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2021-09-06

Oh My ?

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2021-08-03

What's going on now?

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2021-08-03

Hang on tight

EV stocks tumbled in morning trading

2021-07-27

Amazing ?

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2021-07-27

Ok

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2021-07-27

Like

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2021-07-22

Nice sharing. Keep it up.

Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600

2021-07-21

nice

Blockchain firm Core Scientific to go public via $4.3 billion SPAC deal

2021-07-21

Ok

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My ?","listText":"Oh My ?","text":"Oh My ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817883039","repostId":"1148147660","repostType":2,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807192593,"gmtCreate":1628004274312,"gmtModify":1703499549081,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"What's going on now?","listText":"What's going on now?","text":"What's going on now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807192593","repostId":"1148147660","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807199833,"gmtCreate":1628003991722,"gmtModify":1703499541467,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Hang on tight","listText":"Hang on tight","text":"Hang on tight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807199833","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","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":1627999893,"share":"https://ttm.financial/m/news/1181392592?lang=&edition=fundamental","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks tumbled in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks tumbled in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803912304,"gmtCreate":1627400571708,"gmtModify":1703489308193,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Amazing ?","listText":"Amazing ?","text":"Amazing ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803912304","repostId":"2154099201","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803918221,"gmtCreate":1627400486763,"gmtModify":1703489306641,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803918221","repostId":"2154913917","repostType":4,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803913752,"gmtCreate":1627400422976,"gmtModify":1703489304305,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803913752","repostId":"1108849761","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176216603,"gmtCreate":1626886875202,"gmtModify":1703480032185,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Nice sharing. Keep it up.&nbsp;","listText":"Nice sharing. Keep it up.&nbsp;","text":"Nice sharing. Keep it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176216603","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176652264,"gmtCreate":1626881791258,"gmtModify":1703479950770,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176652264","repostId":"1137267771","repostType":4,"repost":{"id":"1137267771","kind":"news","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":1626877398,"share":"https://ttm.financial/m/news/1137267771?lang=&edition=fundamental","pubTime":"2021-07-21 22:23","market":"us","language":"en","title":"Blockchain firm Core Scientific to go public via $4.3 billion SPAC deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1137267771","media":"Reuters","summary":"(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition compan","content":"<p>(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition company (SPAC) in a deal that values the blockchain infrastructure and software firm at $4.3 billion, the companies said on Wednesday.</p>\n<p>The deal with Power &amp; Digital Infrastructure Acquisition Corp will fetch $300 million in cash proceeds, Core Scientific said.</p>\n<p>Some cryptocurrency firms like Peter Thiel-backed Bullish and FTX Trading Ltd have either raised funds or have gone public at high valuations, unfazed by the waning of investor enthusiasm in cryptocurrencies and the regulatory crackdown globally.</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>Blockchain firm Core Scientific to go public via $4.3 billion SPAC deal</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\">\nBlockchain firm Core Scientific to go public via $4.3 billion SPAC deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-21 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition company (SPAC) in a deal that values the blockchain infrastructure and software firm at $4.3 billion, the companies said on Wednesday.</p>\n<p>The deal with Power &amp; Digital Infrastructure Acquisition Corp will fetch $300 million in cash proceeds, Core Scientific said.</p>\n<p>Some cryptocurrency firms like Peter Thiel-backed Bullish and FTX Trading Ltd have either raised funds or have gone public at high valuations, unfazed by the waning of investor enthusiasm in cryptocurrencies and the regulatory crackdown globally.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137267771","content_text":"(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition company (SPAC) in a deal that values the blockchain infrastructure and software firm at $4.3 billion, the companies said on Wednesday.\nThe deal with Power & Digital Infrastructure Acquisition Corp will fetch $300 million in cash proceeds, Core Scientific said.\nSome cryptocurrency firms like Peter Thiel-backed Bullish and FTX Trading Ltd have either raised funds or have gone public at high valuations, unfazed by the waning of investor enthusiasm in cryptocurrencies and the regulatory crackdown globally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176652053,"gmtCreate":1626881737672,"gmtModify":1703479947961,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176652053","repostId":"1158935021","repostType":4,"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":803913752,"gmtCreate":1627400422976,"gmtModify":1703489304305,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803913752","repostId":"1108849761","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807199833,"gmtCreate":1628003991722,"gmtModify":1703499541467,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Hang on tight","listText":"Hang on tight","text":"Hang on tight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807199833","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","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":1627999893,"share":"https://ttm.financial/m/news/1181392592?lang=&edition=fundamental","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks tumbled in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks tumbled in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176216603,"gmtCreate":1626886875202,"gmtModify":1703480032185,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Nice sharing. Keep it up.&nbsp;","listText":"Nice sharing. Keep it up.&nbsp;","text":"Nice sharing. Keep it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176216603","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176652053,"gmtCreate":1626881737672,"gmtModify":1703479947961,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176652053","repostId":"1158935021","repostType":4,"repost":{"id":"1158935021","kind":"news","pubTimestamp":1626878626,"share":"https://ttm.financial/m/news/1158935021?lang=&edition=fundamental","pubTime":"2021-07-21 22:43","market":"fut","language":"en","title":"WTI Shrugs Off Unexpectedly Large Crude Inventory Build","url":"https://stock-news.laohu8.com/highlight/detail?id=1158935021","media":"zerohedge","summary":"After the initial tumble last night - afterAPI reported an unexpected build in crude inventories (an","content":"<p>After the initial tumble last night - after<b><i>API reported an unexpected build in crude inventories (and big build in gasoline stocks)</i></b>- oil prices have surged higher overnight and across the US equity market open as all those Monday fears appear to be evaporating once again.</p>\n<blockquote>\n <b>“Risk-on is the main driver,”</b>said&nbsp;Giovanni Staunovo, an analyst at UBS Group AG in Zurich. \n <b>“I still believe oil fundamentals themselves are supportive, but the last 72 hours were primarily driven by shifts in investors’ attitude to risk.”</b>\n</blockquote>\n<p>Maybe this morning's official data will reignote some sense of fundamentals in the energy complex... however fleeting.</p>\n<p><u><b>API</b></u></p>\n<ul>\n <li><b>Crude +806k (-5.4mm exp)</b></li>\n <li>Cushing -3.57mm</li>\n <li><b>Gasoline +3.31mm (-1.0mm exp)</b></li>\n <li>Distillates</li>\n</ul>\n<p><u><b>DOE</b></u></p>\n<ul>\n <li>Crude +2.11mm (-3.7mm exp)</li>\n <li>Cushing -1.347mm</li>\n <li>Gasoline -121k (-1.0mm exp)</li>\n <li>Distillates -1.349mm</li>\n</ul>\n<p>Analysts expected a 9th straight weekly draw in crude stocks, even after API reported an unexpected build, but were wrong when the official data showed an even bigger 2.11mm barrel increase. Gasoline stocks dropped very marginally, but not the build we saw in API data...</p>\n<p><img src=\"https://static.tigerbbs.com/53692cf75a66214e7f4a1494f2c4f5c4\" tg-width=\"982\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>Some have suggested the lack of a continued drop in gasoline demand is responsible for the market's refusal to drop on the crude build but the rise in demand is de minimus ...</p>\n<p><img src=\"https://static.tigerbbs.com/2510f442e2b763efcc5f373b32e4e8d2\" tg-width=\"982\" tg-height=\"561\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>US crude production has begun to rise after many months of \"discipline\"...</p>\n<p><img src=\"https://static.tigerbbs.com/307a71b95275646cf5eb099cafe3ed7a\" tg-width=\"982\" tg-height=\"552\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>WTI was trading around $69.50 ahead of the official data and dipped only modestly after surprisingly large crude build...</p>\n<p><img src=\"https://static.tigerbbs.com/a1f8f322ef7c001a2f6bf40c3e64c065\" tg-width=\"1280\" tg-height=\"666\" referrerpolicy=\"no-referrer\"><i><b>\"There are bottom pickers trying to get into this dip,\"</b></i>said Bob Yawger, director of energy futures at Mizuho in New York.</p>\n<p>Analysts at Goldman Sachs Group say that the extra barrels of oil promised by OPEC won't be enough to plug the gap between production and recovering demand. They see Brent, the global benchmark, trading at an average of $80 a barrel in the fourth quarter, though they<b>warn of the potential for prices to \"gyrate wildly in the coming weeks.\"</b></p>\n<p>Bloomberg Intelligence Senior Energy Analyst Vince Piazza warned that<b>global balances for crude oil faces two-pronged pressure from the growing dominance of the delta variant of Covid-19 and OPEC+’s plan to boost production next month.</b>Softer prices across the energy sector may curb some concerns about broad inflation pressure. Meanwhile, we see near-term production in the U.S. remaining pretty resilient through the summer, with inventories for the week of July 16 expected to fall by 4.99 million barrels.</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>WTI Shrugs Off Unexpectedly Large Crude Inventory Build</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\">\nWTI Shrugs Off Unexpectedly Large Crude Inventory Build\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/energy/wti-shrugs-unexpectedly-large-crude-inventory-build?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After the initial tumble last night - afterAPI reported an unexpected build in crude inventories (and big build in gasoline stocks)- oil prices have surged higher overnight and across the US equity ...</p>\n\n<a href=\"https://www.zerohedge.com/energy/wti-shrugs-unexpectedly-large-crude-inventory-build?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"source_url":"https://www.zerohedge.com/energy/wti-shrugs-unexpectedly-large-crude-inventory-build?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158935021","content_text":"After the initial tumble last night - afterAPI reported an unexpected build in crude inventories (and big build in gasoline stocks)- oil prices have surged higher overnight and across the US equity market open as all those Monday fears appear to be evaporating once again.\n\n“Risk-on is the main driver,”said Giovanni Staunovo, an analyst at UBS Group AG in Zurich. \n “I still believe oil fundamentals themselves are supportive, but the last 72 hours were primarily driven by shifts in investors’ attitude to risk.”\n\nMaybe this morning's official data will reignote some sense of fundamentals in the energy complex... however fleeting.\nAPI\n\nCrude +806k (-5.4mm exp)\nCushing -3.57mm\nGasoline +3.31mm (-1.0mm exp)\nDistillates\n\nDOE\n\nCrude +2.11mm (-3.7mm exp)\nCushing -1.347mm\nGasoline -121k (-1.0mm exp)\nDistillates -1.349mm\n\nAnalysts expected a 9th straight weekly draw in crude stocks, even after API reported an unexpected build, but were wrong when the official data showed an even bigger 2.11mm barrel increase. Gasoline stocks dropped very marginally, but not the build we saw in API data...\nSource: Bloomberg\nSome have suggested the lack of a continued drop in gasoline demand is responsible for the market's refusal to drop on the crude build but the rise in demand is de minimus ...\nSource: Bloomberg\nUS crude production has begun to rise after many months of \"discipline\"...\nSource: Bloomberg\nWTI was trading around $69.50 ahead of the official data and dipped only modestly after surprisingly large crude build...\n\"There are bottom pickers trying to get into this dip,\"said Bob Yawger, director of energy futures at Mizuho in New York.\nAnalysts at Goldman Sachs Group say that the extra barrels of oil promised by OPEC won't be enough to plug the gap between production and recovering demand. They see Brent, the global benchmark, trading at an average of $80 a barrel in the fourth quarter, though theywarn of the potential for prices to \"gyrate wildly in the coming weeks.\"\nBloomberg Intelligence Senior Energy Analyst Vince Piazza warned thatglobal balances for crude oil faces two-pronged pressure from the growing dominance of the delta variant of Covid-19 and OPEC+’s plan to boost production next month.Softer prices across the energy sector may curb some concerns about broad inflation pressure. Meanwhile, we see near-term production in the U.S. remaining pretty resilient through the summer, with inventories for the week of July 16 expected to fall by 4.99 million barrels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807192593,"gmtCreate":1628004274312,"gmtModify":1703499549081,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"What's going on now?","listText":"What's going on now?","text":"What's going on now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807192593","repostId":"1148147660","repostType":4,"repost":{"id":"1148147660","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":1627999192,"share":"https://ttm.financial/m/news/1148147660?lang=&edition=fundamental","pubTime":"2021-08-03 21:59","market":"us","language":"en","title":"Most of Chinese stocks were down in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1148147660","media":"Tiger Newspress","summary":"(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.","content":"<p>(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Most of Chinese stocks were down in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of Chinese stocks were down in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148147660","content_text":"(Aug 3) Most of Chinese stocks were down in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803912304,"gmtCreate":1627400571708,"gmtModify":1703489308193,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Amazing ?","listText":"Amazing ?","text":"Amazing ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803912304","repostId":"2154099201","repostType":4,"repost":{"id":"2154099201","kind":"highlight","pubTimestamp":1627384921,"share":"https://ttm.financial/m/news/2154099201?lang=&edition=fundamental","pubTime":"2021-07-27 19:22","market":"us","language":"en","title":"5 of the Fastest-Growing Stocks on the Planet","url":"https://stock-news.laohu8.com/highlight/detail?id=2154099201","media":"Motley Fool","summary":"Sales for these companies are expected to increase between 270% and 1,100% over the next four or five years.","content":"<p>For over 12 years, growth stocks have been the talk of Wall Street -- and with good reason. Persistently low lending rates have allowed fast-growing companies abundant access to cheap capital that they've been able to use to hire new employees, acquire other businesses, and innovate for the future. With the nation's central bank standing firm on its monetary policy, at least in the near-term, growth stocks should continue to thrive.</p>\n<p>Of course, not all growth stocks are created equally. The following five companies are projected by Wall Street to be some of the fastest-growing stocks on the planet over the next four or five years, assuming analysts' sales projections (per <b>FactSet</b>) come to fruition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccad26103b3c97bbb65d0cad160f21b9\" tg-width=\"700\" tg-height=\"489\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied five-year sales growth of 819%</h2>\n<p>Among cloud stocks, you'd struggle to find a company with a persistently higher annualized growth rate than <b>Snowflake</b> (NYSE:SNOW). After bringing in $592 million in full-year sales in fiscal 2021, Wall Street is looking for the company to deliver $5.44 billion in annual sales in fiscal 2026.</p>\n<p>What really has Wall Street excited are Snowflake's plain-as-day competitive advantages. Most notably, its cloud data-warehousing solutions are layered atop the most-popular infrastructure storage solutions. Whereas it can be difficult for businesses to share data that's stored on competing cloud service providers, this sharing of information is seamless for Snowflake's customers.</p>\n<p>Snowflake also shunned the subscription-based operating model in favor of a pay-as-you-go model. By charging its clients for the amount of data stored and the number of Snowflake Compute Credits used, the company is making its pricing transparent and potentially more cost-effective for users.</p>\n<p>While there's no question Snowflake is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest-growing stocks on the planet, where the company's stock should be valued is debatable. Though some premium is merited for such consistently high growth rates, I'm not so sure paying 71 times sales for this year makes sense for a company that's still many years away from profitability. There may not be significant downside here, but I also fail to see how this valuation stretches much further to the upside.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df219df7b01fbc2aa008c455f28b99e5\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Teladoc Health: Implied five-year sales growth of 416%</h2>\n<p>Healthcare stocks on the leading edge of innovation are a pretty good bet to be among the fastest-growing stocks on the planet through mid-decade. Telehealth services giant <b>Teladoc Health</b> (NYSE:TDOC) is expected to see its annual sales climb from a reported $1.09 billion in 2020 to an estimated $5.62 billion by 2025. That's an increase of 416%, for those of you keeping score at home.</p>\n<p>Even though Teladoc found itself in an ideal scenario in 2020, with the coronavirus pandemic wreaking havoc in the U.S., this was a company growing sales by an annualized average of 74% in the six years leading up to the pandemic. In other words, we're clearly not talking about a one-hit wonder.</p>\n<p>Telemedicine is the future of healthcare in the U.S. and globally. While not all appointments can be conducted virtually, telehealth visits will provide added convenience for patients and make it considerably easier for doctor's to keep tabs on patients with chronic illnesses. This ease-of-use should result in improved patient outcomes, which'll mean less money out of the pockets of insurers.</p>\n<p>Teladoc's rapid growth is also a function of its buyout of applied health signals company Livongo Health in the fourth quarter. Livongo leans on artificial intelligence to send its chronically ill members tips to help them lead healthier lives. It ended the first quarter with 658,000 diabetes members, and the company was already profitable before being bought out by Teladoc. As a combined company, this duo looks unstoppable.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635018%2Fsquare-cash-card-cash-app.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Image source: Square.</span></p>\n<h2>Square: Implied five-year sales growth of 299%</h2>\n<p>Fintech stock <b>Square</b> (NYSE:SQ) is also projected to be one of the fastest-growing companies on the planet through the midpoint of the decade. Following its sales surge in 2020 to $9.5 billion, Wall Street's consensus for 2025 is that it'll bring in $37.86 billion. That's a hair shy of a quadrupling in sales in five years.</p>\n<p>Square's most foundational growth driver, its seller ecosystem, will continue to point the needle higher. The amount of gross payment volume (GPV) traversing its network grew by an annualized average of 49% in the seven years leading up to the pandemic, but tailed off considerably in 2020 as merchants closed up shop due to the pandemic. With the U.S. economy reopening, Square looks to be on track for strong double-digit GPV growth this year.</p>\n<p>However, the company's key growth driver is digital peer-to-peer platform Cash App. Cash App's monthly active user count more than quintupled since the end of 2017 to 36 million, and it's been a consistently more popular download than <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>'s Venmo.&nbsp; All told, Cash App allows Square to generate revenue from bank transfers, merchant purchases, and investments, which includes <b>Bitcoin</b>&nbsp;exchange and trading.</p>\n<p>As of the end of 2020, the typical Cash App user was generating $41 in gross profit for Square, compared to less than $5 to acquire each new monthly active user. That's a heck of a trade-off that should make Square's shareholders very happy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75c8c7cdfeae935529dbccbf6b0c507c\" tg-width=\"700\" tg-height=\"490\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Jushi Holdings: Implied four-year sales growth of 1,100%</h2>\n<p>The U.S. cannabis industry is home to a number of companies that'll deliver triple-digit sales growth over the next four or five years. But marijuana stock <b>Jushi Holdings</b> (OTC:JUSHF) might have them all beat, with sales growth expected to hit 1,100% by 2024 ($81 million in 2020 to $972 million in 2024).</p>\n<p>Compared to other multistate operators, Jushi is a tiny tot. It has 20 operational dispensaries at the moment, with 13 of those retail locations in Pennsylvania. The real key to Jushi's strategy is targeting markets that offer some level of competitive protection. That's why it's chosen to focus on Pennsylvania, Illinois, and Virginia.</p>\n<p>While all three of these markets offer billion-dollar annual sales potential -- Illinois surpassed $1 billion in weed sales for the first time in 2020 -- the real lure is that they limit how many retail licenses are issued in total, as well as to individual businesses. Pennsylvania and Illinois have preset caps in place, whereas Virginia assigns licenses based on jurisdiction. This effectively limits Jushi's competition and ensures it'll be able to build up its brand and grab a loyal following.</p>\n<p>Investors should also note that, despite its relatively small market cap, Jushi isn't afraid to go shopping. In January, the company acquired two dispensaries in California, the largest weed market in the world by annual sales.&nbsp; It also bought its way into Nevada in April.&nbsp; The Silver State is projected to lead the country in cannabis spending per capita by mid-decade. In other words, smart planning by management has Jushi set up for some serious growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd808070a9dde55f37210b59edc2e23\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>A Tesla Model S plugged in for charging. Image source: Tesla.</span></p>\n<h2>Tesla Motors: Implied five-year sales growth of 270%</h2>\n<p>A final company most investors know well that has supercharged growth potential over the next five years is electric vehicle (EV) manufacturer <b>Tesla Motors</b> (NASDAQ:TSLA). Tesla brought in $31.5 billion in full-year sales in 2020, but Wall Street's consensus has the company pegged for $116.64 billion in sales by 2025.</p>\n<p>Tesla is a clear and obvious beneficiary of the U.S. and most developed countries wanting to pursue cleaner energy solutions in order to reduce long-term carbon dioxide emissions. It's the first automaker in more than five decades to successfully build itself from the ground up to mass production, and it offers definitive first-mover advantages in the United States.</p>\n<p>In particular, Tesla Motors' battery technology remains unsurpassed, at least for the time being. The company's batteries have better range, more power, and higher capacity than the competition. Considering that cash is no longer a concern, the company has more than enough capital to continue constructing new Gigafactories to assemble its vehicles and produce batteries.</p>\n<p>But like Snowflake, valuation is a serious concern. You'd think a company with a $620 billion market cap, as of this past weekend, would be able to generate a profit from the products or services it sells. That's not the case with Tesla. Its adjusted profits have always come from selling renewable energy credits to other automakers or selling its digital assets (Bitcoin) for a profit. Based solely on its operating performance, Tesla still isn't making money. That makes its existing valuation dicey, at best.</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>5 of the Fastest-Growing Stocks on the Planet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 of the Fastest-Growing Stocks on the Planet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 19:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/27/5-of-the-fastest-growing-stocks-on-the-planet/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For over 12 years, growth stocks have been the talk of Wall Street -- and with good reason. Persistently low lending rates have allowed fast-growing companies abundant access to cheap capital that ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/27/5-of-the-fastest-growing-stocks-on-the-planet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TDOC":"Teladoc Health Inc.","SQ":"Block","SNOW":"Snowflake","JUSHF":"Jushi Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/07/27/5-of-the-fastest-growing-stocks-on-the-planet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154099201","content_text":"For over 12 years, growth stocks have been the talk of Wall Street -- and with good reason. Persistently low lending rates have allowed fast-growing companies abundant access to cheap capital that they've been able to use to hire new employees, acquire other businesses, and innovate for the future. With the nation's central bank standing firm on its monetary policy, at least in the near-term, growth stocks should continue to thrive.\nOf course, not all growth stocks are created equally. The following five companies are projected by Wall Street to be some of the fastest-growing stocks on the planet over the next four or five years, assuming analysts' sales projections (per FactSet) come to fruition.\nImage source: Getty Images.\nSnowflake: Implied five-year sales growth of 819%\nAmong cloud stocks, you'd struggle to find a company with a persistently higher annualized growth rate than Snowflake (NYSE:SNOW). After bringing in $592 million in full-year sales in fiscal 2021, Wall Street is looking for the company to deliver $5.44 billion in annual sales in fiscal 2026.\nWhat really has Wall Street excited are Snowflake's plain-as-day competitive advantages. Most notably, its cloud data-warehousing solutions are layered atop the most-popular infrastructure storage solutions. Whereas it can be difficult for businesses to share data that's stored on competing cloud service providers, this sharing of information is seamless for Snowflake's customers.\nSnowflake also shunned the subscription-based operating model in favor of a pay-as-you-go model. By charging its clients for the amount of data stored and the number of Snowflake Compute Credits used, the company is making its pricing transparent and potentially more cost-effective for users.\nWhile there's no question Snowflake is one of the fastest-growing stocks on the planet, where the company's stock should be valued is debatable. Though some premium is merited for such consistently high growth rates, I'm not so sure paying 71 times sales for this year makes sense for a company that's still many years away from profitability. There may not be significant downside here, but I also fail to see how this valuation stretches much further to the upside.\nImage source: Getty Images.\nTeladoc Health: Implied five-year sales growth of 416%\nHealthcare stocks on the leading edge of innovation are a pretty good bet to be among the fastest-growing stocks on the planet through mid-decade. Telehealth services giant Teladoc Health (NYSE:TDOC) is expected to see its annual sales climb from a reported $1.09 billion in 2020 to an estimated $5.62 billion by 2025. That's an increase of 416%, for those of you keeping score at home.\nEven though Teladoc found itself in an ideal scenario in 2020, with the coronavirus pandemic wreaking havoc in the U.S., this was a company growing sales by an annualized average of 74% in the six years leading up to the pandemic. In other words, we're clearly not talking about a one-hit wonder.\nTelemedicine is the future of healthcare in the U.S. and globally. While not all appointments can be conducted virtually, telehealth visits will provide added convenience for patients and make it considerably easier for doctor's to keep tabs on patients with chronic illnesses. This ease-of-use should result in improved patient outcomes, which'll mean less money out of the pockets of insurers.\nTeladoc's rapid growth is also a function of its buyout of applied health signals company Livongo Health in the fourth quarter. Livongo leans on artificial intelligence to send its chronically ill members tips to help them lead healthier lives. It ended the first quarter with 658,000 diabetes members, and the company was already profitable before being bought out by Teladoc. As a combined company, this duo looks unstoppable.\nImage source: Square.\nSquare: Implied five-year sales growth of 299%\nFintech stock Square (NYSE:SQ) is also projected to be one of the fastest-growing companies on the planet through the midpoint of the decade. Following its sales surge in 2020 to $9.5 billion, Wall Street's consensus for 2025 is that it'll bring in $37.86 billion. That's a hair shy of a quadrupling in sales in five years.\nSquare's most foundational growth driver, its seller ecosystem, will continue to point the needle higher. The amount of gross payment volume (GPV) traversing its network grew by an annualized average of 49% in the seven years leading up to the pandemic, but tailed off considerably in 2020 as merchants closed up shop due to the pandemic. With the U.S. economy reopening, Square looks to be on track for strong double-digit GPV growth this year.\nHowever, the company's key growth driver is digital peer-to-peer platform Cash App. Cash App's monthly active user count more than quintupled since the end of 2017 to 36 million, and it's been a consistently more popular download than PayPal's Venmo.  All told, Cash App allows Square to generate revenue from bank transfers, merchant purchases, and investments, which includes Bitcoin exchange and trading.\nAs of the end of 2020, the typical Cash App user was generating $41 in gross profit for Square, compared to less than $5 to acquire each new monthly active user. That's a heck of a trade-off that should make Square's shareholders very happy.\nImage source: Getty Images.\nJushi Holdings: Implied four-year sales growth of 1,100%\nThe U.S. cannabis industry is home to a number of companies that'll deliver triple-digit sales growth over the next four or five years. But marijuana stock Jushi Holdings (OTC:JUSHF) might have them all beat, with sales growth expected to hit 1,100% by 2024 ($81 million in 2020 to $972 million in 2024).\nCompared to other multistate operators, Jushi is a tiny tot. It has 20 operational dispensaries at the moment, with 13 of those retail locations in Pennsylvania. The real key to Jushi's strategy is targeting markets that offer some level of competitive protection. That's why it's chosen to focus on Pennsylvania, Illinois, and Virginia.\nWhile all three of these markets offer billion-dollar annual sales potential -- Illinois surpassed $1 billion in weed sales for the first time in 2020 -- the real lure is that they limit how many retail licenses are issued in total, as well as to individual businesses. Pennsylvania and Illinois have preset caps in place, whereas Virginia assigns licenses based on jurisdiction. This effectively limits Jushi's competition and ensures it'll be able to build up its brand and grab a loyal following.\nInvestors should also note that, despite its relatively small market cap, Jushi isn't afraid to go shopping. In January, the company acquired two dispensaries in California, the largest weed market in the world by annual sales.  It also bought its way into Nevada in April.  The Silver State is projected to lead the country in cannabis spending per capita by mid-decade. In other words, smart planning by management has Jushi set up for some serious growth.\nA Tesla Model S plugged in for charging. Image source: Tesla.\nTesla Motors: Implied five-year sales growth of 270%\nA final company most investors know well that has supercharged growth potential over the next five years is electric vehicle (EV) manufacturer Tesla Motors (NASDAQ:TSLA). Tesla brought in $31.5 billion in full-year sales in 2020, but Wall Street's consensus has the company pegged for $116.64 billion in sales by 2025.\nTesla is a clear and obvious beneficiary of the U.S. and most developed countries wanting to pursue cleaner energy solutions in order to reduce long-term carbon dioxide emissions. It's the first automaker in more than five decades to successfully build itself from the ground up to mass production, and it offers definitive first-mover advantages in the United States.\nIn particular, Tesla Motors' battery technology remains unsurpassed, at least for the time being. The company's batteries have better range, more power, and higher capacity than the competition. Considering that cash is no longer a concern, the company has more than enough capital to continue constructing new Gigafactories to assemble its vehicles and produce batteries.\nBut like Snowflake, valuation is a serious concern. You'd think a company with a $620 billion market cap, as of this past weekend, would be able to generate a profit from the products or services it sells. That's not the case with Tesla. Its adjusted profits have always come from selling renewable energy credits to other automakers or selling its digital assets (Bitcoin) for a profit. Based solely on its operating performance, Tesla still isn't making money. That makes its existing valuation dicey, at best.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803918221,"gmtCreate":1627400486763,"gmtModify":1703489306641,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803918221","repostId":"2154913917","repostType":4,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817883039,"gmtCreate":1630931395821,"gmtModify":1676530422960,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"Oh My ?","listText":"Oh My ?","text":"Oh My ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817883039","repostId":"1148147660","repostType":2,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176652264,"gmtCreate":1626881791258,"gmtModify":1703479950770,"author":{"id":"3575164943084688","authorId":"3575164943084688","name":"oceanblue12","avatar":"https://static.tigerbbs.com/6c2317be86aa3b4f7ade97812db55238","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575164943084688","authorIdStr":"3575164943084688"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176652264","repostId":"1137267771","repostType":4,"repost":{"id":"1137267771","kind":"news","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":1626877398,"share":"https://ttm.financial/m/news/1137267771?lang=&edition=fundamental","pubTime":"2021-07-21 22:23","market":"us","language":"en","title":"Blockchain firm Core Scientific to go public via $4.3 billion SPAC deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1137267771","media":"Reuters","summary":"(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition compan","content":"<p>(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition company (SPAC) in a deal that values the blockchain infrastructure and software firm at $4.3 billion, the companies said on Wednesday.</p>\n<p>The deal with Power &amp; Digital Infrastructure Acquisition Corp will fetch $300 million in cash proceeds, Core Scientific said.</p>\n<p>Some cryptocurrency firms like Peter Thiel-backed Bullish and FTX Trading Ltd have either raised funds or have gone public at high valuations, unfazed by the waning of investor enthusiasm in cryptocurrencies and the regulatory crackdown globally.</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>Blockchain firm Core Scientific to go public via $4.3 billion SPAC deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlockchain firm Core Scientific to go public via $4.3 billion SPAC deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-21 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition company (SPAC) in a deal that values the blockchain infrastructure and software firm at $4.3 billion, the companies said on Wednesday.</p>\n<p>The deal with Power &amp; Digital Infrastructure Acquisition Corp will fetch $300 million in cash proceeds, Core Scientific said.</p>\n<p>Some cryptocurrency firms like Peter Thiel-backed Bullish and FTX Trading Ltd have either raised funds or have gone public at high valuations, unfazed by the waning of investor enthusiasm in cryptocurrencies and the regulatory crackdown globally.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137267771","content_text":"(Reuters) -Core Scientific will go public through a merger with a special purpose acquisition company (SPAC) in a deal that values the blockchain infrastructure and software firm at $4.3 billion, the companies said on Wednesday.\nThe deal with Power & Digital Infrastructure Acquisition Corp will fetch $300 million in cash proceeds, Core Scientific said.\nSome cryptocurrency firms like Peter Thiel-backed Bullish and FTX Trading Ltd have either raised funds or have gone public at high valuations, unfazed by the waning of investor enthusiasm in cryptocurrencies and the regulatory crackdown globally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}