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2021-07-01

$Micron Technology(MU)$ How does MU drop when earnings are so well

2021-07-01

$Micron Technology(MU)$ How does MU drop when earnings are so well

2021-06-24

Market is too volatile to be optimistic

2021-06-20

Comment and like pls

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

2021-06-19

$UiPath(PATH)$ still bullish on RPA in the future.

2021-06-16

$Apple(AAPL)$ will this last the night?

2021-06-15

$UiPath(PATH)$ Waiting for it to drop to avg down!

2021-06-15

$Foot Locker(FL)$ Can't wait for retail to be back up.

2021-06-15

Ready to avg down

2021-06-14

$Visa(V)$ safe and stable investment

2021-06-12

$Apple(AAPL)$ hold for the future gains

2021-06-11

$UiPath(PATH)$ stop destroying the paaaaath

2021-06-08

$Apple(AAPL)$its one brand to stay for good

2021-06-08

$ChargePoint Holdings Inc.(CHPT)$don't stop now..

2021-06-07

$Visa(V)$ steady future

2021-06-05

$ChargePoint Holdings Inc.(CHPT)$ charging up!

2021-06-04

$ChargePoint Holdings Inc.(CHPT)$ time to charge up the price...

2021-06-02

$AMD(AMD)$ AMC's lil brother

2021-06-01

Let's go...

Sorry, the original content has been removed

2021-05-30

$Alibaba(BABA)$not even worried if this will drop or not. Baba is the future

Go to Tiger App to see more news

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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164888725","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","kind":"news","pubTimestamp":1624065374,"share":"https://ttm.financial/m/news/1199331995?lang=&edition=fundamental","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FA":"First Advantage Corp.","YMM":"满帮","MCW":"Mister Car Wash, Inc.","CXM":"Sprinklr, Inc.","DOCS":"Doximity, Inc.","CFLT":"Confluent, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162350174,"gmtCreate":1624035805398,"gmtModify":1703827395762,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a 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Baba is the future&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>not even worried if this will drop or not. Baba is the future&nbsp;","text":"$Alibaba(BABA)$not even worried if this will drop or not. Baba is the future","images":[{"img":"https://static.tigerbbs.com/65d9736222d0bfe8274173f70081aeaa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137573481","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":351224626,"gmtCreate":1616598676965,"gmtModify":1704796287253,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"Chinese firms risky&nbsp;","listText":"Chinese firms risky&nbsp;","text":"Chinese firms risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351224626","repostId":"1140740478","repostType":4,"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324684200,"gmtCreate":1615989862900,"gmtModify":1704789415666,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> Patience is key! This is no penny stocks, this a big boy game","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a> Patience is key! This is no penny stocks, this a big boy game","text":"$AMC Entertainment(AMC)$ Patience is key! This is no penny stocks, this a big boy game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324684200","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341845327,"gmtCreate":1617805038069,"gmtModify":1704703391193,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"Earning calls?&nbsp;","listText":"Earning calls?&nbsp;","text":"Earning calls?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/341845327","repostId":"1143956197","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158623406,"gmtCreate":1625148256105,"gmtModify":1703737178567,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a> How does MU drop when earnings are so well","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a> How does MU drop when earnings are so well","text":"$Micron Technology(MU)$ How does MU drop when earnings are so well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158623406","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370274315,"gmtCreate":1618592375137,"gmtModify":1704713251825,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$Aurora Mobile Ltd(JG)$</a> These nights, I have been praying to hear bad news about the company. Maybe then.. the price will rise.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$Aurora Mobile Ltd(JG)$</a> These nights, I have been praying to hear bad news about the company. Maybe then.. the price will rise.","text":"$Aurora Mobile Ltd(JG)$ These nights, I have been praying to hear bad news about the company. Maybe then.. the price will rise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/370274315","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343590717,"gmtCreate":1617722496839,"gmtModify":1704702324625,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"Like my. Comment pls","listText":"Like my. Comment pls","text":"Like my. Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343590717","repostId":"1101907559","repostType":4,"repost":{"id":"1101907559","kind":"news","pubTimestamp":1617672655,"share":"https://ttm.financial/m/news/1101907559?lang=&edition=fundamental","pubTime":"2021-04-06 09:30","market":"us","language":"en","title":"Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time","url":"https://stock-news.laohu8.com/highlight/detail?id=1101907559","media":"marketwatch","summary":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management. Its reach and operating practices were","content":"<blockquote>\n <b>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.</b>\n</blockquote>\n<p>Financial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.</p>\n<p>In 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.</p>\n<p>Exactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.</p>\n<p>The trend? Every 10 years or so, and they all look different.&nbsp;Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?</p>\n<p>A family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.</p>\n<p><b>Unregulated money managers</b></p>\n<p>Here’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)</p>\n<p>This appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player&nbsp;Vipshop Holdings&nbsp;Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company&nbsp;GSX Techedu&nbsp;Inc.GSX,-10.63%and U.S. media companiesViacomCBS&nbsp;Inc.VIAC,-3.90%and&nbsp;Discovery&nbsp;Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.</p>\n<p>The problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including&nbsp;Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%,&nbsp;Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc.&nbsp;NMR,+1.87%.</p>\n<p>But since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre&nbsp;reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.</p>\n<p><b>Danger of counterparty risk</b></p>\n<p>This is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.</p>\n<p>So is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.</p>\n<p>One peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.</p>\n<p>But federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.</p>\n<p><b>Yellen on the case</b></p>\n<p>This issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”</p>\n<p>Most financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.</p>\n<p>The Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?</p>","source":"lsy1603348471595","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>Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpinion: Financial crises get triggered about every 10 years — Archegos might be right on time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.\n\nFinancial crises are never quite the same. During the late 1980s, nearly a third of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/financial-crises-happen-about-every-10-years-which-makes-the-archegos-meltdown-unnerving-11617634942?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101907559","content_text":"No one, for now, can say for sure that the so-called family office’s billions in investment losses won’t spread.\n\nFinancial crises are never quite the same. During the late 1980s, nearly a third of the nation’s savings and loan associations failed, ending with a taxpayer bailout — in 2021 terms — of about $265 billion.\nIn 1997-1998, financial crises in Asia and Russia led to the near meltdown of the largest hedge fund in the U.S. —Long-Term Capital Management(LTCM). Its reach and operating practices were such that Federal Reserve Chairman Alan Greenspan said that when LTCM failed, “he had never seen anything in his lifetime that compared to the terror” he felt. LTCM was deemed “too big to fail,” and he engineered a bailout by 14 major U.S. financial institutions.\nExactly a decade later, too much leverage by some of those very institutions, and the bursting of a U.S. real estate bubble, led to the near collapse of the U.S. financial system. Once again, big banks were deemed too big to fail and taxpayers came to the rescue.\nThe trend? Every 10 years or so, and they all look different. Are we in the early stages of a new crisis now, with the blowup at the family office Archegos Capital Management LP?\nA family office, for the uninitiated, is a private wealth management vehicle for the ultra-wealthy. Here’s what I mean by ultra-wealthy: Consulting firm EY estimates there are some 10,000 family offices globally, but manage, says a separate estimate by market research firm Campden Research, nearly $6 trillion. That $6 trillion is likely far higher now given that it’s based on 2019 data.\nUnregulated money managers\nHere’s the potential danger. Family offices generally aren’t regulated. The 1940 Investment Advisers Act says firms with 15 clients or fewer don’t have to register with the Securities and Exchange Commission. What this means is that trillions of dollars are in play and no one can really say who’s running the money, what it’s invested in, how much leverage is being used, and what kind of counterparty risk may exist. (Counterparty risk is the probability that one party involved in a financial transaction could default on a contractual obligation to someone else.)\nThis appears to be the case with Archegos. The firm bet heavily on certain Chinese stocks, including e-commerce player Vipshop Holdings Ltd.VIPS,-1.19%,U.S.-listed Chinese tutoring company GSX Techedu Inc.GSX,-10.63%and U.S. media companiesViacomCBS Inc.VIAC,-3.90%and Discovery Inc.DISCA,-3.86%,among others. Share prices have tumbled lately, sparking large sales — some $30 billion — by Archegos.\nThe problem is that only about a third of that, or $10 billion, was its own money. We now know that Archegos worked with some of the biggest names on Wall Street, including Credit Suisse Group AGCS,+1.59%,UBS Group AGUBS,+1.01%,Goldman Sachs Group Inc.GS,-1.25%, Morgan StanleyMS,-0.28%,Deutsche Bank AGDB,+0.74%and Nomura Holdings Inc. NMR,+1.87%.\nBut since family offices are largely allowed to operate unregulated, who’s to say how much money is really involved here and what the extent of market risk is? My colleague Mark DeCambre reported last week that Archegos’ true exposures to bad trades could actuallybe closer to $100 billion.\nDanger of counterparty risk\nThis is where counterparty risk comes in. As Archegos’ bets went south, the above banks — looking at losses of their own — hit the firm with margin calls. Deutsche quickly dumped about $4 billion in holdings, while Goldman and Morgan Stanley are also said to have unwound their positions, perhaps limiting their downside.\nSo is this a financial crisis? It doesn’t appear to be. Even so, the Securities and Exchange Commission has opened a preliminary investigation into Archegos and its founder, Bill Hwang.\nOne peer, Tom Lee, the research chief of Fundstrat Global Advisors, calls Hwang one of the “top 10 of the best investment minds” he knows.\nBut federal regulators may have a lesser opinion. In 2012, Hwang’s former hedge fund, Tiger Asia Management, pleaded guilty and paid more than $60 million in penalties after it was accused of trading on illegal tips about Chinese banks. The SEC banned Hwang from managing money on behalf of clients — essentially booting him from the hedge fund industry. So Hwang opened Archegos, and again, family offices aren’t generally aren’t regulated.\nYellen on the case\nThis issue is on Treasury Secretary Janet Yellen’s radar. She said last week that greater oversight of these private corners of the financial industry is needed. The Financial Stability Oversight Council (FSOC), which she oversees, has revived a task force to help agencies better “share data, identify risks and work to strengthen our financial system.”\nMost financial crises end up with American taxpayers getting stuck with the tab. Gains belong to the risk-takers. But losses — they belong to us. To paraphrase Abe Lincoln, family offices — a multi-trillion dollar industry largely allowed to operate in the shadows in a global financial system that is more intertwined than ever — are of the super-wealthy, by the super-wealthy and for the super-wealthy. And no one else.\nThe Archegos collapse may or may not be the beginning of yet another financial crisis. But who’s to say what thousands of other family offices are doing with their trillions, and whether similar problems could blow up?","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164888725,"gmtCreate":1624192159067,"gmtModify":1703830401086,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"Comment and like pls","listText":"Comment and like pls","text":"Comment and like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164888725","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","kind":"news","pubTimestamp":1624065374,"share":"https://ttm.financial/m/news/1199331995?lang=&edition=fundamental","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FA":"First Advantage Corp.","YMM":"满帮","MCW":"Mister Car Wash, Inc.","CXM":"Sprinklr, Inc.","DOCS":"Doximity, Inc.","CFLT":"Confluent, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361159141,"gmtCreate":1614215172083,"gmtModify":1704889640762,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;what did I say? The only way now is up!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;what did I say? The only way now is up!&nbsp;","text":"$AMC Entertainment(AMC)$ what did I say? The only way now is up!","images":[{"img":"https://static.tigerbbs.com/3a4888b21c2bf457c1d94fe32c3bb77b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361159141","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":158845447,"gmtCreate":1625146374189,"gmtModify":1703737074085,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a> How does MU drop when earnings are so well","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a> How does MU drop when earnings are so well","text":"$Micron Technology(MU)$ How does MU drop when earnings are so well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158845447","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186948863,"gmtCreate":1623470903252,"gmtModify":1704204569620,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;hold for the future gains","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;hold for the future gains","text":"$Apple(AAPL)$ hold for the future gains","images":[{"img":"https://static.tigerbbs.com/e8ab4818a79cdd7cbe0f67902271dce4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186948863","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137573481,"gmtCreate":1622370510143,"gmtModify":1704183559034,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>not even worried if this will drop or not. Baba is the future&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>not even worried if this will drop or not. Baba is the future&nbsp;","text":"$Alibaba(BABA)$not even worried if this will drop or not. Baba is the future","images":[{"img":"https://static.tigerbbs.com/65d9736222d0bfe8274173f70081aeaa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137573481","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375277278,"gmtCreate":1619355994694,"gmtModify":1704722802995,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;sheez, the weekend crowd in AMC sparks joy.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;sheez, the weekend crowd in AMC sparks joy.&nbsp;","text":"$AMC Entertainment(AMC)$ sheez, the weekend crowd in AMC sparks joy.","images":[{"img":"https://static.tigerbbs.com/2d15b0c5b907365721adee02e6bd584f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375277278","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347612551,"gmtCreate":1618492981573,"gmtModify":1704711666236,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$Aurora Mobile Ltd(JG)$</a> Day and night.. I pray hard that JG doesn't publish good news, if not the stock will drop again.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$Aurora Mobile Ltd(JG)$</a> Day and night.. I pray hard that JG doesn't publish good news, if not the stock will drop again.","text":"$Aurora Mobile Ltd(JG)$ Day and night.. I pray hard that JG doesn't publish good news, if not the stock will drop again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347612551","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343599319,"gmtCreate":1617722519631,"gmtModify":1704702326909,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"Waiting for it to drop","listText":"Waiting for it to drop","text":"Waiting for it to drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/343599319","repostId":"2125511718","repostType":4,"repost":{"id":"2125511718","kind":"highlight","pubTimestamp":1617721980,"share":"https://ttm.financial/m/news/2125511718?lang=&edition=fundamental","pubTime":"2021-04-06 23:13","market":"us","language":"en","title":"Why Oil Stocks Are Coming Under Pressure","url":"https://stock-news.laohu8.com/highlight/detail?id=2125511718","media":"Lee Samaha","summary":"The price of oil continues to be impacted by supply machinations.","content":"<p>The OPEC merry-go-round continues. After surprising the market in early March by keeping supply restrictions in place through April, the group of oil-producing nations decided to surprise the market recently by increasing production levels in May and then again in June and July.</p><p><img src=\"https://static.tigerbbs.com/38601ac8334e5324d558d59c00b84465\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>These actions have a distorting effect on the price of oil, and shareholders in major oil companies like <b>Occidental Petroleum</b> (NYSE:OXY) are feeling it, too. After surging in early March due to the rise in oil to $65 a barrel, Occidental stock slumped 7.6% on Monday, and the price of oil is now below $60 a barrel as this is being written.</p><p><img src=\"https://static.tigerbbs.com/f1ec6e8b6e9803b9758fc0bb6f06110e\" tg-width=\"720\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p>Data by YCharts.</p><p>The decision to increase supply is a victory for Russia, often seen as favoring production increases to maximize income from pumping oil. In contrast, the prime mover in curtailing supply, Saudi Arabia, has tended to favor aiming for higher oil prices.</p><p>As ever with commodities and commodity stock investors, it's a good idea to keep an eye on demand as well as supply. Growth in the global economy will increase demand in the future, and ultimately the interplay of supply and demand will determine the price of oil.</p><p>OPEC's sudden applying and releasing the brake on oil production has an artificial near-term impact on the price. But the reality is that OPEC members still need to sell oil, and oil-importing nations still need to buy. It's questionable just how much long-term impact such actions really have, something for Occidental investors to consider as the share price gets pushed around in the near term</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>Why Oil Stocks Are Coming Under Pressure</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\">\nWhy Oil Stocks Are Coming Under Pressure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/06/why-oil-stocks-are-coming-under-pressure-hint-opec/><strong>Lee Samaha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The OPEC merry-go-round continues. After surprising the market in early March by keeping supply restrictions in place through April, the group of oil-producing nations decided to surprise the market ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/06/why-oil-stocks-are-coming-under-pressure-hint-opec/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/04/06/why-oil-stocks-are-coming-under-pressure-hint-opec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125511718","content_text":"The OPEC merry-go-round continues. After surprising the market in early March by keeping supply restrictions in place through April, the group of oil-producing nations decided to surprise the market recently by increasing production levels in May and then again in June and July.Image source: Getty Images.These actions have a distorting effect on the price of oil, and shareholders in major oil companies like Occidental Petroleum (NYSE:OXY) are feeling it, too. After surging in early March due to the rise in oil to $65 a barrel, Occidental stock slumped 7.6% on Monday, and the price of oil is now below $60 a barrel as this is being written.Data by YCharts.The decision to increase supply is a victory for Russia, often seen as favoring production increases to maximize income from pumping oil. In contrast, the prime mover in curtailing supply, Saudi Arabia, has tended to favor aiming for higher oil prices.As ever with commodities and commodity stock investors, it's a good idea to keep an eye on demand as well as supply. Growth in the global economy will increase demand in the future, and ultimately the interplay of supply and demand will determine the price of oil.OPEC's sudden applying and releasing the brake on oil production has an artificial near-term impact on the price. But the reality is that OPEC members still need to sell oil, and oil-importing nations still need to buy. It's questionable just how much long-term impact such actions really have, something for Occidental investors to consider as the share price gets pushed around in the near term","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160951213,"gmtCreate":1623770315432,"gmtModify":1703818941704,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a> Waiting for it to drop to avg down!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a> Waiting for it to drop to avg down!","text":"$UiPath(PATH)$ Waiting for it to drop to avg down!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160951213","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119832334,"gmtCreate":1622534926428,"gmtModify":1704185781227,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"Let's go...&nbsp;","listText":"Let's go...&nbsp;","text":"Let's go...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/119832334","repostId":"1112782785","repostType":4,"repost":{"id":"1112782785","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":1622534759,"share":"https://ttm.financial/m/news/1112782785?lang=&edition=fundamental","pubTime":"2021-06-01 16:05","market":"us","language":"en","title":"Alibaba stock surged nearly 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1112782785","media":"Tiger Newspress","summary":"Alibaba stock surged nearly 5% in premarket trading after its shares closing up 3.4% in Hong Kong.Suspended Ant Group IPO, Jack Ma's disappearance, and regulatory concerns have forced Alibaba’s stock price ~-30% off highs.I believe Alibaba is trading at massive discounts on a relative basis.Future growth runways coupled with discounted buying opportunities could create a valuable investment opportunity.Currently, in a market full of elevated asset prices it can be difficult for investors to find","content":"<p>Alibaba stock surged&nbsp;nearly 5% in premarket trading&nbsp;after&nbsp;its shares closing up 3.4% in Hong Kong.</p><p><img src=\"https://static.tigerbbs.com/eb087d2067906ea07d1e9a1851fb2170\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/de6e1ea296db9382fbaf414201ee23d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><ul><li>Suspended Ant Group IPO, Jack Ma's disappearance, and regulatory concerns have forced Alibaba’s stock price ~-30% off highs.</li><li>I believe Alibaba is trading at massive discounts on a relative basis.</li><li>Future growth runways coupled with discounted buying opportunities could create a valuable investment opportunity.</li></ul><p><img src=\"https://static.tigerbbs.com/76c35f5fb7c6d19825e9a4c876f7522c\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"></p><p><b>Intro</b></p><p>Currently, in a market full of elevated asset prices it can be difficult for investors to find underappreciated securities on a valuation basis. After months of negative headlines and regulatory issues, I believe Alibaba (BABA) is being underappreciated through the lens of both valuation and growth potential. While investors may be fearful of regulatory risks, management stability, and financial legitimacy, BABA’s growth runway coupled with discounted prices could potentially produce a valuable investment opportunity.</p><p><b>Why I Think it is Cheap</b></p><p>After Chinese regulators suspended the highly anticipated IPO of Ant Group due to issues surrounding changes in the financial regulatory environment and how the company was not meeting disclosure requirements, BABA’s share price began seeing initial selling pressure. BABA saw an -8.13% dip in share price after the IPO was delayed. Given that BABA has a&nbsp;33% equity interestin the company, the canceled listing of Ant Group caused obvious headwinds. Shortly after the canceled IPO, Jack Ma publicly denounced China’s financial regulators on stage at a conference in Shanghai. Adding to the mountain of negative headlines, the outspoken founder went missing shortly after this stint which was followed by a further decline in share price. Weeks after Ma’s criticisms regarding China’s regulators, China came crashing down hard on Alibaba with an antitrust investigation based on monopolistic concerns. BABA’s share price began to see deep selling pressure in late December with the U.S.-listed ADR falling over -13% on Christmas Eve.</p><p><img src=\"https://static.tigerbbs.com/67f6cf5346933ea265d9c4ba262c3880\" tg-width=\"624\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p><p>After a slew of negative press, financial and regulatory headwinds, BABA has fallen ~-30% from ATH where it currently sits just over $210 a share. With share price declining and earnings continuing to grow rapidly, Alibaba has seen valuation multiples contract to levels not seen since shortly after their NYSE listing in 2015.</p><p><b>How Cheap is it on a Relative Basis?</b></p><p>Using the next twelve months forward earnings estimates, \"NTM,\" we begin to quantify how discounted BABA is through valuation multiples. Below are two charts showing BABA at the very bottom of its EV/S and P/E channels. Each chart compares the NTM multiple relative to the earnings denominator (NTM Revs &amp; NTM EPS respectively).</p><p><img src=\"https://static.tigerbbs.com/9e4fecfcf6207a0c65a113e167696067\" tg-width=\"624\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1b0ea99d299e7aaa2a5c793434e2c05d\" tg-width=\"624\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>Since BABA listed on the NYSE, their EV/S multiple has contracted over time as revenue growth has progressed rapidly; P/E typically has traded in a range of 20x – 35x NTM EPS estimates. Due to hyper EPS growth in the last few years, coupled with the short-term price downturn; Alibaba’s NTM P/E multiple has contracted to the very bottom of its historical channel (~20x NTM P/E).</p><p>Next, I used NTM forecasts for both revenue and EPS, coupled with bull, bear, and base case NTM multiples to derive my case-specific price targets. Price targets using EPS and P/E were calculated by multiplying expected NTM EPS by expected NTM P/E. Price targets using revenue and EV/S were calculated by multiplying expected NTM rev by expected NTM EV/S, subtracting trailing twelve months \"TTM\" net debt (-$52,797.3M) and dividing by TTM diluted shares outstanding (2,750M).</p><p><img src=\"https://static.tigerbbs.com/a262edad6a9272298ad31bdc8f3e1fc5\" tg-width=\"906\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p>After taking the median bull and bear price targets, I created a tactical risk/reward chart to determine BABA’s margin of safety at current price levels. I used the median to calculate official price targets to gain exposure from both BABA's top and bottom-line.</p><p><img src=\"https://static.tigerbbs.com/d61c7cd16fc768cc10b8ae344427eae5\" tg-width=\"682\" tg-height=\"671\" referrerpolicy=\"no-referrer\"></p><p>Given a market price of $213, BABA implies a 10.3x risk/reward level based on my forecasts. After comparing my multiple expectations to competitors, there is the risk of further contraction in EV/S over time but BABA appears very discounted relative to competition on a P/E basis.</p><p><img src=\"https://static.tigerbbs.com/8de1a38e8f053d82c2884626320b2069\" tg-width=\"907\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p>Next, I wanted to measure BABA’s discounted valuation relative to TTM revenue growth. To do this I created a scatter plot, charting P/S on a TTM basis on the y-axis and TTM revenue growth YoY on the x-axis. Points charted under the dashed line are deemed undervalued and any points above the line are deemed overvalued.</p><p><img src=\"https://static.tigerbbs.com/6fee6fd697b605d498925cc094b39ff5\" tg-width=\"624\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p>Based on TTM revenue growth through Q1 ’21, it’s clear to see the major discount BABA also has adjusted for top-line growth. Lastly, I wanted to throw in a price action chart with a long-term trendline pointing to BABA’s discounted price factor:</p><p><img src=\"https://static.tigerbbs.com/2e3c649795d1e8b6e297b436a9ee32b8\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p><b>Growth Runway</b></p><p>To capture excellent investment gains, valuation is not enough, Alibaba will have to continue executing its growth strategy. While the stock seems to be cheap on a relative basis, I also believe growth on the top and bottom lines is imminent.</p><p></p><p><img src=\"https://static.tigerbbs.com/8af3a56b016bed164ca19ff7282a581a\" tg-width=\"284\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p><p>After their Q1 release, BABA reported 41% YoY growth on the top-line driven by their leading core commerce segment alongside the fast-growing cloud segment. Coming off 35% YoY growth in 2020, being able to deliver a 41% topline increase is incredible for the year following. Given the fact COVID-19related online growth was reflected in early 2020 results, I find it very feasiblefor core commerce tailwinds to continue as growth persisted, and expanded, the following year.</p><p>Alongside general e-commerce tailwinds, China’s middle-class growth could support sales for a mega-cap commerce player like Alibaba. “China already makes up the&nbsp;largest middle-class consumption&nbsp;market segment in the world” asChinese middle-class consumers were on track to spend over $7.3 Trillion in 2020, roughly 55% higher than the United States middle-class at $4.7 Trillion. At current levels, less than one-third of China’s total population lies within their middle-class, containing roughly 400 million people. Population expectations for the Chinese middle-class are expected to be 1.2 Billion people in 2027, a 17% CAGR. Coupling the sheer class population growth with a forecasted income CAGR of 3% stacked on top, BABA is potentially looking at a 20% built-in core commerce CAGR over the next 7 years based on these estimates.</p><p>Lastly, I believe the digital transformation acceleration happening around the globewill be an excellent growth catalyst for the company moving forward. Like Amazon, Alibaba constructed its cloud base on logistical support for the commerce/delivery giant. Now that the infrastructure is built, they can grow the cloud as an operating segment, separate from core commerce, and outsource to major customers.</p><p>Below you can see previous YoY growth on three months ended and annual basis.</p><p><img src=\"https://static.tigerbbs.com/d2844a5c25507131d3bb1acc5e223c71\" tg-width=\"624\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></p><p>While Alibaba Cloud only makes up 8% of total revenues, in the future I believe this segment will be a larger contributor to the total top-line as domestic and international adoption grows. Couple the cloud with core commerce expansion propelled forward by a rapidly increasing middle-class and BABA's growth runway is seemingly attractive for short and long-term investors.</p><p><img src=\"https://static.tigerbbs.com/253a50e7e7e1960b19d0ca68e2fd0360\" tg-width=\"624\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p><p><b>Risks</b></p><p>The reason this opportunity exists isn't because of a systematic drawdown or a major global catalyst suppressing stock prices, there are clear idiosyncratic risks to investing in Alibaba. The major risks of a BABA investment were highlighted clearly over the past 7 months. Starting with the Ant IPO suspension, BABA investors became concerned not just with the fin-tech company exposure, but also began questioning the financial legitimacy of BABA itself. To make things worse, the outspoken billionaire founder denounced the Chinese regulators in a very public fashion. Obviously, China didn't like this and launched the full-fledged antitrust investigation into Alibaba. The regulatory risk is my biggest concern while investing in BABA. At the end of the day, I've only ever lived in the United States and am no expert on Chinese foreign policy. I want to make clear these regulatory risks are very real for any mega-cap company but potentially more so for those internationally. As an investor, it's very important to run through all the potential risks to a company before investing and only allocate capital if you believe the potential reward outweighs the risks accounted for.</p><p><b>Summary</b></p><p>In a short-term view, Alibaba has an excellent catalyst with the 6.18 sale. It is their first major sale since COVID, and it lasts from May 24th – June 20th. While sales like these are common annually and may have an extremely minimal effect on stock price, the positive sentiment generated could be a good turning point for BABA. Based on a long-term approach, I believe Alibaba will continue to be a massive global leader and continue to dominate Chinese e-commerce even in the wake of regulatory risk. With a rapidly growing middle-class and a digital transformation acceleration, I think core commerce and Alibaba cloud will continue driving growth for the company. After paying off the fine imposed I think much of the regulatory risk is behind them now. As future earnings growth has the potential to outweigh any regulatory concerns, BABA is in the making be an excellent investment opportunity, especially at deeply discounted valuations.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba stock surged nearly 5% in premarket 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\">\nAlibaba stock surged nearly 5% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-01 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba stock surged&nbsp;nearly 5% in premarket trading&nbsp;after&nbsp;its shares closing up 3.4% in Hong Kong.</p><p><img src=\"https://static.tigerbbs.com/eb087d2067906ea07d1e9a1851fb2170\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/de6e1ea296db9382fbaf414201ee23d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><ul><li>Suspended Ant Group IPO, Jack Ma's disappearance, and regulatory concerns have forced Alibaba’s stock price ~-30% off highs.</li><li>I believe Alibaba is trading at massive discounts on a relative basis.</li><li>Future growth runways coupled with discounted buying opportunities could create a valuable investment opportunity.</li></ul><p><img src=\"https://static.tigerbbs.com/76c35f5fb7c6d19825e9a4c876f7522c\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"></p><p><b>Intro</b></p><p>Currently, in a market full of elevated asset prices it can be difficult for investors to find underappreciated securities on a valuation basis. After months of negative headlines and regulatory issues, I believe Alibaba (BABA) is being underappreciated through the lens of both valuation and growth potential. While investors may be fearful of regulatory risks, management stability, and financial legitimacy, BABA’s growth runway coupled with discounted prices could potentially produce a valuable investment opportunity.</p><p><b>Why I Think it is Cheap</b></p><p>After Chinese regulators suspended the highly anticipated IPO of Ant Group due to issues surrounding changes in the financial regulatory environment and how the company was not meeting disclosure requirements, BABA’s share price began seeing initial selling pressure. BABA saw an -8.13% dip in share price after the IPO was delayed. Given that BABA has a&nbsp;33% equity interestin the company, the canceled listing of Ant Group caused obvious headwinds. Shortly after the canceled IPO, Jack Ma publicly denounced China’s financial regulators on stage at a conference in Shanghai. Adding to the mountain of negative headlines, the outspoken founder went missing shortly after this stint which was followed by a further decline in share price. Weeks after Ma’s criticisms regarding China’s regulators, China came crashing down hard on Alibaba with an antitrust investigation based on monopolistic concerns. BABA’s share price began to see deep selling pressure in late December with the U.S.-listed ADR falling over -13% on Christmas Eve.</p><p><img src=\"https://static.tigerbbs.com/67f6cf5346933ea265d9c4ba262c3880\" tg-width=\"624\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p><p>After a slew of negative press, financial and regulatory headwinds, BABA has fallen ~-30% from ATH where it currently sits just over $210 a share. With share price declining and earnings continuing to grow rapidly, Alibaba has seen valuation multiples contract to levels not seen since shortly after their NYSE listing in 2015.</p><p><b>How Cheap is it on a Relative Basis?</b></p><p>Using the next twelve months forward earnings estimates, \"NTM,\" we begin to quantify how discounted BABA is through valuation multiples. Below are two charts showing BABA at the very bottom of its EV/S and P/E channels. Each chart compares the NTM multiple relative to the earnings denominator (NTM Revs &amp; NTM EPS respectively).</p><p><img src=\"https://static.tigerbbs.com/9e4fecfcf6207a0c65a113e167696067\" tg-width=\"624\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1b0ea99d299e7aaa2a5c793434e2c05d\" tg-width=\"624\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>Since BABA listed on the NYSE, their EV/S multiple has contracted over time as revenue growth has progressed rapidly; P/E typically has traded in a range of 20x – 35x NTM EPS estimates. Due to hyper EPS growth in the last few years, coupled with the short-term price downturn; Alibaba’s NTM P/E multiple has contracted to the very bottom of its historical channel (~20x NTM P/E).</p><p>Next, I used NTM forecasts for both revenue and EPS, coupled with bull, bear, and base case NTM multiples to derive my case-specific price targets. Price targets using EPS and P/E were calculated by multiplying expected NTM EPS by expected NTM P/E. Price targets using revenue and EV/S were calculated by multiplying expected NTM rev by expected NTM EV/S, subtracting trailing twelve months \"TTM\" net debt (-$52,797.3M) and dividing by TTM diluted shares outstanding (2,750M).</p><p><img src=\"https://static.tigerbbs.com/a262edad6a9272298ad31bdc8f3e1fc5\" tg-width=\"906\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p>After taking the median bull and bear price targets, I created a tactical risk/reward chart to determine BABA’s margin of safety at current price levels. I used the median to calculate official price targets to gain exposure from both BABA's top and bottom-line.</p><p><img src=\"https://static.tigerbbs.com/d61c7cd16fc768cc10b8ae344427eae5\" tg-width=\"682\" tg-height=\"671\" referrerpolicy=\"no-referrer\"></p><p>Given a market price of $213, BABA implies a 10.3x risk/reward level based on my forecasts. After comparing my multiple expectations to competitors, there is the risk of further contraction in EV/S over time but BABA appears very discounted relative to competition on a P/E basis.</p><p><img src=\"https://static.tigerbbs.com/8de1a38e8f053d82c2884626320b2069\" tg-width=\"907\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p>Next, I wanted to measure BABA’s discounted valuation relative to TTM revenue growth. To do this I created a scatter plot, charting P/S on a TTM basis on the y-axis and TTM revenue growth YoY on the x-axis. Points charted under the dashed line are deemed undervalued and any points above the line are deemed overvalued.</p><p><img src=\"https://static.tigerbbs.com/6fee6fd697b605d498925cc094b39ff5\" tg-width=\"624\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p>Based on TTM revenue growth through Q1 ’21, it’s clear to see the major discount BABA also has adjusted for top-line growth. Lastly, I wanted to throw in a price action chart with a long-term trendline pointing to BABA’s discounted price factor:</p><p><img src=\"https://static.tigerbbs.com/2e3c649795d1e8b6e297b436a9ee32b8\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p><b>Growth Runway</b></p><p>To capture excellent investment gains, valuation is not enough, Alibaba will have to continue executing its growth strategy. While the stock seems to be cheap on a relative basis, I also believe growth on the top and bottom lines is imminent.</p><p></p><p><img src=\"https://static.tigerbbs.com/8af3a56b016bed164ca19ff7282a581a\" tg-width=\"284\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p><p>After their Q1 release, BABA reported 41% YoY growth on the top-line driven by their leading core commerce segment alongside the fast-growing cloud segment. Coming off 35% YoY growth in 2020, being able to deliver a 41% topline increase is incredible for the year following. Given the fact COVID-19related online growth was reflected in early 2020 results, I find it very feasiblefor core commerce tailwinds to continue as growth persisted, and expanded, the following year.</p><p>Alongside general e-commerce tailwinds, China’s middle-class growth could support sales for a mega-cap commerce player like Alibaba. “China already makes up the&nbsp;largest middle-class consumption&nbsp;market segment in the world” asChinese middle-class consumers were on track to spend over $7.3 Trillion in 2020, roughly 55% higher than the United States middle-class at $4.7 Trillion. At current levels, less than one-third of China’s total population lies within their middle-class, containing roughly 400 million people. Population expectations for the Chinese middle-class are expected to be 1.2 Billion people in 2027, a 17% CAGR. Coupling the sheer class population growth with a forecasted income CAGR of 3% stacked on top, BABA is potentially looking at a 20% built-in core commerce CAGR over the next 7 years based on these estimates.</p><p>Lastly, I believe the digital transformation acceleration happening around the globewill be an excellent growth catalyst for the company moving forward. Like Amazon, Alibaba constructed its cloud base on logistical support for the commerce/delivery giant. Now that the infrastructure is built, they can grow the cloud as an operating segment, separate from core commerce, and outsource to major customers.</p><p>Below you can see previous YoY growth on three months ended and annual basis.</p><p><img src=\"https://static.tigerbbs.com/d2844a5c25507131d3bb1acc5e223c71\" tg-width=\"624\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></p><p>While Alibaba Cloud only makes up 8% of total revenues, in the future I believe this segment will be a larger contributor to the total top-line as domestic and international adoption grows. Couple the cloud with core commerce expansion propelled forward by a rapidly increasing middle-class and BABA's growth runway is seemingly attractive for short and long-term investors.</p><p><img src=\"https://static.tigerbbs.com/253a50e7e7e1960b19d0ca68e2fd0360\" tg-width=\"624\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p><p><b>Risks</b></p><p>The reason this opportunity exists isn't because of a systematic drawdown or a major global catalyst suppressing stock prices, there are clear idiosyncratic risks to investing in Alibaba. The major risks of a BABA investment were highlighted clearly over the past 7 months. Starting with the Ant IPO suspension, BABA investors became concerned not just with the fin-tech company exposure, but also began questioning the financial legitimacy of BABA itself. To make things worse, the outspoken billionaire founder denounced the Chinese regulators in a very public fashion. Obviously, China didn't like this and launched the full-fledged antitrust investigation into Alibaba. The regulatory risk is my biggest concern while investing in BABA. At the end of the day, I've only ever lived in the United States and am no expert on Chinese foreign policy. I want to make clear these regulatory risks are very real for any mega-cap company but potentially more so for those internationally. As an investor, it's very important to run through all the potential risks to a company before investing and only allocate capital if you believe the potential reward outweighs the risks accounted for.</p><p><b>Summary</b></p><p>In a short-term view, Alibaba has an excellent catalyst with the 6.18 sale. It is their first major sale since COVID, and it lasts from May 24th – June 20th. While sales like these are common annually and may have an extremely minimal effect on stock price, the positive sentiment generated could be a good turning point for BABA. Based on a long-term approach, I believe Alibaba will continue to be a massive global leader and continue to dominate Chinese e-commerce even in the wake of regulatory risk. With a rapidly growing middle-class and a digital transformation acceleration, I think core commerce and Alibaba cloud will continue driving growth for the company. After paying off the fine imposed I think much of the regulatory risk is behind them now. As future earnings growth has the potential to outweigh any regulatory concerns, BABA is in the making be an excellent investment opportunity, especially at deeply discounted valuations.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112782785","content_text":"Alibaba stock surged nearly 5% in premarket trading after its shares closing up 3.4% in Hong Kong.Suspended Ant Group IPO, Jack Ma's disappearance, and regulatory concerns have forced Alibaba’s stock price ~-30% off highs.I believe Alibaba is trading at massive discounts on a relative basis.Future growth runways coupled with discounted buying opportunities could create a valuable investment opportunity.IntroCurrently, in a market full of elevated asset prices it can be difficult for investors to find underappreciated securities on a valuation basis. After months of negative headlines and regulatory issues, I believe Alibaba (BABA) is being underappreciated through the lens of both valuation and growth potential. While investors may be fearful of regulatory risks, management stability, and financial legitimacy, BABA’s growth runway coupled with discounted prices could potentially produce a valuable investment opportunity.Why I Think it is CheapAfter Chinese regulators suspended the highly anticipated IPO of Ant Group due to issues surrounding changes in the financial regulatory environment and how the company was not meeting disclosure requirements, BABA’s share price began seeing initial selling pressure. BABA saw an -8.13% dip in share price after the IPO was delayed. Given that BABA has a 33% equity interestin the company, the canceled listing of Ant Group caused obvious headwinds. Shortly after the canceled IPO, Jack Ma publicly denounced China’s financial regulators on stage at a conference in Shanghai. Adding to the mountain of negative headlines, the outspoken founder went missing shortly after this stint which was followed by a further decline in share price. Weeks after Ma’s criticisms regarding China’s regulators, China came crashing down hard on Alibaba with an antitrust investigation based on monopolistic concerns. BABA’s share price began to see deep selling pressure in late December with the U.S.-listed ADR falling over -13% on Christmas Eve.After a slew of negative press, financial and regulatory headwinds, BABA has fallen ~-30% from ATH where it currently sits just over $210 a share. With share price declining and earnings continuing to grow rapidly, Alibaba has seen valuation multiples contract to levels not seen since shortly after their NYSE listing in 2015.How Cheap is it on a Relative Basis?Using the next twelve months forward earnings estimates, \"NTM,\" we begin to quantify how discounted BABA is through valuation multiples. Below are two charts showing BABA at the very bottom of its EV/S and P/E channels. Each chart compares the NTM multiple relative to the earnings denominator (NTM Revs & NTM EPS respectively).Since BABA listed on the NYSE, their EV/S multiple has contracted over time as revenue growth has progressed rapidly; P/E typically has traded in a range of 20x – 35x NTM EPS estimates. Due to hyper EPS growth in the last few years, coupled with the short-term price downturn; Alibaba’s NTM P/E multiple has contracted to the very bottom of its historical channel (~20x NTM P/E).Next, I used NTM forecasts for both revenue and EPS, coupled with bull, bear, and base case NTM multiples to derive my case-specific price targets. Price targets using EPS and P/E were calculated by multiplying expected NTM EPS by expected NTM P/E. Price targets using revenue and EV/S were calculated by multiplying expected NTM rev by expected NTM EV/S, subtracting trailing twelve months \"TTM\" net debt (-$52,797.3M) and dividing by TTM diluted shares outstanding (2,750M).After taking the median bull and bear price targets, I created a tactical risk/reward chart to determine BABA’s margin of safety at current price levels. I used the median to calculate official price targets to gain exposure from both BABA's top and bottom-line.Given a market price of $213, BABA implies a 10.3x risk/reward level based on my forecasts. After comparing my multiple expectations to competitors, there is the risk of further contraction in EV/S over time but BABA appears very discounted relative to competition on a P/E basis.Next, I wanted to measure BABA’s discounted valuation relative to TTM revenue growth. To do this I created a scatter plot, charting P/S on a TTM basis on the y-axis and TTM revenue growth YoY on the x-axis. Points charted under the dashed line are deemed undervalued and any points above the line are deemed overvalued.Based on TTM revenue growth through Q1 ’21, it’s clear to see the major discount BABA also has adjusted for top-line growth. Lastly, I wanted to throw in a price action chart with a long-term trendline pointing to BABA’s discounted price factor:Growth RunwayTo capture excellent investment gains, valuation is not enough, Alibaba will have to continue executing its growth strategy. While the stock seems to be cheap on a relative basis, I also believe growth on the top and bottom lines is imminent.After their Q1 release, BABA reported 41% YoY growth on the top-line driven by their leading core commerce segment alongside the fast-growing cloud segment. Coming off 35% YoY growth in 2020, being able to deliver a 41% topline increase is incredible for the year following. Given the fact COVID-19related online growth was reflected in early 2020 results, I find it very feasiblefor core commerce tailwinds to continue as growth persisted, and expanded, the following year.Alongside general e-commerce tailwinds, China’s middle-class growth could support sales for a mega-cap commerce player like Alibaba. “China already makes up the largest middle-class consumption market segment in the world” asChinese middle-class consumers were on track to spend over $7.3 Trillion in 2020, roughly 55% higher than the United States middle-class at $4.7 Trillion. At current levels, less than one-third of China’s total population lies within their middle-class, containing roughly 400 million people. Population expectations for the Chinese middle-class are expected to be 1.2 Billion people in 2027, a 17% CAGR. Coupling the sheer class population growth with a forecasted income CAGR of 3% stacked on top, BABA is potentially looking at a 20% built-in core commerce CAGR over the next 7 years based on these estimates.Lastly, I believe the digital transformation acceleration happening around the globewill be an excellent growth catalyst for the company moving forward. Like Amazon, Alibaba constructed its cloud base on logistical support for the commerce/delivery giant. Now that the infrastructure is built, they can grow the cloud as an operating segment, separate from core commerce, and outsource to major customers.Below you can see previous YoY growth on three months ended and annual basis.While Alibaba Cloud only makes up 8% of total revenues, in the future I believe this segment will be a larger contributor to the total top-line as domestic and international adoption grows. Couple the cloud with core commerce expansion propelled forward by a rapidly increasing middle-class and BABA's growth runway is seemingly attractive for short and long-term investors.RisksThe reason this opportunity exists isn't because of a systematic drawdown or a major global catalyst suppressing stock prices, there are clear idiosyncratic risks to investing in Alibaba. The major risks of a BABA investment were highlighted clearly over the past 7 months. Starting with the Ant IPO suspension, BABA investors became concerned not just with the fin-tech company exposure, but also began questioning the financial legitimacy of BABA itself. To make things worse, the outspoken billionaire founder denounced the Chinese regulators in a very public fashion. Obviously, China didn't like this and launched the full-fledged antitrust investigation into Alibaba. The regulatory risk is my biggest concern while investing in BABA. At the end of the day, I've only ever lived in the United States and am no expert on Chinese foreign policy. I want to make clear these regulatory risks are very real for any mega-cap company but potentially more so for those internationally. As an investor, it's very important to run through all the potential risks to a company before investing and only allocate capital if you believe the potential reward outweighs the risks accounted for.SummaryIn a short-term view, Alibaba has an excellent catalyst with the 6.18 sale. It is their first major sale since COVID, and it lasts from May 24th – June 20th. While sales like these are common annually and may have an extremely minimal effect on stock price, the positive sentiment generated could be a good turning point for BABA. Based on a long-term approach, I believe Alibaba will continue to be a massive global leader and continue to dominate Chinese e-commerce even in the wake of regulatory risk. With a rapidly growing middle-class and a digital transformation acceleration, I think core commerce and Alibaba cloud will continue driving growth for the company. After paying off the fine imposed I think much of the regulatory risk is behind them now. As future earnings growth has the potential to outweigh any regulatory concerns, BABA is in the making be an excellent investment opportunity, especially at deeply discounted valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109225518,"gmtCreate":1619701643634,"gmtModify":1704728240753,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"Awaiting for stock split!&nbsp;","listText":"Awaiting for stock split!&nbsp;","text":"Awaiting for stock split!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109225518","repostId":"1169827391","repostType":4,"repost":{"id":"1169827391","kind":"news","pubTimestamp":1619664680,"share":"https://ttm.financial/m/news/1169827391?lang=&edition=fundamental","pubTime":"2021-04-29 10:51","market":"us","language":"en","title":"Amazon Earnings Will Be Fantastic. What That Means for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p>\n<p>The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p>\n<p>They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p>\n<p>The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p>\n<p>One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p>\n<p>In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p>\n<p>He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p>\n<p>Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p>\n<p>“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p>\n<p>Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p>\n<p>“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Earnings Will Be Fantastic. What That Means for the Stock.</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\">\nAmazon Earnings Will Be Fantastic. What That Means for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of  executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359407876,"gmtCreate":1616418149595,"gmtModify":1704793787463,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;waiting for the drop to 12, need some discount!!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;waiting for the drop to 12, need some discount!!!&nbsp;","text":"$AMC Entertainment(AMC)$ waiting for the drop to 12, need some discount!!!","images":[{"img":"https://static.tigerbbs.com/a46d73ef504040b3261b68440817692f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359407876","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324617001,"gmtCreate":1615989463803,"gmtModify":1704789402577,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;Have faith, hedge against the market!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;Have faith, hedge against the market!&nbsp;","text":"$AMC Entertainment(AMC)$ Have faith, hedge against the market!","images":[{"img":"https://static.tigerbbs.com/812456b2215c39e292a63cd36c842b24","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324617001","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":139683433,"gmtCreate":1621613702022,"gmtModify":1704360618758,"author":{"id":"3575242610367126","authorId":"3575242610367126","name":"klvnong","avatar":"https://static.tigerbbs.com/6a4a459dc53d2eb560c8575a0aaf75b3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575242610367126","authorIdStr":"3575242610367126"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>&nbsp;break the resistance&nbsp;","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>&nbsp;break the resistance&nbsp;","text":"$SEA LTD(SE)$ break the resistance","images":[{"img":"https://static.tigerbbs.com/50687cde3d334c843fcd5c7877a9b824","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/139683433","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}