works out to an hourly rate of $10,690, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest fee requests ever in Delaware's Court of Chancery, a key venue for shareholder lawsuits. </p><p>   The company wants Kathaleen McCormick, chief judge on the court, to approve a fee of no more than $64 million.</p><p>   The attorneys represented a Detroit police union pension plan that sued Tesla's directors for excessive compensation during 2017 to 2020. Nearly all of the directors' compensation comprised stock options and they only got paid if the stock rose. In recent years it swelled 10-fold.</p><p>       Elon Musk's $56 billion in compensation as Tesla's chief executive was not part of this lawsuit. It is being </p><p>   challenged</p><p>    separately.</p><p>   The 2020 lawsuit settled in July with the directors agreeing to return to Tesla $735 million as part of a $919 million agreement. The directors said their pay was fair and they only settled to remove the risk of litigation. </p><p>   The attorneys want as their fee 25% of the settlement with the 12 directors, who include James Murdoch, son of media mogul Rupert Murdoch, and Oracle co-founder Larry Ellison. </p><p>       The case was brought as a so-called derivative lawsuit which benefits the company, rather than shareholders directly.</p><p>   Tesla argued the shareholder's attorneys exaggerated the value of the settlement, and by extension their requested fee, by pegging its value to the cost to directors rather than the benefit to the company. Tesla estimated its benefit from the deal was $295 million.</p><p>       The difference in the two values boils down to the </p><p>   stock options</p><p>   . At the time of the July settlement the options were worth $458 million to the directors.</p><p>       But the company cannot exercise the returned stock options. Instead, Tesla said in court papers that the benefit of getting the options back is reversing the accounting cost it recorded when they were issued, which was around $20 million. </p><p>   Musk is not contributing to the settlement and he did not receive any money for his role on the board, according to a court filing by the plaintiff.</p><p> (Reporting by Tom Hals in Wilmington, Delaware; Editing by Noeleen Walder and David Gregorio)</p><p>((thomas.hals@thomsonreuters.com; +1 610 544 2712; Reuters Messaging: thomas.hals.thomsonreuters.com@reuters.net))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4527":"明星科技股","BK4588":"碎股","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4099":"汽车制造商","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","TSLA":"特斯拉","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","ORCL":"甲骨文"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375916027","content_text":"By Tom Hals      WILMINGTON, Delaware, Oct 13 (Reuters) - Tesla Inc will urge a Delaware judge on Friday to reject $230 million in legal fees requested by a team of shareholder attorneys who won a settlement in a dispute over director pay.   The maker of electric vehicles called the fee request an \"unwarranted windfall\" that works out to an hourly rate of $10,690, one of the highest fee requests ever in Delaware's Court of Chancery, a key venue for shareholder lawsuits.    The company wants Kathaleen McCormick, chief judge on the court, to approve a fee of no more than $64 million.   The attorneys represented a Detroit police union pension plan that sued Tesla's directors for excessive compensation during 2017 to 2020. Nearly all of the directors' compensation comprised stock options and they only got paid if the stock rose. In recent years it swelled 10-fold.       Elon Musk's $56 billion in compensation as Tesla's chief executive was not part of this lawsuit. It is being    challenged    separately.   The 2020 lawsuit settled in July with the directors agreeing to return to Tesla $735 million as part of a $919 million agreement. The directors said their pay was fair and they only settled to remove the risk of litigation.    The attorneys want as their fee 25% of the settlement with the 12 directors, who include James Murdoch, son of media mogul Rupert Murdoch, and Oracle co-founder Larry Ellison.        The case was brought as a so-called derivative lawsuit which benefits the company, rather than shareholders directly.   Tesla argued the shareholder's attorneys exaggerated the value of the settlement, and by extension their requested fee, by pegging its value to the cost to directors rather than the benefit to the company. Tesla estimated its benefit from the deal was $295 million.       The difference in the two values boils down to the    stock options   . At the time of the July settlement the options were worth $458 million to the directors.       But the company cannot exercise the returned stock options. Instead, Tesla said in court papers that the benefit of getting the options back is reversing the accounting cost it recorded when they were issued, which was around $20 million.    Musk is not contributing to the settlement and he did not receive any money for his role on the board, according to a court filing by the plaintiff. (Reporting by Tom Hals in Wilmington, Delaware; Editing by Noeleen Walder and David Gregorio)((thomas.hals@thomsonreuters.com; +1 610 544 2712; Reuters Messaging: thomas.hals.thomsonreuters.com@reuters.net))","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193855119409152,"gmtCreate":1688357527222,"gmtModify":1688357530460,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/SImain\">$Silver - main 2309(SImain)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/FUT/SImain\">$Silver - main 2309(SImain)$ &nbsp;</a>","text":"$Silver - main 2309(SImain)$","images":[{"img":"https://community-static.tradeup.com/news/9fc00f7165fb955bcb7bd353293e42b0","width":"1440","height":"2310"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193855119409152","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":182052971098144,"gmtCreate":1685455596243,"gmtModify":1685455600502,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182052971098144","repostId":"1170702125","repostType":2,"repost":{"id":"1170702125","kind":"news","pubTimestamp":1685416604,"share":"https://ttm.financial/m/news/1170702125?lang=&edition=fundamental","pubTime":"2023-05-30 11:16","market":"us","language":"en","title":"Li Auto Seen Winner of China EV Race With 107% Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1170702125","media":"Bloomberg","summary":"Firm set to launch its first purely electric vehicle this yearMorgan Stanley raised target price by ","content":"<html><head></head><body><ul><li><p>Firm set to launch its first purely electric vehicle this year</p></li><li><p>Morgan Stanley raised target price by 41% citing profit growth</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/677bebd6ac875362a5e566c53492fd30\" alt=\"The interior of a Li Auto L9 SUV. Photographer: Qilai Shen/Bloomberg\" title=\"The interior of a Li Auto L9 SUV. Photographer: Qilai Shen/Bloomberg\" tg-width=\"1000\" tg-height=\"667\"/><span>The interior of a Li Auto L9 SUV. Photographer: Qilai Shen/Bloomberg</span></p><p style=\"text-align: start;\">Shares of Chinese electric-vehicle maker Li Auto Inc. have more than doubled from last year’s low and are tipped for further gains even as a slowing economy and price war hamper its rivals.</p><p style=\"text-align: start;\">The Beijing-based automaker unexpectedly reported profits for the past two quarters by churning out a regular lineup of new models and keeping costs contained. Analysts remain bullish: Citigroup Inc. predicts the firm’s shares will climb another 88% by year-end, while Morgan Stanley raised its target price by more than 40% this month.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe3baab40214045e02899934b2e9c0d2\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Li Auto has outpaced its peers by introducing a new model in each quarter since the middle of last year, a much faster pace than competitors such as XPeng Inc. and Nio Inc. The revamped product lineup helped revenue surge by 96% last quarter, while deliveries jump to a record 52,584. </p><p style=\"text-align: start;\">“The order intake has been much stronger than the market had expected, thanks partly to the intensive model launches,” said Joanna Chen, an analyst at Bloomberg Intelligence in Hong Kong. “Li Auto’s sales volume will continue to beat XPeng and Nio this year, as the latter are still in a phase of product switch.” </p><p>Li Auto’s Hong Kong-listed shares closed at HK$110.80 on Monday, having climbed from last year’s low of HK$53.55 set on Oct. 31. Their 107% rally over the period compares with a 20% gain in Xpeng, and 21% loss for Nio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad16b07b2c3176db4f7a38a051f90928\" tg-width=\"966\" tg-height=\"543\"/></p><p>A price war is heating up in China’s EV industry as the costs of batteries fall from last year’s highs. Tesla Inc. and BYD Co. have both announced plans to cut vehicle prices, effectively squeezing industry margins, though analysts see Li Auto ideally positioned to weather the intensifying competition. </p><p style=\"text-align: start;\">The price wars are mainly in the mass-market segment around a selling price of 100,000 yuan ($14,140) to 150,000 yuan, “but Li Auto is selling cars far above that range,” said Vincent Sun, an analyst at Morningstar Asia Ltd. in Singapore. “Secondly, if you look across the board, there are actually not too many models to choose in mid-to-large-sized premium SUVs.” </p><p style=\"text-align: start;\">Unlike its rivals, Li Auto has focused on designing and manufacturing extended-range electric cars, vehicles that use gasoline engines to add to the distance possible for their electric motors. The company is also expected to introduce its first purely electric-powered vehicle later this year to complement its existing range of hybrid cars. </p><h3 style=\"text-align: start;\">Sales Momentum </h3><p style=\"text-align: start;\">Citigroup sees Li Auto’s shares climbing to HK$208.80 by Christmas due to its sustained sales momentum and improving economies of scale. The firm’s “business model and sales logic are totally different from other new energy vehicle players,” analysts at the bank wrote in a research note published this month. </p><p style=\"text-align: start;\">Analysts have raised their 12-month target price for the automaker by about 10% over the past month alone, the largest increase among the 30 members of the Hang Seng Tech Index, according to data compiled by Bloomberg.</p><p style=\"text-align: start;\">“Two profitable quarters in a row, quality execution in model launches, and cost control, underpin a more favorable volume and margin outlook,” Morgan Stanley analysts including Tim Hsiao in Hong Kong wrote in a note this month, in which they raised their target price by 41%. “The company deserves more credit for its well-rounded strategy and quality execution.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Auto Seen Winner of China EV Race With 107% Gain</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\">\nLi Auto Seen Winner of China EV Race With 107% Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-30 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-05-30/li-auto-seen-winner-of-china-ev-race-with-107-gain-tech-watch?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firm set to launch its first purely electric vehicle this yearMorgan Stanley raised target price by 41% citing profit growthThe interior of a Li Auto L9 SUV. Photographer: Qilai Shen/BloombergShares ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-05-30/li-auto-seen-winner-of-china-ev-race-with-107-gain-tech-watch?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO.SI":"蔚来","09866":"蔚来-SW","09868":"小鹏汽车-W","LI":"理想汽车","NIO":"蔚来","02015":"理想汽车-W"},"source_url":"https://www.bloomberg.com/news/articles/2023-05-30/li-auto-seen-winner-of-china-ev-race-with-107-gain-tech-watch?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170702125","content_text":"Firm set to launch its first purely electric vehicle this yearMorgan Stanley raised target price by 41% citing profit growthThe interior of a Li Auto L9 SUV. Photographer: Qilai Shen/BloombergShares of Chinese electric-vehicle maker Li Auto Inc. have more than doubled from last year’s low and are tipped for further gains even as a slowing economy and price war hamper its rivals.The Beijing-based automaker unexpectedly reported profits for the past two quarters by churning out a regular lineup of new models and keeping costs contained. Analysts remain bullish: Citigroup Inc. predicts the firm’s shares will climb another 88% by year-end, while Morgan Stanley raised its target price by more than 40% this month.Li Auto has outpaced its peers by introducing a new model in each quarter since the middle of last year, a much faster pace than competitors such as XPeng Inc. and Nio Inc. The revamped product lineup helped revenue surge by 96% last quarter, while deliveries jump to a record 52,584. “The order intake has been much stronger than the market had expected, thanks partly to the intensive model launches,” said Joanna Chen, an analyst at Bloomberg Intelligence in Hong Kong. “Li Auto’s sales volume will continue to beat XPeng and Nio this year, as the latter are still in a phase of product switch.” Li Auto’s Hong Kong-listed shares closed at HK$110.80 on Monday, having climbed from last year’s low of HK$53.55 set on Oct. 31. Their 107% rally over the period compares with a 20% gain in Xpeng, and 21% loss for Nio.A price war is heating up in China’s EV industry as the costs of batteries fall from last year’s highs. Tesla Inc. and BYD Co. have both announced plans to cut vehicle prices, effectively squeezing industry margins, though analysts see Li Auto ideally positioned to weather the intensifying competition. The price wars are mainly in the mass-market segment around a selling price of 100,000 yuan ($14,140) to 150,000 yuan, “but Li Auto is selling cars far above that range,” said Vincent Sun, an analyst at Morningstar Asia Ltd. in Singapore. “Secondly, if you look across the board, there are actually not too many models to choose in mid-to-large-sized premium SUVs.” Unlike its rivals, Li Auto has focused on designing and manufacturing extended-range electric cars, vehicles that use gasoline engines to add to the distance possible for their electric motors. The company is also expected to introduce its first purely electric-powered vehicle later this year to complement its existing range of hybrid cars. Sales Momentum Citigroup sees Li Auto’s shares climbing to HK$208.80 by Christmas due to its sustained sales momentum and improving economies of scale. The firm’s “business model and sales logic are totally different from other new energy vehicle players,” analysts at the bank wrote in a research note published this month. Analysts have raised their 12-month target price for the automaker by about 10% over the past month alone, the largest increase among the 30 members of the Hang Seng Tech Index, according to data compiled by Bloomberg.“Two profitable quarters in a row, quality execution in model launches, and cost control, underpin a more favorable volume and margin outlook,” Morgan Stanley analysts including Tim Hsiao in Hong Kong wrote in a note this month, in which they raised their target price by 41%. “The company deserves more credit for its well-rounded strategy and quality execution.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947657457,"gmtCreate":1683110843979,"gmtModify":1683110847600,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a><a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a><a href=\"https://ttm.financial/U/3581581534662324\">@jkooooo &nbsp;</a>","text":"@jkooooo @jkooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947657457","repostId":"2330894538","repostType":2,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952821505,"gmtCreate":1674624257307,"gmtModify":1676538949558,"author":{"id":"3574981258308455","authorId":"3574981258308455","name":"hoc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574981258308455","authorIdStr":"3574981258308455"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952821505","repostId":"2271741724","repostType":2,"repost":{"id":"2271741724","kind":"news","pubTimestamp":1664484416,"share":"https://ttm.financial/m/news/2271741724?lang=&edition=fundamental","pubTime":"2022-09-30 04:46","market":"hk","language":"en","title":"Stock Market Today: Downgraded Apple Drags on Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2271741724","media":"Kiplinger's Personal Finance","summary":"Stock Market Today: Downgraded Apple Drags on Stocks","content":"<div>\n<p>Stock Market Today: Downgraded Apple Drags on Stocks</p>\n\n<a href=\"https://www.kiplinger.com/investing/stocks/stock-market-today-092922--downgraded-apple-drags-on-stock-market\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Stock Market Today: Downgraded Apple Drags on 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; 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