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humansharkk

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2021-07-13

Wow insightful!!!

Alibaba: An Undervalued Empire With 45%+ Upside

2021-08-02

Liked!!

Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week

2021-06-28

Wow nice

Sorry, the original content has been removed

2021-06-28

3 oil stocks to buy

3 Oil Stocks to Buy as Crude Prices Barrel Toward $100

2021-08-29

Wowwwww

2021-08-13

Moderna!

2021-08-17

Help to like please, thanks!

Sorry, the original content has been removed

2021-06-16

Great

HSBC Raised to Buy by Citi on Asia Wealth Potential

2021-08-26

Wowwwwwww

2021-08-24

Wowww

2021-08-22

Wowwww

2021-08-20

:( drop drop drop

2021-08-19

Dropp

2022-06-19

Yay! Finally got this!

2021-09-03

Wowwww

2021-08-17

Nice!!

2021-08-16

Woww

2021-08-15

Wow sharp drop for moderna

2021-08-03

Nice. !!

2021-06-30

GOOD BUY!!

@美股研究社:盤點美股每天最大資金流動股票|美東時間6月29日

Go to Tiger App to see more news

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drop drop drop","listText":":( drop drop drop","text":":( drop drop 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to like please, thanks!","listText":"Help to like please, thanks!","text":"Help to like please, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839579781","repostId":"1166049068","repostType":2,"repost":{"id":"1166049068","kind":"news","pubTimestamp":1629161564,"share":"https://ttm.financial/m/news/1166049068?lang=&edition=fundamental","pubTime":"2021-08-17 08:52","market":"hk","language":"en","title":"Aberdeen’s Young Adds Tencent, Keeps China Bets During Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1166049068","media":"Bloomberg","summary":"Asset manager is not avoiding any sectors except education. Young’s China investment views contrast with Ark’s Cathie Wood. Veteran fund manager Hugh Young said his firm bought the dip in Tencent Holdings Ltd. and kept most of its other big-tech holdings in China largely unchanged during the recent selloff on expectations these stocks will emerge as winners despite policy crackdowns.While keen on Chinese tech,Aberdeen Standard Investments, which oversees about $639 billion in assets globally, is","content":"<ul>\n <li>Asset manager is not avoiding any sectors except education</li>\n <li>Young’s China investment views contrast with Ark’s Cathie Wood</li>\n</ul>\n<p>Veteran fund manager Hugh Young said his firm bought the dip in&nbsp;Tencent Holdings Ltd.&nbsp;and kept most of its other big-tech holdings in China largely unchanged during the recent selloff on expectations these stocks will emerge as winners despite policy crackdowns.</p>\n<p>While keen on Chinese tech,Aberdeen Standard Investments, which oversees about $639 billion in assets globally, is avoiding the education sector, according to the Singapore-based chairman of its Asia unit. In fact, bellwethers in most industries offer upside opportunities, including property developer&nbsp;China Vanke Co., said Young, who has been with Aberdeen for three decades.</p>\n<p>“I don’t think anything strategic has changed” in China due to regulations, which will benefit the “most responsible players,” he said in a video interview. “We have topped up with Tencent,” adding to what already was a “quite-large holding” in the sector.</p>\n<p>Young’s optimism remains despite Chinese officials saying that&nbsp;more regulation&nbsp;is coming to the world’s second-largest economy over the next five years. About $1 trillion of value was wiped out from China shares listed on the mainland, Hong Kong and U.S. last month amid clampdowns on sectors ranging from education to technology.</p>\n<p>His optimism contrasts with that of other global asset managers, including Ark Investment Management’s Cathie Wood, who has said she has been&nbsp;selling&nbsp;China equities and warned that&nbsp;valuations&nbsp;will probably “remain down.”</p>\n<p><img src=\"https://static.tigerbbs.com/da20f8bfd9d4d089c28ccffb976947df\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>“China is just trying to make everything fairer for its citizens,” Young said. “Does that put us off investing in China? ‘No,’” he said, noting that regulatory crackdowns also “happened in other economies when things boom.”</p>\n<p>New regulations may keep coming, but leaders of the world’s second-largest economy are not looking to destroy sectors, and that means top companies will benefit from such moves, Young said, pointing to the housing market, where more measures are likely, but that hasn’t prompted Aberdeen to unload its shares in top developers.</p>\n<p>China will probably “correct regulatory policies for the sector’s good,” he said. That means companies such as China Vanke, in which his firm owns shares, “will ultimately be net beneficiaries,” said Young.</p>\n<p>“Huge opportunities” will come with a broadening of the economy and “responsible growth,” Young said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Aberdeen’s Young Adds Tencent, Keeps China Bets During Selloff</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\">\nAberdeen’s Young Adds Tencent, Keeps China Bets During Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-16/aberdeen-s-young-adds-tencent-keeps-china-bets-during-selloff><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Asset manager is not avoiding any sectors except education\nYoung’s China investment views contrast with Ark’s Cathie Wood\n\nVeteran fund manager Hugh Young said his firm bought the dip in Tencent ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-16/aberdeen-s-young-adds-tencent-keeps-china-bets-during-selloff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000002":"万科A","00700":"腾讯控股","TCEHY":"腾讯控股ADR","02202":"万科企业"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-16/aberdeen-s-young-adds-tencent-keeps-china-bets-during-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166049068","content_text":"Asset manager is not avoiding any sectors except education\nYoung’s China investment views contrast with Ark’s Cathie Wood\n\nVeteran fund manager Hugh Young said his firm bought the dip in Tencent Holdings Ltd. and kept most of its other big-tech holdings in China largely unchanged during the recent selloff on expectations these stocks will emerge as winners despite policy crackdowns.\nWhile keen on Chinese tech,Aberdeen Standard Investments, which oversees about $639 billion in assets globally, is avoiding the education sector, according to the Singapore-based chairman of its Asia unit. In fact, bellwethers in most industries offer upside opportunities, including property developer China Vanke Co., said Young, who has been with Aberdeen for three decades.\n“I don’t think anything strategic has changed” in China due to regulations, which will benefit the “most responsible players,” he said in a video interview. “We have topped up with Tencent,” adding to what already was a “quite-large holding” in the sector.\nYoung’s optimism remains despite Chinese officials saying that more regulation is coming to the world’s second-largest economy over the next five years. About $1 trillion of value was wiped out from China shares listed on the mainland, Hong Kong and U.S. last month amid clampdowns on sectors ranging from education to technology.\nHis optimism contrasts with that of other global asset managers, including Ark Investment Management’s Cathie Wood, who has said she has been selling China equities and warned that valuations will probably “remain down.”\n\n“China is just trying to make everything fairer for its citizens,” Young said. “Does that put us off investing in China? ‘No,’” he said, noting that regulatory crackdowns also “happened in other economies when things boom.”\nNew regulations may keep coming, but leaders of the world’s second-largest economy are not looking to destroy sectors, and that means top companies will benefit from such moves, Young said, pointing to the housing market, where more measures are likely, but that hasn’t prompted Aberdeen to unload its shares in top developers.\nChina will probably “correct regulatory policies for the sector’s good,” he said. That means companies such as China Vanke, in which his firm owns shares, “will ultimately be net beneficiaries,” said Young.\n“Huge opportunities” will come with a broadening of the economy and “responsible growth,” Young said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839579831,"gmtCreate":1629169616123,"gmtModify":1676529952459,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Nice!!","listText":"Nice!!","text":"Nice!!","images":[{"img":"https://static.tigerbbs.com/9d968618b14c3762ee656adbb8cf97c3","width":"1125","height":"2508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839579831","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830567047,"gmtCreate":1629082317489,"gmtModify":1676529923995,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Woww&nbsp;","listText":"Woww&nbsp;","text":"Woww","images":[{"img":"https://static.tigerbbs.com/f77445fb273b846f4d17106f5d10ae18","width":"1125","height":"2220"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830567047","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830993759,"gmtCreate":1628997987371,"gmtModify":1676529907387,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Wow sharp drop for moderna","listText":"Wow sharp drop for moderna","text":"Wow sharp drop for moderna","images":[{"img":"https://static.tigerbbs.com/ec472c943d85ecf2db7304865725bf38","width":"1125","height":"2713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830993759","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894680233,"gmtCreate":1628821521622,"gmtModify":1676529865684,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Moderna!","listText":"Moderna!","text":"Moderna!","images":[{"img":"https://static.tigerbbs.com/267891c2993a333941bd882ba6814d62","width":"1125","height":"2974"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894680233","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804624577,"gmtCreate":1627955103999,"gmtModify":1703498490947,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Nice. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;!!","listText":"Nice. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;!!","text":"Nice. !!","images":[{"img":"https://static.tigerbbs.com/962c5c4bdcb429a8e2fc7a323406b5de","width":"1170","height":"4290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804624577","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805335989,"gmtCreate":1627860182041,"gmtModify":1703496551295,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Liked!!","listText":"Liked!!","text":"Liked!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805335989","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://ttm.financial/m/news/1170689665?lang=&edition=fundamental","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week\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\">2021-08-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","EA":"艺电","UBER":"优步",".SPX":"S&P 500 Index","DKNG":"DraftKings Inc.","ROKU":"Roku Inc","GE":"GE航空航天","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142887444,"gmtCreate":1626141157088,"gmtModify":1703754134468,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Wow insightful!!!","listText":"Wow insightful!!!","text":"Wow insightful!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/142887444","repostId":"1171355403","repostType":4,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153688224,"gmtCreate":1625021625468,"gmtModify":1703850324802,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"GOOD BUY!!","listText":"GOOD BUY!!","text":"GOOD BUY!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153688224","repostId":"153847530","repostType":1,"repost":{"id":153847530,"gmtCreate":1625019220120,"gmtModify":1703850246979,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"盤點美股每天最大資金流動股票|美東時間6月29日","htmlText":"美股三大指數週二全線小幅收漲，納指與標普500指數均創盤中與收盤歷史最高紀錄。盤面上，抗疫概念股和銀行股漲幅居前，激光雷達概念和太空概念板塊走低。美國4月房屋價格同比增長逾14%，創下30多年來最大漲幅；市場緊密關注美聯儲貨幣政策和拜登基建計劃，以及6月非農就業報告。美股研究社推出《盤點美股每天最大資金流動股票》，方便大家能查看當日美股資金流動公司Top10。以下爲美股當日資金流動最活躍的20只股票（按淨流入）：本文來源：美股研究社，旨在幫助中國投資者理解世界，專注報道美國科技股和中概股，對美股感興趣的朋友趕緊關注我們","listText":"美股三大指數週二全線小幅收漲，納指與標普500指數均創盤中與收盤歷史最高紀錄。盤面上，抗疫概念股和銀行股漲幅居前，激光雷達概念和太空概念板塊走低。美國4月房屋價格同比增長逾14%，創下30多年來最大漲幅；市場緊密關注美聯儲貨幣政策和拜登基建計劃，以及6月非農就業報告。美股研究社推出《盤點美股每天最大資金流動股票》，方便大家能查看當日美股資金流動公司Top10。以下爲美股當日資金流動最活躍的20只股票（按淨流入）：本文來源：美股研究社，旨在幫助中國投資者理解世界，專注報道美國科技股和中概股，對美股感興趣的朋友趕緊關注我們","text":"美股三大指數週二全線小幅收漲，納指與標普500指數均創盤中與收盤歷史最高紀錄。盤面上，抗疫概念股和銀行股漲幅居前，激光雷達概念和太空概念板塊走低。美國4月房屋價格同比增長逾14%，創下30多年來最大漲幅；市場緊密關注美聯儲貨幣政策和拜登基建計劃，以及6月非農就業報告。美股研究社推出《盤點美股每天最大資金流動股票》，方便大家能查看當日美股資金流動公司Top10。以下爲美股當日資金流動最活躍的20只股票（按淨流入）：本文來源：美股研究社，旨在幫助中國投資者理解世界，專注報道美國科技股和中概股，對美股感興趣的朋友趕緊關注我們","images":[{"img":"https://static.tigerbbs.com/e90d47d3df431f1f28a351d5fb241251","width":"418","height":"2128"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153847530","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127210678,"gmtCreate":1624850392894,"gmtModify":1703846172692,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"3 oil stocks to buy","listText":"3 oil stocks to buy","text":"3 oil stocks to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127210678","repostId":"2146100783","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127237255,"gmtCreate":1624850359177,"gmtModify":1703846171216,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Wow nice","listText":"Wow nice","text":"Wow nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127237255","repostId":"2146270883","repostType":4,"repost":{"id":"2146270883","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624849340,"share":"https://ttm.financial/m/news/2146270883?lang=&edition=fundamental","pubTime":"2021-06-28 11:02","market":"sh","language":"en","title":"Chinese automaker Great Wall aims to sell 4 million cars in 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2146270883","media":"Reuters","summary":"BEIJING, June 28 (Reuters) - China's top pickup truck maker Great Wall Motor is targeting sales of 4","content":"<p>BEIJING, June 28 (Reuters) - China's top pickup truck maker Great Wall Motor is targeting sales of 4 million vehicles a year in 2025, Chairman Wei Jianjun said on Monday.</p>\n<p>Great Wall, which sold 1.1 million cars last year, aims for 80% of its annual sales in 2025 to be new energy vehicles, including battery electric, plug-in hybrid and hydrogen fuel cell vehicles.</p>\n<p>Baoding-based Great Wall is building a car plant in China with BMW for electric vehicles.</p>\n<p>Great Wall's revenue is forecast to reach 600 billion yuan ($92.86 billion) in 2025, Wei said during a briefing on the company's strategy at its headquarters.</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>Chinese automaker Great Wall aims to sell 4 million cars in 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese automaker Great Wall aims to sell 4 million cars in 2025\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\">2021-06-28 11:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, June 28 (Reuters) - China's top pickup truck maker Great Wall Motor is targeting sales of 4 million vehicles a year in 2025, Chairman Wei Jianjun said on Monday.</p>\n<p>Great Wall, which sold 1.1 million cars last year, aims for 80% of its annual sales in 2025 to be new energy vehicles, including battery electric, plug-in hybrid and hydrogen fuel cell vehicles.</p>\n<p>Baoding-based Great Wall is building a car plant in China with BMW for electric vehicles.</p>\n<p>Great Wall's revenue is forecast to reach 600 billion yuan ($92.86 billion) in 2025, Wei said during a briefing on the company's strategy at its headquarters.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601633":"长城汽车","02333":"长城汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146270883","content_text":"BEIJING, June 28 (Reuters) - China's top pickup truck maker Great Wall Motor is targeting sales of 4 million vehicles a year in 2025, Chairman Wei Jianjun said on Monday.\nGreat Wall, which sold 1.1 million cars last year, aims for 80% of its annual sales in 2025 to be new energy vehicles, including battery electric, plug-in hybrid and hydrogen fuel cell vehicles.\nBaoding-based Great Wall is building a car plant in China with BMW for electric vehicles.\nGreat Wall's revenue is forecast to reach 600 billion yuan ($92.86 billion) in 2025, Wei said during a briefing on the company's strategy at its headquarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127238451,"gmtCreate":1624850208573,"gmtModify":1703846164333,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Yes!&nbsp; &nbsp; &nbsp; &nbsp; !","listText":"Yes!&nbsp; &nbsp; &nbsp; &nbsp; !","text":"Yes! !","images":[{"img":"https://static.tigerbbs.com/20ed52f948d98c707df5afe5f9bf771d","width":"1080","height":"3097"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127238451","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":142887444,"gmtCreate":1626141157088,"gmtModify":1703754134468,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Wow insightful!!!","listText":"Wow insightful!!!","text":"Wow insightful!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/142887444","repostId":"1171355403","repostType":4,"repost":{"id":"1171355403","kind":"news","pubTimestamp":1626140399,"share":"https://ttm.financial/m/news/1171355403?lang=&edition=fundamental","pubTime":"2021-07-13 09:39","market":"us","language":"en","title":"Alibaba: An Undervalued Empire With 45%+ Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1171355403","media":"seekingalpha","summary":"Alibaba has top-ranking global business units from e-commerce marketplaces to cloud platforms.I break it down by business units, show its strength and true value, and discuss its delisting risks.Alibaba Group Holding Limitedstock total return has been ~-3% since Jan 2020, during which time not only its US Peer Amazon  was up 101%, its Latin American peer MercadoLibre  was up 172%, even the S&P 500 index was up 39%.Alibaba is the largest eCommerce operation in the world. It has over 1B annual act","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba has top-ranking global business units from e-commerce marketplaces to cloud platforms.</li>\n <li>Its stock price has been under pressure for over a year by perceived political/delisting risk and its recent Ant Financial IPO cancellation.</li>\n <li>I break it down by business units, show its strength and true value, and discuss its delisting risks.</li>\n</ul>\n<p><b>Price action deviates from Fundamentals</b></p>\n<p>Alibaba Group Holding Limited(NYSE:BABA)stock total return has been ~-3% since Jan 2020, during which time not only its US Peer Amazon (AMZN) was up 101%, its Latin American peer MercadoLibre (MELI) was up 172%, even the S&amp;P 500 index was up 39%.</p>\n<p><img src=\"https://static.tigerbbs.com/699af948598c5dab55d7ba41931d1944\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\">Data by YCharts</p>\n<p>Alibaba is the largest eCommerce operation in the world. It has over 1B annual active consumers, over 1T GMV (gross merchandise volume) in FY21, both numbers larger than any other e-commerce company in the world, Amazon included.</p>\n<p>In the meantime, Alibaba's core commerce and cloud computing recorded 42% and 50% YoY growth FY21. These are jaw-dropping growth numbers, especially at Alibaba's massive scale.</p>\n<p>Also worth noting, while its revenue grows at an impressive rate, its Ebitda profit margin continues to show 17% YoY improvement, further demonstrate its superior unit economics, and effective cost control as it scales up.</p>\n<p><img src=\"https://static.tigerbbs.com/b69f23fbc36af93ba24ecf933c2b4bbe\" tg-width=\"640\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: 4Q21 AlibabaInvestor presentation</p>\n<p><b>Investment Thesis</b></p>\n<p>My conservative model values Alibaba between $773B ($299/share) to $967B ($373/share). It offers an upside potential between 45% and 81% to its closing price of $206/share on 7/9/21.</p>\n<p>The table below provides a summary view of my Sum-of-all-parts valuation, and I discuss them in detail in later sections.</p>\n<p><img src=\"https://static.tigerbbs.com/1c3b44cb0364f61901a479a1f6948afd\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Excel sheet prepared by Author</i></p>\n<p><b>Valuation By Segments</b></p>\n<p>Alibaba has four business segments and two investment segments, they are:</p>\n<ul>\n <li>Core Commerce: Taobao, TMall, Alibaba, AliExpress, Lazada, ele.me, etc.</li>\n <li>Cloud Computing: Alibaba Cloud</li>\n <li>Digital Media: Youku, Ali Sports, AliGame, etc.</li>\n <li>Innovative Initiatives: gmap, AliOS, etc</li>\n <li>Ant Group</li>\n <li>Other strategic Investments: DiDi, bilibili, etc</li>\n</ul>\n<p>Let us dive into them.</p>\n<p><img src=\"https://static.tigerbbs.com/033f24b75c357021d3d1177cc2e3bbf4\" tg-width=\"640\" tg-height=\"140\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:Alibaba Investor Day2020</p>\n<p><b>1. Core Commerce</b></p>\n<p><b>Marketplace-based core commerce</b>includes Taobao, TMall, 1688.com, alibaba.com, AliExpress, TMall Market. These are mature and profit-generating marketplaces with steady growth.</p>\n<p>These are the crown jewels of Alibaba's empire. It composes of No.1 Online retail, No.1 online wholesale, and No 1 B2C Export marketplace in China.</p>\n<p>FY21 adj Ebitda for marketplace-based core commerce is $35B.</p>\n<p>I use a moderate 15x - 20x Ev/Ebitda ratio (e.g. Amazon is 30x+ Ev/Ebitda), values its marketplace-based core commerce between 570B and 700B.</p>\n<p><b>Lazada:</b>international retail marketplace in SEA</p>\n<p>Alibaba, through three rounds of a total $4B investment, is a majority owner of Lazada.</p>\n<p>While Shopee (SE) takes the commanding lead in the SEA e-commerce marketplace, Lazada is still a No.2 with 100Mil+ monthly active users, ahead of Tokopedia.</p>\n<p>Alibaba only provides international e-commerce in aggregate (~5B) in FY21, with no revenue breakdown. Lazada and AliExpress are 2 primary contributors in this segment.</p>\n<p>As a reference, Tokopedia, an e-commerce competitor and No.3 in SEA, was valued at $18B.</p>\n<p>I take a conservative approach and value Lazada between $5B (acquisition cost) and $10B (50% discount to Tokopedia's recent valuation despite Lazada's slightly larger size).</p>\n<p><b>Local Services</b>(ele.me, koubei)</p>\n<p>Ele.me has about 80% of DoorDash (DASH) revenue, with 8x active customers (40Mil vs 5Mil) in FY21. In food delivery services in China, Meituan leads with 65% market share, ele.me No.2 with 27.4% market share, 3B FY21 revenue.</p>\n<p>If we use DoorDash valuation at 15x EV/Sales, that would value ele.me at 45B, if we use Grubhub's (GRUB) 8x EV/Sales, it values ele.me at $24B</p>\n<p>Alibaba acquired ele.me in 2018 for $9.5B.</p>\n<p>I take a conservative approach and value ele.me between 9.5B (acquisition cost) and $24B (use Grub Ev/Sales ratio).</p>\n<p><b>New Retail</b>(Freshippo)</p>\n<p>Known as Hema in China, it is similar to Amazon Go, a new retail format store leveraging technology to provide zero human touch shopping experience.</p>\n<p>I consider it as a part of its core commerce strategy to maintain its competitive edge and assign no additional value.</p>\n<p><b>Logistic</b>(Cainiao)</p>\n<p>Cainiao is Alibaba's logistic arm.</p>\n<p>BABA paid 3.3B to increase its Cainiao stake from 51% to 63% in its latestroundin 2019. That values its stake ~18B at cost.</p>\n<p><b>Cross border e-commerece</b>(Kaola)</p>\n<p>Kaola is considered to be a TMall extension to improve its core competency and I assign no additional value.</p>\n<p><img src=\"https://static.tigerbbs.com/80468b018507ac3b52aeec68b0598486\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\">Source: FY21 Investorpresentation</p>\n<p><b>2. Alibaba Cloud</b></p>\n<p>Alibaba Cloud's YoY revenue growth was 62% and 50% in the last two years. Its FY21 revenue was $9.2B and turned cash flow positive the first time with 47M adjusted Ebitda.</p>\n<p>In terms of China's cloud market share, Alibaba cloud leads the pack with 39.8% as of Q1 2021.</p>\n<p>According to China Internet Watch, cloud infrastructure spending growth in China outpaced the RoW, supported by the government's strategic priority in cloud computing, and it has been consistently over 50% over the last 7 quarters.</p>\n<p><img src=\"https://static.tigerbbs.com/cb80ade495a99acd13fa3efc4fc3f518\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/b8eb951fb359485adc84747b78e74c71\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:China Cloud market 1Q21- China Internet Watch</p>\n<p>If we zoom out globally, Alibaba cloud ranks No 4 with a 6% market share, right after Amazon, Microsoft (MSFT), and Google (GOOG).</p>\n<p>It is about 20% the size of Amazon cloud in this $150B global market.</p>\n<p><img src=\"https://static.tigerbbs.com/5ef9f1797dbfd7d1ca0ad84c3e009923\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:Cloud Market Q3Y20Canalys</p>\n<p>Similar research from Synergy Research Group in Q1 21 also confirmed the same ranking/market share.</p>\n<p><img src=\"https://static.tigerbbs.com/cb5b1ff4c0cdbf586867d03a369d395e\" tg-width=\"499\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Synergy Research Group on Statista</p>\n<p>Using a very conservative 10x P/S values Alibaba Cloud at $100B.</p>\n<p>Both GS (GS) and MS (MS)valuedAlibaba Cloud at $120B+ a year ago after Alibaba disclosed its 1Q21 fiscal data in Aug 2020.</p>\n<p>Given the above, I value Alibaba Cloud between 100B and 120B.</p>\n<p><b>3. Digital Media and Entertainment</b></p>\n<p>It includes YouKu, AliSports, AliGame, UC</p>\n<p>YouKu has 500M Monthly Active Users, 800M video views, one of China's top video/streaming service platforms, along with iQIYI, and Tencent Video.</p>\n<p>Alibaba spent $4B in 2016 to acquire Youku.</p>\n<p>Its main competitor iQIYI (IQ) is listed in Nasdaq, currently valued at 10.4B.</p>\n<p>Digital media/entertainment reported $4.5B revenue in FY21, with an adjusted Ebitda is 0.9B.</p>\n<p>I value Youku (and the rest of segment assets) between $4.5B (acquisition cost) and 9B (10x Ev/Ebitda).</p>\n<p><b>4. Innovation Initiatives</b></p>\n<p>As I have few visibilities in these innovation initiatives, I take a conservative approach and assign no value.</p>\n<p><b>5. Ant Group</b></p>\n<p>Ant Group valuation could certainly be a controversial take.</p>\n<p>Its valuation hit $320B at its peak prior to IPO. Since its IPO halt in Nov 2020, its valuation has declined significantly, the latestanalysisfrom Sanford Bernstein valued it at $120B.</p>\n<p>At a $120B valuation, BABA's 1/3 stake is worth $40B.</p>\n<p>put aside valuation, a head-to-head comparison between 2 dominating FinTech in China (Ant and Tencent) shows its massive scale in absolute numbers.</p>\n<p><img src=\"https://static.tigerbbs.com/f6ed30632a6897a6c57eca61205d3bc7\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p><i>source:TechCrunchchina's top fintech platform Ant vs Tencent</i></p>\n<p>Put the numbers into perspective, Ant Group's active user is about 2x PayPal (PYPL) size, and roughly the same revenue. PayPal is currently valued at $350B.</p>\n<p><img src=\"https://static.tigerbbs.com/3318320d7217809542f5c2516c83cb01\" tg-width=\"640\" tg-height=\"764\" referrerpolicy=\"no-referrer\"></p>\n<p><i>source:SPGlobal</i></p>\n<p>An insightful comparison from S&amp;P Global market points out while Ant and PayPal revenue are comparable, Ant has about 20x TPV (Transaction Payment Volume) more than PayPal and Ant's take rate is only 5% of PayPal's.</p>\n<p>Note: PayPal take rate 2.5%, and Ant is at a mere 0.11%.</p>\n<p>As shown in Chart 1 and 2, PayPal's take rate has been steadily declining since 2018, while Ant increases.</p>\n<p>In summary, I think Bernstein's $120B valuations is a very conservative number. I consider Ant is on par with PayPal, and even with a 50% discount shall value Ant Group at $175B.</p>\n<p>Thus I would value Alibaba's 1/3 stake in Ant Group between $40B and $58B.</p>\n<p><b>6. Strategic Investments</b></p>\n<p>Reported by Alibaba at $45B valuations as of Jun30, 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/ce0e36c5240ce4a4c741785ea8a9de96\" tg-width=\"207\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p>Some notable investment includes:</p>\n<p>8% ownership stake in Bilibili (BILI)</p>\n<p>A single-digit ownership stake in DiDi (DIDI)</p>\n<p><b>Delisting Risk</b></p>\n<p>Now let us talk about the elephant in the room - its various risks, particularly its delisting risk as discussed frequently among US market participants</p>\n<p>I discussed the general Chinese ADR delisting risk in a recent Tweet thread. For these interested in the details:</p>\n<p><img src=\"https://static.tigerbbs.com/fbfb7535a1b9fc863aa6d492ae17dc3f\" tg-width=\"583\" tg-height=\"432\"></p>\n<p>In summary:</p>\n<ol>\n <li>delisting poses an immediate trading liquidity risk, thus short-term volatility.</li>\n <li>Stocks are fungible. For dually listed stocks such as Alibaba, there is no/limited long-term material impact to shareholders especially if one is prepared and ready to receive its shares in the other exchange. In BABA's case, that would be its shares listed on Hong Kong Stock Exchange.</li>\n <li>There are also established tender processes to redeem if the company offers, which was exactly what happened with China Mobile and China Unicom in earlier 2021.</li>\n</ol>\n<p><b>Other Concerns</b></p>\n<p>Anti-monopoly violation: Alibaba was recently levied a $2.8B fine due to anti-monopoly violation. In relative terms, that fine alone has no material impact as it was less than 0.5% of its market cap. There are legit concerns that BABA could be subject to further regulatory fines in a less predictable manner.</p>\n<p>Jack Ma: Jack Ma risk has been talked about a lot. The fact is Jack Ma already stepped down from both chairmanship and CEO role of Alibaba and has gradually detached himself (at least in the public) from the business.</p>\n<p>Ant Group IPO halt: I think Ant Group IPO halt was a big disappointment and shows certain unpredictability in the current environment. However, I think that has been more than priced in.</p>\n<p><b>Concluding Thoughts</b></p>\n<p>A conservative sum of all parts values BABA enterprise value between 773B ($299/share) and 965B ($373/share). At the current price of $206/share, it offers 45% to 81% upside potential, and I am increasing my position at the current price.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: An Undervalued Empire With 45%+ Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: An Undervalued Empire With 45%+ Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 09:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438813-alibaba-stock-baba-undervalued-empire-with-45-percent-plus-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba has top-ranking global business units from e-commerce marketplaces to cloud platforms.\nIts stock price has been under pressure for over a year by perceived political/delisting risk ...</p>\n\n<a href=\"https://seekingalpha.com/article/4438813-alibaba-stock-baba-undervalued-empire-with-45-percent-plus-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4438813-alibaba-stock-baba-undervalued-empire-with-45-percent-plus-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1171355403","content_text":"Summary\n\nAlibaba has top-ranking global business units from e-commerce marketplaces to cloud platforms.\nIts stock price has been under pressure for over a year by perceived political/delisting risk and its recent Ant Financial IPO cancellation.\nI break it down by business units, show its strength and true value, and discuss its delisting risks.\n\nPrice action deviates from Fundamentals\nAlibaba Group Holding Limited(NYSE:BABA)stock total return has been ~-3% since Jan 2020, during which time not only its US Peer Amazon (AMZN) was up 101%, its Latin American peer MercadoLibre (MELI) was up 172%, even the S&P 500 index was up 39%.\nData by YCharts\nAlibaba is the largest eCommerce operation in the world. It has over 1B annual active consumers, over 1T GMV (gross merchandise volume) in FY21, both numbers larger than any other e-commerce company in the world, Amazon included.\nIn the meantime, Alibaba's core commerce and cloud computing recorded 42% and 50% YoY growth FY21. These are jaw-dropping growth numbers, especially at Alibaba's massive scale.\nAlso worth noting, while its revenue grows at an impressive rate, its Ebitda profit margin continues to show 17% YoY improvement, further demonstrate its superior unit economics, and effective cost control as it scales up.\n\nSource: 4Q21 AlibabaInvestor presentation\nInvestment Thesis\nMy conservative model values Alibaba between $773B ($299/share) to $967B ($373/share). It offers an upside potential between 45% and 81% to its closing price of $206/share on 7/9/21.\nThe table below provides a summary view of my Sum-of-all-parts valuation, and I discuss them in detail in later sections.\n\nSource: Excel sheet prepared by Author\nValuation By Segments\nAlibaba has four business segments and two investment segments, they are:\n\nCore Commerce: Taobao, TMall, Alibaba, AliExpress, Lazada, ele.me, etc.\nCloud Computing: Alibaba Cloud\nDigital Media: Youku, Ali Sports, AliGame, etc.\nInnovative Initiatives: gmap, AliOS, etc\nAnt Group\nOther strategic Investments: DiDi, bilibili, etc\n\nLet us dive into them.\n\nSource:Alibaba Investor Day2020\n1. Core Commerce\nMarketplace-based core commerceincludes Taobao, TMall, 1688.com, alibaba.com, AliExpress, TMall Market. These are mature and profit-generating marketplaces with steady growth.\nThese are the crown jewels of Alibaba's empire. It composes of No.1 Online retail, No.1 online wholesale, and No 1 B2C Export marketplace in China.\nFY21 adj Ebitda for marketplace-based core commerce is $35B.\nI use a moderate 15x - 20x Ev/Ebitda ratio (e.g. Amazon is 30x+ Ev/Ebitda), values its marketplace-based core commerce between 570B and 700B.\nLazada:international retail marketplace in SEA\nAlibaba, through three rounds of a total $4B investment, is a majority owner of Lazada.\nWhile Shopee (SE) takes the commanding lead in the SEA e-commerce marketplace, Lazada is still a No.2 with 100Mil+ monthly active users, ahead of Tokopedia.\nAlibaba only provides international e-commerce in aggregate (~5B) in FY21, with no revenue breakdown. Lazada and AliExpress are 2 primary contributors in this segment.\nAs a reference, Tokopedia, an e-commerce competitor and No.3 in SEA, was valued at $18B.\nI take a conservative approach and value Lazada between $5B (acquisition cost) and $10B (50% discount to Tokopedia's recent valuation despite Lazada's slightly larger size).\nLocal Services(ele.me, koubei)\nEle.me has about 80% of DoorDash (DASH) revenue, with 8x active customers (40Mil vs 5Mil) in FY21. In food delivery services in China, Meituan leads with 65% market share, ele.me No.2 with 27.4% market share, 3B FY21 revenue.\nIf we use DoorDash valuation at 15x EV/Sales, that would value ele.me at 45B, if we use Grubhub's (GRUB) 8x EV/Sales, it values ele.me at $24B\nAlibaba acquired ele.me in 2018 for $9.5B.\nI take a conservative approach and value ele.me between 9.5B (acquisition cost) and $24B (use Grub Ev/Sales ratio).\nNew Retail(Freshippo)\nKnown as Hema in China, it is similar to Amazon Go, a new retail format store leveraging technology to provide zero human touch shopping experience.\nI consider it as a part of its core commerce strategy to maintain its competitive edge and assign no additional value.\nLogistic(Cainiao)\nCainiao is Alibaba's logistic arm.\nBABA paid 3.3B to increase its Cainiao stake from 51% to 63% in its latestroundin 2019. That values its stake ~18B at cost.\nCross border e-commerece(Kaola)\nKaola is considered to be a TMall extension to improve its core competency and I assign no additional value.\nSource: FY21 Investorpresentation\n2. Alibaba Cloud\nAlibaba Cloud's YoY revenue growth was 62% and 50% in the last two years. Its FY21 revenue was $9.2B and turned cash flow positive the first time with 47M adjusted Ebitda.\nIn terms of China's cloud market share, Alibaba cloud leads the pack with 39.8% as of Q1 2021.\nAccording to China Internet Watch, cloud infrastructure spending growth in China outpaced the RoW, supported by the government's strategic priority in cloud computing, and it has been consistently over 50% over the last 7 quarters.\n\n\nSource:China Cloud market 1Q21- China Internet Watch\nIf we zoom out globally, Alibaba cloud ranks No 4 with a 6% market share, right after Amazon, Microsoft (MSFT), and Google (GOOG).\nIt is about 20% the size of Amazon cloud in this $150B global market.\n\nSource:Cloud Market Q3Y20Canalys\nSimilar research from Synergy Research Group in Q1 21 also confirmed the same ranking/market share.\n\nSource: Synergy Research Group on Statista\nUsing a very conservative 10x P/S values Alibaba Cloud at $100B.\nBoth GS (GS) and MS (MS)valuedAlibaba Cloud at $120B+ a year ago after Alibaba disclosed its 1Q21 fiscal data in Aug 2020.\nGiven the above, I value Alibaba Cloud between 100B and 120B.\n3. Digital Media and Entertainment\nIt includes YouKu, AliSports, AliGame, UC\nYouKu has 500M Monthly Active Users, 800M video views, one of China's top video/streaming service platforms, along with iQIYI, and Tencent Video.\nAlibaba spent $4B in 2016 to acquire Youku.\nIts main competitor iQIYI (IQ) is listed in Nasdaq, currently valued at 10.4B.\nDigital media/entertainment reported $4.5B revenue in FY21, with an adjusted Ebitda is 0.9B.\nI value Youku (and the rest of segment assets) between $4.5B (acquisition cost) and 9B (10x Ev/Ebitda).\n4. Innovation Initiatives\nAs I have few visibilities in these innovation initiatives, I take a conservative approach and assign no value.\n5. Ant Group\nAnt Group valuation could certainly be a controversial take.\nIts valuation hit $320B at its peak prior to IPO. Since its IPO halt in Nov 2020, its valuation has declined significantly, the latestanalysisfrom Sanford Bernstein valued it at $120B.\nAt a $120B valuation, BABA's 1/3 stake is worth $40B.\nput aside valuation, a head-to-head comparison between 2 dominating FinTech in China (Ant and Tencent) shows its massive scale in absolute numbers.\n\nsource:TechCrunchchina's top fintech platform Ant vs Tencent\nPut the numbers into perspective, Ant Group's active user is about 2x PayPal (PYPL) size, and roughly the same revenue. PayPal is currently valued at $350B.\n\nsource:SPGlobal\nAn insightful comparison from S&P Global market points out while Ant and PayPal revenue are comparable, Ant has about 20x TPV (Transaction Payment Volume) more than PayPal and Ant's take rate is only 5% of PayPal's.\nNote: PayPal take rate 2.5%, and Ant is at a mere 0.11%.\nAs shown in Chart 1 and 2, PayPal's take rate has been steadily declining since 2018, while Ant increases.\nIn summary, I think Bernstein's $120B valuations is a very conservative number. I consider Ant is on par with PayPal, and even with a 50% discount shall value Ant Group at $175B.\nThus I would value Alibaba's 1/3 stake in Ant Group between $40B and $58B.\n6. Strategic Investments\nReported by Alibaba at $45B valuations as of Jun30, 2020.\n\nSome notable investment includes:\n8% ownership stake in Bilibili (BILI)\nA single-digit ownership stake in DiDi (DIDI)\nDelisting Risk\nNow let us talk about the elephant in the room - its various risks, particularly its delisting risk as discussed frequently among US market participants\nI discussed the general Chinese ADR delisting risk in a recent Tweet thread. For these interested in the details:\n\nIn summary:\n\ndelisting poses an immediate trading liquidity risk, thus short-term volatility.\nStocks are fungible. For dually listed stocks such as Alibaba, there is no/limited long-term material impact to shareholders especially if one is prepared and ready to receive its shares in the other exchange. In BABA's case, that would be its shares listed on Hong Kong Stock Exchange.\nThere are also established tender processes to redeem if the company offers, which was exactly what happened with China Mobile and China Unicom in earlier 2021.\n\nOther Concerns\nAnti-monopoly violation: Alibaba was recently levied a $2.8B fine due to anti-monopoly violation. In relative terms, that fine alone has no material impact as it was less than 0.5% of its market cap. There are legit concerns that BABA could be subject to further regulatory fines in a less predictable manner.\nJack Ma: Jack Ma risk has been talked about a lot. The fact is Jack Ma already stepped down from both chairmanship and CEO role of Alibaba and has gradually detached himself (at least in the public) from the business.\nAnt Group IPO halt: I think Ant Group IPO halt was a big disappointment and shows certain unpredictability in the current environment. However, I think that has been more than priced in.\nConcluding Thoughts\nA conservative sum of all parts values BABA enterprise value between 773B ($299/share) and 965B ($373/share). At the current price of $206/share, it offers 45% to 81% upside potential, and I am increasing my position at the current price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805335989,"gmtCreate":1627860182041,"gmtModify":1703496551295,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Liked!!","listText":"Liked!!","text":"Liked!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805335989","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://ttm.financial/m/news/1170689665?lang=&edition=fundamental","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week\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\">2021-08-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","EA":"艺电","UBER":"优步",".SPX":"S&P 500 Index","DKNG":"DraftKings Inc.","ROKU":"Roku Inc","GE":"GE航空航天","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127237255,"gmtCreate":1624850359177,"gmtModify":1703846171216,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Wow nice","listText":"Wow nice","text":"Wow nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127237255","repostId":"2146270883","repostType":4,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127210678,"gmtCreate":1624850392894,"gmtModify":1703846172692,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"3 oil stocks to buy","listText":"3 oil stocks to buy","text":"3 oil stocks to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127210678","repostId":"2146100783","repostType":4,"repost":{"id":"2146100783","kind":"highlight","pubTimestamp":1624848360,"share":"https://ttm.financial/m/news/2146100783?lang=&edition=fundamental","pubTime":"2021-06-28 10:46","market":"us","language":"en","title":"3 Oil Stocks to Buy as Crude Prices Barrel Toward $100","url":"https://stock-news.laohu8.com/highlight/detail?id=2146100783","media":"Motley Fool","summary":"These oil stocks could produce a gusher of profits as crude prices continue rallying.","content":"<p><b>Bank of America</b> recently made a bold prediction. The banking giant believes that supply and demand imbalances in the oil market will push crude prices up to $100 a barrel by next year. The bank isn't alone -- big oil executives also believe oil prices could top $100 a barrel as the global economy roars back to life amid tightening supplies.</p>\n<p>That scenario would undoubtedly be a boon for oil stocks. With that in mind, we asked some of our energy contributors what oil stocks they believe are the most compelling buys as oil prices head toward triple digits. Here's why they think <b>Occidental Petroleum</b> (NYSE:OXY), <b>Marathon Oil</b> (NYSE:MRO), and&nbsp;<b>Devon Energy</b> (NYSE:DVN) have some of the best upside potential to triple digit oil.</p>\n<h2>A double boost</h2>\n<p><b>Reuben Gregg Brewer (Occidental Petroleum):</b> I wouldn't call Occidental Petroleum a buy and hold type of energy stock, given the self-inflicted wounds it suffered during the 2020 oil downturn. In fact, the takeover battle for Anadarko Petroleum that it won over <b>Chevron</b> (NYSE:CVX) bordered on the side of hubris. And it left the company ill-prepared for the pandemic-driven drop in oil demand and prices.</p>\n<p>And yet, as oil rebounds, with some suggesting that $100 a barrel is a real possibility, more aggressive investors looking for a way to play such a commodity move might still be interested. There's two reasons for this. First, as an oil driller Occidental Petroleum will clearly benefit from a big rise in this key commodity. But the bigger reason is that such an increase will make it easier for management to deal with the lingering impacts of the Anadarko deal, notably its still heavily leveraged balance sheet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d3bf87a2a04b5d483b03e7e6d3edabf\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><span>OXY Debt to Equity Ratio data by YCharts</span></p>\n<p>So, there's the direct top- and bottom-line benefit here (which all energy companies will likely see) and the follow-on effect of an improving financial structure. Either <a href=\"https://laohu8.com/S/AONE\">one</a> alone would likely get investors excited, but both together could lead to a complete reevaluation of the company's future -- for the better this time around. The Anadarko misstep should probably keep conservative investors away, but more aggressive types might view Occidental, warts and all, as something of a leveraged bet.</p>\n<h2>Minting billions of dollars</h2>\n<p><b>Neha Chamaria</b> <b>(Marathon Oil):</b> Commodity prices don't just drive Marathon Oil's revenue and cash flows, but they're also the single biggest deciding factor behind the company's capital spending and capital allocation plans, which is why the ongoing rally in crude prices is great news for Marathon Oil. Importantly, crude is hitting two-year highs even as I write this, but Marathon Oil stock is still trading below its 2019 level.</p>\n<p>Consider this: Marathon expects to generate free cash flow (FCF) worth $1.1 billion this year at an average WTI crude price of $50 per barrel. At $60 a barrel, the company could generate as much as $1.6 billion in FCF! With crude having already surpassed $70 per barrel as of this writing, Marathon should therefore be able to generate even higher cash flows and use the extra cash to pay down more debt and reward shareholders with bigger returns. As of the end of the first quarter, Marathon had already repaid $500 million in debt and was targeting another $500 million debt reduction this year. It also raised its quarterly dividend by 33% in Q1.</p>\n<p>A higher oil-price environment, in fact, should set Marathon up for solid growth for years to come, considering it could generate FCF worth nearly $5 billion over the next five years at an average crude price of only $50 per barrel. And it isn't just oil prices. While flexing production as per market conditions, the company is also tightening its grip on costs, and aims to cut its production and general and administration expenses combined by nearly 30% this year versus 2019 levels. With management prioritizing the dividend and debt reduction, Marathon shareholders have a lot to look forward to as long as oil keeps rising.</p>\n<h2>A monster dividend stock as oil prices keep rising</h2>\n<p><b>Matt DiLallo&nbsp;(Devon Energy):&nbsp;</b>Investors in Devon Energy reap immediate dividends as oil prices rise thanks to its unique variable dividend framework. The oil and gas producer plans to pay out up to half of the excess cash it generates each quarter to investors via a variable dividend. As oil prices rise, so does that payout.</p>\n<p>The company paid its first variable dividend this past March based on its fourth-quarter cash flow. It distributed 50% of its excess cash, which worked out to $0.19 per share. That was almost double its fixed quarterly dividend of $0.11 per share. The company will make its next variable payout at the end of this month. While it's only paying out 48% of its excess cash this quarter, at $0.23 per share, it's 13% above the previous quarter's rate and more than double its base quarterly rate. Driving that increase was the improvement in oil prices from an average of $42.65 a barrel in the fourth quarter to $57.87 in the first quarter.&nbsp;</p>\n<p>With oil prices continuing to rise -- they're close to $75 a barrel right now -- Devon's variable dividend payments should grow even bigger. If oil does indeed hit triple digits again, Devon could pay a monster variable dividend. That potential windfall of cash payments makes Devon an oil stock that investors won't want to miss as oil prices race toward $100.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Oil Stocks to Buy as Crude Prices Barrel Toward $100</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Oil Stocks to Buy as Crude Prices Barrel Toward $100\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/27/3-oil-stocks-to-buy-as-crude-prices-barrel-toward/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America recently made a bold prediction. The banking giant believes that supply and demand imbalances in the oil market will push crude prices up to $100 a barrel by next year. The bank isn't ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/27/3-oil-stocks-to-buy-as-crude-prices-barrel-toward/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRO":"马拉松石油","OXY":"西方石油","DVN":"德文能源"},"source_url":"https://www.fool.com/investing/2021/06/27/3-oil-stocks-to-buy-as-crude-prices-barrel-toward/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146100783","content_text":"Bank of America recently made a bold prediction. The banking giant believes that supply and demand imbalances in the oil market will push crude prices up to $100 a barrel by next year. The bank isn't alone -- big oil executives also believe oil prices could top $100 a barrel as the global economy roars back to life amid tightening supplies.\nThat scenario would undoubtedly be a boon for oil stocks. With that in mind, we asked some of our energy contributors what oil stocks they believe are the most compelling buys as oil prices head toward triple digits. Here's why they think Occidental Petroleum (NYSE:OXY), Marathon Oil (NYSE:MRO), and Devon Energy (NYSE:DVN) have some of the best upside potential to triple digit oil.\nA double boost\nReuben Gregg Brewer (Occidental Petroleum): I wouldn't call Occidental Petroleum a buy and hold type of energy stock, given the self-inflicted wounds it suffered during the 2020 oil downturn. In fact, the takeover battle for Anadarko Petroleum that it won over Chevron (NYSE:CVX) bordered on the side of hubris. And it left the company ill-prepared for the pandemic-driven drop in oil demand and prices.\nAnd yet, as oil rebounds, with some suggesting that $100 a barrel is a real possibility, more aggressive investors looking for a way to play such a commodity move might still be interested. There's two reasons for this. First, as an oil driller Occidental Petroleum will clearly benefit from a big rise in this key commodity. But the bigger reason is that such an increase will make it easier for management to deal with the lingering impacts of the Anadarko deal, notably its still heavily leveraged balance sheet.\nOXY Debt to Equity Ratio data by YCharts\nSo, there's the direct top- and bottom-line benefit here (which all energy companies will likely see) and the follow-on effect of an improving financial structure. Either one alone would likely get investors excited, but both together could lead to a complete reevaluation of the company's future -- for the better this time around. The Anadarko misstep should probably keep conservative investors away, but more aggressive types might view Occidental, warts and all, as something of a leveraged bet.\nMinting billions of dollars\nNeha Chamaria (Marathon Oil): Commodity prices don't just drive Marathon Oil's revenue and cash flows, but they're also the single biggest deciding factor behind the company's capital spending and capital allocation plans, which is why the ongoing rally in crude prices is great news for Marathon Oil. Importantly, crude is hitting two-year highs even as I write this, but Marathon Oil stock is still trading below its 2019 level.\nConsider this: Marathon expects to generate free cash flow (FCF) worth $1.1 billion this year at an average WTI crude price of $50 per barrel. At $60 a barrel, the company could generate as much as $1.6 billion in FCF! With crude having already surpassed $70 per barrel as of this writing, Marathon should therefore be able to generate even higher cash flows and use the extra cash to pay down more debt and reward shareholders with bigger returns. As of the end of the first quarter, Marathon had already repaid $500 million in debt and was targeting another $500 million debt reduction this year. It also raised its quarterly dividend by 33% in Q1.\nA higher oil-price environment, in fact, should set Marathon up for solid growth for years to come, considering it could generate FCF worth nearly $5 billion over the next five years at an average crude price of only $50 per barrel. And it isn't just oil prices. While flexing production as per market conditions, the company is also tightening its grip on costs, and aims to cut its production and general and administration expenses combined by nearly 30% this year versus 2019 levels. With management prioritizing the dividend and debt reduction, Marathon shareholders have a lot to look forward to as long as oil keeps rising.\nA monster dividend stock as oil prices keep rising\nMatt DiLallo (Devon Energy): Investors in Devon Energy reap immediate dividends as oil prices rise thanks to its unique variable dividend framework. The oil and gas producer plans to pay out up to half of the excess cash it generates each quarter to investors via a variable dividend. As oil prices rise, so does that payout.\nThe company paid its first variable dividend this past March based on its fourth-quarter cash flow. It distributed 50% of its excess cash, which worked out to $0.19 per share. That was almost double its fixed quarterly dividend of $0.11 per share. The company will make its next variable payout at the end of this month. While it's only paying out 48% of its excess cash this quarter, at $0.23 per share, it's 13% above the previous quarter's rate and more than double its base quarterly rate. Driving that increase was the improvement in oil prices from an average of $42.65 a barrel in the fourth quarter to $57.87 in the first quarter. \nWith oil prices continuing to rise -- they're close to $75 a barrel right now -- Devon's variable dividend payments should grow even bigger. If oil does indeed hit triple digits again, Devon could pay a monster variable dividend. That potential windfall of cash payments makes Devon an oil stock that investors won't want to miss as oil prices race toward $100.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813859311,"gmtCreate":1630190222333,"gmtModify":1676530238393,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Wowwwww","listText":"Wowwwww","text":"Wowwwww","images":[{"img":"https://static.tigerbbs.com/4a8f4791458d7c0956b190bc4201902a","width":"1125","height":"2974"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813859311","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894680233,"gmtCreate":1628821521622,"gmtModify":1676529865684,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Moderna!","listText":"Moderna!","text":"Moderna!","images":[{"img":"https://static.tigerbbs.com/267891c2993a333941bd882ba6814d62","width":"1125","height":"2974"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894680233","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839579781,"gmtCreate":1629169661543,"gmtModify":1676529952469,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Help to like please, thanks!","listText":"Help to like please, thanks!","text":"Help to like please, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839579781","repostId":"1166049068","repostType":2,"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169807047,"gmtCreate":1623825437189,"gmtModify":1703820624796,"author":{"id":"3575075648382709","authorId":"3575075648382709","name":"humansharkk","avatar":"https://static.tigerbbs.com/0c78c492b5dbbc667632dc44456f118d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575075648382709","authorIdStr":"3575075648382709"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169807047","repostId":"1199891920","repostType":4,"repost":{"id":"1199891920","kind":"news","pubTimestamp":1623814932,"share":"https://ttm.financial/m/news/1199891920?lang=&edition=fundamental","pubTime":"2021-06-16 11:42","market":"hk","language":"en","title":"HSBC Raised to Buy by Citi on Asia Wealth Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1199891920","media":"Bloomberg","summary":"Citi says HSBC’s Asia wealth could be valued at $96 billion\nHSBC’s regional wealth business is ‘unde","content":"<ul>\n <li>Citi says HSBC’s Asia wealth could be valued at $96 billion</li>\n <li>HSBC’s regional wealth business is ‘underappreciated’</li>\n</ul>\n<p>HSBC Holdings Plc&nbsp;was raised to buy by&nbsp;Citigroup Inc.because of the European bank’s “under appreciated” wealth business in Asia, a region that leads the world in minting billionaires.</p>\n<p>The U.S. bank estimates that HSBC’s Asia wealth business alone could be valued at $72 billion to $96 billion, or as much as 75% of its market capitalization, according to a report by Citgroup analysts including Yafei Tian.</p>\n<p>“Generating over $5 billion in Asia wealth, HSBC’s Asia franchise is under appreciated by the market, in our view, due to the group’s global complexity,” theanalysts said. “Simplification is underway.”</p>\n<p>The London-based bank is in the midst of a plan to shift and invest billions of dollars in Asia and hire more than 5,000 new wealth planners to grow its business over the next three to five years as part of a broader pivot to the region. It’s also exiting or paring back operations in Europe and the U.S.</p>\n<p>While HSBC’s shares in Hong Kong have risen 17% this year, it’s trading at close to historical wide 40% discount to price-to-book valuation versus peers, Citi said. The shares rose 1.2% to HK$47.90 as of 10:29 a.m. in Hong Kong.</p>\n<p>HSBC is well positioned to grow its wealth revenue, benefiting from a plan to link southern Chinese cities with Hong Kong called Wealth Connect, scaling up its private banking and expanding its insurance offerings, Citi said.</p>\n<p>Citi said HSBC, which counts Hong Kong as its biggest market, had the highest revenue from wealth in Asia than of any bank. In private banking, it ranked third last year in terms of assets, excluding mainland China, according to Asian Private Banker.</p>\n<p>HSBC Chief Executive Officer Noel Quinn is targeting making the bank a market leader in wealth management, a steadier source of revenue than lending and trading. To boost its push into Asia, the bank is in the process of moving Nuno Matos, chief executive officer of wealth and personal banking, to Hong Kong from London.</p>\n<p>HSBC also has potential to grow its business in China through partnerships, including with its largest shareholder, Ping An Group Co., according to Citi.</p>\n<p>“If the two can reach partnership, they could greatly increase each other’s wealth market share across the border,” Citi said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HSBC Raised to Buy by Citi on Asia Wealth Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHSBC Raised to Buy by Citi on Asia Wealth Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-16/hsbc-raised-to-buy-by-citi-on-asia-wealth-potential><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi says HSBC’s Asia wealth could be valued at $96 billion\nHSBC’s regional wealth business is ‘underappreciated’\n\nHSBC Holdings Plc was raised to buy by Citigroup Inc.because of the European bank’s “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-16/hsbc-raised-to-buy-by-citi-on-asia-wealth-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00005":"汇丰控股","HSBC":"汇丰"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-16/hsbc-raised-to-buy-by-citi-on-asia-wealth-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199891920","content_text":"Citi says HSBC’s Asia wealth could be valued at $96 billion\nHSBC’s regional wealth business is ‘underappreciated’\n\nHSBC Holdings Plc was raised to buy by Citigroup Inc.because of the European bank’s “under appreciated” wealth business in Asia, a region that leads the world in minting billionaires.\nThe U.S. bank estimates that HSBC’s Asia wealth business alone could be valued at $72 billion to $96 billion, or as much as 75% of its market capitalization, according to a report by Citgroup analysts including Yafei Tian.\n“Generating over $5 billion in Asia wealth, HSBC’s Asia franchise is under appreciated by the market, in our view, due to the group’s global complexity,” theanalysts said. “Simplification is underway.”\nThe London-based bank is in the midst of a plan to shift and invest billions of dollars in Asia and hire more than 5,000 new wealth planners to grow its business over the next three to five years as part of a broader pivot to the region. It’s also exiting or paring back operations in Europe and the U.S.\nWhile HSBC’s shares in Hong Kong have risen 17% this year, it’s trading at close to historical wide 40% discount to price-to-book valuation versus peers, Citi said. The shares rose 1.2% to HK$47.90 as of 10:29 a.m. in Hong Kong.\nHSBC is well positioned to grow its wealth revenue, benefiting from a plan to link southern Chinese cities with Hong Kong called Wealth Connect, scaling up its private banking and expanding its insurance offerings, Citi said.\nCiti said HSBC, which counts Hong Kong as its biggest market, had the highest revenue from wealth in Asia than of any bank. In private banking, it ranked third last year in terms of assets, excluding mainland China, according to Asian Private Banker.\nHSBC Chief Executive Officer Noel Quinn is targeting making the bank a market leader in wealth management, a steadier source of revenue than lending and trading. To boost its push into Asia, the bank is in the process of moving Nuno Matos, chief executive officer of wealth and personal banking, to Hong Kong from London.\nHSBC also has potential to grow its business in China through partnerships, including with its largest shareholder, Ping An Group Co., according to Citi.\n“If the two can reach partnership, they could greatly increase each other’s wealth market share across the border,” Citi 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