Dash2897 personal page - To The Moon

Dash2897

Dash2897

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2021-06-05

I need this to move up I was making 112% profit now im losing it all

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2021-06-20

Nice

U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week

2021-06-17

Yes

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2021-06-16

Cathie wood is the goat

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2021-06-15

Hope it recovers and prepare for a future split

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2021-06-06

Buy and hold

How The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?

2021-06-18

It will catch back up soon

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2021-06-11

Good

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2021-06-05

Buy more and hold together stonks

AMC Stock Is Up 3,100%. Should You Buy or Sell?

2021-06-15

I am happy to own a few nio shares and would buymore for the future

NIO: One EV Company To Rule Them All

2021-06-15

Agree

China’s Gen Z are set to spend big – analysts pick 3 stocks that could be winners

2021-03-26

Yes agree

GameStop, AMC and other meme stocks are meming again

2021-06-20

Interesting read

Answering the great inflation question of our time

2021-06-20

Ok

Adobe Getting Lift From Economic Reopening Post-Pandemic

2021-06-16

Good

U.S. import prices accelerate in May; export prices surge

2021-06-06

Zoom good

Zoom: Zooming In, Not Connecting

2021-06-04

Ape together strong

Morgan Stanley hikes Coca-Cola price target, says market is underestimating post-pandemic recovery

2021-03-26

Happy to have bought a few

NIO: It is estimated that approximately 19,500 vehicles will be delivered in the first quarter

2022-01-31

Tesla earnings look good bright future ahead

2022-01-31

Wow

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

Go to Tiger App to see more news

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-28 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/9c0daf58150762032dd73960878904cd\" tg-width=\"375\" tg-height=\"361\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161791117","content_text":"EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164607958,"gmtCreate":1624197748974,"gmtModify":1703830487069,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Interesting read","listText":"Interesting read","text":"Interesting read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164607958","repostId":"1133385197","repostType":4,"repost":{"id":"1133385197","pubTimestamp":1624151969,"share":"https://ttm.financial/m/news/1133385197?lang=&edition=fundamental","pubTime":"2021-06-20 09:19","market":"us","language":"en","title":"Answering the great inflation question of our time","url":"https://stock-news.laohu8.com/highlight/detail?id=1133385197","media":"finance.yahoo","summary":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up","content":"<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.</p>\n<p>Unfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”</p>\n<p>The current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?</p>\n<p>Before I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.</p>\n<p>As an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.</p>\n<p>Until now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)</p>\n<p><img src=\"https://static.tigerbbs.com/87f75dfcb98fb5a0e7c3f9d3f8d336e2\" tg-width=\"705\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>Used car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.</p>\n<p>To be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)</p>\n<p>But that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&amp;P 500 down 1.91% this week, its worst week since February.</p>\n<p>Given this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.</p>\n<p>Now I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.</p>\n<p>As for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.</p>\n<p>Which brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.</p>\n<p>“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”</p>\n<p>“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.</p>\n<p>COVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.</p>\n<p>A prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.</p>\n<p>Another secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.</p>\n<p><b>Anti-inflation forces</b></p>\n<p>But here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?</p>\n<p>I say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”</p>\n<p>To buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.</p>\n<p>To me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.</p>\n<p>Not only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.</p>\n<p>So technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.</p>\n<p>There is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.</p>\n<p>After World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)</p>\n<p>Like its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.</p>\n<p>The internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.</p>\n<p>So technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.</p>\n<p>COVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.</p>\n<p>How significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.</p>\n<p>More downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”</p>\n<p>And so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”</p>\n<p>I don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Answering the great inflation question of our time</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\">\nAnswering the great inflation question of our time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these...</p>\n\n<a href=\"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133385197","content_text":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”\nThe current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?\nBefore I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.\nAs an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.\nUntil now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)\n\nUsed car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.\nTo be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)\nBut that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&P 500 down 1.91% this week, its worst week since February.\nGiven this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.\nNow I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.\nAs for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.\nWhich brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.\n“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”\n“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.\nCOVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.\nA prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.\nAnother secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.\nAnti-inflation forces\nBut here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?\nI say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”\nTo buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.\nTo me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.\nNot only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.\nSo technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.\nThere is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.\nAfter World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)\nLike its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.\nThe internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.\nSo technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.\nCOVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.\nHow significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.\nMore downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”\nAnd so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”\nI don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164604840,"gmtCreate":1624197700480,"gmtModify":1703830486422,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164604840","repostId":"2144774740","repostType":4,"repost":{"id":"2144774740","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1624030096,"share":"https://ttm.financial/m/news/2144774740?lang=&edition=fundamental","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Adobe Getting Lift From Economic Reopening Post-Pandemic</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\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-06-18 23:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164604012,"gmtCreate":1624197660936,"gmtModify":1703830485774,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164604012","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","pubTimestamp":1624065374,"share":"https://ttm.financial/m/news/1199331995?lang=&edition=fundamental","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YMM":"满帮","DOCS":"Doximity, Inc.","MCW":"Mister Car Wash, Inc.","FA":"First Advantage Corp.","CFLT":"Confluent, Inc.","CXM":"Sprinklr, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166968032,"gmtCreate":1623988456626,"gmtModify":1703825823620,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"It will catch back up soon&nbsp;","listText":"It will catch back up soon&nbsp;","text":"It will catch back up soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166968032","repostId":"1123762950","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166963137,"gmtCreate":1623988398029,"gmtModify":1703825821822,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166963137","repostId":"1152038469","repostType":4,"repost":{"id":"1152038469","pubTimestamp":1623980749,"share":"https://ttm.financial/m/news/1152038469?lang=&edition=fundamental","pubTime":"2021-06-18 09:45","market":"us","language":"en","title":"Amid a tech stock resurgence, this large-cap growth fund manager seeks opportunities elsewhere","url":"https://stock-news.laohu8.com/highlight/detail?id=1152038469","media":"CNBC","summary":"One growth stock fund manager is keeping a toe in reopening-themed stocks, even as her peers snap up","content":"<div>\n<p>One growth stock fund manager is keeping a toe in reopening-themed stocks, even as her peers snap up the tech shares that are often the staples of growth strategies.\nTech stocks have bounced in June, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/growth-stocks-how-one-large-cap-fund-manager-plays-the-strategy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amid a tech stock resurgence, this large-cap growth fund manager seeks opportunities elsewhere</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\">\nAmid a tech stock resurgence, this large-cap growth fund manager seeks opportunities elsewhere\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/growth-stocks-how-one-large-cap-fund-manager-plays-the-strategy.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One growth stock fund manager is keeping a toe in reopening-themed stocks, even as her peers snap up the tech shares that are often the staples of growth strategies.\nTech stocks have bounced in June, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/growth-stocks-how-one-large-cap-fund-manager-plays-the-strategy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/17/growth-stocks-how-one-large-cap-fund-manager-plays-the-strategy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1152038469","content_text":"One growth stock fund manager is keeping a toe in reopening-themed stocks, even as her peers snap up the tech shares that are often the staples of growth strategies.\nTech stocks have bounced in June, as investors begin to fret that the recovery has been priced into the market. Margaret Vitrano of ClearBridge Investments, which was managing $184 billion as of March, is looking for growth opportunities in less typical places.\n“We try to think long term and think about constructing a portfolio that does well in different kinds of markets,” she said. “When [market] leadership changes, we want to have protection.”\nSome of the best-performing stocks in ClearBridge’s large-cap growth portfolio this year include UPS,Grainger,Ulta and Home Depot, Vitrano told CNBC. Those companies aren’t typically thought of as falling in the “growth” category.\nGrowth stocks — which had outperformed value in recent years — have lagged in 2021 as investors monitor rising prices and worry about the possibility of higher interest rates. But with bond yields retreating and some believing inflation will be temporary, growth stocks are coming back in vogue.\nThe Russell 1000 Value Index is up about 14% for 2021, compared with its growth counterpart’s gain of more than 8%.\nHowever, the Russell 1000 Growth Index is ahead for the month of June, registering a gain of about 2.6% versus the value index’s loss of 2.6%.\nSelective on tech\n“We’ve been underweight tech for a while. That was a headwind for us in performance last year. But certainly in a reopening environment, that’s going to help us,” Vitrano said.\nShe believes the market has moved from early in the economic cycle into a midcycle period “where the market’s trying to figure out the next direction.”\n“You certainly don’t want to sell all your growth,” Vitrano said. “If this inflation really is transitory, then I think growth stocks are going to be just fine over the next couple of years.”\nClearBridge’s large-cap growth fund’s top three holdings are classic Big Tech names Amazon,Facebook and Microsoft as of June, according to FactSet. The portfolio also includes growth-at-a-reasonable-price names, opportunistic growth stocks and high-beta stocks, Vitrano said.\nVitrano recommends having some procyclical exposure — “a broader exposure in the portfolio than I probably would have said two years ago.”\nThe portfolio manager said she’s also spending more time looking at health-care names, which tend to be more idiosyncratic and not as correlated with macroeconomic trends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161857675,"gmtCreate":1623919410797,"gmtModify":1703823495087,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Wow on roblox","listText":"Wow on roblox","text":"Wow on roblox","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161857675","repostId":"1179102147","repostType":4,"repost":{"id":"1179102147","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1623909842,"share":"https://ttm.financial/m/news/1179102147?lang=&edition=fundamental","pubTime":"2021-06-17 14:04","market":"us","language":"en","title":"Cathie Wood Adds $11M In Roblox On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1179102147","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Wednesday snapped up 134,250 shares, estimated to be wo","content":"<p>Cathie Wood-led Ark Investment Management on Wednesday snapped up 134,250 shares, estimated to be worth about $11.09 million, in&nbsp;<b>Roblox Corp</b>(NYSE:RBLX) on the dip.</p>\n<p>Shares of the company closed 8.03% lower at $82.59 on Wednesday after the company reported a decline in users and their spending on the online entertainment platform.</p>\n<p>The company announced Tuesday after-hours that daily active users were 43 million in May, up 28% from the same month&nbsp;last year and down 1% from 43.3 million in April.</p>\n<p>The New York-based investment firm bought the shares of the company via the&nbsp;<b>Ark Next Generation Internet ETF</b>&nbsp;(NYSE:ARKW). No other ETF holds the shares of the company.</p>\n<p>ARKW holds a total of 617,418 shares, worth about $55.44 million in the San Mateo, California-based company.</p>\n<p>Roblox’s online entertainment platform offers a wide range of games for kids, teens and adults. The popular platform allows users to interact with each other.</p>\n<p>Some of the other key sells on Wednesday included&nbsp;<b>Takeda Pharmaceutical Co Ltd</b>(NYSE:TAK) and buys include&nbsp;<b>Blade Air Mobility</b>(NASDAQ:BLDE).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Adds $11M In Roblox On The Dip</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\">\nCathie Wood Adds $11M In Roblox On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-17 14:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Cathie Wood-led Ark Investment Management on Wednesday snapped up 134,250 shares, estimated to be worth about $11.09 million, in&nbsp;<b>Roblox Corp</b>(NYSE:RBLX) on the dip.</p>\n<p>Shares of the company closed 8.03% lower at $82.59 on Wednesday after the company reported a decline in users and their spending on the online entertainment platform.</p>\n<p>The company announced Tuesday after-hours that daily active users were 43 million in May, up 28% from the same month&nbsp;last year and down 1% from 43.3 million in April.</p>\n<p>The New York-based investment firm bought the shares of the company via the&nbsp;<b>Ark Next Generation Internet ETF</b>&nbsp;(NYSE:ARKW). No other ETF holds the shares of the company.</p>\n<p>ARKW holds a total of 617,418 shares, worth about $55.44 million in the San Mateo, California-based company.</p>\n<p>Roblox’s online entertainment platform offers a wide range of games for kids, teens and adults. The popular platform allows users to interact with each other.</p>\n<p>Some of the other key sells on Wednesday included&nbsp;<b>Takeda Pharmaceutical Co Ltd</b>(NYSE:TAK) and buys include&nbsp;<b>Blade Air Mobility</b>(NASDAQ:BLDE).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179102147","content_text":"Cathie Wood-led Ark Investment Management on Wednesday snapped up 134,250 shares, estimated to be worth about $11.09 million, in Roblox Corp(NYSE:RBLX) on the dip.\nShares of the company closed 8.03% lower at $82.59 on Wednesday after the company reported a decline in users and their spending on the online entertainment platform.\nThe company announced Tuesday after-hours that daily active users were 43 million in May, up 28% from the same month last year and down 1% from 43.3 million in April.\nThe New York-based investment firm bought the shares of the company via the Ark Next Generation Internet ETF (NYSE:ARKW). No other ETF holds the shares of the company.\nARKW holds a total of 617,418 shares, worth about $55.44 million in the San Mateo, California-based company.\nRoblox’s online entertainment platform offers a wide range of games for kids, teens and adults. The popular platform allows users to interact with each other.\nSome of the other key sells on Wednesday included Takeda Pharmaceutical Co Ltd(NYSE:TAK) and buys include Blade Air Mobility(NASDAQ:BLDE).","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161855568,"gmtCreate":1623919324454,"gmtModify":1703823492007,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161855568","repostId":"2144710895","repostType":4,"repost":{"id":"2144710895","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":1623917700,"share":"https://ttm.financial/m/news/2144710895?lang=&edition=fundamental","pubTime":"2021-06-17 16:15","market":"us","language":"en","title":"BlackRock to buy Baringa Partners' climate tech for Aladdin","url":"https://stock-news.laohu8.com/highlight/detail?id=2144710895","media":"Reuters","summary":"* Asset manager buys climate-modelling technology\n* Agrees long-term partnership agreement with Bari","content":"<p>* Asset manager buys climate-modelling technology</p>\n<p>* Agrees long-term partnership agreement with Baringa</p>\n<p>* Will collaborate on other climate-related solutions</p>\n<p>LONDON, June 17 (Reuters) - BlackRock said on Thursday it had agreed a deal with Baringa Partners to buy the consultancy's climate-modelling technology for use in its Aladdin risk management system.</p>\n<p>Aladdin, used by money managers running trillions of dollars in assets to help build portfolios and manage the investment process, is an increasingly important revenue driver for BlackRock, which itself manages around $9 trillion in assets.</p>\n<p>Baringa's modelling, meanwhile, is used by governments and financial services companies to manage climate risk and plan their transition to a lower-carbon economy.</p>\n<p>The long-term partnership will see BlackRock, the world's largest asset manager, acquire Baringa's Climate Change Scenario Model and integrate it into Aladdin.</p>\n<p>\"Investors and companies are increasingly recognising that climate risk presents investment risk. Through this partnership with Baringa, we are raising the industry bar for climate analytics and risk management tools, so clients can build and customise more sustainable portfolios,\" said Sudhir Nair, Global Head of the Aladdin Business at BlackRock.</p>\n<p>The deal comes as a growing number of investors around the world pledge to align their portfolios with the global effort to cap greenhouse gas emissions by mid-century.</p>\n<p>Financial details were not disclosed, nor were the terms of the partnership agreement.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BlackRock to buy Baringa Partners' climate tech for Aladdin</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\">\nBlackRock to buy Baringa Partners' climate tech for Aladdin\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Asset manager buys climate-modelling technology</p>\n<p>* Agrees long-term partnership agreement with Baringa</p>\n<p>* Will collaborate on other climate-related solutions</p>\n<p>LONDON, June 17 (Reuters) - BlackRock said on Thursday it had agreed a deal with Baringa Partners to buy the consultancy's climate-modelling technology for use in its Aladdin risk management system.</p>\n<p>Aladdin, used by money managers running trillions of dollars in assets to help build portfolios and manage the investment process, is an increasingly important revenue driver for BlackRock, which itself manages around $9 trillion in assets.</p>\n<p>Baringa's modelling, meanwhile, is used by governments and financial services companies to manage climate risk and plan their transition to a lower-carbon economy.</p>\n<p>The long-term partnership will see BlackRock, the world's largest asset manager, acquire Baringa's Climate Change Scenario Model and integrate it into Aladdin.</p>\n<p>\"Investors and companies are increasingly recognising that climate risk presents investment risk. Through this partnership with Baringa, we are raising the industry bar for climate analytics and risk management tools, so clients can build and customise more sustainable portfolios,\" said Sudhir Nair, Global Head of the Aladdin Business at BlackRock.</p>\n<p>The deal comes as a growing number of investors around the world pledge to align their portfolios with the global effort to cap greenhouse gas emissions by mid-century.</p>\n<p>Financial details were not disclosed, nor were the terms of the partnership agreement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLK":"贝莱德"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144710895","content_text":"* Asset manager buys climate-modelling technology\n* Agrees long-term partnership agreement with Baringa\n* Will collaborate on other climate-related solutions\nLONDON, June 17 (Reuters) - BlackRock said on Thursday it had agreed a deal with Baringa Partners to buy the consultancy's climate-modelling technology for use in its Aladdin risk management system.\nAladdin, used by money managers running trillions of dollars in assets to help build portfolios and manage the investment process, is an increasingly important revenue driver for BlackRock, which itself manages around $9 trillion in assets.\nBaringa's modelling, meanwhile, is used by governments and financial services companies to manage climate risk and plan their transition to a lower-carbon economy.\nThe long-term partnership will see BlackRock, the world's largest asset manager, acquire Baringa's Climate Change Scenario Model and integrate it into Aladdin.\n\"Investors and companies are increasingly recognising that climate risk presents investment risk. Through this partnership with Baringa, we are raising the industry bar for climate analytics and risk management tools, so clients can build and customise more sustainable portfolios,\" said Sudhir Nair, Global Head of the Aladdin Business at BlackRock.\nThe deal comes as a growing number of investors around the world pledge to align their portfolios with the global effort to cap greenhouse gas emissions by mid-century.\nFinancial details were not disclosed, nor were the terms of the partnership agreement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169767830,"gmtCreate":1623851441920,"gmtModify":1703821397395,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Cathie wood is the goat&nbsp;","listText":"Cathie wood is the goat&nbsp;","text":"Cathie wood is the goat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169767830","repostId":"1100405031","repostType":4,"repost":{"id":"1100405031","pubTimestamp":1623848550,"share":"https://ttm.financial/m/news/1100405031?lang=&edition=fundamental","pubTime":"2021-06-16 21:02","market":"us","language":"en","title":"Cathie Wood buys $42 million in DraftKings on dip from short-seller report","url":"https://stock-news.laohu8.com/highlight/detail?id=1100405031","media":"cnbc","summary":"Ark Invest CEO Cathie Wood on Tuesday bought the dip in DraftKings, as the sports-betting company fa","content":"<div>\n<p>Ark Invest CEO Cathie Wood on Tuesday bought the dip in DraftKings, as the sports-betting company faltered on news that Hindenburg Research hadtaken a short positionagainst the stock.\nWood purchased ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/cathie-wood-buys-42-million-in-draftkings-on-dip-from-short-seller-report.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood buys $42 million in DraftKings on dip from short-seller report</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\">\nCathie Wood buys $42 million in DraftKings on dip from short-seller report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/16/cathie-wood-buys-42-million-in-draftkings-on-dip-from-short-seller-report.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Invest CEO Cathie Wood on Tuesday bought the dip in DraftKings, as the sports-betting company faltered on news that Hindenburg Research hadtaken a short positionagainst the stock.\nWood purchased ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/16/cathie-wood-buys-42-million-in-draftkings-on-dip-from-short-seller-report.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"source_url":"https://www.cnbc.com/2021/06/16/cathie-wood-buys-42-million-in-draftkings-on-dip-from-short-seller-report.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100405031","content_text":"Ark Invest CEO Cathie Wood on Tuesday bought the dip in DraftKings, as the sports-betting company faltered on news that Hindenburg Research hadtaken a short positionagainst the stock.\nWood purchased 870,299 shares ofDraftKingsin her various funds. That position is worth roughly $42.2 million based on the stock’s Tuesday closing price of $48.51.\nAbout 688,700 of the shares were purchased in Wood’s flagship fund,ARK Innovation. DraftKings is now the 17th largest holding in the exchange traded fund, representing about 1.94% of its allocation. Meanwhile, nearly 181,600 shares were purchased inARK Next General Internet ETF.\nShares of DraftKings rose more than 1% in premarket trading on Wednesday.\n\nShares of DraftKings fell about 4.2% on Tuesday after Hindenburgannouncedit was betting the stock would fall. The short-selling firm questioned the company’s promotional spending and future success in the highly competitive sports-gambling landscape.\nThe report also alleges that SBTech, a European technology company that merged with DraftKings as part of a SPAC deal, generates significant revenue from questionable gambling practices in overseas markets, particularly in some Asian markets.\nDraftKings and Diamond Eagle Acquisition Corp. first announced their merger deal in December 2019 and completed the combination in April 2020. Shares of DraftKings are up more than 4% for the year as investors rotated out of growth stocks.\nAfter rising 6% last week, shares of the Ark Innovation ETF are down less than 1% this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169787519,"gmtCreate":1623851179931,"gmtModify":1703821383809,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169787519","repostId":"2143791791","repostType":4,"repost":{"id":"2143791791","pubTimestamp":1623849900,"share":"https://ttm.financial/m/news/2143791791?lang=&edition=fundamental","pubTime":"2021-06-16 21:25","market":"us","language":"en","title":"U.S. import prices accelerate in May; export prices surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2143791791","media":"StreetInsider","summary":"WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petrole","content":"<p>WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petroleum products rose and supply chain bottlenecks boosted prices of other goods, adding to signs that inflation was heating up amid a reopening economy.</p>\n<p>Import prices rose 1.1% last month after gaining a 0.8% in April, the Labor Department said on Wednesday. The seventh straight monthly gain lifted the year-on-year increase to 11.3%, the largest rise since September 2011. Import prices surged 10.8% on a year-on-year basis in April.</p>\n<p>Economists polled by Reuters had forecast import prices, which exclude tariffs, rising 0.8%. Part of the acceleration in the year-on-year prices reflected the dropping of last spring's weak readings from the calculation.</p>\n<p>Data this month showed strong increases in producer and consumer prices in May. Vaccinations against COVID-19, trillions of dollars from the government and record-low interest rates are whipping up demand, leaving companies scrambling for raw materials and labor. But the higher inflation is largely viewed as transitory, with supply chains expected to adjust.</p>\n<p>Imported fuel prices jumped 4.0% last month after rising 1.6% in April. Petroleum prices increased 3.8%, while the cost of imported food fell 0.4%. Excluding fuel and food, import prices rose 1.0%. These so-called core import prices advanced 0.7% in April.</p>\n<p>The report also showed export prices jumped 2.2% in May after rising 1.1% in April. Prices for agricultural exports rose 6.1%, the largest gain since in November 2010.</p>\n<p>Nonagricultural export prices rose 1.7%, lifted by industrial supplies and materials and consumer goods.</p>\n<p>Export prices surged 17.4% year-on-year, the largest rise since the series started in September 1983, after advancing 14.9% in April.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. import prices accelerate in May; export prices surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. import prices accelerate in May; export prices surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18566807><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petroleum products rose and supply chain bottlenecks boosted prices of other goods, adding to signs that ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18566807\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18566807","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143791791","content_text":"WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petroleum products rose and supply chain bottlenecks boosted prices of other goods, adding to signs that inflation was heating up amid a reopening economy.\nImport prices rose 1.1% last month after gaining a 0.8% in April, the Labor Department said on Wednesday. The seventh straight monthly gain lifted the year-on-year increase to 11.3%, the largest rise since September 2011. Import prices surged 10.8% on a year-on-year basis in April.\nEconomists polled by Reuters had forecast import prices, which exclude tariffs, rising 0.8%. Part of the acceleration in the year-on-year prices reflected the dropping of last spring's weak readings from the calculation.\nData this month showed strong increases in producer and consumer prices in May. Vaccinations against COVID-19, trillions of dollars from the government and record-low interest rates are whipping up demand, leaving companies scrambling for raw materials and labor. But the higher inflation is largely viewed as transitory, with supply chains expected to adjust.\nImported fuel prices jumped 4.0% last month after rising 1.6% in April. Petroleum prices increased 3.8%, while the cost of imported food fell 0.4%. Excluding fuel and food, import prices rose 1.0%. These so-called core import prices advanced 0.7% in April.\nThe report also showed export prices jumped 2.2% in May after rising 1.1% in April. Prices for agricultural exports rose 6.1%, the largest gain since in November 2010.\nNonagricultural export prices rose 1.7%, lifted by industrial supplies and materials and consumer goods.\nExport prices surged 17.4% year-on-year, the largest rise since the series started in September 1983, after advancing 14.9% in April.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187972264,"gmtCreate":1623737703958,"gmtModify":1704210025967,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"I am happy to own a few nio shares and would buymore for the future&nbsp;","listText":"I am happy to own a few nio shares and would buymore for the future&nbsp;","text":"I am happy to own a few nio shares and would buymore for the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187972264","repostId":"1140305126","repostType":4,"repost":{"id":"1140305126","pubTimestamp":1623722258,"share":"https://ttm.financial/m/news/1140305126?lang=&edition=fundamental","pubTime":"2021-06-15 09:57","market":"us","language":"en","title":"NIO: One EV Company To Rule Them All","url":"https://stock-news.laohu8.com/highlight/detail?id=1140305126","media":"seekingalpha","summary":"NIO has unique characteristics that make it a superior player in the EV sector.The company could find new avenues of monetization through BaaS and software licensing.NIO commands high valuation multiples and should continue to do so in the future. My price target for NIO is $174 by 2023-24.Having said this, charging stations today are for the most part unprofitable. But these work a bit different from NIO’s BaaS system. A big problem with regular charging stations is that their cost of electrici","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO has unique characteristics that make it a superior player in the EV sector.</li>\n <li>The company could find new avenues of monetization through BaaS and software licensing.</li>\n <li>NIO commands high valuation multiples and should continue to do so in the future. My price target for NIO is $174 by 2023-24.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e73b2f5c2c6359610a15264530773421\" tg-width=\"768\" tg-height=\"461\"><span>Eoneren/E+ via Getty ImagesThesis Summary</span></p>\n<p>NIO Inc.,(NYSE:NIO)is a fast-growing Chinese EV company with some very unique characteristics. Despite its youth and relatively small size in terms of global EV sales, NIO looks like it could one day be one of the most relevant companies in the EV sector. NIO is much more than just an EV car manufacturer, as it is also one of the most innovative companies in the space. Revolutions in charging technology and proprietary software should help NIO establish a moat, a unique selling point and can potentially create new revenue sources.</p>\n<p><b>BaaS: Another Layer of Revenue</b></p>\n<p>I have already talked extensively about NIO’s core business in previous articles. Today, I’d like to start by focusing on the implications behind one NIO’s signature characteristic: Battery-as-a-Service. (BaaS)</p>\n<p>Granted, many articles have already covered this topic too. Normally though, these focus on BaaS vs regular charging, or how BaaS technology can make NIO cars more appealing. However, in this section, I am focusing on the implications BaaS can have on NIO’s revenue, as a completely separate business, which it could one day be.</p>\n<p>NIO’s BaaS offerings have come a very long way since the company first initiated this idea. In April, the company&nbsp;reached a deal&nbsp;with Sinopec Shanghai Petrochemical Company Limited(NYSE:SHI)to create a vast network of battery swap stations. NIO aims to have over 5000 stations by 2024. Furthermore, the latest iteration of the BaaS charging system allows car-owners to swap the battery for a fully charged one in minutes and without even needing to exit their car. BaaS is the fastest way to achieve the level of convenience we have when refueling traditional gas cars, and it may perhaps be the only way.</p>\n<p>So, the question is; Can NIO monetize its BaaS, and if so how would this look? The short answer to this question is yes. Ford Motors, Inc(NYSE:F)has already entered a deal with NIO to&nbsp;make use of NIO’s charging infrastructure.</p>\n<p>Having said this, charging stations today are&nbsp;for the most part&nbsp;unprofitable. But these work a bit different from NIO’s BaaS system. A big problem with regular charging stations is that their cost of electricity is much higher than what you would pay if you charged your car at home during the night. BaaS, however, works around this, since the replacement batteries could be charged anywhere. On top of that, what we do know is that NIO will stand to benefit a lot more from this line of business thanks to government subsidies. It has been openly stated by the CCP that China is moving away from consumer-focused subsidies, in favour of&nbsp;infrastructure based subsidies.</p>\n<p>It’s still early days, but if BaaS takes off, and other producers focus on this model, NIO could stand to gain a lot from this by being a source of infrastructure and technology. For example, NIO could play a key role in providing the necessary charging infrastructure for Europe, a market which it is just recently entering.</p>\n<p><b>NIO: Monetizing knowledge</b></p>\n<p>The other key area where NIO excels, and many may not realize it, is technology and knowledge. Let’s make this clear with some numbers.</p>\n<p>According to data from Tencent Tech, NIO has 2768 patents in China, 204 in Europe and 193 patents in the United States. 1208 of the patents held in China are “innovation patents”. This is a significant fact, because “innovation patents” as classified by the Chinese are the ones whose content can be considered “groundbreaking”. To put these numbers into perspective, NIO holds&nbsp;more patents than rivals&nbsp;like Li Auto Inc.(NASDAQ:LI)and Xpeng Inc [XVEP].</p>\n<p>Diving deeper into these patents, we can see that most of these patents are related to the above-mentioned battery swap technology. Another hot topic of research today is autonomous driving. In this field, NIO has 47 patents, 64% of which are still pending. This is quite a small number if we compare it to Baidu, Inc(NASDAQ:BIDU), which boasts 632 patents. Lastly, I will note that I think one of the most successful areas where NIO is innovating is in terms of design and user interface/software. For example, the NIO ET7 features an `intelligent&nbsp;cockpit”, which is powered by NOMI, NIO’s artificial intelligence.</p>\n<p>What I am trying to say is that perhaps what some see as NIO’s weakness, could be one of its biggest strengths. Many analysts seem to have a problem with the fact that NIO doesn’t make its cars, but this aspect of the car business is becoming less and less relevant. The CEO of NVIDIA Corporation(NASDAQ:NVDA)&nbsp;has been quoted&nbsp;as saying that by 2025, cars will be sold at cost price, and it will be software sales that will provide these manufacturers revenue.</p>\n<p>It seems like the traditional car is going the way of smartphones. Putting together the components is perhaps the least important of the value-adding activities here. What’s most relevant is the operating system and the value of the brand. NIO shines in both of these areas, and this is perhaps another way in which we could say&nbsp;NIO is quite similar&nbsp;to Apple Inc(NASDAQ:AAPL).</p>\n<p><b>Valuation</b></p>\n<p>I believe the above are two strong points that highlight that NIO has potential way beyond the production of cars. Having said this, it is very hard to quantify how these advancements in innovation will change NIO’s revenues and profitability in the future. What I propose here is a valuation where we value NIO at its most basic level, through revenues achieved from car sales. However, I will defend that the P/S multiple will remain much higher than that of its “peers” given the reasons stated above.</p>\n<p>Now, let’s start with revenues and sales. At its most core level, we can predict NIO’s revenues by looking at how many cars it will produce in the next few years, and we have a good idea of what this could be. Recently, NIO renewed its&nbsp;manufacturing agreement&nbsp;with Jianghuai Automobile Group [JAC]. Supposedly, the company will be doubling its production capacity to around 240.000 units per year, at least until May 2024.</p>\n<p>Therefore, a very simple forecast of NIO’s revenues could be made based on this simple production fact. In the next 3 years, NIO will have the capacity to produce 720.000 new cars. Will they be able to sell them all? In 2020, NIO sold 43,728 vehicles. Forwards growth estimates have NIO doubling in revenue in the next year, which, assuming all revenues come from car sales and the price stays the same, would mean selling 87.456 units. If we pulled back growth to around 80% for 2022 and 50% for 2023, we would have corresponding sales of 157,420 and 236,132. This kind of growth is close to&nbsp;current estimates, and fits in quite nicely with NIO’s plans, since it seems like, by the end of this period, when the manufacturing agreement ends, NIO would be selling at near full capacity. The important point I am trying to make here is that given this recent deal, investors should not be worried about NIO’s production constraints. Furthermore, it doesn’t seem like NIO will struggle from the demand side, especially as it plans to enter the&nbsp;European EV market.</p>\n<p>Now, the second point I will argue in this valuation, is that, given the changes in how the EV sector is shaping up, we should not apply industry multiples to a stock like NIO. In my&nbsp;previous article on the company, I did this and forecasted a price for 2030 of up to $400/share. However, a case can be made that NIO should command a premium in valuation. This is because the company is, quite literally, not making cars. Rather, it’s developing a brand, proprietary technology and also changing how we think about charging.</p>\n<p>Creating batteries for cars is a business in and of itself. A successful company in this sector is Contemporary Amperex Technology [CATL]. According to&nbsp;data from Market Screener,this company has an operating margin of 13%, grew revenues by 250% last year and trades at a P/E of 114 and a P/S of around 25.</p>\n<p>On the other hand, as car manufacturers begin to focus on delivering cars with an integrated operating system and software, we may see company’s like NIO trade at valuation multiples more in line with that of SaaS companies. Companies that sell software, like Adobe, Inc.(NASDAQ:ADBE)or Salesforce.com(NYSE:CRM)trade at P/S multiples of 15-20.</p>\n<p>If NIO were to sell 236,132 cars in 2023-2024 at an average price of $57,000, it would bring in $13,440 million in revenue. Assuming no dilution, this would imply roughly $10.25 of revenue/share. Given the fact that NIO could also begin to monetize its BaaS offerings, and that the company could even license its software and technology to other players, I feel like today’s P/S of 17 should be maintained, if not expanded. Growth may slow down, but we have to put a value on the assets NIO has in the form of patents and technology.</p>\n<p>In conclusion, my price target for NIO would be $174/share by the end of 2023.</p>\n<p><b>Risks</b></p>\n<p>Having said this, there are some potential risks that the company faces in today’s environment. Firstly, and even though I see this mostly as a strength, not having its own manufacturing facilities can be seen as a disadvantage. If push comes to shove, JAC could refuse to honour their manufacturing contract, though I am sure this would be expensive.</p>\n<p>On another note, it is still not clear how widely adopted BaaS technology will be. Traditional charging spots are getting more advanced and, thanks to renewable sources of energy, such as solar, these charging stations could soon provide much more competitive charging rates. Clearly, NIO will have to partner up with other manufacturers to make BaaS a worldwide reality.</p>\n<p>Lastly, it is worth mentioning that, despite the high growth and improving profitability, it is very much on the cards to see further shareholder dilution, something which the valuation above did not account for.</p>\n<p><b>Takeaway</b></p>\n<p>NIO’s success over the last few years will ultimately be what makes the company successful in the future. NIO has found a way to innovate left, right and centre. It has changed the concept of charging through BaaS. It has also executed this innovation by building battery swap stations that are incredibly fast. It has innovated in terms of software and style, and I do not doubt that the company will continue to do so in the future. Ultimately, NIO is much more than an EV manufacturer and should be valued as such.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: One EV Company To Rule Them All</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: One EV Company To Rule Them All\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434788-nio-one-ev-company-to-rule-them-all><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO has unique characteristics that make it a superior player in the EV sector.\nThe company could find new avenues of monetization through BaaS and software licensing.\nNIO commands high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434788-nio-one-ev-company-to-rule-them-all\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434788-nio-one-ev-company-to-rule-them-all","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140305126","content_text":"Summary\n\nNIO has unique characteristics that make it a superior player in the EV sector.\nThe company could find new avenues of monetization through BaaS and software licensing.\nNIO commands high valuation multiples and should continue to do so in the future. My price target for NIO is $174 by 2023-24.\n\nEoneren/E+ via Getty ImagesThesis Summary\nNIO Inc.,(NYSE:NIO)is a fast-growing Chinese EV company with some very unique characteristics. Despite its youth and relatively small size in terms of global EV sales, NIO looks like it could one day be one of the most relevant companies in the EV sector. NIO is much more than just an EV car manufacturer, as it is also one of the most innovative companies in the space. Revolutions in charging technology and proprietary software should help NIO establish a moat, a unique selling point and can potentially create new revenue sources.\nBaaS: Another Layer of Revenue\nI have already talked extensively about NIO’s core business in previous articles. Today, I’d like to start by focusing on the implications behind one NIO’s signature characteristic: Battery-as-a-Service. (BaaS)\nGranted, many articles have already covered this topic too. Normally though, these focus on BaaS vs regular charging, or how BaaS technology can make NIO cars more appealing. However, in this section, I am focusing on the implications BaaS can have on NIO’s revenue, as a completely separate business, which it could one day be.\nNIO’s BaaS offerings have come a very long way since the company first initiated this idea. In April, the company reached a deal with Sinopec Shanghai Petrochemical Company Limited(NYSE:SHI)to create a vast network of battery swap stations. NIO aims to have over 5000 stations by 2024. Furthermore, the latest iteration of the BaaS charging system allows car-owners to swap the battery for a fully charged one in minutes and without even needing to exit their car. BaaS is the fastest way to achieve the level of convenience we have when refueling traditional gas cars, and it may perhaps be the only way.\nSo, the question is; Can NIO monetize its BaaS, and if so how would this look? The short answer to this question is yes. Ford Motors, Inc(NYSE:F)has already entered a deal with NIO to make use of NIO’s charging infrastructure.\nHaving said this, charging stations today are for the most part unprofitable. But these work a bit different from NIO’s BaaS system. A big problem with regular charging stations is that their cost of electricity is much higher than what you would pay if you charged your car at home during the night. BaaS, however, works around this, since the replacement batteries could be charged anywhere. On top of that, what we do know is that NIO will stand to benefit a lot more from this line of business thanks to government subsidies. It has been openly stated by the CCP that China is moving away from consumer-focused subsidies, in favour of infrastructure based subsidies.\nIt’s still early days, but if BaaS takes off, and other producers focus on this model, NIO could stand to gain a lot from this by being a source of infrastructure and technology. For example, NIO could play a key role in providing the necessary charging infrastructure for Europe, a market which it is just recently entering.\nNIO: Monetizing knowledge\nThe other key area where NIO excels, and many may not realize it, is technology and knowledge. Let’s make this clear with some numbers.\nAccording to data from Tencent Tech, NIO has 2768 patents in China, 204 in Europe and 193 patents in the United States. 1208 of the patents held in China are “innovation patents”. This is a significant fact, because “innovation patents” as classified by the Chinese are the ones whose content can be considered “groundbreaking”. To put these numbers into perspective, NIO holds more patents than rivals like Li Auto Inc.(NASDAQ:LI)and Xpeng Inc [XVEP].\nDiving deeper into these patents, we can see that most of these patents are related to the above-mentioned battery swap technology. Another hot topic of research today is autonomous driving. In this field, NIO has 47 patents, 64% of which are still pending. This is quite a small number if we compare it to Baidu, Inc(NASDAQ:BIDU), which boasts 632 patents. Lastly, I will note that I think one of the most successful areas where NIO is innovating is in terms of design and user interface/software. For example, the NIO ET7 features an `intelligent cockpit”, which is powered by NOMI, NIO’s artificial intelligence.\nWhat I am trying to say is that perhaps what some see as NIO’s weakness, could be one of its biggest strengths. Many analysts seem to have a problem with the fact that NIO doesn’t make its cars, but this aspect of the car business is becoming less and less relevant. The CEO of NVIDIA Corporation(NASDAQ:NVDA) has been quoted as saying that by 2025, cars will be sold at cost price, and it will be software sales that will provide these manufacturers revenue.\nIt seems like the traditional car is going the way of smartphones. Putting together the components is perhaps the least important of the value-adding activities here. What’s most relevant is the operating system and the value of the brand. NIO shines in both of these areas, and this is perhaps another way in which we could say NIO is quite similar to Apple Inc(NASDAQ:AAPL).\nValuation\nI believe the above are two strong points that highlight that NIO has potential way beyond the production of cars. Having said this, it is very hard to quantify how these advancements in innovation will change NIO’s revenues and profitability in the future. What I propose here is a valuation where we value NIO at its most basic level, through revenues achieved from car sales. However, I will defend that the P/S multiple will remain much higher than that of its “peers” given the reasons stated above.\nNow, let’s start with revenues and sales. At its most core level, we can predict NIO’s revenues by looking at how many cars it will produce in the next few years, and we have a good idea of what this could be. Recently, NIO renewed its manufacturing agreement with Jianghuai Automobile Group [JAC]. Supposedly, the company will be doubling its production capacity to around 240.000 units per year, at least until May 2024.\nTherefore, a very simple forecast of NIO’s revenues could be made based on this simple production fact. In the next 3 years, NIO will have the capacity to produce 720.000 new cars. Will they be able to sell them all? In 2020, NIO sold 43,728 vehicles. Forwards growth estimates have NIO doubling in revenue in the next year, which, assuming all revenues come from car sales and the price stays the same, would mean selling 87.456 units. If we pulled back growth to around 80% for 2022 and 50% for 2023, we would have corresponding sales of 157,420 and 236,132. This kind of growth is close to current estimates, and fits in quite nicely with NIO’s plans, since it seems like, by the end of this period, when the manufacturing agreement ends, NIO would be selling at near full capacity. The important point I am trying to make here is that given this recent deal, investors should not be worried about NIO’s production constraints. Furthermore, it doesn’t seem like NIO will struggle from the demand side, especially as it plans to enter the European EV market.\nNow, the second point I will argue in this valuation, is that, given the changes in how the EV sector is shaping up, we should not apply industry multiples to a stock like NIO. In my previous article on the company, I did this and forecasted a price for 2030 of up to $400/share. However, a case can be made that NIO should command a premium in valuation. This is because the company is, quite literally, not making cars. Rather, it’s developing a brand, proprietary technology and also changing how we think about charging.\nCreating batteries for cars is a business in and of itself. A successful company in this sector is Contemporary Amperex Technology [CATL]. According to data from Market Screener,this company has an operating margin of 13%, grew revenues by 250% last year and trades at a P/E of 114 and a P/S of around 25.\nOn the other hand, as car manufacturers begin to focus on delivering cars with an integrated operating system and software, we may see company’s like NIO trade at valuation multiples more in line with that of SaaS companies. Companies that sell software, like Adobe, Inc.(NASDAQ:ADBE)or Salesforce.com(NYSE:CRM)trade at P/S multiples of 15-20.\nIf NIO were to sell 236,132 cars in 2023-2024 at an average price of $57,000, it would bring in $13,440 million in revenue. Assuming no dilution, this would imply roughly $10.25 of revenue/share. Given the fact that NIO could also begin to monetize its BaaS offerings, and that the company could even license its software and technology to other players, I feel like today’s P/S of 17 should be maintained, if not expanded. Growth may slow down, but we have to put a value on the assets NIO has in the form of patents and technology.\nIn conclusion, my price target for NIO would be $174/share by the end of 2023.\nRisks\nHaving said this, there are some potential risks that the company faces in today’s environment. Firstly, and even though I see this mostly as a strength, not having its own manufacturing facilities can be seen as a disadvantage. If push comes to shove, JAC could refuse to honour their manufacturing contract, though I am sure this would be expensive.\nOn another note, it is still not clear how widely adopted BaaS technology will be. Traditional charging spots are getting more advanced and, thanks to renewable sources of energy, such as solar, these charging stations could soon provide much more competitive charging rates. Clearly, NIO will have to partner up with other manufacturers to make BaaS a worldwide reality.\nLastly, it is worth mentioning that, despite the high growth and improving profitability, it is very much on the cards to see further shareholder dilution, something which the valuation above did not account for.\nTakeaway\nNIO’s success over the last few years will ultimately be what makes the company successful in the future. NIO has found a way to innovate left, right and centre. It has changed the concept of charging through BaaS. It has also executed this innovation by building battery swap stations that are incredibly fast. It has innovated in terms of software and style, and I do not doubt that the company will continue to do so in the future. Ultimately, NIO is much more than an EV manufacturer and should be valued as such.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187976770,"gmtCreate":1623737672790,"gmtModify":1704210024994,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Yes good","listText":"Yes good","text":"Yes good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187976770","repostId":"1147086744","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187976621,"gmtCreate":1623737653563,"gmtModify":1704210024662,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Let’s work together and help the market","listText":"Let’s work together and help the market","text":"Let’s work together and help the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187976621","repostId":"2143736088","repostType":4,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187978520,"gmtCreate":1623737632260,"gmtModify":1704210023032,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"These are Sri is worth investing for long term&nbsp;","listText":"These are Sri is worth investing for long term&nbsp;","text":"These are Sri is worth investing for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187978520","repostId":"1167323938","repostType":4,"repost":{"id":"1167323938","pubTimestamp":1623723810,"share":"https://ttm.financial/m/news/1167323938?lang=&edition=fundamental","pubTime":"2021-06-15 10:23","market":"us","language":"en","title":"My 3 Favorite Stocks Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1167323938","media":"Motley Fool","summary":"These companies make good long-term core holdings.\nStock investing starts with picking the right com","content":"<p>These companies make good long-term core holdings.</p>\n<p>Stock investing&nbsp;starts with picking the right companies. Remember, finding the nextmeme stockbefore the price takes off and selling at the high point is virtually impossible without a time machine.</p>\n<p>Instead, I like buying shares in high-quality companies with strong market positions that have competitive advantages that aren't easily duplicated. Granted, this is easier said than done, but these companies fit the description.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/effed739609f2c132bbfba134fe0ff19\" tg-width=\"2000\" tg-height=\"1333\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Amazon</b></p>\n<p><b>Amazon</b>&nbsp;(NASDAQ:AMZN)&nbsp;has become synonymous with e-commerce, but the company is much more than that. It has done this by sticking to its principles, which include focusing on the customer, innovating, and planning for the long term. You can see this through its popular Amazon Prime subscription service, which includes delivery charges, and hardware devices like Alexa and Kindle. There is also its fast-growing, higher-margin Amazon Web Services (AWS) business that provides cloud computing services.</p>\n<p>Its presence is so dominant that Amazon completely changes an industry's dynamics when it decides to enter the fray. That's because it often provides cheap prices and fast delivery -- a compelling proposition. This happened when it pushed further into selling food and apparel, for instance. The company is also moving further into&nbsp;offering prescription drugs.</p>\n<p>While its long-term focus means Amazon is willing to forgo short-term profits, the company is hugely profitable. Its operating profit grew from 2016's $4.2 billion to $22.9 billion last year. In the first quarter, the company's profit more than doubled from $4 billion to $8.8 billion.</p>\n<p><b>2. Costco</b></p>\n<p><b>Costco Wholesale</b>&nbsp;(NASDAQ:COST)&nbsp;has created quite a shopping experience. Known for its wide aisles, bulk items, and free samples, it has built a loyal and growing membership.</p>\n<p>Costco's simple formula is hard to replicate: It focuses on high-quality merchandise and services, and sells them at low unit prices. Costco's paid members have grown from 47.6 million in 2016 to 58.1 million last year (the fiscal year ends on June 30). Meanwhile, its retention rate has hovered around 90%.</p>\n<p>With a focus on customer needs, it even has a generous return policy to help members have confidence in their purchases.</p>\n<p>Management also keeps an eye on improving results. It has had positive same-store sales (comps) for many years, including a 9% increase last year after excluding the effects of gasoline price changes and foreign currency exchange translation. Operating income grew from $3.7 billion to $5.4 billion over the last five years.</p>\n<p>Recent results also provide encouragement that management continues to execute. Comps increased by 15.2% for the first three quarters of 2021, and operating income grew by more than 26% to $4.4 billion.</p>\n<p>While income investors can find higher yields than Costco's 0.8%, it does have a history of annually raising dividends. This includes increasing May's payment to $0.79 from the previous quarter's $0.70. But better still, the board of directors has declared large special dividends every few years. The most recent was a $10 payment last December.</p>\n<p><b>3. Walmart</b></p>\n<p><b>Walmart</b>&nbsp;(NYSE:WMT)&nbsp;has built itself into the world's largest retailer, serving more than 240 million customers every week. The company, which opened its first discount store nearly six decades ago, squeezes costs and passes these savings on to the customer. This allows Walmart to offer the lowest prices on its goods, making it difficult for competitors to keep up.</p>\n<p>It isn't sitting still, either. It is keeping pace with online competitors, namely Amazon, by investing in technology to provide a seamless omnichannel experience to its shoppers. This includes launching the subscription service Walmart+, which provides delivery, gasoline discounts, and faster checkout at its stores.</p>\n<p>Last year, its adjusted revenue rose by 7.7% to $564.2 billion, driving operating income 9.3% higher to $23.4 billion. In the first quarter, revenue growth was about 2%, and management expects a low-single-digit percentage increase for the year. Its guidance calls for flattish operating income.</p>\n<p>While this outlook undoubtedly disappointed some investors, I'm not concerned. Management has its eyes on the long-term picture, and it is investing in technology to better serve its customers and remain a dominant retailer.</p>\n<p>Walmart also offers a 1.6% yield, and it has also raised its quarterly dividend annually since initiating a payout in 1974. Already aDividend Aristocrat, it will become a Dividend King when the streak hits 50 years.</p>\n<p>While these are three different companies in various stages, each is a strong addition to your portfolio. Adding them will give you a high-growth stock, a steady grower that tends to pay large dividends every few years, and a dominant retailer that continues to grow and regularly increase payments to shareholders.</p>\n<p>That's a winning combination that should make these core holdings a great addition to your portfolio.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>My 3 Favorite Stocks Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMy 3 Favorite Stocks Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/14/my-3-favorite-stocks-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These companies make good long-term core holdings.\nStock investing starts with picking the right companies. Remember, finding the nextmeme stockbefore the price takes off and selling at the high point...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/14/my-3-favorite-stocks-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","AMZN":"亚马逊","COST":"好市多"},"source_url":"https://www.fool.com/investing/2021/06/14/my-3-favorite-stocks-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167323938","content_text":"These companies make good long-term core holdings.\nStock investing starts with picking the right companies. Remember, finding the nextmeme stockbefore the price takes off and selling at the high point is virtually impossible without a time machine.\nInstead, I like buying shares in high-quality companies with strong market positions that have competitive advantages that aren't easily duplicated. Granted, this is easier said than done, but these companies fit the description.\nIMAGE SOURCE: GETTY IMAGES.\n1. Amazon\nAmazon (NASDAQ:AMZN) has become synonymous with e-commerce, but the company is much more than that. It has done this by sticking to its principles, which include focusing on the customer, innovating, and planning for the long term. You can see this through its popular Amazon Prime subscription service, which includes delivery charges, and hardware devices like Alexa and Kindle. There is also its fast-growing, higher-margin Amazon Web Services (AWS) business that provides cloud computing services.\nIts presence is so dominant that Amazon completely changes an industry's dynamics when it decides to enter the fray. That's because it often provides cheap prices and fast delivery -- a compelling proposition. This happened when it pushed further into selling food and apparel, for instance. The company is also moving further into offering prescription drugs.\nWhile its long-term focus means Amazon is willing to forgo short-term profits, the company is hugely profitable. Its operating profit grew from 2016's $4.2 billion to $22.9 billion last year. In the first quarter, the company's profit more than doubled from $4 billion to $8.8 billion.\n2. Costco\nCostco Wholesale (NASDAQ:COST) has created quite a shopping experience. Known for its wide aisles, bulk items, and free samples, it has built a loyal and growing membership.\nCostco's simple formula is hard to replicate: It focuses on high-quality merchandise and services, and sells them at low unit prices. Costco's paid members have grown from 47.6 million in 2016 to 58.1 million last year (the fiscal year ends on June 30). Meanwhile, its retention rate has hovered around 90%.\nWith a focus on customer needs, it even has a generous return policy to help members have confidence in their purchases.\nManagement also keeps an eye on improving results. It has had positive same-store sales (comps) for many years, including a 9% increase last year after excluding the effects of gasoline price changes and foreign currency exchange translation. Operating income grew from $3.7 billion to $5.4 billion over the last five years.\nRecent results also provide encouragement that management continues to execute. Comps increased by 15.2% for the first three quarters of 2021, and operating income grew by more than 26% to $4.4 billion.\nWhile income investors can find higher yields than Costco's 0.8%, it does have a history of annually raising dividends. This includes increasing May's payment to $0.79 from the previous quarter's $0.70. But better still, the board of directors has declared large special dividends every few years. The most recent was a $10 payment last December.\n3. Walmart\nWalmart (NYSE:WMT) has built itself into the world's largest retailer, serving more than 240 million customers every week. The company, which opened its first discount store nearly six decades ago, squeezes costs and passes these savings on to the customer. This allows Walmart to offer the lowest prices on its goods, making it difficult for competitors to keep up.\nIt isn't sitting still, either. It is keeping pace with online competitors, namely Amazon, by investing in technology to provide a seamless omnichannel experience to its shoppers. This includes launching the subscription service Walmart+, which provides delivery, gasoline discounts, and faster checkout at its stores.\nLast year, its adjusted revenue rose by 7.7% to $564.2 billion, driving operating income 9.3% higher to $23.4 billion. In the first quarter, revenue growth was about 2%, and management expects a low-single-digit percentage increase for the year. Its guidance calls for flattish operating income.\nWhile this outlook undoubtedly disappointed some investors, I'm not concerned. Management has its eyes on the long-term picture, and it is investing in technology to better serve its customers and remain a dominant retailer.\nWalmart also offers a 1.6% yield, and it has also raised its quarterly dividend annually since initiating a payout in 1974. Already aDividend Aristocrat, it will become a Dividend King when the streak hits 50 years.\nWhile these are three different companies in various stages, each is a strong addition to your portfolio. Adding them will give you a high-growth stock, a steady grower that tends to pay large dividends every few years, and a dominant retailer that continues to grow and regularly increase payments to shareholders.\nThat's a winning combination that should make these core holdings a great addition to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187973892,"gmtCreate":1623737495116,"gmtModify":1704210020424,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Hope it recovers and prepare for a future split","listText":"Hope it recovers and prepare for a future split","text":"Hope it recovers and prepare for a future split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187973892","repostId":"1106218942","repostType":4,"repost":{"id":"1106218942","pubTimestamp":1623734282,"share":"https://ttm.financial/m/news/1106218942?lang=&edition=fundamental","pubTime":"2021-06-15 13:18","market":"us","language":"en","title":"Tesla Takes A Step Back","url":"https://stock-news.laohu8.com/highlight/detail?id=1106218942","media":"seekingalpha","summary":"Model S Plaid event falls a bit flat.Last week was supposed to be a good time for fans of Tesla , with the company finally holding its meaningfully delayed Model S Plaid reveal event. Fans and investors were not only looking to see the latest performance details, but were hoping for other big surprises from the automaker. Unfortunately, the company's event was pretty much a dud, and other news out during the week raised even more questions about the company's near term future.I'm more curious th","content":"<p><b>Summary</b></p>\n<ul>\n <li>Company loses its second most important executive.</li>\n <li>Model S Plaid event falls a bit flat.</li>\n <li>Stock can't make meaningful move above key technical level.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707bb99dcaa93d75f576a78ef1ecd11c\" tg-width=\"768\" tg-height=\"512\"><span>jetcityimage/iStock Editorial via Getty Images</span></p>\n<p>Last week was supposed to be a good time for fans of Tesla (TSLA), with the company finally holding its meaningfully delayed Model S Plaid reveal event. Fans and investors were not only looking to see the latest performance details, but were hoping for other big surprises from the automaker. Unfortunately, the company's event was pretty much a dud, and other news out during the week raised even more questions about the company's near term future.</p>\n<p>Perhaps the biggest surprise to many&nbsp;was the departure&nbsp;of Jerome Guillen, the head of the heavy trucking division. Back in March, Guillen got that new title after formerly being the head of automotive. I had said then that this was a demotion, as he was leaving the bulk of Tesla's business&nbsp;for a niche segment&nbsp;with no revenues yet, but Tesla fans told me I was wrong. Well, now the company's second most important executive is definitely gone, leading many to question the future of the Tesla Semi.</p>\n<p>I'm more curious though if Guillen's departure raises a major question about Tesla's battery ambitions. The Semi was supposed to be here in 2019 with the new Roadster a year later, and neither are here yet. Both were dependent on Tesla's next generation battery, and just a week ago&nbsp;the company cancelled&nbsp;its Model S Plaid Plus. Elon Musk said that Plaid was just too good, but perhaps Tesla couldn't get the batteries needed to meet promised range specs? There have been questions for years about the numbers Tesla has given for the Semi, Roadster, etc. I should also note that while not totally related, the new Long Range Model S has seen its estimated range&nbsp;on the website configurator&nbsp;reduced from 412 to 405 miles since its soft launch a few months ago.</p>\n<p>The second item to think about is what's happening with Tesla sales in China. As the graphic below shows, the first two months of Q2 2020 saw the lowest first two months sales in that country in the last three quarters. Yes, Tesla is exporting a large number of vehicles to other markets, more than 11,500 Model 3 units in May. However, the original plan for the Shanghai factory was&nbsp;to serve China only&nbsp;with affordable 3/Y units. More expensive variants were to be produced in the US, and Tesla can't even sell out China production in its home market. Delivery estimates in that country remain at 1-3 weeks for both the 3 and Y, and new reports suggest&nbsp;loan rates have been slashed&nbsp;if you take delivery this month, implying that demand just isn't where management expected it to be.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c75e330376fd6f9a20e5e006f359508f\" tg-width=\"516\" tg-height=\"181\"><span>(Source: Carsalesbase,and Moneyball Twitter)</span></p>\n<p>Later in the week, Tesla finally unveiled the new Model S Plaid after months of delays, at an event&nbsp;that was more hype&nbsp;than anything else. A few things stated by the CEO didn't match up with the graphics behind him during the presentation, and it was&nbsp;reported earlier in the day&nbsp;that the vehicle can't even do the promised 200mph at this point. If you're in the market for a $130,000 vehicle that you only want to take to the track, however, then maybe this is for you.</p>\n<p>The Model S event was not a great show for electric vehicles overall in my opinion. Elon Musk boasted that the Plaid can get 187 miles of range with 15 minutes of charging, but a decent family gas-powered sedan can get 700 miles of highway range in a 5 minute gas stop. This is not going to be a high volume vehicle that will add anything meaningful to Tesla's financials, especially as the high end EV segment continues to become more crowded. Remember, this event was only after numerous delays, and Tesla's Model S page linked above still shows June availability for this new vehicle. Elon Musk highlighting some new features that will eventually help if Tesla solves its full self-driving ambitions, but that timeline remains uncertain.</p>\n<p>One other item that some investors continue to fret about is Tesla's Bitcoin position. With the cryptocurrency falling tremendously from its all-time high, the company could have left more than a billion dollars on the table by not selling it all already. While that doesn't represent a large portion of the company's cash, it would have made a nice profit, and now the position is getting closer to facing impairment charges. In the end, the concern is that the Bitcoin position takes some focus away from management and has been a major distraction for investors.</p>\n<p>Last week, Tesla shares finished up a little more than $10. A gain of almost 2% may not have been satisfying for the bulls given the company's big event. However, I'm more disappointed in the stock because the 10-Year US Treasury bond yield dropped by 10 basis points last week, which should have really helped Tesla shares and other big growth names to rally. Also, the stock has still not been able to make a major move away from its 200-day moving average (purple line) as seen in the chart below. The gap between that long term trend line and its shorter term technical counterpart is now less than $44 after peaking at nearly $320 earlier this year. This means that the dreaded death cross is more and more likely to happen in the coming weeks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c236196cd82611a795260278e4a2d92\" tg-width=\"640\" tg-height=\"270\"><span>(Source: Yahoo! Finance)</span></p>\n<p>In the end, last week probably wasn't the one that Tesla fans and investors were really hoping for. The company lost its second most important executive, which puts into question progress on the Semi and other new battery related programs. Additionally, China sales haven't progressed much on their own, definitely not to the point where that factory only supplies to that country. Late in the week, the Model S event was not very exciting, and did little to energize the stock. At the same time, investors still fret over the Bitcoin position, while shares remain unable to make a solid move above their long term moving average. It probably will be a few weeks until we get a new catalyst to watch, with the Q2 production and delivery report scheduled for early July.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Takes A Step Back</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 Takes A Step Back\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434829-tesla-takes-a-step-back><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCompany loses its second most important executive.\nModel S Plaid event falls a bit flat.\nStock can't make meaningful move above key technical level.\n\njetcityimage/iStock Editorial via Getty ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434829-tesla-takes-a-step-back\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4434829-tesla-takes-a-step-back","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106218942","content_text":"Summary\n\nCompany loses its second most important executive.\nModel S Plaid event falls a bit flat.\nStock can't make meaningful move above key technical level.\n\njetcityimage/iStock Editorial via Getty Images\nLast week was supposed to be a good time for fans of Tesla (TSLA), with the company finally holding its meaningfully delayed Model S Plaid reveal event. Fans and investors were not only looking to see the latest performance details, but were hoping for other big surprises from the automaker. Unfortunately, the company's event was pretty much a dud, and other news out during the week raised even more questions about the company's near term future.\nPerhaps the biggest surprise to many was the departure of Jerome Guillen, the head of the heavy trucking division. Back in March, Guillen got that new title after formerly being the head of automotive. I had said then that this was a demotion, as he was leaving the bulk of Tesla's business for a niche segment with no revenues yet, but Tesla fans told me I was wrong. Well, now the company's second most important executive is definitely gone, leading many to question the future of the Tesla Semi.\nI'm more curious though if Guillen's departure raises a major question about Tesla's battery ambitions. The Semi was supposed to be here in 2019 with the new Roadster a year later, and neither are here yet. Both were dependent on Tesla's next generation battery, and just a week ago the company cancelled its Model S Plaid Plus. Elon Musk said that Plaid was just too good, but perhaps Tesla couldn't get the batteries needed to meet promised range specs? There have been questions for years about the numbers Tesla has given for the Semi, Roadster, etc. I should also note that while not totally related, the new Long Range Model S has seen its estimated range on the website configurator reduced from 412 to 405 miles since its soft launch a few months ago.\nThe second item to think about is what's happening with Tesla sales in China. As the graphic below shows, the first two months of Q2 2020 saw the lowest first two months sales in that country in the last three quarters. Yes, Tesla is exporting a large number of vehicles to other markets, more than 11,500 Model 3 units in May. However, the original plan for the Shanghai factory was to serve China only with affordable 3/Y units. More expensive variants were to be produced in the US, and Tesla can't even sell out China production in its home market. Delivery estimates in that country remain at 1-3 weeks for both the 3 and Y, and new reports suggest loan rates have been slashed if you take delivery this month, implying that demand just isn't where management expected it to be.\n(Source: Carsalesbase,and Moneyball Twitter)\nLater in the week, Tesla finally unveiled the new Model S Plaid after months of delays, at an event that was more hype than anything else. A few things stated by the CEO didn't match up with the graphics behind him during the presentation, and it was reported earlier in the day that the vehicle can't even do the promised 200mph at this point. If you're in the market for a $130,000 vehicle that you only want to take to the track, however, then maybe this is for you.\nThe Model S event was not a great show for electric vehicles overall in my opinion. Elon Musk boasted that the Plaid can get 187 miles of range with 15 minutes of charging, but a decent family gas-powered sedan can get 700 miles of highway range in a 5 minute gas stop. This is not going to be a high volume vehicle that will add anything meaningful to Tesla's financials, especially as the high end EV segment continues to become more crowded. Remember, this event was only after numerous delays, and Tesla's Model S page linked above still shows June availability for this new vehicle. Elon Musk highlighting some new features that will eventually help if Tesla solves its full self-driving ambitions, but that timeline remains uncertain.\nOne other item that some investors continue to fret about is Tesla's Bitcoin position. With the cryptocurrency falling tremendously from its all-time high, the company could have left more than a billion dollars on the table by not selling it all already. While that doesn't represent a large portion of the company's cash, it would have made a nice profit, and now the position is getting closer to facing impairment charges. In the end, the concern is that the Bitcoin position takes some focus away from management and has been a major distraction for investors.\nLast week, Tesla shares finished up a little more than $10. A gain of almost 2% may not have been satisfying for the bulls given the company's big event. However, I'm more disappointed in the stock because the 10-Year US Treasury bond yield dropped by 10 basis points last week, which should have really helped Tesla shares and other big growth names to rally. Also, the stock has still not been able to make a major move away from its 200-day moving average (purple line) as seen in the chart below. The gap between that long term trend line and its shorter term technical counterpart is now less than $44 after peaking at nearly $320 earlier this year. This means that the dreaded death cross is more and more likely to happen in the coming weeks.\n(Source: Yahoo! Finance)\nIn the end, last week probably wasn't the one that Tesla fans and investors were really hoping for. The company lost its second most important executive, which puts into question progress on the Semi and other new battery related programs. Additionally, China sales haven't progressed much on their own, definitely not to the point where that factory only supplies to that country. Late in the week, the Model S event was not very exciting, and did little to energize the stock. At the same time, investors still fret over the Bitcoin position, while shares remain unable to make a solid move above their long term moving average. It probably will be a few weeks until we get a new catalyst to watch, with the Q2 production and delivery report scheduled for early July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187979514,"gmtCreate":1623737465838,"gmtModify":1704210018949,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187979514","repostId":"1165913483","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181889969,"gmtCreate":1623384505251,"gmtModify":1704202200815,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181889969","repostId":"1184070773","repostType":4,"repost":{"id":"1184070773","pubTimestamp":1623367038,"share":"https://ttm.financial/m/news/1184070773?lang=&edition=fundamental","pubTime":"2021-06-11 07:17","market":"us","language":"en","title":"S&P 500 climbs to a new record close, shrugging off inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1184070773","media":"cnbc","summary":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.The broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about ","content":"<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 climbs to a new record close, shrugging off inflation fears</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\">\nS&P 500 climbs to a new record close, shrugging off inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","UPS":"联合包裹",".SPX":"S&P 500 Index","GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184070773","content_text":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about 0.8% to 14,020.33.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries and prices across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\n\"I think there were a lot of people who held back, who wanted to see the hotter inflation number,\" CNBC's Jim Cramer said on \"Squawk on the Street.\" \"Now they've said, 'OK, now that's over with. Let's do some buying.' Because they've been on the sideline and they want to get in. I don't think that's actually usual these days because there's still so much buying power out there. People want in.\"\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n\"This CPI isn't likely to change the narrative dramatically, and there are still indications that inflation momentum is set to abate in the coming months,\" Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the Bureau of Labor Statistics. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nA separate report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000, versus a Dow Jones estimate of 370,000. The total still marked the lowest of the pandemic era.\nUPS shares rose about 1% afteran upgrade from JPMorgan. Shares of Boeing were higher, but Delta Air Lines slipped.\nVideo-game retailer and meme stock GameStop fell 27% even after the company tapped former Amazon executive Matt Furlong to be its next CEO and said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117680939,"gmtCreate":1623137662921,"gmtModify":1704196826406,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574984019579159","authorIdStr":"3574984019579159"},"themes":[],"htmlText":"I bought the dip&nbsp;","listText":"I bought the dip&nbsp;","text":"I bought the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117680939","repostId":"1176974493","repostType":4,"repost":{"id":"1176974493","pubTimestamp":1623131372,"share":"https://ttm.financial/m/news/1176974493?lang=&edition=fundamental","pubTime":"2021-06-08 13:49","market":"us","language":"en","title":"Nio Says Dip Seen In May Deliveries Wasn't Due To Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1176974493","media":"benzinga","summary":"Chinese electric vehicle maker Nio Inc. said that the slight sequential decline in its deliveries fo","content":"<p>Chinese electric vehicle maker&nbsp;<b>Nio Inc</b>.&nbsp;said that the slight sequential decline in its deliveries for the month of May was not due to the ongoing global semiconductor chip shortage, cnEVpostreportedMonday.</p><p><b>What Happened:</b>The main reason for the5.5% declinein Nio’s May deliveries compared to April were due to a change made by the State Taxation Administration (STA) in China’s auto invoice rules, the report quoted Nio co-founder and president Qin Lihong as saying in a media interview. Nio’s May sales surged 95.3% on a year-over-year basis.</p><p>The STA made the change in the auto invoice rules as previous rules for issuing car invoices may have enabled automakers or dealers to exploit loopholes and create false invoices, according to the report.</p><p>Qin reportedly said that the change delayed Nio’s average delivery time by four days. Excluding invoicing, the company would have been able to go from order receipt to delivery in a little more than two weeks.</p><p><b>Why It Matters:</b>May marked the third straight month of decline in terms of deliveries so far this year for Nio.</p><p>Nio had said that its May delivery numbers were adversely hurt for several days due to the volatile semiconductor supply and “certain logistical adjustments,” but had not specified what those adjustments were.</p><p><b>Price Action</b>: Nio shares closed almost 4.2% higher in Monday’s regular trading session at $43.68, but declined 0.3% in the after-hours session to $43.53.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Says Dip Seen In May Deliveries Wasn't Due To Chip Shortage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Says Dip Seen In May Deliveries Wasn't Due To Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/06/21463926/nio-says-dip-seen-in-may-deliveries-wasnt-due-to-chip-shortage><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric vehicle maker Nio Inc. said that the slight sequential decline in its deliveries for the month of May was not due to the ongoing global semiconductor chip shortage, ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/06/21463926/nio-says-dip-seen-in-may-deliveries-wasnt-due-to-chip-shortage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/06/21463926/nio-says-dip-seen-in-may-deliveries-wasnt-due-to-chip-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176974493","content_text":"Chinese electric vehicle maker Nio Inc. said that the slight sequential decline in its deliveries for the month of May was not due to the ongoing global semiconductor chip shortage, cnEVpostreportedMonday.What Happened:The main reason for the5.5% declinein Nio’s May deliveries compared to April were due to a change made by the State Taxation Administration (STA) in China’s auto invoice rules, the report quoted Nio co-founder and president Qin Lihong as saying in a media interview. Nio’s May sales surged 95.3% on a year-over-year basis.The STA made the change in the auto invoice rules as previous rules for issuing car invoices may have enabled automakers or dealers to exploit loopholes and create false invoices, according to the report.Qin reportedly said that the change delayed Nio’s average delivery time by four days. Excluding invoicing, the company would have been able to go from order receipt to delivery in a little more than two weeks.Why It Matters:May marked the third straight month of decline in terms of deliveries so far this year for Nio.Nio had said that its May delivery numbers were adversely hurt for several days due to the volatile semiconductor supply and “certain logistical adjustments,” but had not specified what those adjustments were.Price Action: Nio shares closed almost 4.2% higher in Monday’s regular trading session at $43.68, but declined 0.3% in the after-hours session to $43.53.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":112848819,"gmtCreate":1622862558531,"gmtModify":1704192645483,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"I need this to move up I was making 112% profit now im losing it all&nbsp;","listText":"I need this to move up I was making 112% profit now im losing it all&nbsp;","text":"I need this to move up I was making 112% profit now im losing it all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/112848819","repostId":"2141407391","repostType":4,"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://community-static.tradeup.com/news/f2a1eaba26272212d42018e60e78b422","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3576260758860416","idStr":"3576260758860416"},"content":"always remember only after you cash out than u can consider profit.","text":"always remember only after you cash out than u can consider profit.","html":"always remember only after you cash out than u can consider profit."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164604012,"gmtCreate":1624197660936,"gmtModify":1703830485774,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164604012","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","pubTimestamp":1624065374,"share":"https://ttm.financial/m/news/1199331995?lang=&edition=fundamental","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YMM":"满帮","DOCS":"Doximity, Inc.","MCW":"Mister Car Wash, Inc.","FA":"First Advantage Corp.","CFLT":"Confluent, Inc.","CXM":"Sprinklr, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161855568,"gmtCreate":1623919324454,"gmtModify":1703823492007,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161855568","repostId":"2144710895","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169767830,"gmtCreate":1623851441920,"gmtModify":1703821397395,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Cathie wood is the goat&nbsp;","listText":"Cathie wood is the goat&nbsp;","text":"Cathie wood is the goat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169767830","repostId":"1100405031","repostType":4,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187973892,"gmtCreate":1623737495116,"gmtModify":1704210020424,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Hope it recovers and prepare for a future split","listText":"Hope it recovers and prepare for a future split","text":"Hope it recovers and prepare for a future split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187973892","repostId":"1106218942","repostType":4,"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115954053,"gmtCreate":1622947869872,"gmtModify":1704193595640,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Buy and hold","listText":"Buy and hold","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/115954053","repostId":"1173473450","repostType":4,"repost":{"id":"1173473450","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622942100,"share":"https://ttm.financial/m/news/1173473450?lang=&edition=fundamental","pubTime":"2021-06-06 09:15","market":"us","language":"en","title":"How The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173473450","media":"Benzinga","summary":"AMC Entertainment Holdings Inc held on to its weekly gains in early afternoon trading on Friday afte","content":"<p><b>AMC Entertainment Holdings Inc</b>&nbsp;held on to its weekly gains in early afternoon trading on Friday after a sharp pullback in Thursday’s session.</p>\n<p>Heading into next week, AMC traders will be asking themselves if this week’s run-up is a&nbsp;repeat of January trading action&nbsp;in&nbsp;<b>GameStop Corp.</b>, or if the rally in AMC had legs.</p>\n<p><b>Deja Vu?</b>GameStop shares hit their all-time high of $483 on Jan. 28. In the month leading up to that peak, the stock rallied about 1,560%.</p>\n<p>This week, AMC hit its all-time high of $72.62. In the month leading up to that peak, AMC shares gained just 523%. However, AMC’s year-to-date gains are now 2,330%, while GameStop’s 2020 gains are just 1,260%.</p>\n<p>In the month following GameStop’s run to $483 back in January, the stock tumbled 78.3%. If AMC suffers a similar fate, the stock could be back down around $15.75 within a matter of weeks.</p>\n<p><b>Voices From The Street:</b>&nbsp;Michael Batnick, Director of Research at Ritholtz Wealth Management,wrote in a blog post&nbsp;on Thursday about how the current AMC mania appears to be very similar to the mania that sent the stock soaring more than 800% in the first 17 days of 2021.</p>\n<p>“Buyers are just playing a game with tickers on a screen. The madness can continue as long as people think they can get out before the collapse,” Batnick wrote.</p>\n<p>David Trainer, CEO of New Constructs, didn’t pull any punches in discussing the true value of AMC shares this week.</p>\n<p>“The surge in shares of AMC Entertainment is yet another sign of the reckless meme stock-driven investing landscape that we find ourselves in today,” Trainer said. “We think AMC Entertainment's stock is worth $0 per share, given its weak earnings, dilution from recent stock offerings and mountain of debt.”</p>\n<p>Themis Trading's Joe Saluzzi told Benzinga the trading action in both AMC and GameStop in 2021 is a sign regulators need to step in.</p>\n<p>“During the ‘Gamestopped’ Congressional hearings, SEC Chairman Gensler indicated that the Commission would be publishing a report this summer on the volatile trading events that occurred in late January. Market participants are anxious to see this report, but it looks like the SEC may already need to update it to include the events of this week,” Saluzzi said.</p>\n<p><b>Benzinga’s Take:</b>The social media narrative surrounding GameStop and AMC is that retail traders on Reddit and Robinhood are sticking it to big hedge funds by squeezing them out of their short positions. In reality, retail trading accounted for an&nbsp;estimated 11%&nbsp;of trading volume in AMC this week, whereas the majority of AMC’s trading volume came from dark pools, and large institutional block and sweep trades in both the stock and option markets.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow The AMC Squeeze Compares To The GameStop Run: Are Buyers Just Playing A Game?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-06 09:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>AMC Entertainment Holdings Inc</b>&nbsp;held on to its weekly gains in early afternoon trading on Friday after a sharp pullback in Thursday’s session.</p>\n<p>Heading into next week, AMC traders will be asking themselves if this week’s run-up is a&nbsp;repeat of January trading action&nbsp;in&nbsp;<b>GameStop Corp.</b>, or if the rally in AMC had legs.</p>\n<p><b>Deja Vu?</b>GameStop shares hit their all-time high of $483 on Jan. 28. In the month leading up to that peak, the stock rallied about 1,560%.</p>\n<p>This week, AMC hit its all-time high of $72.62. In the month leading up to that peak, AMC shares gained just 523%. However, AMC’s year-to-date gains are now 2,330%, while GameStop’s 2020 gains are just 1,260%.</p>\n<p>In the month following GameStop’s run to $483 back in January, the stock tumbled 78.3%. If AMC suffers a similar fate, the stock could be back down around $15.75 within a matter of weeks.</p>\n<p><b>Voices From The Street:</b>&nbsp;Michael Batnick, Director of Research at Ritholtz Wealth Management,wrote in a blog post&nbsp;on Thursday about how the current AMC mania appears to be very similar to the mania that sent the stock soaring more than 800% in the first 17 days of 2021.</p>\n<p>“Buyers are just playing a game with tickers on a screen. The madness can continue as long as people think they can get out before the collapse,” Batnick wrote.</p>\n<p>David Trainer, CEO of New Constructs, didn’t pull any punches in discussing the true value of AMC shares this week.</p>\n<p>“The surge in shares of AMC Entertainment is yet another sign of the reckless meme stock-driven investing landscape that we find ourselves in today,” Trainer said. “We think AMC Entertainment's stock is worth $0 per share, given its weak earnings, dilution from recent stock offerings and mountain of debt.”</p>\n<p>Themis Trading's Joe Saluzzi told Benzinga the trading action in both AMC and GameStop in 2021 is a sign regulators need to step in.</p>\n<p>“During the ‘Gamestopped’ Congressional hearings, SEC Chairman Gensler indicated that the Commission would be publishing a report this summer on the volatile trading events that occurred in late January. Market participants are anxious to see this report, but it looks like the SEC may already need to update it to include the events of this week,” Saluzzi said.</p>\n<p><b>Benzinga’s Take:</b>The social media narrative surrounding GameStop and AMC is that retail traders on Reddit and Robinhood are sticking it to big hedge funds by squeezing them out of their short positions. In reality, retail trading accounted for an&nbsp;estimated 11%&nbsp;of trading volume in AMC this week, whereas the majority of AMC’s trading volume came from dark pools, and large institutional block and sweep trades in both the stock and option markets.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173473450","content_text":"AMC Entertainment Holdings Inc held on to its weekly gains in early afternoon trading on Friday after a sharp pullback in Thursday’s session.\nHeading into next week, AMC traders will be asking themselves if this week’s run-up is a repeat of January trading action in GameStop Corp., or if the rally in AMC had legs.\nDeja Vu?GameStop shares hit their all-time high of $483 on Jan. 28. In the month leading up to that peak, the stock rallied about 1,560%.\nThis week, AMC hit its all-time high of $72.62. In the month leading up to that peak, AMC shares gained just 523%. However, AMC’s year-to-date gains are now 2,330%, while GameStop’s 2020 gains are just 1,260%.\nIn the month following GameStop’s run to $483 back in January, the stock tumbled 78.3%. If AMC suffers a similar fate, the stock could be back down around $15.75 within a matter of weeks.\nVoices From The Street: Michael Batnick, Director of Research at Ritholtz Wealth Management,wrote in a blog post on Thursday about how the current AMC mania appears to be very similar to the mania that sent the stock soaring more than 800% in the first 17 days of 2021.\n“Buyers are just playing a game with tickers on a screen. The madness can continue as long as people think they can get out before the collapse,” Batnick wrote.\nDavid Trainer, CEO of New Constructs, didn’t pull any punches in discussing the true value of AMC shares this week.\n“The surge in shares of AMC Entertainment is yet another sign of the reckless meme stock-driven investing landscape that we find ourselves in today,” Trainer said. “We think AMC Entertainment's stock is worth $0 per share, given its weak earnings, dilution from recent stock offerings and mountain of debt.”\nThemis Trading's Joe Saluzzi told Benzinga the trading action in both AMC and GameStop in 2021 is a sign regulators need to step in.\n“During the ‘Gamestopped’ Congressional hearings, SEC Chairman Gensler indicated that the Commission would be publishing a report this summer on the volatile trading events that occurred in late January. Market participants are anxious to see this report, but it looks like the SEC may already need to update it to include the events of this week,” Saluzzi said.\nBenzinga’s Take:The social media narrative surrounding GameStop and AMC is that retail traders on Reddit and Robinhood are sticking it to big hedge funds by squeezing them out of their short positions. In reality, retail trading accounted for an estimated 11% of trading volume in AMC this week, whereas the majority of AMC’s trading volume came from dark pools, and large institutional block and sweep trades in both the stock and option markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166968032,"gmtCreate":1623988456626,"gmtModify":1703825823620,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"It will catch back up soon&nbsp;","listText":"It will catch back up soon&nbsp;","text":"It will catch back up soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166968032","repostId":"1123762950","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181889969,"gmtCreate":1623384505251,"gmtModify":1704202200815,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181889969","repostId":"1184070773","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112846446,"gmtCreate":1622862634485,"gmtModify":1704192647283,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Buy more and hold together stonks","listText":"Buy more and hold together stonks","text":"Buy more and hold together stonks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112846446","repostId":"1132937041","repostType":4,"repost":{"id":"1132937041","pubTimestamp":1622853341,"share":"https://ttm.financial/m/news/1132937041?lang=&edition=fundamental","pubTime":"2021-06-05 08:35","market":"us","language":"en","title":"AMC Stock Is Up 3,100%. Should You Buy or Sell?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132937041","media":"Barrons","summary":"Photo illustration by Chris Mihal / Dreamstime.com\nIn a market like this, popcorn can become a Buy s","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d95919779e01e359f19f34476e91d00\" tg-width=\"1260\" tg-height=\"840\"><span>Photo illustration by Chris Mihal / Dreamstime.com</span></p>\n<p>In a market like this, popcorn can become a Buy signal.</p>\n<p>Shares of AMC Entertainment Holdings jumped more than 95% to an all-time high of $62.55 this past Wednesday after the movie-theater chain announced a new rewards program for shareholders that includes a free large popcorn. The next day, a plan to sell 11.55 million shares (which eventually sold at an average price of $50.85) sent AMC (ticker: AMC) tumbling.</p>\n<p>Even with Thursday’s decline, the stock has soared 297% over the past nine trading sessions, and is up an eye-popping 2,160% for the year.</p>\n<p>After&nbsp;GameStop(GME) and&nbsp;BlackBerry(BB), there seems to be little stopping the latest hot meme stock,not even a warning from AMC itself: “Under the circumstances, we caution you against investing in our Class A common stock, unless you are prepared to incur the risk of losing all or a substantial portion of your investment,” the company said on Thursday in the filing to sell the shares.</p>\n<p>Earlier in the week, AMC sold 8.5 million shares to investment firm Mudrick Capital Management, which sold its stake at a profit that same day,Bloomberg reported. AMC called it a “very smart raising of cash so that we can grow this company.”</p>\n<p>More dilution could be coming. The company will ask shareholders to authorize the sale of an additional 25 million shares, starting in 2022, at its annual meeting next month.</p>\n<p>Despite the unusual warning and the dilution, some users doubled down on their enthusiasm for the stock in online forums this past week, noting that GameStop experienced similar volatility during its January rise. That just confounds and outrages traditional investors.</p>\n<p>“The surge in shares of AMC Entertainment is yet another sign of the reckless meme-stock-driven investing landscape that we find ourselves in today,” David Trainer, CEO of investment research firm New Constructs, recently wrote. “Wall Street insiders are preying on the naiveté of retail meme-stock traders. There is no fundamental reason to be buying shares of AMC Entertainment.”</p>\n<p>Trying to identify a fundamental narrative that can justify AMC’s ascent is admittedly difficult. Still, it is an exercise that might provide some insights for investors.</p>\n<p><img src=\"https://static.tigerbbs.com/62d362d944fe5c0a23bee485799d1195\" tg-width=\"956\" tg-height=\"637\"></p>\n<p>With the recent share sale, AMC has an enterprise value of about $35 billion, almost six times what it was at the end of 2018, a record-breaking year at the U.S. box office. At that time, the enterprise value for the three largest publicly traded theater operators was about 1.6 times the total domestic box office. (Theater chains typically have a lot of debt, making enterprise value a better measure.)</p>\n<p>AMC’s enterprise value is now about 17 times the dreadful, pandemic-affected domestic box office haul of just $2.1 billion in 2020.</p>\n<p>Roughly two-thirds of sales typically come from tickets. The rest comes from soda and, yes, popcorn. The challenge for the industry is whether enough moviegoers return and spend as they did before, after a year of staying home and streaming.</p>\n<p>The business might go through a period of consolidation, as it did earlier this century, when a shift to stadium seating pushed some operators into bankruptcy and mergers. Regal Cinemas, one of the large U.S. theater chains, filed for bankruptcy in 2001. Coming out of bankruptcy, Regal became a cash-generating machine—fewer movie-theater operators helped. And fewer now could usher in another era of higher returns on investment and better cash generation.</p>\n<p>Indeed, the hope is that AMC could be opportunistic in&nbsp;the postpandemic world, perhaps by making acquisitions. The recent gains in the stock have made that hope self-fulfilling, allowing the company to raise new capital—$1.25 billion through stock sales in this quarter alone.</p>\n<p>“With our increased liquidity, an increasingly vaccinated population, and the imminent release of blockbuster new movie titles, it is time for AMC to go on the offense again,” CEO Adam Aron said this past Tuesday.</p>\n<p>If AMC can boost market share, and if U.S. box office sales return to 2018 levels, the company’s total sales might hit $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 were $5.5 billion.</p>\n<p>Then, if profit margins improve with better industry scale, and if AMC’s investment in new theaters can drop as new capacity isn’t really needed, the company might be able to generate $600 million in free cash flow annually. That is about three times the cash-generating potential of prior, prepandemic years.</p>\n<p>With $600 million in free cash flow, the stock’s free-cash-flow yield works out to about 2.4%, based on recent prices. That yield makes the stock look expensive, but not completely unreasonable. The&nbsp;S&amp;P 500&nbsp;index trades for about a 3.4% free-cash-flow yield; other consumer-discretionary stocks in the S&amp;P trade at a free-cash-flow yield of about 3.1%.</p>\n<p>While that may offer a faint glimmer of hope for fundamental investors, there are problems with the $600 million free-cash-flow scenario. There are a lot of ifs and mights—and AMC has never generated cash flow like that in the past.</p>\n<p>Consolidation in the industry is also no guarantee of success. AMC’s share of the market might rise, but there are still competitors: Regal Cinemas, now owned by&nbsp;Cineworld Group(CINE.UK), and&nbsp;Cinemark Holdings(CNK).</p>\n<p>Neither one is trading like AMC: Cineworld stock is up 283% from its 52-week low, but is off 78% from all-time highs, while Cinemark shares are up 183% from their 52-week low, but down 51% from their all-time high. AMC stock, by comparison, is up 2,320% from its 52-week low.</p>\n<p>And AMC and its peers also have to compete with streaming. Windows for exclusive theater showings are shrinking, and the pandemic has accelerated that.</p>\n<p>Wall Street doesn’t see the potential. Ten analysts cover the stock, and the average price target is $5.25. The highest is $18 a share. Before the pandemic, the average analyst price target was $15. There were fewer shares of AMC at the time. The old target prices implied an enterprise value of roughly $7 billion—a far cry from $35 billion.</p>\n<p>Analysts do, however, have positive free cash flow projected for AMC in the future—about $13 million in 2022 and $90 million in 2023.</p>\n<p>At these levels, the fundamental case for AMC stock is, to put it mildly, a stretch. Yet overvaluation alone is never a good reason to sell a stock short, betting on a price decline. High numbers of shares shorted are typically an element in the meme-fueled rises. These days, the risk of&nbsp;short squeezes&nbsp;has become far larger than the potential gain from the market realizing that a stock is too expensive.</p>\n<p>In the end, investing and trading are different skills. Both can make people money. The important thing is not to confuse the two.</p>\n<p>AMC investors may understand that. “I think that for most of the retail investors that you see buying quote-unquote meme stocks, it really is to prove a point,” says Natalie Camacho, a 27-year-old writer from California’s San Fernando Valley.</p>\n<p>She says she bought 11 shares of AMC in January for $100 as the meme-stock wave began to build. She expected the company to benefit by the reopening from Covid-19.</p>\n<p>Camacho says that she had felt as if the world of investing was closed to her, because she didn’t have $10,000 to put into stocks. On social media, the AMC trade has been portrayed as a battle of the little guys against the big Wall Street firms, which appeals to her.</p>\n<p>“What draws me to it is that communal sense, that we’re all in this together,” she says. “There’s a sense that if we pool our money together, we might not be rich, but we’ll have enough to make a difference.”</p>\n<p>Regardless of how it plays out, she is betting with money she can afford to lose. As of Thursday morning, her $100 investment had grown to $460. “Maybe it’s a long-term bad idea, but for now we’re holding,” she says.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock Is Up 3,100%. Should You Buy or Sell?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock Is Up 3,100%. Should You Buy or Sell?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-sell-amc-stock-51622844305?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Photo illustration by Chris Mihal / Dreamstime.com\nIn a market like this, popcorn can become a Buy signal.\nShares of AMC Entertainment Holdings jumped more than 95% to an all-time high of $62.55 this ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-sell-amc-stock-51622844305?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/buy-sell-amc-stock-51622844305?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132937041","content_text":"Photo illustration by Chris Mihal / Dreamstime.com\nIn a market like this, popcorn can become a Buy signal.\nShares of AMC Entertainment Holdings jumped more than 95% to an all-time high of $62.55 this past Wednesday after the movie-theater chain announced a new rewards program for shareholders that includes a free large popcorn. The next day, a plan to sell 11.55 million shares (which eventually sold at an average price of $50.85) sent AMC (ticker: AMC) tumbling.\nEven with Thursday’s decline, the stock has soared 297% over the past nine trading sessions, and is up an eye-popping 2,160% for the year.\nAfter GameStop(GME) and BlackBerry(BB), there seems to be little stopping the latest hot meme stock,not even a warning from AMC itself: “Under the circumstances, we caution you against investing in our Class A common stock, unless you are prepared to incur the risk of losing all or a substantial portion of your investment,” the company said on Thursday in the filing to sell the shares.\nEarlier in the week, AMC sold 8.5 million shares to investment firm Mudrick Capital Management, which sold its stake at a profit that same day,Bloomberg reported. AMC called it a “very smart raising of cash so that we can grow this company.”\nMore dilution could be coming. The company will ask shareholders to authorize the sale of an additional 25 million shares, starting in 2022, at its annual meeting next month.\nDespite the unusual warning and the dilution, some users doubled down on their enthusiasm for the stock in online forums this past week, noting that GameStop experienced similar volatility during its January rise. That just confounds and outrages traditional investors.\n“The surge in shares of AMC Entertainment is yet another sign of the reckless meme-stock-driven investing landscape that we find ourselves in today,” David Trainer, CEO of investment research firm New Constructs, recently wrote. “Wall Street insiders are preying on the naiveté of retail meme-stock traders. There is no fundamental reason to be buying shares of AMC Entertainment.”\nTrying to identify a fundamental narrative that can justify AMC’s ascent is admittedly difficult. Still, it is an exercise that might provide some insights for investors.\n\nWith the recent share sale, AMC has an enterprise value of about $35 billion, almost six times what it was at the end of 2018, a record-breaking year at the U.S. box office. At that time, the enterprise value for the three largest publicly traded theater operators was about 1.6 times the total domestic box office. (Theater chains typically have a lot of debt, making enterprise value a better measure.)\nAMC’s enterprise value is now about 17 times the dreadful, pandemic-affected domestic box office haul of just $2.1 billion in 2020.\nRoughly two-thirds of sales typically come from tickets. The rest comes from soda and, yes, popcorn. The challenge for the industry is whether enough moviegoers return and spend as they did before, after a year of staying home and streaming.\nThe business might go through a period of consolidation, as it did earlier this century, when a shift to stadium seating pushed some operators into bankruptcy and mergers. Regal Cinemas, one of the large U.S. theater chains, filed for bankruptcy in 2001. Coming out of bankruptcy, Regal became a cash-generating machine—fewer movie-theater operators helped. And fewer now could usher in another era of higher returns on investment and better cash generation.\nIndeed, the hope is that AMC could be opportunistic in the postpandemic world, perhaps by making acquisitions. The recent gains in the stock have made that hope self-fulfilling, allowing the company to raise new capital—$1.25 billion through stock sales in this quarter alone.\n“With our increased liquidity, an increasingly vaccinated population, and the imminent release of blockbuster new movie titles, it is time for AMC to go on the offense again,” CEO Adam Aron said this past Tuesday.\nIf AMC can boost market share, and if U.S. box office sales return to 2018 levels, the company’s total sales might hit $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 were $5.5 billion.\nThen, if profit margins improve with better industry scale, and if AMC’s investment in new theaters can drop as new capacity isn’t really needed, the company might be able to generate $600 million in free cash flow annually. That is about three times the cash-generating potential of prior, prepandemic years.\nWith $600 million in free cash flow, the stock’s free-cash-flow yield works out to about 2.4%, based on recent prices. That yield makes the stock look expensive, but not completely unreasonable. The S&P 500 index trades for about a 3.4% free-cash-flow yield; other consumer-discretionary stocks in the S&P trade at a free-cash-flow yield of about 3.1%.\nWhile that may offer a faint glimmer of hope for fundamental investors, there are problems with the $600 million free-cash-flow scenario. There are a lot of ifs and mights—and AMC has never generated cash flow like that in the past.\nConsolidation in the industry is also no guarantee of success. AMC’s share of the market might rise, but there are still competitors: Regal Cinemas, now owned by Cineworld Group(CINE.UK), and Cinemark Holdings(CNK).\nNeither one is trading like AMC: Cineworld stock is up 283% from its 52-week low, but is off 78% from all-time highs, while Cinemark shares are up 183% from their 52-week low, but down 51% from their all-time high. AMC stock, by comparison, is up 2,320% from its 52-week low.\nAnd AMC and its peers also have to compete with streaming. Windows for exclusive theater showings are shrinking, and the pandemic has accelerated that.\nWall Street doesn’t see the potential. Ten analysts cover the stock, and the average price target is $5.25. The highest is $18 a share. Before the pandemic, the average analyst price target was $15. There were fewer shares of AMC at the time. The old target prices implied an enterprise value of roughly $7 billion—a far cry from $35 billion.\nAnalysts do, however, have positive free cash flow projected for AMC in the future—about $13 million in 2022 and $90 million in 2023.\nAt these levels, the fundamental case for AMC stock is, to put it mildly, a stretch. Yet overvaluation alone is never a good reason to sell a stock short, betting on a price decline. High numbers of shares shorted are typically an element in the meme-fueled rises. These days, the risk of short squeezes has become far larger than the potential gain from the market realizing that a stock is too expensive.\nIn the end, investing and trading are different skills. Both can make people money. The important thing is not to confuse the two.\nAMC investors may understand that. “I think that for most of the retail investors that you see buying quote-unquote meme stocks, it really is to prove a point,” says Natalie Camacho, a 27-year-old writer from California’s San Fernando Valley.\nShe says she bought 11 shares of AMC in January for $100 as the meme-stock wave began to build. She expected the company to benefit by the reopening from Covid-19.\nCamacho says that she had felt as if the world of investing was closed to her, because she didn’t have $10,000 to put into stocks. On social media, the AMC trade has been portrayed as a battle of the little guys against the big Wall Street firms, which appeals to her.\n“What draws me to it is that communal sense, that we’re all in this together,” she says. “There’s a sense that if we pool our money together, we might not be rich, but we’ll have enough to make a difference.”\nRegardless of how it plays out, she is betting with money she can afford to lose. As of Thursday morning, her $100 investment had grown to $460. “Maybe it’s a long-term bad idea, but for now we’re holding,” she says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577592690119548","authorId":"3577592690119548","name":"Kinag","avatar":"https://static.tigerbbs.com/3f68091edc02b8d5e110ecb27d16b217","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3577592690119548","idStr":"3577592690119548"},"content":"Never ask apes to buy more, just buy whatever they can affort to lose, you know this won’t last long, please be kind to the apes","text":"Never ask apes to buy more, just buy whatever they can affort to lose, you know this won’t last long, please be kind to the apes","html":"Never ask apes to buy more, just buy whatever they can affort to lose, you know this won’t last long, please be kind to the apes"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187972264,"gmtCreate":1623737703958,"gmtModify":1704210025967,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"I am happy to own a few nio shares and would buymore for the future&nbsp;","listText":"I am happy to own a few nio shares and would buymore for the future&nbsp;","text":"I am happy to own a few nio shares and would buymore for the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187972264","repostId":"1140305126","repostType":4,"repost":{"id":"1140305126","pubTimestamp":1623722258,"share":"https://ttm.financial/m/news/1140305126?lang=&edition=fundamental","pubTime":"2021-06-15 09:57","market":"us","language":"en","title":"NIO: One EV Company To Rule Them All","url":"https://stock-news.laohu8.com/highlight/detail?id=1140305126","media":"seekingalpha","summary":"NIO has unique characteristics that make it a superior player in the EV sector.The company could find new avenues of monetization through BaaS and software licensing.NIO commands high valuation multiples and should continue to do so in the future. My price target for NIO is $174 by 2023-24.Having said this, charging stations today are for the most part unprofitable. But these work a bit different from NIO’s BaaS system. A big problem with regular charging stations is that their cost of electrici","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO has unique characteristics that make it a superior player in the EV sector.</li>\n <li>The company could find new avenues of monetization through BaaS and software licensing.</li>\n <li>NIO commands high valuation multiples and should continue to do so in the future. My price target for NIO is $174 by 2023-24.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e73b2f5c2c6359610a15264530773421\" tg-width=\"768\" tg-height=\"461\"><span>Eoneren/E+ via Getty ImagesThesis Summary</span></p>\n<p>NIO Inc.,(NYSE:NIO)is a fast-growing Chinese EV company with some very unique characteristics. Despite its youth and relatively small size in terms of global EV sales, NIO looks like it could one day be one of the most relevant companies in the EV sector. NIO is much more than just an EV car manufacturer, as it is also one of the most innovative companies in the space. Revolutions in charging technology and proprietary software should help NIO establish a moat, a unique selling point and can potentially create new revenue sources.</p>\n<p><b>BaaS: Another Layer of Revenue</b></p>\n<p>I have already talked extensively about NIO’s core business in previous articles. Today, I’d like to start by focusing on the implications behind one NIO’s signature characteristic: Battery-as-a-Service. (BaaS)</p>\n<p>Granted, many articles have already covered this topic too. Normally though, these focus on BaaS vs regular charging, or how BaaS technology can make NIO cars more appealing. However, in this section, I am focusing on the implications BaaS can have on NIO’s revenue, as a completely separate business, which it could one day be.</p>\n<p>NIO’s BaaS offerings have come a very long way since the company first initiated this idea. In April, the company&nbsp;reached a deal&nbsp;with Sinopec Shanghai Petrochemical Company Limited(NYSE:SHI)to create a vast network of battery swap stations. NIO aims to have over 5000 stations by 2024. Furthermore, the latest iteration of the BaaS charging system allows car-owners to swap the battery for a fully charged one in minutes and without even needing to exit their car. BaaS is the fastest way to achieve the level of convenience we have when refueling traditional gas cars, and it may perhaps be the only way.</p>\n<p>So, the question is; Can NIO monetize its BaaS, and if so how would this look? The short answer to this question is yes. Ford Motors, Inc(NYSE:F)has already entered a deal with NIO to&nbsp;make use of NIO’s charging infrastructure.</p>\n<p>Having said this, charging stations today are&nbsp;for the most part&nbsp;unprofitable. But these work a bit different from NIO’s BaaS system. A big problem with regular charging stations is that their cost of electricity is much higher than what you would pay if you charged your car at home during the night. BaaS, however, works around this, since the replacement batteries could be charged anywhere. On top of that, what we do know is that NIO will stand to benefit a lot more from this line of business thanks to government subsidies. It has been openly stated by the CCP that China is moving away from consumer-focused subsidies, in favour of&nbsp;infrastructure based subsidies.</p>\n<p>It’s still early days, but if BaaS takes off, and other producers focus on this model, NIO could stand to gain a lot from this by being a source of infrastructure and technology. For example, NIO could play a key role in providing the necessary charging infrastructure for Europe, a market which it is just recently entering.</p>\n<p><b>NIO: Monetizing knowledge</b></p>\n<p>The other key area where NIO excels, and many may not realize it, is technology and knowledge. Let’s make this clear with some numbers.</p>\n<p>According to data from Tencent Tech, NIO has 2768 patents in China, 204 in Europe and 193 patents in the United States. 1208 of the patents held in China are “innovation patents”. This is a significant fact, because “innovation patents” as classified by the Chinese are the ones whose content can be considered “groundbreaking”. To put these numbers into perspective, NIO holds&nbsp;more patents than rivals&nbsp;like Li Auto Inc.(NASDAQ:LI)and Xpeng Inc [XVEP].</p>\n<p>Diving deeper into these patents, we can see that most of these patents are related to the above-mentioned battery swap technology. Another hot topic of research today is autonomous driving. In this field, NIO has 47 patents, 64% of which are still pending. This is quite a small number if we compare it to Baidu, Inc(NASDAQ:BIDU), which boasts 632 patents. Lastly, I will note that I think one of the most successful areas where NIO is innovating is in terms of design and user interface/software. For example, the NIO ET7 features an `intelligent&nbsp;cockpit”, which is powered by NOMI, NIO’s artificial intelligence.</p>\n<p>What I am trying to say is that perhaps what some see as NIO’s weakness, could be one of its biggest strengths. Many analysts seem to have a problem with the fact that NIO doesn’t make its cars, but this aspect of the car business is becoming less and less relevant. The CEO of NVIDIA Corporation(NASDAQ:NVDA)&nbsp;has been quoted&nbsp;as saying that by 2025, cars will be sold at cost price, and it will be software sales that will provide these manufacturers revenue.</p>\n<p>It seems like the traditional car is going the way of smartphones. Putting together the components is perhaps the least important of the value-adding activities here. What’s most relevant is the operating system and the value of the brand. NIO shines in both of these areas, and this is perhaps another way in which we could say&nbsp;NIO is quite similar&nbsp;to Apple Inc(NASDAQ:AAPL).</p>\n<p><b>Valuation</b></p>\n<p>I believe the above are two strong points that highlight that NIO has potential way beyond the production of cars. Having said this, it is very hard to quantify how these advancements in innovation will change NIO’s revenues and profitability in the future. What I propose here is a valuation where we value NIO at its most basic level, through revenues achieved from car sales. However, I will defend that the P/S multiple will remain much higher than that of its “peers” given the reasons stated above.</p>\n<p>Now, let’s start with revenues and sales. At its most core level, we can predict NIO’s revenues by looking at how many cars it will produce in the next few years, and we have a good idea of what this could be. Recently, NIO renewed its&nbsp;manufacturing agreement&nbsp;with Jianghuai Automobile Group [JAC]. Supposedly, the company will be doubling its production capacity to around 240.000 units per year, at least until May 2024.</p>\n<p>Therefore, a very simple forecast of NIO’s revenues could be made based on this simple production fact. In the next 3 years, NIO will have the capacity to produce 720.000 new cars. Will they be able to sell them all? In 2020, NIO sold 43,728 vehicles. Forwards growth estimates have NIO doubling in revenue in the next year, which, assuming all revenues come from car sales and the price stays the same, would mean selling 87.456 units. If we pulled back growth to around 80% for 2022 and 50% for 2023, we would have corresponding sales of 157,420 and 236,132. This kind of growth is close to&nbsp;current estimates, and fits in quite nicely with NIO’s plans, since it seems like, by the end of this period, when the manufacturing agreement ends, NIO would be selling at near full capacity. The important point I am trying to make here is that given this recent deal, investors should not be worried about NIO’s production constraints. Furthermore, it doesn’t seem like NIO will struggle from the demand side, especially as it plans to enter the&nbsp;European EV market.</p>\n<p>Now, the second point I will argue in this valuation, is that, given the changes in how the EV sector is shaping up, we should not apply industry multiples to a stock like NIO. In my&nbsp;previous article on the company, I did this and forecasted a price for 2030 of up to $400/share. However, a case can be made that NIO should command a premium in valuation. This is because the company is, quite literally, not making cars. Rather, it’s developing a brand, proprietary technology and also changing how we think about charging.</p>\n<p>Creating batteries for cars is a business in and of itself. A successful company in this sector is Contemporary Amperex Technology [CATL]. According to&nbsp;data from Market Screener,this company has an operating margin of 13%, grew revenues by 250% last year and trades at a P/E of 114 and a P/S of around 25.</p>\n<p>On the other hand, as car manufacturers begin to focus on delivering cars with an integrated operating system and software, we may see company’s like NIO trade at valuation multiples more in line with that of SaaS companies. Companies that sell software, like Adobe, Inc.(NASDAQ:ADBE)or Salesforce.com(NYSE:CRM)trade at P/S multiples of 15-20.</p>\n<p>If NIO were to sell 236,132 cars in 2023-2024 at an average price of $57,000, it would bring in $13,440 million in revenue. Assuming no dilution, this would imply roughly $10.25 of revenue/share. Given the fact that NIO could also begin to monetize its BaaS offerings, and that the company could even license its software and technology to other players, I feel like today’s P/S of 17 should be maintained, if not expanded. Growth may slow down, but we have to put a value on the assets NIO has in the form of patents and technology.</p>\n<p>In conclusion, my price target for NIO would be $174/share by the end of 2023.</p>\n<p><b>Risks</b></p>\n<p>Having said this, there are some potential risks that the company faces in today’s environment. Firstly, and even though I see this mostly as a strength, not having its own manufacturing facilities can be seen as a disadvantage. If push comes to shove, JAC could refuse to honour their manufacturing contract, though I am sure this would be expensive.</p>\n<p>On another note, it is still not clear how widely adopted BaaS technology will be. Traditional charging spots are getting more advanced and, thanks to renewable sources of energy, such as solar, these charging stations could soon provide much more competitive charging rates. Clearly, NIO will have to partner up with other manufacturers to make BaaS a worldwide reality.</p>\n<p>Lastly, it is worth mentioning that, despite the high growth and improving profitability, it is very much on the cards to see further shareholder dilution, something which the valuation above did not account for.</p>\n<p><b>Takeaway</b></p>\n<p>NIO’s success over the last few years will ultimately be what makes the company successful in the future. NIO has found a way to innovate left, right and centre. It has changed the concept of charging through BaaS. It has also executed this innovation by building battery swap stations that are incredibly fast. It has innovated in terms of software and style, and I do not doubt that the company will continue to do so in the future. Ultimately, NIO is much more than an EV manufacturer and should be valued as such.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: One EV Company To Rule Them All</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: One EV Company To Rule Them All\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434788-nio-one-ev-company-to-rule-them-all><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO has unique characteristics that make it a superior player in the EV sector.\nThe company could find new avenues of monetization through BaaS and software licensing.\nNIO commands high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434788-nio-one-ev-company-to-rule-them-all\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434788-nio-one-ev-company-to-rule-them-all","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140305126","content_text":"Summary\n\nNIO has unique characteristics that make it a superior player in the EV sector.\nThe company could find new avenues of monetization through BaaS and software licensing.\nNIO commands high valuation multiples and should continue to do so in the future. My price target for NIO is $174 by 2023-24.\n\nEoneren/E+ via Getty ImagesThesis Summary\nNIO Inc.,(NYSE:NIO)is a fast-growing Chinese EV company with some very unique characteristics. Despite its youth and relatively small size in terms of global EV sales, NIO looks like it could one day be one of the most relevant companies in the EV sector. NIO is much more than just an EV car manufacturer, as it is also one of the most innovative companies in the space. Revolutions in charging technology and proprietary software should help NIO establish a moat, a unique selling point and can potentially create new revenue sources.\nBaaS: Another Layer of Revenue\nI have already talked extensively about NIO’s core business in previous articles. Today, I’d like to start by focusing on the implications behind one NIO’s signature characteristic: Battery-as-a-Service. (BaaS)\nGranted, many articles have already covered this topic too. Normally though, these focus on BaaS vs regular charging, or how BaaS technology can make NIO cars more appealing. However, in this section, I am focusing on the implications BaaS can have on NIO’s revenue, as a completely separate business, which it could one day be.\nNIO’s BaaS offerings have come a very long way since the company first initiated this idea. In April, the company reached a deal with Sinopec Shanghai Petrochemical Company Limited(NYSE:SHI)to create a vast network of battery swap stations. NIO aims to have over 5000 stations by 2024. Furthermore, the latest iteration of the BaaS charging system allows car-owners to swap the battery for a fully charged one in minutes and without even needing to exit their car. BaaS is the fastest way to achieve the level of convenience we have when refueling traditional gas cars, and it may perhaps be the only way.\nSo, the question is; Can NIO monetize its BaaS, and if so how would this look? The short answer to this question is yes. Ford Motors, Inc(NYSE:F)has already entered a deal with NIO to make use of NIO’s charging infrastructure.\nHaving said this, charging stations today are for the most part unprofitable. But these work a bit different from NIO’s BaaS system. A big problem with regular charging stations is that their cost of electricity is much higher than what you would pay if you charged your car at home during the night. BaaS, however, works around this, since the replacement batteries could be charged anywhere. On top of that, what we do know is that NIO will stand to benefit a lot more from this line of business thanks to government subsidies. It has been openly stated by the CCP that China is moving away from consumer-focused subsidies, in favour of infrastructure based subsidies.\nIt’s still early days, but if BaaS takes off, and other producers focus on this model, NIO could stand to gain a lot from this by being a source of infrastructure and technology. For example, NIO could play a key role in providing the necessary charging infrastructure for Europe, a market which it is just recently entering.\nNIO: Monetizing knowledge\nThe other key area where NIO excels, and many may not realize it, is technology and knowledge. Let’s make this clear with some numbers.\nAccording to data from Tencent Tech, NIO has 2768 patents in China, 204 in Europe and 193 patents in the United States. 1208 of the patents held in China are “innovation patents”. This is a significant fact, because “innovation patents” as classified by the Chinese are the ones whose content can be considered “groundbreaking”. To put these numbers into perspective, NIO holds more patents than rivals like Li Auto Inc.(NASDAQ:LI)and Xpeng Inc [XVEP].\nDiving deeper into these patents, we can see that most of these patents are related to the above-mentioned battery swap technology. Another hot topic of research today is autonomous driving. In this field, NIO has 47 patents, 64% of which are still pending. This is quite a small number if we compare it to Baidu, Inc(NASDAQ:BIDU), which boasts 632 patents. Lastly, I will note that I think one of the most successful areas where NIO is innovating is in terms of design and user interface/software. For example, the NIO ET7 features an `intelligent cockpit”, which is powered by NOMI, NIO’s artificial intelligence.\nWhat I am trying to say is that perhaps what some see as NIO’s weakness, could be one of its biggest strengths. Many analysts seem to have a problem with the fact that NIO doesn’t make its cars, but this aspect of the car business is becoming less and less relevant. The CEO of NVIDIA Corporation(NASDAQ:NVDA) has been quoted as saying that by 2025, cars will be sold at cost price, and it will be software sales that will provide these manufacturers revenue.\nIt seems like the traditional car is going the way of smartphones. Putting together the components is perhaps the least important of the value-adding activities here. What’s most relevant is the operating system and the value of the brand. NIO shines in both of these areas, and this is perhaps another way in which we could say NIO is quite similar to Apple Inc(NASDAQ:AAPL).\nValuation\nI believe the above are two strong points that highlight that NIO has potential way beyond the production of cars. Having said this, it is very hard to quantify how these advancements in innovation will change NIO’s revenues and profitability in the future. What I propose here is a valuation where we value NIO at its most basic level, through revenues achieved from car sales. However, I will defend that the P/S multiple will remain much higher than that of its “peers” given the reasons stated above.\nNow, let’s start with revenues and sales. At its most core level, we can predict NIO’s revenues by looking at how many cars it will produce in the next few years, and we have a good idea of what this could be. Recently, NIO renewed its manufacturing agreement with Jianghuai Automobile Group [JAC]. Supposedly, the company will be doubling its production capacity to around 240.000 units per year, at least until May 2024.\nTherefore, a very simple forecast of NIO’s revenues could be made based on this simple production fact. In the next 3 years, NIO will have the capacity to produce 720.000 new cars. Will they be able to sell them all? In 2020, NIO sold 43,728 vehicles. Forwards growth estimates have NIO doubling in revenue in the next year, which, assuming all revenues come from car sales and the price stays the same, would mean selling 87.456 units. If we pulled back growth to around 80% for 2022 and 50% for 2023, we would have corresponding sales of 157,420 and 236,132. This kind of growth is close to current estimates, and fits in quite nicely with NIO’s plans, since it seems like, by the end of this period, when the manufacturing agreement ends, NIO would be selling at near full capacity. The important point I am trying to make here is that given this recent deal, investors should not be worried about NIO’s production constraints. Furthermore, it doesn’t seem like NIO will struggle from the demand side, especially as it plans to enter the European EV market.\nNow, the second point I will argue in this valuation, is that, given the changes in how the EV sector is shaping up, we should not apply industry multiples to a stock like NIO. In my previous article on the company, I did this and forecasted a price for 2030 of up to $400/share. However, a case can be made that NIO should command a premium in valuation. This is because the company is, quite literally, not making cars. Rather, it’s developing a brand, proprietary technology and also changing how we think about charging.\nCreating batteries for cars is a business in and of itself. A successful company in this sector is Contemporary Amperex Technology [CATL]. According to data from Market Screener,this company has an operating margin of 13%, grew revenues by 250% last year and trades at a P/E of 114 and a P/S of around 25.\nOn the other hand, as car manufacturers begin to focus on delivering cars with an integrated operating system and software, we may see company’s like NIO trade at valuation multiples more in line with that of SaaS companies. Companies that sell software, like Adobe, Inc.(NASDAQ:ADBE)or Salesforce.com(NYSE:CRM)trade at P/S multiples of 15-20.\nIf NIO were to sell 236,132 cars in 2023-2024 at an average price of $57,000, it would bring in $13,440 million in revenue. Assuming no dilution, this would imply roughly $10.25 of revenue/share. Given the fact that NIO could also begin to monetize its BaaS offerings, and that the company could even license its software and technology to other players, I feel like today’s P/S of 17 should be maintained, if not expanded. Growth may slow down, but we have to put a value on the assets NIO has in the form of patents and technology.\nIn conclusion, my price target for NIO would be $174/share by the end of 2023.\nRisks\nHaving said this, there are some potential risks that the company faces in today’s environment. Firstly, and even though I see this mostly as a strength, not having its own manufacturing facilities can be seen as a disadvantage. If push comes to shove, JAC could refuse to honour their manufacturing contract, though I am sure this would be expensive.\nOn another note, it is still not clear how widely adopted BaaS technology will be. Traditional charging spots are getting more advanced and, thanks to renewable sources of energy, such as solar, these charging stations could soon provide much more competitive charging rates. Clearly, NIO will have to partner up with other manufacturers to make BaaS a worldwide reality.\nLastly, it is worth mentioning that, despite the high growth and improving profitability, it is very much on the cards to see further shareholder dilution, something which the valuation above did not account for.\nTakeaway\nNIO’s success over the last few years will ultimately be what makes the company successful in the future. NIO has found a way to innovate left, right and centre. It has changed the concept of charging through BaaS. It has also executed this innovation by building battery swap stations that are incredibly fast. It has innovated in terms of software and style, and I do not doubt that the company will continue to do so in the future. Ultimately, NIO is much more than an EV manufacturer and should be valued as such.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187979514,"gmtCreate":1623737465838,"gmtModify":1704210018949,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187979514","repostId":"1165913483","repostType":4,"repost":{"id":"1165913483","pubTimestamp":1623735942,"share":"https://ttm.financial/m/news/1165913483?lang=&edition=fundamental","pubTime":"2021-06-15 13:45","market":"sh","language":"en","title":"China’s Gen Z are set to spend big – analysts pick 3 stocks that could be winners","url":"https://stock-news.laohu8.com/highlight/detail?id=1165913483","media":"CNBC","summary":"Investors are betting on an emerging generation of spenders in China – about 250 million people know","content":"<div>\n<p>Investors are betting on an emerging generation of spenders in China – about 250 million people known as Generation Z, roughly equal to 75% of the U.S. population.\nBorn between 1995 and 2009, these ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/chinas-gen-z-are-set-to-spend-big-analysts-pick-3-stocks-that-could-be-winners.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Gen Z are set to spend big – analysts pick 3 stocks that could be winners</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\">\nChina’s Gen Z are set to spend big – analysts pick 3 stocks that could be winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/chinas-gen-z-are-set-to-spend-big-analysts-pick-3-stocks-that-could-be-winners.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are betting on an emerging generation of spenders in China – about 250 million people known as Generation Z, roughly equal to 75% of the U.S. population.\nBorn between 1995 and 2009, these ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/chinas-gen-z-are-set-to-spend-big-analysts-pick-3-stocks-that-could-be-winners.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09992":"泡泡玛特","BILI":"哔哩哔哩","09626":"哔哩哔哩-W","000568":"泸州老窖"},"source_url":"https://www.cnbc.com/2021/06/15/chinas-gen-z-are-set-to-spend-big-analysts-pick-3-stocks-that-could-be-winners.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1165913483","content_text":"Investors are betting on an emerging generation of spenders in China – about 250 million people known as Generation Z, roughly equal to 75% of the U.S. population.\nBorn between 1995 and 2009, these young people are among the wealthiest and highest-income groups in China, according to Asian investment firm CLSA. This generation will likely spend most on housing, food and beverage, and leisure-related categories, the firm said.\nIt may seem counterintuitive to invest in young people when China’s population is aging rapidly. But investment firm China Renaissance said Gen Z is the group to focus on for those who want to cash in on opportunities in China’s economy.\nInvestors can get a more direct understanding of high-growth consumer trends by looking at Gen Z’s spending habits, said Charlie Chen, the firm’s head of consumer research. “Because the aging population’s consumption habits are the same as when they were young, the market has already become familiar with them,” he said in a Chinese statement translated by CNBC.\nHere are some analysts’ top picks — one with a 34% upside:\nBilibili\nThe U.S. and Hong Kong-listed gaming and animation video platform Bilibili is one of the primary companies analysts mention when talking about Chinese young people’s interests.\nBilibili is launching a dating-theme reality show targeting Gen Z viewers in July, Morgan Stanley analysts said in a May 26 note.\n“We see earnings upside as (Bilibili) diversifies its revenue streams from games to advertising and live broadcasting revenue,” the analysts said. They noted that over 60% of registered users from more than a decade ago are still active this year.\nThe analysts said the company’s ability to profit from its users is still low compared with its competitors —but they’re confident in Bilibili’s ability to increase monetization. With self-developed games in the next three to five years, Bilibili could double its game revenue from about 6 billion yuan (about $936.8 million) this year, the report said.\nThe Morgan Stanley analysts have a $155 price target on the Nasdaq-listed stock, up 34% from Monday’s close of $115.45.\nPop Mart\nPop Mart is most famous for selling “blind boxes” which contain various collectible figurines that the buyer won’t know the model of until after buying a box. The company went public to much fanfare in Hong Kong late last year, and now has a market valuation of about $12.17 billion, according to Eikon.\nThe stock is still up more than 65% from its IPO, but shares have fallen about 20% so far this year.\nAmong Gen Z’s five most costly hobbies, pop toys are probably the most unknown to other generations, and saw the biggest increase in total spending, according to China Renaissance. The other categories were sneakers, e-sports, photography and cosplay.\nHowever, CLSA’s Terrance Liu said in a note this week that Pop Mart has come under fire in the last few weeks for reports that some employees asked female job applicants about their plans to have children. The company apologized on June 4.\nAbout 75% of Pop Mart’s customers and 69% of employees are women, Liu said, adding that “with rapid expansion and increase in the number of employees, Pop Mart may face some challenges in corporate governance and management.”\nCLSA maintains a buy rating on the stock, with a price target of 71 Hong Kong dollars, up 5.4% from Friday’s close of 67.35 Hong Kong dollars a share. Markets were closed Monday for a holiday.\nLuzhou Laojiao\nLuzhou Laojiao is a liquor brand that has attracted many young consumers, making it a stand out against an industry many worry will die out with its older client base, CLSA analysts said in a consumer trends report last month.\nThe investment bank said Laojiao has opened several pop-up stores in various Chinese cities since August, and launched collaborations with ice cream and perfume brands. CLSA said Laojiao has the production capacity to meet demand, and can target the fragmented mid- to high-end “baijiu” segment. Baijiu is a highly alcoholic liquor that’s a staple at Chinese business and government dinners.\nAs of June 8, the analysts have a price target of 283 yuan, up about 9.5% from Friday’s close of 258.25 yuan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356904556,"gmtCreate":1616747097675,"gmtModify":1704798239858,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Yes agree","listText":"Yes agree","text":"Yes agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356904556","repostId":"1193639825","repostType":4,"repost":{"id":"1193639825","pubTimestamp":1616741747,"share":"https://ttm.financial/m/news/1193639825?lang=&edition=fundamental","pubTime":"2021-03-26 14:55","market":"us","language":"en","title":"GameStop, AMC and other meme stocks are meming again","url":"https://stock-news.laohu8.com/highlight/detail?id=1193639825","media":"CNN Business","summary":"New York (CNN Business) - Meme stocks were back in business Thursday, as investors bought up shares ","content":"<p><b>New York (CNN Business)&nbsp;-</b>&nbsp;Meme stocks were back in business Thursday, as investors bought up shares of GameStop, boosting other Reddit-favorite stocks along with it.</p>\n<p>GameStop&nbsp;(GME)&nbsp;soared nearly 53% Thursday, lifted by&nbsp;investors' hopes&nbsp;that a board overhaul could transform the video game store into a digital-first&nbsp;Amazon(AMZN)&nbsp;competitor. The company announced Tuesday that former Amazon fulfillment chief Jenna Owens would take over as GameStop's chief operating officer.</p>\n<p>The company also said that it would replace its chief financial officer and shrink its board to nine directors from the current 13. Eight of GameStop's current directors will not seek reelection at the company's annual meeting later this year.</p>\n<p>The company's stock has taken a pounding over the past few weeks -- particularly on Wednesday, when GameStop tumbled 33% following its&nbsp;miserable earnings report. Although it highlighted a few bright spots, including exploding digital growth, overall sales and profit fell short of&nbsp;Wall Street expectations.</p>\n<p>But the Reddit army on subreddit WallStreetBets is a mighty one, and they were hopeful that GameStop had been oversold. The company's stock had plummeted 54% over the past two weeks, and they believe GameStop was getting cheap.</p>\n<p>As shares of GameStop got a boost, so too did other chronically shorted meme stocks that redditors have sent on a wild ride this year. For example,AMC's&nbsp;(AMC)&nbsp;stock was up 21% and&nbsp;Koss&nbsp;(KOSS)&nbsp;rose 57%.Macy's&nbsp;(M)&nbsp;rose about 8%.</p>\n<p>AMC had been beaten to a pulp earlier this week after Disney announced it would delay \"Black Widow\" yet again and then premiere the Marvel superhero film&nbsp;simultaneously&nbsp;on Disney+ and in theaters. The movie theater company's stock had been down 35% this week.</p>\n<p>Meme stocks soared as the broader market was having trouble figuring out what to do. TheS&amp;P 500(SPX)was 0.5% higher, and the&nbsp;Dow&nbsp;(INDU)&nbsp;was up 199 points, or 0.6%. But tech lagged behind, with the&nbsp;Nasdaq&nbsp;(COMP)&nbsp;rising just 0.1% a day after it tumbled 2% on renewed fears about rising bond yields.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop, AMC and other meme stocks are meming again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, AMC and other meme stocks are meming again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 14:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/03/25/investing/gamestop-amc-meme-stocks/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Meme stocks were back in business Thursday, as investors bought up shares of GameStop, boosting other Reddit-favorite stocks along with it.\nGameStop (GME) soared nearly 53% ...</p>\n\n<a href=\"https://edition.cnn.com/2021/03/25/investing/gamestop-amc-meme-stocks/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","AMC":"AMC院线","GME":"游戏驿站","KOSS":"高斯电子"},"source_url":"https://edition.cnn.com/2021/03/25/investing/gamestop-amc-meme-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193639825","content_text":"New York (CNN Business) - Meme stocks were back in business Thursday, as investors bought up shares of GameStop, boosting other Reddit-favorite stocks along with it.\nGameStop (GME) soared nearly 53% Thursday, lifted by investors' hopes that a board overhaul could transform the video game store into a digital-first Amazon(AMZN) competitor. The company announced Tuesday that former Amazon fulfillment chief Jenna Owens would take over as GameStop's chief operating officer.\nThe company also said that it would replace its chief financial officer and shrink its board to nine directors from the current 13. Eight of GameStop's current directors will not seek reelection at the company's annual meeting later this year.\nThe company's stock has taken a pounding over the past few weeks -- particularly on Wednesday, when GameStop tumbled 33% following its miserable earnings report. Although it highlighted a few bright spots, including exploding digital growth, overall sales and profit fell short of Wall Street expectations.\nBut the Reddit army on subreddit WallStreetBets is a mighty one, and they were hopeful that GameStop had been oversold. The company's stock had plummeted 54% over the past two weeks, and they believe GameStop was getting cheap.\nAs shares of GameStop got a boost, so too did other chronically shorted meme stocks that redditors have sent on a wild ride this year. For example,AMC's (AMC) stock was up 21% and Koss (KOSS) rose 57%.Macy's (M) rose about 8%.\nAMC had been beaten to a pulp earlier this week after Disney announced it would delay \"Black Widow\" yet again and then premiere the Marvel superhero film simultaneously on Disney+ and in theaters. The movie theater company's stock had been down 35% this week.\nMeme stocks soared as the broader market was having trouble figuring out what to do. TheS&P 500(SPX)was 0.5% higher, and the Dow (INDU) was up 199 points, or 0.6%. But tech lagged behind, with the Nasdaq (COMP) rising just 0.1% a day after it tumbled 2% on renewed fears about rising bond yields.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164607958,"gmtCreate":1624197748974,"gmtModify":1703830487069,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Interesting read","listText":"Interesting read","text":"Interesting read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164607958","repostId":"1133385197","repostType":4,"repost":{"id":"1133385197","pubTimestamp":1624151969,"share":"https://ttm.financial/m/news/1133385197?lang=&edition=fundamental","pubTime":"2021-06-20 09:19","market":"us","language":"en","title":"Answering the great inflation question of our time","url":"https://stock-news.laohu8.com/highlight/detail?id=1133385197","media":"finance.yahoo","summary":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up","content":"<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.</p>\n<p>Unfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”</p>\n<p>The current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?</p>\n<p>Before I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.</p>\n<p>As an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.</p>\n<p>Until now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)</p>\n<p><img src=\"https://static.tigerbbs.com/87f75dfcb98fb5a0e7c3f9d3f8d336e2\" tg-width=\"705\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>Used car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.</p>\n<p>To be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)</p>\n<p>But that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&amp;P 500 down 1.91% this week, its worst week since February.</p>\n<p>Given this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.</p>\n<p>Now I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.</p>\n<p>As for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.</p>\n<p>Which brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.</p>\n<p>“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”</p>\n<p>“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.</p>\n<p>COVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.</p>\n<p>A prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.</p>\n<p>Another secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.</p>\n<p><b>Anti-inflation forces</b></p>\n<p>But here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?</p>\n<p>I say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”</p>\n<p>To buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.</p>\n<p>To me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.</p>\n<p>Not only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.</p>\n<p>So technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.</p>\n<p>There is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.</p>\n<p>After World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)</p>\n<p>Like its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.</p>\n<p>The internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.</p>\n<p>So technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.</p>\n<p>COVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.</p>\n<p>How significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.</p>\n<p>More downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”</p>\n<p>And so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”</p>\n<p>I don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Answering the great inflation question of our time</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\">\nAnswering the great inflation question of our time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these...</p>\n\n<a href=\"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133385197","content_text":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”\nThe current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?\nBefore I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.\nAs an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.\nUntil now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)\n\nUsed car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.\nTo be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)\nBut that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&P 500 down 1.91% this week, its worst week since February.\nGiven this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.\nNow I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.\nAs for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.\nWhich brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.\n“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”\n“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.\nCOVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.\nA prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.\nAnother secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.\nAnti-inflation forces\nBut here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?\nI say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”\nTo buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.\nTo me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.\nNot only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.\nSo technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.\nThere is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.\nAfter World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)\nLike its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.\nThe internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.\nSo technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.\nCOVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.\nHow significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.\nMore downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”\nAnd so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”\nI don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164604840,"gmtCreate":1624197700480,"gmtModify":1703830486422,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164604840","repostId":"2144774740","repostType":4,"repost":{"id":"2144774740","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1624030096,"share":"https://ttm.financial/m/news/2144774740?lang=&edition=fundamental","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Adobe Getting Lift From Economic Reopening Post-Pandemic</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\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-06-18 23:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169787519,"gmtCreate":1623851179931,"gmtModify":1703821383809,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169787519","repostId":"2143791791","repostType":4,"repost":{"id":"2143791791","pubTimestamp":1623849900,"share":"https://ttm.financial/m/news/2143791791?lang=&edition=fundamental","pubTime":"2021-06-16 21:25","market":"us","language":"en","title":"U.S. import prices accelerate in May; export prices surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2143791791","media":"StreetInsider","summary":"WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petrole","content":"<p>WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petroleum products rose and supply chain bottlenecks boosted prices of other goods, adding to signs that inflation was heating up amid a reopening economy.</p>\n<p>Import prices rose 1.1% last month after gaining a 0.8% in April, the Labor Department said on Wednesday. The seventh straight monthly gain lifted the year-on-year increase to 11.3%, the largest rise since September 2011. Import prices surged 10.8% on a year-on-year basis in April.</p>\n<p>Economists polled by Reuters had forecast import prices, which exclude tariffs, rising 0.8%. Part of the acceleration in the year-on-year prices reflected the dropping of last spring's weak readings from the calculation.</p>\n<p>Data this month showed strong increases in producer and consumer prices in May. Vaccinations against COVID-19, trillions of dollars from the government and record-low interest rates are whipping up demand, leaving companies scrambling for raw materials and labor. But the higher inflation is largely viewed as transitory, with supply chains expected to adjust.</p>\n<p>Imported fuel prices jumped 4.0% last month after rising 1.6% in April. Petroleum prices increased 3.8%, while the cost of imported food fell 0.4%. Excluding fuel and food, import prices rose 1.0%. These so-called core import prices advanced 0.7% in April.</p>\n<p>The report also showed export prices jumped 2.2% in May after rising 1.1% in April. Prices for agricultural exports rose 6.1%, the largest gain since in November 2010.</p>\n<p>Nonagricultural export prices rose 1.7%, lifted by industrial supplies and materials and consumer goods.</p>\n<p>Export prices surged 17.4% year-on-year, the largest rise since the series started in September 1983, after advancing 14.9% in April.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. import prices accelerate in May; export prices surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. import prices accelerate in May; export prices surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18566807><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petroleum products rose and supply chain bottlenecks boosted prices of other goods, adding to signs that ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18566807\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18566807","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143791791","content_text":"WASHINGTON (Reuters) - U.S. import prices increased more than expected in May as the cost of petroleum products rose and supply chain bottlenecks boosted prices of other goods, adding to signs that inflation was heating up amid a reopening economy.\nImport prices rose 1.1% last month after gaining a 0.8% in April, the Labor Department said on Wednesday. The seventh straight monthly gain lifted the year-on-year increase to 11.3%, the largest rise since September 2011. Import prices surged 10.8% on a year-on-year basis in April.\nEconomists polled by Reuters had forecast import prices, which exclude tariffs, rising 0.8%. Part of the acceleration in the year-on-year prices reflected the dropping of last spring's weak readings from the calculation.\nData this month showed strong increases in producer and consumer prices in May. Vaccinations against COVID-19, trillions of dollars from the government and record-low interest rates are whipping up demand, leaving companies scrambling for raw materials and labor. But the higher inflation is largely viewed as transitory, with supply chains expected to adjust.\nImported fuel prices jumped 4.0% last month after rising 1.6% in April. Petroleum prices increased 3.8%, while the cost of imported food fell 0.4%. Excluding fuel and food, import prices rose 1.0%. These so-called core import prices advanced 0.7% in April.\nThe report also showed export prices jumped 2.2% in May after rising 1.1% in April. Prices for agricultural exports rose 6.1%, the largest gain since in November 2010.\nNonagricultural export prices rose 1.7%, lifted by industrial supplies and materials and consumer goods.\nExport prices surged 17.4% year-on-year, the largest rise since the series started in September 1983, after advancing 14.9% in April.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115949604,"gmtCreate":1622948015608,"gmtModify":1704193599849,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Zoom good","listText":"Zoom good","text":"Zoom good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/115949604","repostId":"1125022737","repostType":4,"repost":{"id":"1125022737","pubTimestamp":1622940244,"share":"https://ttm.financial/m/news/1125022737?lang=&edition=fundamental","pubTime":"2021-06-06 08:44","market":"us","language":"en","title":"Zoom: Zooming In, Not Connecting","url":"https://stock-news.laohu8.com/highlight/detail?id=1125022737","media":"seekingalpha","summary":"Summary\n\nAfter a ridiculous 2020, Zoom previously guided for flattish sequential trends in 2021.\nThe","content":"<p><b>Summary</b></p>\n<ul>\n <li>After a ridiculous 2020, Zoom previously guided for flattish sequential trends in 2021.</li>\n <li>The first quarter has actually been surprisingly strong as the company hiked the full-year guidance as well.</li>\n <li>Despite this positive news flow, I am very worried about potential lack of year-over-year growth later this year at a 25 times sales multiple.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1007baa781199b5fa7dfab51294d0e11\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p><b>Zoom Video Communications (ZM)</b>&nbsp;started 2021 on a very strong note but its shares have seen continued pressure during the tech sell-off in recent months.</p>\n<p>In April of this year, I&nbsp;concluded&nbsp;that Zoom ended 2020 on a solid note, yet I was still not connecting to the shares as the 2021 guidance was largely in line with the fourth quarter run rate, leaving little to no sequential growth.</p>\n<p>Furthermore, the revenues to be realized in the future depend heavily on the outcome of the pandemic. As we have seen good news on that front of course recently, that is a bad outcome for Zoom (at least in the near term). While the company is off to a good start in 2021, the potential for sales declines on a year-over-year basis later this year makes me frightened at a huge 25 times sales multiple.</p>\n<p><b>My April Take</b></p>\n<p>Zoom is one of the undisputed beneficiaries of the Covid-19 pandemic, as the operating momentum was unheard of. That rapid growth is clearly reliant on the pandemic which creates a key risk as well, as in my opinion the outlook is largely binary, related to the potential reopening of the economies across the globe.</p>\n<p>That is not entirely fair as well, as the binary outcome does not mean that we return to a pre-Covid-19 world either, because even if the pandemic comes to an end, demand will in all likelihood come in (far) above the run rate reported ahead of the pandemic.</p>\n<p>The thesis started with 2019, a year in which the company grew sales by 88% to $623 million, and with shares trading at $60 ahead of the pandemic, valuations were elevated at around 20 times sales. Originally the company guided for 50% revenue growth in 2020, yet the pandemic changed everything. First quarter sales in 2020 jumped 169% as a result of the pandemic, triggering a doubling of the annual sales outlook.</p>\n<p>Second quarter sales were up 355% in the second quarter, 367% in the third quarter and growth even topped 369% in the fourth quarter. Fourth quarter revenues of $882 million were essentially equal to the original outlook for all of 2020, showing the real extent of the momentum!</p>\n<p>With sales running at a run rate of $3.5 billion, earnings were coming in around a billion a year as the great momentum triggered a huge run in the shares from $60 ahead of the pandemic, to a high of nearly $600 in October. Shares are now down to $330, as nearly half the gains have been given back. Working with a 300 million shares count at the time of the fourth quarter results, valued at $322 per share, the company was valued at $96 billion, for a $92 billion enterprise valuation.</p>\n<p>This came down to 26 times annualized sales and 100 times earnings. While &gt;300% growth rates look compelling, comparables from now on will get difficult, but moreover is the uncertainty on the outcome of the pandemic, and thus the demand for Zoom's products, as well as potential about becoming a commodity like product and competition from Teams, among others.</p>\n<p>With the company guiding for first quarter 2021 sales of $900-$905 million and full year sales of $3.77 billion for 2021, it was evident to me that sequential growth would be coming to a standstill as this did not rhyme with a 25 times sales multiple in my book. This was the key reason why I have not initiated a position yet despite the near 50% pullback seen in the share price.</p>\n<p><b>Solid Start To 2021</b></p>\n<p>Zoom&nbsp;started&nbsp;the year on a solid note with first quarter sales up 191% to $956 million. The percentage growth rates come down quite a bit already after the first quarter of last year already included a huge bump in sales, and with shares running at a $3.8 billion run rate, it is evident that the best of the growth is a thing of the past already. The company continues to be very profitable with after-tax earnings of $227 million resulting in nearly 25% after-tax profit margins, yet earnings only trend around $3 per share here.</p>\n<p>A share count of 305 million shares now trade at $330 which implies an equity valuation just above the $100 billion mark, for an enterprise value of around $96 billion. Based on the current run rate of $3.8 billion in sales, the company trades at 25 times sales. On the back of the solid first quarter results, the company hiked the midpoint of the full year sales guidance to $3.98 billion, essentially a $210 million increase in the sales guidance. This suggests somewhat stronger momentum in the remainder of the year, despite the promising trends related to the pandemic. Even after the hike, shares still trade at 24 times sales.</p>\n<p>While the hike in the guidance for the entire year is comfortable, it still suggests that sequential revenue and earnings numbers are likely seen flattish from here onward, as I fear that in case of a big re-opening we might even see temporary negative growth numbers on a year-over-year basis. Those prospects frighten me with a current 24 times sales multiple attached to the business, and even as the business is very profitable, I am very scared on these prospects, meaning that I continue to stand on the sideline.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom: Zooming In, Not Connecting</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\">\nZoom: Zooming In, Not Connecting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 08:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433258-zoom-zooming-in-not-connecting><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter a ridiculous 2020, Zoom previously guided for flattish sequential trends in 2021.\nThe first quarter has actually been surprisingly strong as the company hiked the full-year guidance as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433258-zoom-zooming-in-not-connecting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://seekingalpha.com/article/4433258-zoom-zooming-in-not-connecting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125022737","content_text":"Summary\n\nAfter a ridiculous 2020, Zoom previously guided for flattish sequential trends in 2021.\nThe first quarter has actually been surprisingly strong as the company hiked the full-year guidance as well.\nDespite this positive news flow, I am very worried about potential lack of year-over-year growth later this year at a 25 times sales multiple.\n\nPhoto by Sundry Photography/iStock Editorial via Getty Images\nZoom Video Communications (ZM) started 2021 on a very strong note but its shares have seen continued pressure during the tech sell-off in recent months.\nIn April of this year, I concluded that Zoom ended 2020 on a solid note, yet I was still not connecting to the shares as the 2021 guidance was largely in line with the fourth quarter run rate, leaving little to no sequential growth.\nFurthermore, the revenues to be realized in the future depend heavily on the outcome of the pandemic. As we have seen good news on that front of course recently, that is a bad outcome for Zoom (at least in the near term). While the company is off to a good start in 2021, the potential for sales declines on a year-over-year basis later this year makes me frightened at a huge 25 times sales multiple.\nMy April Take\nZoom is one of the undisputed beneficiaries of the Covid-19 pandemic, as the operating momentum was unheard of. That rapid growth is clearly reliant on the pandemic which creates a key risk as well, as in my opinion the outlook is largely binary, related to the potential reopening of the economies across the globe.\nThat is not entirely fair as well, as the binary outcome does not mean that we return to a pre-Covid-19 world either, because even if the pandemic comes to an end, demand will in all likelihood come in (far) above the run rate reported ahead of the pandemic.\nThe thesis started with 2019, a year in which the company grew sales by 88% to $623 million, and with shares trading at $60 ahead of the pandemic, valuations were elevated at around 20 times sales. Originally the company guided for 50% revenue growth in 2020, yet the pandemic changed everything. First quarter sales in 2020 jumped 169% as a result of the pandemic, triggering a doubling of the annual sales outlook.\nSecond quarter sales were up 355% in the second quarter, 367% in the third quarter and growth even topped 369% in the fourth quarter. Fourth quarter revenues of $882 million were essentially equal to the original outlook for all of 2020, showing the real extent of the momentum!\nWith sales running at a run rate of $3.5 billion, earnings were coming in around a billion a year as the great momentum triggered a huge run in the shares from $60 ahead of the pandemic, to a high of nearly $600 in October. Shares are now down to $330, as nearly half the gains have been given back. Working with a 300 million shares count at the time of the fourth quarter results, valued at $322 per share, the company was valued at $96 billion, for a $92 billion enterprise valuation.\nThis came down to 26 times annualized sales and 100 times earnings. While >300% growth rates look compelling, comparables from now on will get difficult, but moreover is the uncertainty on the outcome of the pandemic, and thus the demand for Zoom's products, as well as potential about becoming a commodity like product and competition from Teams, among others.\nWith the company guiding for first quarter 2021 sales of $900-$905 million and full year sales of $3.77 billion for 2021, it was evident to me that sequential growth would be coming to a standstill as this did not rhyme with a 25 times sales multiple in my book. This was the key reason why I have not initiated a position yet despite the near 50% pullback seen in the share price.\nSolid Start To 2021\nZoom started the year on a solid note with first quarter sales up 191% to $956 million. The percentage growth rates come down quite a bit already after the first quarter of last year already included a huge bump in sales, and with shares running at a $3.8 billion run rate, it is evident that the best of the growth is a thing of the past already. The company continues to be very profitable with after-tax earnings of $227 million resulting in nearly 25% after-tax profit margins, yet earnings only trend around $3 per share here.\nA share count of 305 million shares now trade at $330 which implies an equity valuation just above the $100 billion mark, for an enterprise value of around $96 billion. Based on the current run rate of $3.8 billion in sales, the company trades at 25 times sales. On the back of the solid first quarter results, the company hiked the midpoint of the full year sales guidance to $3.98 billion, essentially a $210 million increase in the sales guidance. This suggests somewhat stronger momentum in the remainder of the year, despite the promising trends related to the pandemic. Even after the hike, shares still trade at 24 times sales.\nWhile the hike in the guidance for the entire year is comfortable, it still suggests that sequential revenue and earnings numbers are likely seen flattish from here onward, as I fear that in case of a big re-opening we might even see temporary negative growth numbers on a year-over-year basis. Those prospects frighten me with a current 24 times sales multiple attached to the business, and even as the business is very profitable, I am very scared on these prospects, meaning that I continue to stand on the sideline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116505355,"gmtCreate":1622809272477,"gmtModify":1704191580335,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Ape together strong","listText":"Ape together strong","text":"Ape together strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116505355","repostId":"1170841889","repostType":4,"repost":{"id":"1170841889","pubTimestamp":1622806424,"share":"https://ttm.financial/m/news/1170841889?lang=&edition=fundamental","pubTime":"2021-06-04 19:33","market":"us","language":"en","title":"Morgan Stanley hikes Coca-Cola price target, says market is underestimating post-pandemic recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1170841889","media":"CNBC","summary":"Coca-Cola is poised to beat estimates this year and that will create additional upside for the stock","content":"<div>\n<p>Coca-Cola is poised to beat estimates this year and that will create additional upside for the stock, according to Morgan Stanley.\nAnalyst Dara Mohsenian reiterated his overweight rating on the stock ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/coca-cola-stock-morgan-stanley.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley hikes Coca-Cola price target, says market is underestimating post-pandemic recovery</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\">\nMorgan Stanley hikes Coca-Cola price target, says market is underestimating post-pandemic recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/04/coca-cola-stock-morgan-stanley.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coca-Cola is poised to beat estimates this year and that will create additional upside for the stock, according to Morgan Stanley.\nAnalyst Dara Mohsenian reiterated his overweight rating on the stock ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/04/coca-cola-stock-morgan-stanley.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐"},"source_url":"https://www.cnbc.com/2021/06/04/coca-cola-stock-morgan-stanley.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1170841889","content_text":"Coca-Cola is poised to beat estimates this year and that will create additional upside for the stock, according to Morgan Stanley.\nAnalyst Dara Mohsenian reiterated his overweight rating on the stock and hiked the price target to $64 per share from $60. Mohsenian said in a note to clients on Thursday evening that other analysts were underestimating Coke’s recovery from the pandemic.\n“Short term, we see a well-above consensus post-COVID topline/EPS recovery ahead; longer term, a return to pre-COVID outsized sales growth vs. peers, improved execution under a reorganization, and higher margins with productivity and lower marketing spending,” the note said.\nThe firm’s new price target for Coca-Cola is 15% above where the stock closed on Thursday and is the second highest on Wall Street, according to FactSet.\nOther analysts appear to believe the beverage company’s post-pandemic rebound will significantly lag its competitors, according to Morgan Stanley.\n“The 35% estimated recovery embedded in consensus seems way too low relative to: (1) Q1 2021 revenue (ex days/FX/structural differences) already being back to 2019′s $ level, (2) other CPG COVID-impacted peers recovery consensus estimates more in the 70-80% range,” the note said.\nIn April, Coke reported first-quarter results that beat expectations on the top and bottom lines. The company’s stock has gained just 1.5% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356908688,"gmtCreate":1616746940644,"gmtModify":1704798234985,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Happy to have bought a few","listText":"Happy to have bought a few","text":"Happy to have bought a few","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356908688","repostId":"1147585149","repostType":4,"repost":{"id":"1147585149","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616746548,"share":"https://ttm.financial/m/news/1147585149?lang=&edition=fundamental","pubTime":"2021-03-26 16:15","market":"us","language":"en","title":"NIO: It is estimated that approximately 19,500 vehicles will be delivered in the first quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147585149","media":"Tiger Newspress","summary":"* ANNOUNCES TEMPORARY SUSPENSION OF PRODUCTION FOR FIVE WORKING DAYS. * NIO TO TEMPORARILY SUSPEND VEHICLE PRODUCTION ACTIVITY IN JAC-NIO MANUFACTURING PLANT IN HEFEI. * NIO - EXPECTS TO DELIVER APPROXIMATELY 19,500 VEHICLES IN Q1 OF 2021, ADJUSTED FROM PREVIOUSLY RELEASED OUTLOOK OF 20,000 TO 20,500 VEHICLES. * SUSPENSION FOR FIVE WORKING DAYS STARTING FROM MARCH 29, 2021 DUE TO SEMICONDUCTOR SHORTAGE. * OVERALL SUPPLY CONSTRAINT OF SEMICONDUCTORS HAS IMPACTED COMPANY'S PRODUCTION VOLUME IN MAR","content":"<p>March 26 - NIO Inc :</p><p>* ANNOUNCES TEMPORARY SUSPENSION OF PRODUCTION FOR FIVE WORKING DAYS</p><p>* NIO TO TEMPORARILY SUSPEND VEHICLE PRODUCTION ACTIVITY IN JAC-NIO MANUFACTURING PLANT IN HEFEI</p><p>* NIO - EXPECTS TO DELIVER APPROXIMATELY 19,500 VEHICLES IN Q1 OF 2021, ADJUSTED FROM PREVIOUSLY RELEASED OUTLOOK OF 20,000 TO 20,500 VEHICLES</p><p>* SUSPENSION FOR FIVE WORKING DAYS STARTING FROM MARCH 29, 2021 DUE TO SEMICONDUCTOR SHORTAGE</p><p>* OVERALL SUPPLY CONSTRAINT OF SEMICONDUCTORS HAS IMPACTED COMPANY'S PRODUCTION VOLUME IN MARCH 2021</p><p>NIO the gain narrowed to 2%&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/d37d09d58fb11d69c2992ca348dbc68b\" tg-width=\"852\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: It is estimated that approximately 19,500 vehicles will be delivered in the first quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: It is estimated that approximately 19,500 vehicles will be delivered in the first quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-26 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>March 26 - NIO Inc :</p><p>* ANNOUNCES TEMPORARY SUSPENSION OF PRODUCTION FOR FIVE WORKING DAYS</p><p>* NIO TO TEMPORARILY SUSPEND VEHICLE PRODUCTION ACTIVITY IN JAC-NIO MANUFACTURING PLANT IN HEFEI</p><p>* NIO - EXPECTS TO DELIVER APPROXIMATELY 19,500 VEHICLES IN Q1 OF 2021, ADJUSTED FROM PREVIOUSLY RELEASED OUTLOOK OF 20,000 TO 20,500 VEHICLES</p><p>* SUSPENSION FOR FIVE WORKING DAYS STARTING FROM MARCH 29, 2021 DUE TO SEMICONDUCTOR SHORTAGE</p><p>* OVERALL SUPPLY CONSTRAINT OF SEMICONDUCTORS HAS IMPACTED COMPANY'S PRODUCTION VOLUME IN MARCH 2021</p><p>NIO the gain narrowed to 2%&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/d37d09d58fb11d69c2992ca348dbc68b\" tg-width=\"852\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147585149","content_text":"March 26 - NIO Inc :* ANNOUNCES TEMPORARY SUSPENSION OF PRODUCTION FOR FIVE WORKING DAYS* NIO TO TEMPORARILY SUSPEND VEHICLE PRODUCTION ACTIVITY IN JAC-NIO MANUFACTURING PLANT IN HEFEI* NIO - EXPECTS TO DELIVER APPROXIMATELY 19,500 VEHICLES IN Q1 OF 2021, ADJUSTED FROM PREVIOUSLY RELEASED OUTLOOK OF 20,000 TO 20,500 VEHICLES* SUSPENSION FOR FIVE WORKING DAYS STARTING FROM MARCH 29, 2021 DUE TO SEMICONDUCTOR SHORTAGE* OVERALL SUPPLY CONSTRAINT OF SEMICONDUCTORS HAS IMPACTED COMPANY'S PRODUCTION VOLUME IN MARCH 2021NIO the gain narrowed to 2% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093265453,"gmtCreate":1643641372751,"gmtModify":1676533839197,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Tesla earnings look good bright future ahead","listText":"Tesla earnings look good bright future ahead","text":"Tesla earnings look good bright future ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093265453","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093265911,"gmtCreate":1643641339540,"gmtModify":1676533839175,"author":{"id":"3574984019579159","authorId":"3574984019579159","name":"Dash2897","avatar":"https://static.tigerbbs.com/2ee75b01ecb536302d12eab10806834c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574984019579159","idStr":"3574984019579159"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093265911","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}