来人 personal page - To The Moon

来人

No personal profile

172Follow

299Followers

1Topic

0Badge

2023-05-17

$Tesla Motors(TSLA)$

2023-05-01

Ok

Amazon: Risks Keep Accumulating

2023-05-01

Ok

Meta Platforms: Rally Still Has Legs

2023-05-01

Ok

First Republic Becomes Second-Largest Ever US Bank Failure

2023-04-25

Ok

Amazon Faces Backlash Over One Of Its Budget Cuts

2023-04-24

Ok

Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat

2023-04-24

Ok

Stocks Open Little Changed To Start The Week As Traders Brace For Tech Earnings

2023-04-24

Ok

Walt Disney To Begin Second Wave Of Layoffs, Cutting Several Thousand Jobs

2023-04-24

Oh

C3.ai Stock Tumbles 7% in Morning Trading

2023-04-24

Ok

Hedge Funds Place Biggest Ever Short on Benchmark Treasuries

2023-04-24

Ok

Singapore March Core Inflation Rises 5%, Slightly Less Than Forecast

2023-04-20

Thanks

Option Movers | Tesla's Trading Volume Double as Investors Seek Protection; Netflix Fails to Beat IV Shrink

2023-04-20

Ok

Tesla: That's Just The Beginning Of The Challenges

2023-04-18

Ok

Sorry, the original content has been removed

2023-04-17

Ok

How Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor Stock

2023-04-17

Ok

Tesla: Entering An Intense Competitive Arena

2023-04-17

Ok

Sorry, the original content has been removed

2023-04-17

Ok

Prometheus Biosciences Surges 68% As Merck Will Buy the Biotechnology Company for About $11 Billion

2023-04-17

Ok

ASML Shares Drop 3.7% on the News ASML Sees First Big EUV Equipment Order Cut From TSMC

2023-04-16

Ok

Is NIO Stock a Buy? Here’s My Call

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3575544575320394","uuid":"3575544575320394","gmtCreate":1612786948779,"gmtModify":1613790545859,"name":"来人","pinyin":"lrlairen","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":299,"headSize":172,"tweetSize":3337,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.11","exceedPercentage":"93.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":4,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9970885445,"gmtCreate":1684276481288,"gmtModify":1684276482812,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970885445","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947820032,"gmtCreate":1682940655927,"gmtModify":1682940659686,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947820032","repostId":"2332830644","repostType":4,"repost":{"id":"2332830644","pubTimestamp":1682933276,"share":"https://ttm.financial/m/news/2332830644?lang=&edition=fundamental","pubTime":"2023-05-01 17:27","market":"us","language":"en","title":"Amazon: Risks Keep Accumulating","url":"https://stock-news.laohu8.com/highlight/detail?id=2332830644","media":"Seekingalpha","summary":"Amazon posted a solid Q1 performance that initially prompted the stock to jump as much as 12% in aft","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> posted a solid Q1 performance that initially prompted the stock to jump as much as 12% in afterhours trading. However, as expected, investors eventually turned bearish following management commentary on a softer than expected environment for cloud computing, implying that the AWS business&#39; growth could slow to 16% YoY growth rates in Q2. With AWS growth slowing, paired with lack of group profitability and broader macroeconomic concerns, the e-commerce giant&#39;s equity is a super difficult investment pitch.</p><p>I remain bearish on Amazon and continue to assign a &#39;Sell&#39; recommendation. However, reflecting on Amazon&#39;s incremental shift towards a more reasonable growth strategy that is also anchored on profitability considerations, I raise my EPS expectations for AMZN through 2025; and I update my target price to $76.68/ share.</p><h2>Amazon&#39;s Q1 2023 Results</h2><p>On Thursday 27th after market close, Amazon reported results for the Q1 2023 period, outperforming analyst expectations with regards to both topline and earnings. During the period from January to end of March, Amazon generate group revenues of $127.4 billion, up 9% YoY as compared to $116.4 billion in first quarter 2022, and topping analyst consensus estimates by close to $2.75 billion. Excluding the unfavorable impact of approximately $2.4 billion as a consequence of foreign exchange rate fluctuations, net sales would have increased by ~11% YoY.</p><p>With regards to profitability, Amazon&#39;s operating income, which includes about $500 million of severance costs, came in at about $4.8 billion, versus $3.7 billion for the same period one year prior (up about 30% YoY); net income came in at $3.2 billion ($0.31/share), beating estimates by ~$800 million.</p><p>According to management commentary provided in the earnings call, Amazon executive have seen a stabilization in international markets, particularly in Europe, where inflation pressures have eased and the economy has started to grow again. In the U.S., however, both e-commerce and AWS customers are increasingly focusing on attractive value-for-price opportunities, pressuring profit margins. With regards to potential cost efficiency, and in addition to the layoffs already announced, Amazon highlighted increased profitability anchored on the introduction of a decentralized fulfillment model, which has eight interconnected regions across the U.S., resulting in faster and more cost-effective delivery services for customers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81a3d563fcde47c8009e0b9eac2d074\" alt=\"AMZN Q1 2023 reporting\" title=\"AMZN Q1 2023 reporting\" tg-width=\"640\" tg-height=\"318\"/><span>AMZN Q1 2023 reporting</span></p><p>Zooming into Amazon&#39;s operating segments, the North America segment increased sales by about 11% YoY, to $76.9 billion. Operating income was $0.9 billion (finally green numbers), versus an operating loss of $1.6 billion for the same period in 2022.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871d0be98c1411f9b8d59758ced443d2\" alt=\"AMZN Q1 2023 reporting\" title=\"AMZN Q1 2023 reporting\" tg-width=\"640\" tg-height=\"296\"/><span>AMZN Q1 2023 reporting</span></p><p>The International segment increased sales by only 1% YoY, to $ 29.1 billion, while the segment&#39;s operating loss only narrowed slightly, to a loss of 1.3 billion in the first quarter 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3122edcacff5239d2bf2fc163141dda4\" alt=\"AMZN Q1 2023 reporting\" title=\"AMZN Q1 2023 reporting\" tg-width=\"640\" tg-height=\"284\"/><span>AMZN Q1 2023 reporting</span></p><p>Growth for the AWS segment slowed sharply, as sales increased by only 16% YoY, to $21.4 billion. Likewise, also AWS segment operating income disappointed at $5.1 billion (mid-20% operating margin), compared to $6.5 billion in Q1 2022 (mid-30% operating margin). In the call with analysts, Amazon management highlighted that the company has been &#39;supporting&#39; AWS customers in managing costs (which is fancy expression for Amazon saying that AWS offered discounts and incentives).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23a980e9089edee3d7ec5a1871973452\" alt=\"AMZN Q1 2023 reporting\" title=\"AMZN Q1 2023 reporting\" tg-width=\"640\" tg-height=\"280\"/><span>AMZN Q1 2023 reporting</span></p><h2>Not a growth company&#39;s typical guidance</h2><p>Amazon has provided guidance for the second quarter of 2023, which, although solid, clearly lacks growth or profitability expansion that a growth company should bring to the table. Amazon&#39;s group net sales are expected to grow between 5% and 10% YoY only, to an estimated range of approximately $127 billion to $133 billion (with Q2 mid-point guidance projecting a flat quarter vs Q1). Operating income for the March quarter is expected to be somewhere between $2.0 billion and $5.5 billion, potentially losing profitability as compared to the $3.3 billion reported in the second quarter of 2022 and the $4.8 billion reported in Q1 2023.</p><p>Most disappointing are Amazon&#39;s projections with regards to the AWS segment, where growth is expected to drop further, to 11% YoY. Amazon&#39;s Brian Olsavsky commented that AWS &#39;customers of all sizes in all industries&#39; are trying to save costs, and &#39;these optimizations continuing into the second quarter&#39; could likely pressure both growth and profitability margins by 500 basis points.</p><h2>Valuation Update: Raise TP</h2><p>Amazon&#39;s slowing growth is well noted; but so is the conglomerates ambition to cut costs across units. Reflecting on Amazon&#39;s incremental shift towards a more reasonable growth strategy that is also anchored on profitability considerations, I raise my EPS expectations for AMZN through 2025: I now estimate that Amazon&#39;s EPS in 2023 will likely expand to somewhere between $2.2 and $2.7. Likewise, I also raise my EPS expectations for 2024 and 2025, to $3.15 and $3.7, respectively.</p><p>I continue to anchor on a 4.5% terminal growth rate (still giving Amazon a growth premium versus the broader economy), as well as an 8.75% cost of equity (risk discount versus the market)</p><p>Given the EPS updates as highlighted below, I now calculate a fair implied share price for Amazon of equal to $76.68, versus $70.65 previously.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/624eabaee60682007f705165531c6024\" alt=\"Author&#39;s EPS Estimates and Calculations\" title=\"Author&#39;s EPS Estimates and Calculations\" tg-width=\"640\" tg-height=\"213\"/><span>Author&#39;s EPS Estimates and Calculations</span></p><p>Below is also the updated sensitivity table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec9dafb2ce75c90e839692a85aeeedcc\" alt=\"Author&#39;s EPS Estimates and Calculations\" title=\"Author&#39;s EPS Estimates and Calculations\" tg-width=\"640\" tg-height=\"175\"/><span>Author&#39;s EPS Estimates and Calculations</span></p><h2>Risks</h2><p>As a counter-thesis against my bearish arguments, I would like to highlight what I have written before:</p><blockquote>There are two risks to point out. First, betting against Amazon is hardly ever a smart move - or at least it has not been in the past. Despite the short-term headwinds Amazon remains one of the best managed companies in the world, and the long-term outlook for the e-commerce giant remains bright. Second, investors should consider that Amazon frequently misses earnings estimates (less so revenues) and the market does not very much care. Arguably, Amazon has taught its investors to look past short-term accounting and profitability targets. And accordingly, the (expected) earnings miss may fail to materialize a stock sell-off.</blockquote><h2>Conclusion</h2><p>Amazon reported better than expected Q1 2023 estimates, but clearly missed investors&#39; expectations for Q2, especially with regards to AWS topline and profitability. Accordingly, the Amazon equity story continues to be a difficult pitch, with the narrative being pressured by multiple headwinds, most notably: sharply slowing growth across business segments, lack of profitability on group level, and a still clouded macroeconomic outlook.</p><p>Personally, I estimate that Amazon stock should be priced at approximately $76.68/ share. I base my argument on a residual earnings framework, which is anchored on updated EPS estimates, an 8.75% cost of equity and a 4.5% terminal growth rate. Notably, as compared to my prior valuation, I have materially raised EPS expectations through 2025. But Amazon still looks overvalued, compared to reasonable growth and profitability estimates. Reiterate &#39;Sell&#39; rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Risks Keep Accumulating</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: Risks Keep Accumulating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-01 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4598347-amazon-stock-better-than-expected-q1-earnings-risks-accumulating-reiterate-sell><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon posted a solid Q1 performance that initially prompted the stock to jump as much as 12% in afterhours trading. However, as expected, investors eventually turned bearish following management ...</p>\n\n<a href=\"https://seekingalpha.com/article/4598347-amazon-stock-better-than-expected-q1-earnings-risks-accumulating-reiterate-sell\">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://seekingalpha.com/article/4598347-amazon-stock-better-than-expected-q1-earnings-risks-accumulating-reiterate-sell","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332830644","content_text":"Amazon posted a solid Q1 performance that initially prompted the stock to jump as much as 12% in afterhours trading. However, as expected, investors eventually turned bearish following management commentary on a softer than expected environment for cloud computing, implying that the AWS business' growth could slow to 16% YoY growth rates in Q2. With AWS growth slowing, paired with lack of group profitability and broader macroeconomic concerns, the e-commerce giant's equity is a super difficult investment pitch.I remain bearish on Amazon and continue to assign a 'Sell' recommendation. However, reflecting on Amazon's incremental shift towards a more reasonable growth strategy that is also anchored on profitability considerations, I raise my EPS expectations for AMZN through 2025; and I update my target price to $76.68/ share.Amazon's Q1 2023 ResultsOn Thursday 27th after market close, Amazon reported results for the Q1 2023 period, outperforming analyst expectations with regards to both topline and earnings. During the period from January to end of March, Amazon generate group revenues of $127.4 billion, up 9% YoY as compared to $116.4 billion in first quarter 2022, and topping analyst consensus estimates by close to $2.75 billion. Excluding the unfavorable impact of approximately $2.4 billion as a consequence of foreign exchange rate fluctuations, net sales would have increased by ~11% YoY.With regards to profitability, Amazon's operating income, which includes about $500 million of severance costs, came in at about $4.8 billion, versus $3.7 billion for the same period one year prior (up about 30% YoY); net income came in at $3.2 billion ($0.31/share), beating estimates by ~$800 million.According to management commentary provided in the earnings call, Amazon executive have seen a stabilization in international markets, particularly in Europe, where inflation pressures have eased and the economy has started to grow again. In the U.S., however, both e-commerce and AWS customers are increasingly focusing on attractive value-for-price opportunities, pressuring profit margins. With regards to potential cost efficiency, and in addition to the layoffs already announced, Amazon highlighted increased profitability anchored on the introduction of a decentralized fulfillment model, which has eight interconnected regions across the U.S., resulting in faster and more cost-effective delivery services for customers.AMZN Q1 2023 reportingZooming into Amazon's operating segments, the North America segment increased sales by about 11% YoY, to $76.9 billion. Operating income was $0.9 billion (finally green numbers), versus an operating loss of $1.6 billion for the same period in 2022.AMZN Q1 2023 reportingThe International segment increased sales by only 1% YoY, to $ 29.1 billion, while the segment's operating loss only narrowed slightly, to a loss of 1.3 billion in the first quarter 2023.AMZN Q1 2023 reportingGrowth for the AWS segment slowed sharply, as sales increased by only 16% YoY, to $21.4 billion. Likewise, also AWS segment operating income disappointed at $5.1 billion (mid-20% operating margin), compared to $6.5 billion in Q1 2022 (mid-30% operating margin). In the call with analysts, Amazon management highlighted that the company has been 'supporting' AWS customers in managing costs (which is fancy expression for Amazon saying that AWS offered discounts and incentives).AMZN Q1 2023 reportingNot a growth company's typical guidanceAmazon has provided guidance for the second quarter of 2023, which, although solid, clearly lacks growth or profitability expansion that a growth company should bring to the table. Amazon's group net sales are expected to grow between 5% and 10% YoY only, to an estimated range of approximately $127 billion to $133 billion (with Q2 mid-point guidance projecting a flat quarter vs Q1). Operating income for the March quarter is expected to be somewhere between $2.0 billion and $5.5 billion, potentially losing profitability as compared to the $3.3 billion reported in the second quarter of 2022 and the $4.8 billion reported in Q1 2023.Most disappointing are Amazon's projections with regards to the AWS segment, where growth is expected to drop further, to 11% YoY. Amazon's Brian Olsavsky commented that AWS 'customers of all sizes in all industries' are trying to save costs, and 'these optimizations continuing into the second quarter' could likely pressure both growth and profitability margins by 500 basis points.Valuation Update: Raise TPAmazon's slowing growth is well noted; but so is the conglomerates ambition to cut costs across units. Reflecting on Amazon's incremental shift towards a more reasonable growth strategy that is also anchored on profitability considerations, I raise my EPS expectations for AMZN through 2025: I now estimate that Amazon's EPS in 2023 will likely expand to somewhere between $2.2 and $2.7. Likewise, I also raise my EPS expectations for 2024 and 2025, to $3.15 and $3.7, respectively.I continue to anchor on a 4.5% terminal growth rate (still giving Amazon a growth premium versus the broader economy), as well as an 8.75% cost of equity (risk discount versus the market)Given the EPS updates as highlighted below, I now calculate a fair implied share price for Amazon of equal to $76.68, versus $70.65 previously.Author's EPS Estimates and CalculationsBelow is also the updated sensitivity table.Author's EPS Estimates and CalculationsRisksAs a counter-thesis against my bearish arguments, I would like to highlight what I have written before:There are two risks to point out. First, betting against Amazon is hardly ever a smart move - or at least it has not been in the past. Despite the short-term headwinds Amazon remains one of the best managed companies in the world, and the long-term outlook for the e-commerce giant remains bright. Second, investors should consider that Amazon frequently misses earnings estimates (less so revenues) and the market does not very much care. Arguably, Amazon has taught its investors to look past short-term accounting and profitability targets. And accordingly, the (expected) earnings miss may fail to materialize a stock sell-off.ConclusionAmazon reported better than expected Q1 2023 estimates, but clearly missed investors' expectations for Q2, especially with regards to AWS topline and profitability. Accordingly, the Amazon equity story continues to be a difficult pitch, with the narrative being pressured by multiple headwinds, most notably: sharply slowing growth across business segments, lack of profitability on group level, and a still clouded macroeconomic outlook.Personally, I estimate that Amazon stock should be priced at approximately $76.68/ share. I base my argument on a residual earnings framework, which is anchored on updated EPS estimates, an 8.75% cost of equity and a 4.5% terminal growth rate. Notably, as compared to my prior valuation, I have materially raised EPS expectations through 2025. But Amazon still looks overvalued, compared to reasonable growth and profitability estimates. Reiterate 'Sell' rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947867792,"gmtCreate":1682940618817,"gmtModify":1682940622462,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947867792","repostId":"2332464537","repostType":4,"repost":{"id":"2332464537","pubTimestamp":1682935109,"share":"https://ttm.financial/m/news/2332464537?lang=&edition=fundamental","pubTime":"2023-05-01 17:58","market":"us","language":"en","title":"Meta Platforms: Rally Still Has Legs","url":"https://stock-news.laohu8.com/highlight/detail?id=2332464537","media":"seekingalpha","summary":"After this huge rally, investors should probably expect a near-term pause, but ultimately the stock still has legs.","content":"<html><head></head><body><p>Considering <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> once traded near $400, the stock rallying to $240 following better than expected quarterly results is just a continuation of the overdue rebound. The social media stock should&#39;ve never traded below $100 on the irrational fear of overspending on the Metaverse. My investment thesis remains Bullish on the stock as the company still isn&#39;t maximizing profits while investing for the future.</p><h2>Solving Revenue Problem</h2><p>All of the focus over the last year was the excessive spending from Reality Labs and wild growth in the workforce. In reality, the solution to the problem all along was the revenue side of the equation.</p><p>For Q1&#39;23, Meta reported revenues of $289.7 billion, beating analyst estimates by a wide $990 million. The Q2&#39;23 guidance was far more impressive with a target of $29.5 to $32.0 billion versus the $29.5 billion consensus estimates.</p><p>The social media giant had reported a string of earnings reports going back to Q2&#39;21 where Meta didn&#39;t beat revenue estimates by this much. In fact, during the period of 8 quarter, the tech giant missed revenue estimates 3 times.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19d71fa91525e30fa2305a36a998b517\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"245\"/><span>Source: Seeking Alpha</span></p><p>While playing the expectations game can be misleading, the big key to Q1 actual numbers was a return to growth after 3 quarters of YoY revenue declines. The average analyst estimate for Q2 is for revenues to jump 6% YoY to $30.6 billion and a quarterly figure above $30 billion would be a record non-holiday quarter.</p><p>Meta can solve a lot of the overspending issues from the last year by returning to sales growth. Considering the economy hasn&#39;t improved, the numbers suggest the social media giant has solved some of the IDFA issues caused by the privacy changes at <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and Reels is gaining momentum.</p><p>The company will solve a lot of the ailments by returning to double-digit growth making the spending issue easier to solve. CEO Zuckerberg can gain efficiency by maintaining costs as much as cutting costs.</p><p>A prime example of how the market got off center on the Metaverse is that Meta is seeing substantial gains from using AI to boost time on Instagram via Reels. On the Q1&#39;23 earnings call, CEO Mark Zuckerberg reported the following impressive metrics:</p><blockquote>Since we launched Reels, AI recommendations have driven a more than 24% increase in time spent on Instagram. Our AI work is also improving monetization. Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. Daily revenue from Advantage+ shopping campaigns is up 7x in the last six months.</blockquote><p>These numbers support Meta solving the issues from IDFA to the market share shift to TikTok in prior quarters. On top of this, the company continues to reduce the workforce to provide a double boost to the bottom line while still investing aggressively in the future.</p><h2>Reality Labs Will Pay Off</h2><p>The amazing part is that Meta made all of this progress to improve profits while still investing an insane amount in Reality Labs. The company spent over $4 billion on the segment during Q1&#39;23 leading to an annualized loss rate at a massive $16 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68312b74a2912d638f735dbb0484b27b\" alt=\"Source: Meta Platforms Q1&#39;23 earnings release\" title=\"Source: Meta Platforms Q1&#39;23 earnings release\" tg-width=\"640\" tg-height=\"299\"/><span>Source: Meta Platforms Q1&#39;23 earnings release</span></p><p>Considering the Metaverse has been slow to ramp, Meta has a long runway to reduce the losses in this area and boost profits going forward. In fact, Reality Labs revenues were down nearly 50% in the quarter due in part to weakness from the headsets.</p><p>The Meta Quest Pro released last year hasn&#39;t had an impressive uptake while the Quest 2 has failed to maintain momentum as the device ages. With the company solving the ad revenue problems, Zuckerberg will have the cash flows to continue investing in the promise of the Metaverse along with AR/VR devices.</p><p>According to <em>Verge</em>, the company has the following schedule outlined for future AR/VR headsets:</p><ul><li><p>2023: Quest 3 - 2x thinner, twice as powerful</p></li><li><p>2023: Smart glasses - 2nd generation device</p></li><li><p>2024: Quest 4 - photorealistic, codec avatars</p></li><li><p>2025: Smart glasses - 3rd generation with a display and a neural interface</p></li><li><p>2027: AR glasses</p></li></ul><p>Too much opportunity exists in this area for Meta to reign in most of the investment in this category. Analysts have the company producing the following EPS targets over the next 3 years with the 2025 target approaching $15 per share.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47737bf64ad80f8bf3760b4f9acba9eb\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"483\"/><span>Data by YCharts</span></p><p>Investors can decide how to value the business based on the excessive spending on the Metaverse. Meta is losing $16 billion annually, amounting to about ~$13 billion after taxes.</p><p>The company now has 2.6 billion shares outstanding leading to about a $5 EPS hit from the aggressive spending on Reality Labs. At a 20x EPS target, the comparing is giving up about a $100 per share worth of market cap from investing in the Metaverse.</p><p>Investors have to know Meta either turns this into a future profitable growth driver or Zuckerberg will implement another year of efficiency for the Metaverse.</p><h2>Takeaway</h2><p>The key investor takeaway is that Meta is too cheap trading below 20x official 2024 EPS targets. In reality though, investors should slap a $20+ EPS target on the 2025 earnings and view the stock trading at 12x a more normalized EPS target once the business is fully back in growth mode (along with efficiency improvements) and adding back the temporary Metaverse losses.</p><p>After this huge rally, investors should probably expect a near-term pause, but ultimately the stock still has legs.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: Rally Still Has Legs</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\">\nMeta Platforms: Rally Still Has Legs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-01 17:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4598276-meta-platforms-rally-still-has-legs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Considering Meta Platforms once traded near $400, the stock rallying to $240 following better than expected quarterly results is just a continuation of the overdue rebound. The social media stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4598276-meta-platforms-rally-still-has-legs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4598276-meta-platforms-rally-still-has-legs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332464537","content_text":"Considering Meta Platforms once traded near $400, the stock rallying to $240 following better than expected quarterly results is just a continuation of the overdue rebound. The social media stock should've never traded below $100 on the irrational fear of overspending on the Metaverse. My investment thesis remains Bullish on the stock as the company still isn't maximizing profits while investing for the future.Solving Revenue ProblemAll of the focus over the last year was the excessive spending from Reality Labs and wild growth in the workforce. In reality, the solution to the problem all along was the revenue side of the equation.For Q1'23, Meta reported revenues of $289.7 billion, beating analyst estimates by a wide $990 million. The Q2'23 guidance was far more impressive with a target of $29.5 to $32.0 billion versus the $29.5 billion consensus estimates.The social media giant had reported a string of earnings reports going back to Q2'21 where Meta didn't beat revenue estimates by this much. In fact, during the period of 8 quarter, the tech giant missed revenue estimates 3 times.Source: Seeking AlphaWhile playing the expectations game can be misleading, the big key to Q1 actual numbers was a return to growth after 3 quarters of YoY revenue declines. The average analyst estimate for Q2 is for revenues to jump 6% YoY to $30.6 billion and a quarterly figure above $30 billion would be a record non-holiday quarter.Meta can solve a lot of the overspending issues from the last year by returning to sales growth. Considering the economy hasn't improved, the numbers suggest the social media giant has solved some of the IDFA issues caused by the privacy changes at Apple and Reels is gaining momentum.The company will solve a lot of the ailments by returning to double-digit growth making the spending issue easier to solve. CEO Zuckerberg can gain efficiency by maintaining costs as much as cutting costs.A prime example of how the market got off center on the Metaverse is that Meta is seeing substantial gains from using AI to boost time on Instagram via Reels. On the Q1'23 earnings call, CEO Mark Zuckerberg reported the following impressive metrics:Since we launched Reels, AI recommendations have driven a more than 24% increase in time spent on Instagram. Our AI work is also improving monetization. Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. Daily revenue from Advantage+ shopping campaigns is up 7x in the last six months.These numbers support Meta solving the issues from IDFA to the market share shift to TikTok in prior quarters. On top of this, the company continues to reduce the workforce to provide a double boost to the bottom line while still investing aggressively in the future.Reality Labs Will Pay OffThe amazing part is that Meta made all of this progress to improve profits while still investing an insane amount in Reality Labs. The company spent over $4 billion on the segment during Q1'23 leading to an annualized loss rate at a massive $16 million.Source: Meta Platforms Q1'23 earnings releaseConsidering the Metaverse has been slow to ramp, Meta has a long runway to reduce the losses in this area and boost profits going forward. In fact, Reality Labs revenues were down nearly 50% in the quarter due in part to weakness from the headsets.The Meta Quest Pro released last year hasn't had an impressive uptake while the Quest 2 has failed to maintain momentum as the device ages. With the company solving the ad revenue problems, Zuckerberg will have the cash flows to continue investing in the promise of the Metaverse along with AR/VR devices.According to Verge, the company has the following schedule outlined for future AR/VR headsets:2023: Quest 3 - 2x thinner, twice as powerful2023: Smart glasses - 2nd generation device2024: Quest 4 - photorealistic, codec avatars2025: Smart glasses - 3rd generation with a display and a neural interface2027: AR glassesToo much opportunity exists in this area for Meta to reign in most of the investment in this category. Analysts have the company producing the following EPS targets over the next 3 years with the 2025 target approaching $15 per share.Data by YChartsInvestors can decide how to value the business based on the excessive spending on the Metaverse. Meta is losing $16 billion annually, amounting to about ~$13 billion after taxes.The company now has 2.6 billion shares outstanding leading to about a $5 EPS hit from the aggressive spending on Reality Labs. At a 20x EPS target, the comparing is giving up about a $100 per share worth of market cap from investing in the Metaverse.Investors have to know Meta either turns this into a future profitable growth driver or Zuckerberg will implement another year of efficiency for the Metaverse.TakeawayThe key investor takeaway is that Meta is too cheap trading below 20x official 2024 EPS targets. In reality though, investors should slap a $20+ EPS target on the 2025 earnings and view the stock trading at 12x a more normalized EPS target once the business is fully back in growth mode (along with efficiency improvements) and adding back the temporary Metaverse losses.After this huge rally, investors should probably expect a near-term pause, but ultimately the stock still has legs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947867496,"gmtCreate":1682940573215,"gmtModify":1682940577365,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947867496","repostId":"1187573586","repostType":4,"repost":{"id":"1187573586","pubTimestamp":1682940220,"share":"https://ttm.financial/m/news/1187573586?lang=&edition=fundamental","pubTime":"2023-05-01 19:23","market":"us","language":"en","title":"First Republic Becomes Second-Largest Ever US Bank Failure","url":"https://stock-news.laohu8.com/highlight/detail?id=1187573586","media":"Bloomberg","summary":"Lender supplants Silicon Valley Bank after regulator seizureThree of largest FDIC failures this cent","content":"<html><head></head><body><ul><li><p>Lender supplants Silicon Valley Bank after regulator seizure</p></li><li><p>Three of largest FDIC failures this century occurred in weeks</p></li></ul><p>For just over one month, Silicon Valley Bank was the second-largest bank failure in US history. That was until First Republic Bank, a California lender that catered to wealthy clients, knocked it off that spot. </p><p style=\"text-align: start;\">First Republic was seized by the Federal Deposit Insurance Corp. early on Monday after failing to undo the damage from a flood of customer withdrawals and declining asset prices. The US regulator struck an agreement for JPMorgan Chase &amp; Co. to take over the bank’s assets including $173 billion of loans and $30 billion of securities, as well as $92 billion in deposits, after talks to rescue the lender dragged on for weeks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60836bdd86a45b35f577781019e15d52\" tg-width=\"792\" tg-height=\"472\"/></p><p>First Republic’s $229 billion of assets as of April 13 slots it just behind Washington Mutual Inc., which imploded in 2008 with $307 billion in such holdings and total deposits of $188 billion. At that time, the FDIC seized the Seattle-based firm’s banking operations and sold them to JPMorgan for $1.9 billion.</p><p style=\"text-align: start;\">Among the biggest FDIC failures this century, three have occurred in the past several weeks with the collapses of Silicon Valley Bank and Signature Bank in early March. Silicon Valley Bank had $167 billion of assets around the time of its failure.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Becomes Second-Largest Ever US Bank Failure</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\">\nFirst Republic Becomes Second-Largest Ever US Bank Failure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-01 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-05-01/first-republic-ranks-as-second-largest-ever-us-bank-failure><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lender supplants Silicon Valley Bank after regulator seizureThree of largest FDIC failures this century occurred in weeksFor just over one month, Silicon Valley Bank was the second-largest bank ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-05-01/first-republic-ranks-as-second-largest-ever-us-bank-failure\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-05-01/first-republic-ranks-as-second-largest-ever-us-bank-failure","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187573586","content_text":"Lender supplants Silicon Valley Bank after regulator seizureThree of largest FDIC failures this century occurred in weeksFor just over one month, Silicon Valley Bank was the second-largest bank failure in US history. That was until First Republic Bank, a California lender that catered to wealthy clients, knocked it off that spot. First Republic was seized by the Federal Deposit Insurance Corp. early on Monday after failing to undo the damage from a flood of customer withdrawals and declining asset prices. The US regulator struck an agreement for JPMorgan Chase & Co. to take over the bank’s assets including $173 billion of loans and $30 billion of securities, as well as $92 billion in deposits, after talks to rescue the lender dragged on for weeks.First Republic’s $229 billion of assets as of April 13 slots it just behind Washington Mutual Inc., which imploded in 2008 with $307 billion in such holdings and total deposits of $188 billion. At that time, the FDIC seized the Seattle-based firm’s banking operations and sold them to JPMorgan for $1.9 billion.Among the biggest FDIC failures this century, three have occurred in the past several weeks with the collapses of Silicon Valley Bank and Signature Bank in early March. Silicon Valley Bank had $167 billion of assets around the time of its failure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947047654,"gmtCreate":1682407688579,"gmtModify":1682407692356,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947047654","repostId":"1113166691","repostType":4,"repost":{"id":"1113166691","pubTimestamp":1682406154,"share":"https://ttm.financial/m/news/1113166691?lang=&edition=fundamental","pubTime":"2023-04-25 15:02","market":"us","language":"en","title":"Amazon Faces Backlash Over One Of Its Budget Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1113166691","media":"TheStreet","summary":"The online retail giant is facing blowback for its decision to end something customers loved.Amazon,","content":"<html><head></head><body><ul><li><p>The online retail giant is facing blowback for its decision to end something customers loved.</p></li></ul><p>Amazon, like many technology companies and a few retailers, has been cutting expenses as more-expensive money and cost-conscious consumers have hit the company&#39;s bottom line. </p><p style=\"text-align: start;\">That means the e-retail leader has had to make some tough choices and exit some areas that weren&#39;t paying off as quickly as the company had hoped.</p><p style=\"text-align: start;\">As part of those efforts, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> closed all its bookstores and its 4-Star stores while it cut back on some new store openings. The company has also scaled back its device aspirations and put a close-up lens on every area where it spends money.</p><p>That&#39;s not a bad thing. Companies, Amazon included, should be examining their spending when times are good, not just when they take a negative turn. As part of its cutbacks, however, Amazon got rid of its popular AmazonSmile program.</p><p style=\"text-align: start;\">AmazonSmile allowed customers to designate a charity and have a portion of their spending be donated to that charity as long as they shopped using a special URL. </p><p style=\"text-align: start;\">In closing the program, Amazon said:</p><p style=\"text-align: start;\">&#34;In 2013, we launched AmazonSmile to make it easier for customers to support their favorite charities. However, after almost a decade, the program has not grown to create the impact that we had originally hoped. </p><p style=\"text-align: start;\">&#34;With so many eligible organizations -- more than 1 million globally -- our ability to have an impact was often spread too thin.&#34;</p><p style=\"text-align: start;\">Many people who participated in the program and observed it disagree, or at least think Amazon should have changed it, not killed it, according to comments on a <u>RetailWire story</u> about the closure.</p><h2 style=\"text-align: start;\">AmazonSmile Gets Mixed Reviews</h2><p style=\"text-align: start;\">A trade magazine of sorts, RetailWire asks for comments on its stories and often gets contributions from qualified industry sources and academics. In this case it asked the following questions:</p><ul><li><p>Was AmazonSmile too idealistically conceived, poorly executed, or given up on too early?</p></li><li><p>What lessons does it offer about charitable donation programs tied to purchases?</p></li></ul><p style=\"text-align: start;\">That elicited responses from some qualified people.</p><p style=\"text-align: start;\">&#34;One would hope that this is not the end–but that they will re-conceptualize their effort. A program that supports one million charities strikes me as one with no focus. AmazonSmile was conceived as a great idea, but how to correctly execute it was never considered,&#34; wrote Gene Destroyer, visiting lecturer on international business at Guangzhou University of Finance and Economics and at the University of Sanya in Hainan Province, China.</p><p>Cambridge Retail Advisors Managing Partner Ken Morris agreed that AmazonSmile should exist, albeit with some changes.</p><p style=\"text-align: start;\">&#34;AmazonSmile made it easy for shoppers to feel good about buying from Amazon. Channeling almost $550 million into charities worldwide -- of each shopper’s choice -- is far from negative,&#34; he wrote.</p><p style=\"text-align: start;\">Morris was not unsympathetic to the challenge of running such a diverse program.</p><p style=\"text-align: start;\">&#34;I also get the logistical challenge of over a million charitable organizations. I think, even for Amazon, this was overwhelming. It would be good if Amazon could focus its efforts on encouraging giving, but in a way that’s not so resource intensive. People will contribute to a worthy cause if given the opportunity, and every little bit counts. Maybe it’s not too late to retool the program,&#34; he added.</p><p style=\"text-align: start;\">Multiple commenters on the RetailWire story also took an &#34;every little bit helps&#34; angle in defending the now-defunct program.</p><p style=\"text-align: start;\">&#34;The challenge for Amazon is transparency. Given their reputation for outsourcing to China, this program was a chance to bring visibility to charity efforts at home and was highly visible to the customer. While it’s true that by concentrating efforts on fewer charities a bigger impact can be made, the sad reality is that even small dollars are meaningful to so many charities, and it is these smaller charities that provide the biggest impact on the front lines of communities,&#34; wrote Hoobil8 Chief Strategy Officer DeAnn Campbell.</p><p style=\"text-align: start;\">Amazon did give charities that had benefited from the donations a one-time donation equivalent to three months of what they earned in 2022 through the program.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Faces Backlash Over One Of Its Budget Cuts</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 Faces Backlash Over One Of Its Budget Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-25 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/retailers/amazon-may-have-made-a-mistake-in-killing-amazonsmile><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The online retail giant is facing blowback for its decision to end something customers loved.Amazon, like many technology companies and a few retailers, has been cutting expenses as more-expensive ...</p>\n\n<a href=\"https://www.thestreet.com/retailers/amazon-may-have-made-a-mistake-in-killing-amazonsmile\">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.thestreet.com/retailers/amazon-may-have-made-a-mistake-in-killing-amazonsmile","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113166691","content_text":"The online retail giant is facing blowback for its decision to end something customers loved.Amazon, like many technology companies and a few retailers, has been cutting expenses as more-expensive money and cost-conscious consumers have hit the company's bottom line. That means the e-retail leader has had to make some tough choices and exit some areas that weren't paying off as quickly as the company had hoped.As part of those efforts, Amazon closed all its bookstores and its 4-Star stores while it cut back on some new store openings. The company has also scaled back its device aspirations and put a close-up lens on every area where it spends money.That's not a bad thing. Companies, Amazon included, should be examining their spending when times are good, not just when they take a negative turn. As part of its cutbacks, however, Amazon got rid of its popular AmazonSmile program.AmazonSmile allowed customers to designate a charity and have a portion of their spending be donated to that charity as long as they shopped using a special URL. In closing the program, Amazon said:\"In 2013, we launched AmazonSmile to make it easier for customers to support their favorite charities. However, after almost a decade, the program has not grown to create the impact that we had originally hoped. \"With so many eligible organizations -- more than 1 million globally -- our ability to have an impact was often spread too thin.\"Many people who participated in the program and observed it disagree, or at least think Amazon should have changed it, not killed it, according to comments on a RetailWire story about the closure.AmazonSmile Gets Mixed ReviewsA trade magazine of sorts, RetailWire asks for comments on its stories and often gets contributions from qualified industry sources and academics. In this case it asked the following questions:Was AmazonSmile too idealistically conceived, poorly executed, or given up on too early?What lessons does it offer about charitable donation programs tied to purchases?That elicited responses from some qualified people.\"One would hope that this is not the end–but that they will re-conceptualize their effort. A program that supports one million charities strikes me as one with no focus. AmazonSmile was conceived as a great idea, but how to correctly execute it was never considered,\" wrote Gene Destroyer, visiting lecturer on international business at Guangzhou University of Finance and Economics and at the University of Sanya in Hainan Province, China.Cambridge Retail Advisors Managing Partner Ken Morris agreed that AmazonSmile should exist, albeit with some changes.\"AmazonSmile made it easy for shoppers to feel good about buying from Amazon. Channeling almost $550 million into charities worldwide -- of each shopper’s choice -- is far from negative,\" he wrote.Morris was not unsympathetic to the challenge of running such a diverse program.\"I also get the logistical challenge of over a million charitable organizations. I think, even for Amazon, this was overwhelming. It would be good if Amazon could focus its efforts on encouraging giving, but in a way that’s not so resource intensive. People will contribute to a worthy cause if given the opportunity, and every little bit counts. Maybe it’s not too late to retool the program,\" he added.Multiple commenters on the RetailWire story also took an \"every little bit helps\" angle in defending the now-defunct program.\"The challenge for Amazon is transparency. Given their reputation for outsourcing to China, this program was a chance to bring visibility to charity efforts at home and was highly visible to the customer. While it’s true that by concentrating efforts on fewer charities a bigger impact can be made, the sad reality is that even small dollars are meaningful to so many charities, and it is these smaller charities that provide the biggest impact on the front lines of communities,\" wrote Hoobil8 Chief Strategy Officer DeAnn Campbell.Amazon did give charities that had benefited from the donations a one-time donation equivalent to three months of what they earned in 2022 through the program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947012474,"gmtCreate":1682345339799,"gmtModify":1682345343187,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947012474","repostId":"1156592135","repostType":4,"repost":{"id":"1156592135","pubTimestamp":1682349742,"share":"https://ttm.financial/m/news/1156592135?lang=&edition=fundamental","pubTime":"2023-04-24 23:22","market":"us","language":"en","title":"Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat","url":"https://stock-news.laohu8.com/highlight/detail?id=1156592135","media":"Seekingalpha","summary":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Te","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla&#39;s earnings release for Q1&#39;23 resulted in a 10% share price drop.</p></li><li><p>After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.</p></li><li><p>Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"Tesla Shanghai Gigafactory\" title=\"Tesla Shanghai Gigafactory\" tg-width=\"750\" tg-height=\"563\"/><span>Tesla Shanghai Gigafactory</span></p><p style=\"text-align: left;\">After <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company&#39;s shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla&#39;s shares have seen new selling pressure related to Tesla&#39;s Q1&#39;23 earnings release and Elon Musk&#39;s comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1&#39;23. I believe new market fears about Tesla offer a great new entry into Tesla&#39;s shares, at a much more attractive valuation!</p><h2 style=\"text-align: left;\">Tesla misses on Q1&#39;23 earnings</h2><p style=\"text-align: left;\">Tesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c4bde5788aad388971ca850851ea421\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"252\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Operating margins may further erode if Tesla continues to lower prices to drive demand and revenue growth</h2><p style=\"text-align: left;\">One major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla&#39;s pricing strategy, indicating that the company may further lower prices in order to grow revenues.</p><p style=\"text-align: left;\">Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla&#39;s revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1&#39;23, showing just about 24% growth.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5330f8ddfefa09619e74582f829286f\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Tesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla&#39;s aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company&#39;s short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla&#39;s margins are also at risk of further eroding if Tesla follows through with this strategy: the company&#39;s GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1&#39;23, showing a decline of nearly 10 PP.</p><p style=\"text-align: left;\">Tesla&#39;s operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a057fc3860276d87e9d988da140350e\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"201\"/><span>Source: Tesla</span></p><p style=\"text-align: left;\">Tesla&#39;s operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1&#39;20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company&#39;s most popular EV models on a global basis. The broader auto industry is looking at average operating margins.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc0f571ada9aa2b8f23a4485564c472\" alt=\"Source: Tesla\" title=\"Source: Tesla\" tg-width=\"640\" tg-height=\"494\"/><span>Source: Tesla</span></p><h2 style=\"text-align: left;\">Tesla is attractively valued again</h2><p style=\"text-align: left;\">I must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla&#39;s aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.</p><p style=\"text-align: left;\">Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla&#39;s Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts&#39; top line estimates.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45267019e1945f4058d269c50e8d760a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Based off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company&#39;s 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c569afaf180d39d2dad51061e24c0df1\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">Compared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9542f6d59734b846effcfe01362a716\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><h2 style=\"text-align: left;\">Risks with Tesla</h2><p style=\"text-align: left;\">The biggest commercial risk for Tesla right now is that the company&#39;s operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla&#39;s profitability.</p><h2 style=\"text-align: left;\">Final thoughts</h2><p style=\"text-align: left;\">I believe investors should see last week&#39;s 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Buy The Fear, Sell The Hype, Rinse And Repeat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Buy The Fear, Sell The Hype, Rinse And Repeat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to...</p>\n\n<a href=\"https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4595961-tesla-buy-fear-sell-hype-rinse-repeat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156592135","content_text":"SummaryTesla's earnings release for Q1'23 resulted in a 10% share price drop.After selling out of Tesla in February, I am rebuying Tesla at a much more attractive valuation.Tesla is set to continue to dominate the EV market due to its large size and scale, but short-term profitability risks have risen.Tesla Shanghai GigafactoryAfter Tesla's valuation soared more than 100% between January 2023 and February 2023, I recommended investors to sell the EV company's shares as there was a clear risk of an overheating stock price rally -- Tesla: Take Profits When Others Are Greedy. In recent days, however, Tesla's shares have seen new selling pressure related to Tesla's Q1'23 earnings release and Elon Musk's comments about future EV price cuts. These cuts could lead to long term market share gains, but they also pose a short term risk of resulting in smaller operating income margins... which continued to contract in Q1'23. I believe new market fears about Tesla offer a great new entry into Tesla's shares, at a much more attractive valuation!Tesla misses on Q1'23 earningsTesla reported $0.85 per-share in adjusted EPS for the first-quarter, meeting expectations, but the EV company missed on the top line. The earnings release resulted in a 10% share price drop, one that I am buying.Source: TeslaOperating margins may further erode if Tesla continues to lower prices to drive demand and revenue growthOne major problem that Tesla is currently dealing with is that the EV company is aggressively lowering product prices in order to spur demand which is a risky strategy that may backfire if other EV manufacturers take the bait and also lower EV prices aggressively. Elon Musk recently made comments about Tesla's pricing strategy, indicating that the company may further lower prices in order to grow revenues.Revenue growth is extremely important for Tesla because the company is seen chiefly as a growth stock. Tesla's revenue growth has moderated since reaching a peak during the pandemic: total revenues hit $23.3B in Q1'23, showing just about 24% growth.Data by YChartsTesla is profitable and an industry-leader and can afford to forgo short term profitability. The EV company reported $2.5B in net income in the first-quarter, showing a 24% decline year over year. However, due to Tesla's aggressive pricing strategy, which saw the 6th round of recent price cuts just before earnings, could potential further weigh on the EV company's short term profitability outlook. Tesla lowered the prices for the Model Y by 6% and for the Model 3 by 5%. Tesla's margins are also at risk of further eroding if Tesla follows through with this strategy: the company's GAAP gross margin slumped from 29.1% in the year-earlier period to 19.3% in Q1'23, showing a decline of nearly 10 PP.Tesla's operating margins fell almost 8 PP year over year to 11.4% and I do see elevated margin risks for Tesla if Elon Musk continues to push for price cuts.Source: TeslaTesla's operating margins are still solid when compared to the broader auto sector. They also trended up sharply, starting in Q1'20, as Tesla reached critical scale and pushed the ramp of its Model 3 and Model Y, two of the company's most popular EV models on a global basis. The broader auto industry is looking at average operating margins.Source: TeslaTesla is attractively valued againI must confess that I was lucky when I recommended to sell Tesla in February at $204. However, the 10% share price drop on Thursday seems exaggerated to me and I have bought the drop again at ~$165, effectively restarting a new position in the EV company. I believe the valuation is attractively chiefly because of Tesla's aggressive focus to grow revenues which may grow even faster than what the current consensus indicates.Analysts currently estimate that Tesla could generate revenues of $100.4B in FY 2023 and $131.0B in FY 2024, implying a year over year growth rate of 30%. In FY 2023, Tesla is expected to grow revenues 23%, so analysts expect an acceleration of growth to occur which relates to the continual scaling of Tesla's Model 3 and Y production, but also to the beginning ramp of the Cybertruck which is expected to hit the market in the middle of FY 2023. However, with Tesla pursuing an aggressive pricing strategy, revenue may grow even more rapidly than the 30% growth rate implied by analysts' top line estimates.Data by YChartsBased off of current top line estimates, Tesla is valued at 4.0X FY 2024 revenues, but investors currently get a 39% discount to the company's 1-year average P/S ratio. Tesla achieved a P/S ratio as high as 10.4X within the last year, so I believe shares have considerable re-rating potential once investors are prepared to move on from the price cut announcement.Data by YChartsCompared against other US-based EV companies, Tesla is still the best deal in the industry, in my opinion, despite a slightly higher P/S ratio. This is because the EV company has an unparalleled size and scale and Tesla has already achieved considerable net income profitability. Other companies like Lucid Group (LCID) and Rivian Automotive (RIVN) are still in the start-up phase and are deeply earnings and free cash flow negative.Data by YChartsRisks with TeslaThe biggest commercial risk for Tesla right now is that the company's operating margins will continue to erode in order for Tesla to spur revenue growth and gain market share. This could be a risky strategy for the company, especially if other EV manufacturers follow suit and lower their product prices, which, in the worst-case, could lead to an escalating price war in the EV segment where margins are already low. Tesla is the leading global EV brand, but weaker margins are unlikely to win the cheers of investors and may ultimately hurt Tesla's profitability.Final thoughtsI believe investors should see last week's 10% price correction as a strong buying opportunity now that investors have become more fearful again. While it is true that Tesla is going to pay for stronger revenue growth with lower profits in the short term, it could be a successful strategy to drive electric vehicle demand and therefore lead to market share gains. Since Tesla, as opposed to many other start-ups in the EV industry, is already profitable, the company can afford an aggressive pricing strategy. Since shares of Tesla once again dropped and fear has affected the market again, I believe this 10% sell-off is a new opportunity to capitalize on this fear. The time for me to sell shares of Tesla, again, will be when the market turns super bullish on the EV company and investors are euphoric.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947012654,"gmtCreate":1682345283779,"gmtModify":1682345287780,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947012654","repostId":"1171143605","repostType":4,"repost":{"id":"1171143605","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":1682343023,"share":"https://ttm.financial/m/news/1171143605?lang=&edition=fundamental","pubTime":"2023-04-24 21:30","market":"us","language":"en","title":"Stocks Open Little Changed To Start The Week As Traders Brace For Tech Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1171143605","media":"Tiger Newspress","summary":"Stocks were flat Monday as investors awaited a slew of corporate earnings from big tech companies, a","content":"<html><head></head><body><p>Stocks were flat Monday as investors awaited a slew of corporate earnings from big tech companies, as well as fresh economic data releases. </p><p>The Dow Jones Industrial Average rose just 64 points, or 0.2%. The S&amp;P 500 traded just over the flatline, while the Nasdaq Composite dipped 0.2%.</p><p style=\"text-align: start;\">The major indexes all fell last week as the earnings season began to ramp up, with several prominent banking names posting their quarterly results for the first time since the bank failures in March. The Dow dropped 0.23% and ended a four-week winning streak. The Nasdaq declined 0.42%, while the S&amp;P edged down 0.1%.</p><p style=\"text-align: start;\">Roughly 76% of S&amp;P 500 companies that have reported earnings through Friday beat analyst earnings estimates, according to FactSet data. However, first-quarter earnings for S&amp;P 500 companies are estimated to decline an overall 5.2%, per Refinitiv. </p><p style=\"text-align: start;\">Wall Street is looking ahead toward mega-cap tech earnings results this week in what will mark the halfway point of earnings season. <u>Alphabet</u>, <u>Microsoft</u>, <u>Amazon</u> and <u>Meta</u> are among the high-interest names scheduled to announce their results for the first quarter.</p><p style=\"text-align: start;\">Investors are also keeping a close eye out on new economic data that will provide insight into whether inflation is cooling, or if the Federal Reserve will announce another rate hike at its next meeting in early May. GDP numbers for the first quarter, as well as April’s consumer sentiment data will be released among a flurry of other economic indicators. </p><p style=\"text-align: start;\">“Part of the reason why we’re so focused on the economic data is we think the investor narrative is still around the Fed and interest rates. And we think the economic reports over the next seven to 10 days are going to be the really big driver of ultimately what the Fed is going to do,” said Greg Bassuk, CEO of AXS Investments. </p><p style=\"text-align: start;\">“We’re expecting the data, frankly, to be mixed,” Bassuk added. “And we think that’s going to continue to cause uncertainty and continued volatility.”</p><p style=\"text-align: start;\">Traders will also watch out for the Dallas Fed’s Manufacturing survey results to gauge the state of the state’s factory activity.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Open Little Changed To Start The Week As Traders Brace For Tech Earnings</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\">\nStocks Open Little Changed To Start The Week As Traders Brace For Tech Earnings\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\">2023-04-24 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks were flat Monday as investors awaited a slew of corporate earnings from big tech companies, as well as fresh economic data releases. </p><p>The Dow Jones Industrial Average rose just 64 points, or 0.2%. The S&amp;P 500 traded just over the flatline, while the Nasdaq Composite dipped 0.2%.</p><p style=\"text-align: start;\">The major indexes all fell last week as the earnings season began to ramp up, with several prominent banking names posting their quarterly results for the first time since the bank failures in March. The Dow dropped 0.23% and ended a four-week winning streak. The Nasdaq declined 0.42%, while the S&amp;P edged down 0.1%.</p><p style=\"text-align: start;\">Roughly 76% of S&amp;P 500 companies that have reported earnings through Friday beat analyst earnings estimates, according to FactSet data. However, first-quarter earnings for S&amp;P 500 companies are estimated to decline an overall 5.2%, per Refinitiv. </p><p style=\"text-align: start;\">Wall Street is looking ahead toward mega-cap tech earnings results this week in what will mark the halfway point of earnings season. <u>Alphabet</u>, <u>Microsoft</u>, <u>Amazon</u> and <u>Meta</u> are among the high-interest names scheduled to announce their results for the first quarter.</p><p style=\"text-align: start;\">Investors are also keeping a close eye out on new economic data that will provide insight into whether inflation is cooling, or if the Federal Reserve will announce another rate hike at its next meeting in early May. GDP numbers for the first quarter, as well as April’s consumer sentiment data will be released among a flurry of other economic indicators. </p><p style=\"text-align: start;\">“Part of the reason why we’re so focused on the economic data is we think the investor narrative is still around the Fed and interest rates. And we think the economic reports over the next seven to 10 days are going to be the really big driver of ultimately what the Fed is going to do,” said Greg Bassuk, CEO of AXS Investments. </p><p style=\"text-align: start;\">“We’re expecting the data, frankly, to be mixed,” Bassuk added. “And we think that’s going to continue to cause uncertainty and continued volatility.”</p><p style=\"text-align: start;\">Traders will also watch out for the Dallas Fed’s Manufacturing survey results to gauge the state of the state’s factory activity.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171143605","content_text":"Stocks were flat Monday as investors awaited a slew of corporate earnings from big tech companies, as well as fresh economic data releases. The Dow Jones Industrial Average rose just 64 points, or 0.2%. The S&P 500 traded just over the flatline, while the Nasdaq Composite dipped 0.2%.The major indexes all fell last week as the earnings season began to ramp up, with several prominent banking names posting their quarterly results for the first time since the bank failures in March. The Dow dropped 0.23% and ended a four-week winning streak. The Nasdaq declined 0.42%, while the S&P edged down 0.1%.Roughly 76% of S&P 500 companies that have reported earnings through Friday beat analyst earnings estimates, according to FactSet data. However, first-quarter earnings for S&P 500 companies are estimated to decline an overall 5.2%, per Refinitiv. Wall Street is looking ahead toward mega-cap tech earnings results this week in what will mark the halfway point of earnings season. Alphabet, Microsoft, Amazon and Meta are among the high-interest names scheduled to announce their results for the first quarter.Investors are also keeping a close eye out on new economic data that will provide insight into whether inflation is cooling, or if the Federal Reserve will announce another rate hike at its next meeting in early May. GDP numbers for the first quarter, as well as April’s consumer sentiment data will be released among a flurry of other economic indicators. “Part of the reason why we’re so focused on the economic data is we think the investor narrative is still around the Fed and interest rates. And we think the economic reports over the next seven to 10 days are going to be the really big driver of ultimately what the Fed is going to do,” said Greg Bassuk, CEO of AXS Investments. “We’re expecting the data, frankly, to be mixed,” Bassuk added. “And we think that’s going to continue to cause uncertainty and continued volatility.”Traders will also watch out for the Dallas Fed’s Manufacturing survey results to gauge the state of the state’s factory activity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947012117,"gmtCreate":1682345235739,"gmtModify":1682345239834,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947012117","repostId":"2329856591","repostType":4,"repost":{"id":"2329856591","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1682342052,"share":"https://ttm.financial/m/news/2329856591?lang=&edition=fundamental","pubTime":"2023-04-24 21:14","market":"us","language":"en","title":"Walt Disney To Begin Second Wave Of Layoffs, Cutting Several Thousand Jobs","url":"https://stock-news.laohu8.com/highlight/detail?id=2329856591","media":"Reuters","summary":"(Reuters) - Walt Disney Co will begin a second wave of layoffs on Monday, as it works toward elimina","content":"<html><head></head><body><p>(Reuters) - Walt Disney Co will begin a second wave of layoffs on Monday, as it works toward eliminating 7,000 jobs to help save $5.5 billion in costs, according to sources familiar with the matter.</p><p>The company is expected to cut &#34;several thousand&#34; jobs in layoffs that begin Monday and continue through Thursday. With the latest round of reductions, Disney officials say the company will have culled a total of 4,000 jobs.</p><p>The cuts will occur across the company&#39;s business segments, including Disney Entertainment, ESPN and Disney Parks, Experiences and Products, according to the sources, but are not expected to affect the hourly frontline workers employed at the parks and resorts.</p><p>Disney announced its layoff plan in February, together with a sweeping reorganization that restructured the company and returned decision-making to Disney&#39;s creative executives. Its goal is to create a more streamlined approach to its business.</p><p>The entertainment industry has retrenched since its early euphoric embrace of video streaming, when established media companies lost billions as they launched competitors to Netflix Inc .</p><p>Media companies started to rein in spending when Netflix posted its first loss of subscribers in a decade in early 2022, and Wall Street began prioritizing profitability over subscriber growth.</p><p>On March 27, Disney began notifying employees who were affected by the workforce reductions, and said a second, larger round would occur in April. A third round is anticipated before the start of summer.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walt Disney To Begin Second Wave Of Layoffs, Cutting Several Thousand Jobs</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\">\nWalt Disney To Begin Second Wave Of Layoffs, Cutting Several Thousand Jobs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-24 21:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Walt Disney Co will begin a second wave of layoffs on Monday, as it works toward eliminating 7,000 jobs to help save $5.5 billion in costs, according to sources familiar with the matter.</p><p>The company is expected to cut &#34;several thousand&#34; jobs in layoffs that begin Monday and continue through Thursday. With the latest round of reductions, Disney officials say the company will have culled a total of 4,000 jobs.</p><p>The cuts will occur across the company&#39;s business segments, including Disney Entertainment, ESPN and Disney Parks, Experiences and Products, according to the sources, but are not expected to affect the hourly frontline workers employed at the parks and resorts.</p><p>Disney announced its layoff plan in February, together with a sweeping reorganization that restructured the company and returned decision-making to Disney&#39;s creative executives. Its goal is to create a more streamlined approach to its business.</p><p>The entertainment industry has retrenched since its early euphoric embrace of video streaming, when established media companies lost billions as they launched competitors to Netflix Inc .</p><p>Media companies started to rein in spending when Netflix posted its first loss of subscribers in a decade in early 2022, and Wall Street began prioritizing profitability over subscriber growth.</p><p>On March 27, Disney began notifying employees who were affected by the workforce reductions, and said a second, larger round would occur in April. A third round is anticipated before the start of summer.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329856591","content_text":"(Reuters) - Walt Disney Co will begin a second wave of layoffs on Monday, as it works toward eliminating 7,000 jobs to help save $5.5 billion in costs, according to sources familiar with the matter.The company is expected to cut \"several thousand\" jobs in layoffs that begin Monday and continue through Thursday. With the latest round of reductions, Disney officials say the company will have culled a total of 4,000 jobs.The cuts will occur across the company's business segments, including Disney Entertainment, ESPN and Disney Parks, Experiences and Products, according to the sources, but are not expected to affect the hourly frontline workers employed at the parks and resorts.Disney announced its layoff plan in February, together with a sweeping reorganization that restructured the company and returned decision-making to Disney's creative executives. Its goal is to create a more streamlined approach to its business.The entertainment industry has retrenched since its early euphoric embrace of video streaming, when established media companies lost billions as they launched competitors to Netflix Inc .Media companies started to rein in spending when Netflix posted its first loss of subscribers in a decade in early 2022, and Wall Street began prioritizing profitability over subscriber growth.On March 27, Disney began notifying employees who were affected by the workforce reductions, and said a second, larger round would occur in April. A third round is anticipated before the start of summer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947012981,"gmtCreate":1682345164243,"gmtModify":1682345169822,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947012981","repostId":"1183208150","repostType":4,"repost":{"id":"1183208150","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":1682343543,"share":"https://ttm.financial/m/news/1183208150?lang=&edition=fundamental","pubTime":"2023-04-24 21:39","market":"us","language":"en","title":"C3.ai Stock Tumbles 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1183208150","media":"Tiger Newspress","summary":"C3.ai Cut To Underperform By Wolfe Research, Stock Tumbles","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AI\">C3.ai</a> stock fell 7% on Monday as investment firm Wolfe Research downgraded the enterprise software company, citing concerns about spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b496801b3dd813cf750baeeb2c0f0c73\" tg-width=\"806\" tg-height=\"624\"/></p><p>Analyst Joshua Tilton lowered his rating on C3.ai (AI) to underperform from peer perform, while setting a per-share price target of $14, noting that there are &#34;significant risks&#34; to fiscal 2024 revenue growth, as spending budgets are likely to be impacted by a &#34;negative macro outlook.&#34;</p><p>Additionally, Tilton noted that companies are continuing to consolidate their spending on software, &#34;which in our view, threatens the uptake of C3.ai’s newly introduced consumption model.&#34;</p><p>Led by CEO Thomas Siebel, C3.ai (AI) shares have gained more than 80% year-to-date and were up more than 200% earlier this month.</p><p>Other artificial intelligence-linked stocks were mixed following Tilton&#39;s C3.ai (AI) downgrade, as SoundHound AI (SOUN) traded higher, while BigBear.ai (BBAI) slipped.</p><p>Earlier this month, C3.ai (AI) said claims that the gross margin from its Baker Hughes deal were 99% were &#34;simply not true.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>C3.ai Stock Tumbles 7% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nC3.ai Stock Tumbles 7% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-24 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AI\">C3.ai</a> stock fell 7% on Monday as investment firm Wolfe Research downgraded the enterprise software company, citing concerns about spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b496801b3dd813cf750baeeb2c0f0c73\" tg-width=\"806\" tg-height=\"624\"/></p><p>Analyst Joshua Tilton lowered his rating on C3.ai (AI) to underperform from peer perform, while setting a per-share price target of $14, noting that there are &#34;significant risks&#34; to fiscal 2024 revenue growth, as spending budgets are likely to be impacted by a &#34;negative macro outlook.&#34;</p><p>Additionally, Tilton noted that companies are continuing to consolidate their spending on software, &#34;which in our view, threatens the uptake of C3.ai’s newly introduced consumption model.&#34;</p><p>Led by CEO Thomas Siebel, C3.ai (AI) shares have gained more than 80% year-to-date and were up more than 200% earlier this month.</p><p>Other artificial intelligence-linked stocks were mixed following Tilton&#39;s C3.ai (AI) downgrade, as SoundHound AI (SOUN) traded higher, while BigBear.ai (BBAI) slipped.</p><p>Earlier this month, C3.ai (AI) said claims that the gross margin from its Baker Hughes deal were 99% were &#34;simply not true.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183208150","content_text":"C3.ai stock fell 7% on Monday as investment firm Wolfe Research downgraded the enterprise software company, citing concerns about spending.Analyst Joshua Tilton lowered his rating on C3.ai (AI) to underperform from peer perform, while setting a per-share price target of $14, noting that there are \"significant risks\" to fiscal 2024 revenue growth, as spending budgets are likely to be impacted by a \"negative macro outlook.\"Additionally, Tilton noted that companies are continuing to consolidate their spending on software, \"which in our view, threatens the uptake of C3.ai’s newly introduced consumption model.\"Led by CEO Thomas Siebel, C3.ai (AI) shares have gained more than 80% year-to-date and were up more than 200% earlier this month.Other artificial intelligence-linked stocks were mixed following Tilton's C3.ai (AI) downgrade, as SoundHound AI (SOUN) traded higher, while BigBear.ai (BBAI) slipped.Earlier this month, C3.ai (AI) said claims that the gross margin from its Baker Hughes deal were 99% were \"simply not true.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947033585,"gmtCreate":1682330466648,"gmtModify":1682330470375,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947033585","repostId":"1133720132","repostType":4,"repost":{"id":"1133720132","pubTimestamp":1682314138,"share":"https://ttm.financial/m/news/1133720132?lang=&edition=fundamental","pubTime":"2023-04-24 13:28","market":"us","language":"en","title":"Hedge Funds Place Biggest Ever Short on Benchmark Treasuries","url":"https://stock-news.laohu8.com/highlight/detail?id=1133720132","media":"Bloomberg","summary":"Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording mon","content":"<html><head></head><body><ul><li><p>Leveraged funds may expect sticky inflation, Westpac says</p></li><li><p>US yields rose in April after recording monthly drop in March</p></li></ul><p>The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates. Hedge funds seem to agree.</p><p>Leveraged investors boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. It was the fifth straight week that net shorts had increased.</p><p>“Hedge funds may be thinking that inflation will be stickier than many in the market are currently expecting,” said Damien McColough, head of fixed-income research at Westpac Banking Corp. in Sydney. “On the face of it, this big short doesn’t reflect the view that there will be a near-term recession.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b7a83a0542125b2a2473cd278c1504\" alt=\"\" title=\"\" tg-width=\"620\" tg-height=\"348\"/></p><p>Treasury yields have been whipsawed in recent weeks as traders engage in a tug-of-war with the Fed amid a growing debate about when policymakers will start cutting rates. Hedge funds will be vindicated if the US central bank prevails in its view that borrowing costs need to keep marching higher.</p><p>Leveraged funds have a checkered track record in Treasuries. Yields declined in 2019 after the previous record short. When leveraged longs hit a multi-year high in 2021, yields did move modestly lower soon after before surging as the Fed headed toward rate hikes.</p><p>The 10-year Treasury yield has advanced nine basis points this month to 3.56%, unwinding some of March’s 45-basis-point drop. The benchmark yield remains in a deep discount to two-year rates, suggesting that a downturn is on the cards.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Place Biggest Ever Short on Benchmark Treasuries</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\">\nHedge Funds Place Biggest Ever Short on Benchmark Treasuries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 13:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording monthly drop in MarchThe Federal Reserve is sure that the US economy can avoid a recession despite the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133720132","content_text":"Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording monthly drop in MarchThe Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates. Hedge funds seem to agree.Leveraged investors boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. It was the fifth straight week that net shorts had increased.“Hedge funds may be thinking that inflation will be stickier than many in the market are currently expecting,” said Damien McColough, head of fixed-income research at Westpac Banking Corp. in Sydney. “On the face of it, this big short doesn’t reflect the view that there will be a near-term recession.”Treasury yields have been whipsawed in recent weeks as traders engage in a tug-of-war with the Fed amid a growing debate about when policymakers will start cutting rates. Hedge funds will be vindicated if the US central bank prevails in its view that borrowing costs need to keep marching higher.Leveraged funds have a checkered track record in Treasuries. Yields declined in 2019 after the previous record short. When leveraged longs hit a multi-year high in 2021, yields did move modestly lower soon after before surging as the Fed headed toward rate hikes.The 10-year Treasury yield has advanced nine basis points this month to 3.56%, unwinding some of March’s 45-basis-point drop. The benchmark yield remains in a deep discount to two-year rates, suggesting that a downturn is on the cards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947033288,"gmtCreate":1682330444244,"gmtModify":1682330447901,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947033288","repostId":"2329000256","repostType":4,"repost":{"id":"2329000256","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1682320337,"share":"https://ttm.financial/m/news/2329000256?lang=&edition=fundamental","pubTime":"2023-04-24 15:12","market":"sg","language":"en","title":"Singapore March Core Inflation Rises 5%, Slightly Less Than Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2329000256","media":"Reuters","summary":"SINGAPORE, April 24 (Reuters) - Singapore's key consumer price gauge rose 5% in March, slightly lowe","content":"<html><head></head><body><p style=\"text-align: start;\">SINGAPORE, April 24 (Reuters) - Singapore&#39;s key consumer price gauge rose 5% in March, slightly lower than forecast, official data showed on Monday.</p><p style=\"text-align: start;\">The core inflation rate - which excludes private road transport and accommodation costs - rose 5% year-on-year in March, lower than the 5.5% rise seen in February. A Reuters poll of economists had forecast a 5.1% increase in March.</p><p style=\"text-align: start;\">The rate was driven by lower inflation for services, food, retail and other goods, according to a joint statement by the Monetary Authority of Singapore (MAS) and the trade ministry.</p><p>Headline inflation was up 5.5% year-on-year in March, compared with a 5.6% increase seen in a Reuters poll.</p><p style=\"text-align: start;\">Lee Ju Ye, an economist at Maybank Investment Banking Group, said the slowing was much about last year&#39;s high base from the conflict in Ukraine and its impact on food and energy prices.</p><p style=\"text-align: start;\">&#34;Accommodation costs seem to be peaking...while food and private transport costs will likely continue to ease from last year&#39;s,&#34; she said.</p><p>&#34;We expect both headline and core inflation to gradually ease and do not expect MAS to further move in October.&#34;</p><p style=\"text-align: start;\">The MAS left its monetary policy settings unchanged in its review earlier this month, reflecting the concerns about its growth outlook and surprising economists, who had expected another round of tightening on elevated inflation.</p><p style=\"text-align: start;\">It has also said core inflation will remain elevated in the next few months but should progressively ease in the second half of 2023 and end the year significantly lower.</p><p style=\"text-align: start;\">The central bank said core inflation was expected to average 3.5% to 4.5%, and headline inflation was forecast to come in higher at 5.5% to 6.5% this year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore March Core Inflation Rises 5%, Slightly Less Than Forecast</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\">\nSingapore March Core Inflation Rises 5%, Slightly Less Than Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-24 15:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">SINGAPORE, April 24 (Reuters) - Singapore&#39;s key consumer price gauge rose 5% in March, slightly lower than forecast, official data showed on Monday.</p><p style=\"text-align: start;\">The core inflation rate - which excludes private road transport and accommodation costs - rose 5% year-on-year in March, lower than the 5.5% rise seen in February. A Reuters poll of economists had forecast a 5.1% increase in March.</p><p style=\"text-align: start;\">The rate was driven by lower inflation for services, food, retail and other goods, according to a joint statement by the Monetary Authority of Singapore (MAS) and the trade ministry.</p><p>Headline inflation was up 5.5% year-on-year in March, compared with a 5.6% increase seen in a Reuters poll.</p><p style=\"text-align: start;\">Lee Ju Ye, an economist at Maybank Investment Banking Group, said the slowing was much about last year&#39;s high base from the conflict in Ukraine and its impact on food and energy prices.</p><p style=\"text-align: start;\">&#34;Accommodation costs seem to be peaking...while food and private transport costs will likely continue to ease from last year&#39;s,&#34; she said.</p><p>&#34;We expect both headline and core inflation to gradually ease and do not expect MAS to further move in October.&#34;</p><p style=\"text-align: start;\">The MAS left its monetary policy settings unchanged in its review earlier this month, reflecting the concerns about its growth outlook and surprising economists, who had expected another round of tightening on elevated inflation.</p><p style=\"text-align: start;\">It has also said core inflation will remain elevated in the next few months but should progressively ease in the second half of 2023 and end the year significantly lower.</p><p style=\"text-align: start;\">The central bank said core inflation was expected to average 3.5% to 4.5%, and headline inflation was forecast to come in higher at 5.5% to 6.5% this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329000256","content_text":"SINGAPORE, April 24 (Reuters) - Singapore's key consumer price gauge rose 5% in March, slightly lower than forecast, official data showed on Monday.The core inflation rate - which excludes private road transport and accommodation costs - rose 5% year-on-year in March, lower than the 5.5% rise seen in February. A Reuters poll of economists had forecast a 5.1% increase in March.The rate was driven by lower inflation for services, food, retail and other goods, according to a joint statement by the Monetary Authority of Singapore (MAS) and the trade ministry.Headline inflation was up 5.5% year-on-year in March, compared with a 5.6% increase seen in a Reuters poll.Lee Ju Ye, an economist at Maybank Investment Banking Group, said the slowing was much about last year's high base from the conflict in Ukraine and its impact on food and energy prices.\"Accommodation costs seem to be peaking...while food and private transport costs will likely continue to ease from last year's,\" she said.\"We expect both headline and core inflation to gradually ease and do not expect MAS to further move in October.\"The MAS left its monetary policy settings unchanged in its review earlier this month, reflecting the concerns about its growth outlook and surprising economists, who had expected another round of tightening on elevated inflation.It has also said core inflation will remain elevated in the next few months but should progressively ease in the second half of 2023 and end the year significantly lower.The central bank said core inflation was expected to average 3.5% to 4.5%, and headline inflation was forecast to come in higher at 5.5% to 6.5% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944403104,"gmtCreate":1681981544008,"gmtModify":1681981547323,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944403104","repostId":"1132199217","repostType":2,"repost":{"id":"1132199217","weMediaInfo":{"introduction":"Follow us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1681981216,"share":"https://ttm.financial/m/news/1132199217?lang=&edition=fundamental","pubTime":"2023-04-20 17:00","market":"us","language":"en","title":"Option Movers | Tesla's Trading Volume Double as Investors Seek Protection; Netflix Fails to Beat IV Shrink","url":"https://stock-news.laohu8.com/highlight/detail?id=1132199217","media":"Option Movers","summary":"Market OverviewThe S&P 500 ended virtually unchanged on Wednesday (Apr. 19th) while the Dow dipped a","content":"<html><head></head><body><h2>Market Overview</h2><p>The S&amp;P 500 ended virtually unchanged on Wednesday (Apr. 19th) while the Dow dipped as investors digested a mixed bag of corporate earnings, including upbeat reports from medical technology companies, countered by weakness in <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> shares.</p><p>Regarding the options market, a total volume of 33,436,089 contracts was traded, up 7.6% from the previous trading day.</p><h2>Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPY</a>; <a href=\"https://laohu8.com/S/QQQ\">QQQ</a>; <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/VIX\">VIX</a>; <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>; <a href=\"https://laohu8.com/S/IWM\">IWM</a>; <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>; <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>; <a href=\"https://laohu8.com/S/BBBY\">BBBY</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5e5f59d02755e96ce3242ec6848d12\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"2163\"/><span>Source: Tiger Trade App</span></p><p></p><p>Options related to equity index ETFs are still popular with investors, with 6.54 million <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a> and 2.28 million <a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a> options contracts trading on Wednesday.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> missed first-quarter profit estimates after a series of price cuts designed to boost demand squeezed margins. Tesla has been slashing prices to protect its leading market position. Its operating margin was 11.4% in the three-month period, down from 16% last quarter and 19.2% a year ago. Unusually, it didn’t break out its automotive profit margin, which analysts have been watching closely.</p><p>Tesla Inc shares dropped 2% after the electric-vehicle maker&#39;s sixth U.S. price cut this year. A total volume of 1.53 million options related to <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> was traded before earnings report, up about 97% from the previous trading day. Tesla shares slid 6% further in after-market trading following the company&#39;s quarterly report.</p><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc</a> shares slid 3.2%, which is a relatively small move compared with the previous quarters, after the video-streaming pioneer offered a lighter-than-expected forecast. However, short sellers also faced huge losses as the implied volatility of Netflix option shrank sharply, which dropped to 38.3 from 101 after mixed earnings reports.</p><p>It is hard to gain for the buy side under the circumstance that the volatility drops sharply, plus the accelerate loss of time value. The fluctuation of Netflix is not enough to offset the decay of time value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4460f89e44c6089ac5fdb14ec151a964\" title=\"Source: Market Chameleon\" tg-width=\"779\" tg-height=\"315\"/><span>Source: Market Chameleon</span></p><h2>Most Active Options</h2><p><strong>1. Most Active Trading Equities Options:</strong></p><p><strong>Special %Calls &gt;70%: <a href=\"https://laohu8.com/S/CL\">Colgate</a>; <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble</a>; <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a>; Bank of America(BAC)$</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e87398f9c9ea55dad45113e1a537c6ff\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1007\" tg-height=\"363\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><p><strong>Special %Puts &gt;70%: <a href=\"https://laohu8.com/S/MU\">Micron</a>; <a href=\"https://laohu8.com/S/SQ\">Block</a></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f709f2f65aae7b3544f0318517ac7e\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1292\" tg-height=\"222\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><p><strong>2. Most Active Trading ETFs Options</strong></p><p><strong>Special %Calls &gt;70%: <a href=\"https://laohu8.com/S/SQQQ\">Nasdaq 100 Bear 3X ETF</a>; <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>; <a href=\"https://laohu8.com/S/UVXY\">VIX Short-Term Futures 1.5X ETF</a>;</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc2ab1dd18ab5eff542158372e59d26\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1008\" tg-height=\"287\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><p><strong>Special %Puts &gt;70%: $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>; <a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>; <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c352c0ebbdb5efcfbfcd9992746b7f03\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1291\" tg-height=\"289\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8061bb24dc44511ce5d2ac9965e3fe7c\" title=\"Source: Market Chameleon\" tg-width=\"1306\" tg-height=\"428\"/><span>Source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a>&#39;s option trading volume surged on Wednesday. BBBY shares closed more than 35% on Wednesday, while trading 21% lower after-hours following Bloomberg’s report in the morning, according to which the company is preparing for a potential bankruptcy filing as its recent attempts to raise funds have fallen short.</p><p>A total volume of 701.9K option related to <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a> was traded. Senior market analyst Daniela Hathorn said the meme stock’s rally should be short-lived.</p><p>“With bankruptcy looming, the fundamentals of the company are not attractive to new investors, but renewed social media attention is causing a false sense of demand” Hathorn wrote. “As is usual with meme stocks, the bullish run may last a few days as it overheats, but it is unlikely to sustain any move higher and when momentum runs out of steam.”</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/SQ\">SQ</a>; <a href=\"https://laohu8.com/S/NFLX\">NFLX</a>; <a href=\"https://laohu8.com/S/PG\">PG</a>; <a href=\"https://laohu8.com/S/MRNA\">MRNA</a>; <a href=\"https://laohu8.com/S/BBBY\">BBBY</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a>; <a href=\"https://laohu8.com/S/CVNA\">CVNA</a>; <a href=\"https://laohu8.com/S/SABR\">SABR</a>; <a href=\"https://laohu8.com/S/QCOM\">QCOM</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/BABA\">BABA</a>; <a href=\"https://laohu8.com/S/BAC\">BAC</a>; <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/AAL\">AAL</a>; <a href=\"https://laohu8.com/S/NIO\">NIO</a>; <a href=\"https://laohu8.com/S/SNAP\">SNAP</a>; <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>; <a href=\"https://laohu8.com/S/LAZR\">LAZR</a>; <a href=\"https://laohu8.com/S/CG\">CG</a>; <a href=\"https://laohu8.com/S/ENVX\">ENVX</a></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abd2e440e7e84c5be4f279626d028212\" alt=\"Source: Market Chameleon\" title=\"Source: Market Chameleon\" tg-width=\"451\" tg-height=\"495\"/><span>Source: Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e1e2e4084c27206c9fcf6c22304932d\" title=\"Source: Market Chameleon\" tg-width=\"451\" tg-height=\"498\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Option Movers | Tesla's Trading Volume Double as Investors Seek Protection; Netflix Fails to Beat IV Shrink </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\">\nOption Movers | Tesla's Trading Volume Double as Investors Seek Protection; Netflix Fails to Beat IV Shrink \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2023-04-20 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>Market Overview</h2><p>The S&amp;P 500 ended virtually unchanged on Wednesday (Apr. 19th) while the Dow dipped as investors digested a mixed bag of corporate earnings, including upbeat reports from medical technology companies, countered by weakness in <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> shares.</p><p>Regarding the options market, a total volume of 33,436,089 contracts was traded, up 7.6% from the previous trading day.</p><h2>Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPY</a>; <a href=\"https://laohu8.com/S/QQQ\">QQQ</a>; <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>; <a href=\"https://laohu8.com/S/VIX\">VIX</a>; <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>; <a href=\"https://laohu8.com/S/IWM\">IWM</a>; <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>; <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>; <a href=\"https://laohu8.com/S/BBBY\">BBBY</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5e5f59d02755e96ce3242ec6848d12\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"2163\"/><span>Source: Tiger Trade App</span></p><p></p><p>Options related to equity index ETFs are still popular with investors, with 6.54 million <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a> and 2.28 million <a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a> options contracts trading on Wednesday.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> missed first-quarter profit estimates after a series of price cuts designed to boost demand squeezed margins. Tesla has been slashing prices to protect its leading market position. Its operating margin was 11.4% in the three-month period, down from 16% last quarter and 19.2% a year ago. Unusually, it didn’t break out its automotive profit margin, which analysts have been watching closely.</p><p>Tesla Inc shares dropped 2% after the electric-vehicle maker&#39;s sixth U.S. price cut this year. A total volume of 1.53 million options related to <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> was traded before earnings report, up about 97% from the previous trading day. Tesla shares slid 6% further in after-market trading following the company&#39;s quarterly report.</p><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc</a> shares slid 3.2%, which is a relatively small move compared with the previous quarters, after the video-streaming pioneer offered a lighter-than-expected forecast. However, short sellers also faced huge losses as the implied volatility of Netflix option shrank sharply, which dropped to 38.3 from 101 after mixed earnings reports.</p><p>It is hard to gain for the buy side under the circumstance that the volatility drops sharply, plus the accelerate loss of time value. The fluctuation of Netflix is not enough to offset the decay of time value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4460f89e44c6089ac5fdb14ec151a964\" title=\"Source: Market Chameleon\" tg-width=\"779\" tg-height=\"315\"/><span>Source: Market Chameleon</span></p><h2>Most Active Options</h2><p><strong>1. Most Active Trading Equities Options:</strong></p><p><strong>Special %Calls &gt;70%: <a href=\"https://laohu8.com/S/CL\">Colgate</a>; <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble</a>; <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a>; Bank of America(BAC)$</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e87398f9c9ea55dad45113e1a537c6ff\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1007\" tg-height=\"363\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><p><strong>Special %Puts &gt;70%: <a href=\"https://laohu8.com/S/MU\">Micron</a>; <a href=\"https://laohu8.com/S/SQ\">Block</a></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f709f2f65aae7b3544f0318517ac7e\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1292\" tg-height=\"222\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><p><strong>2. Most Active Trading ETFs Options</strong></p><p><strong>Special %Calls &gt;70%: <a href=\"https://laohu8.com/S/SQQQ\">Nasdaq 100 Bear 3X ETF</a>; <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>; <a href=\"https://laohu8.com/S/UVXY\">VIX Short-Term Futures 1.5X ETF</a>;</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc2ab1dd18ab5eff542158372e59d26\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1008\" tg-height=\"287\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><p><strong>Special %Puts &gt;70%: $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>; <a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>; <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c352c0ebbdb5efcfbfcd9992746b7f03\" title=\"Data From CBOE Trader Alert, as of 19 APR 2023 EDT\" tg-width=\"1291\" tg-height=\"289\"/><span>Data From CBOE Trader Alert, as of 19 APR 2023 EDT</span></p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8061bb24dc44511ce5d2ac9965e3fe7c\" title=\"Source: Market Chameleon\" tg-width=\"1306\" tg-height=\"428\"/><span>Source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a>&#39;s option trading volume surged on Wednesday. BBBY shares closed more than 35% on Wednesday, while trading 21% lower after-hours following Bloomberg’s report in the morning, according to which the company is preparing for a potential bankruptcy filing as its recent attempts to raise funds have fallen short.</p><p>A total volume of 701.9K option related to <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a> was traded. Senior market analyst Daniela Hathorn said the meme stock’s rally should be short-lived.</p><p>“With bankruptcy looming, the fundamentals of the company are not attractive to new investors, but renewed social media attention is causing a false sense of demand” Hathorn wrote. “As is usual with meme stocks, the bullish run may last a few days as it overheats, but it is unlikely to sustain any move higher and when momentum runs out of steam.”</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: <a href=\"https://laohu8.com/S/SQ\">SQ</a>; <a href=\"https://laohu8.com/S/NFLX\">NFLX</a>; <a href=\"https://laohu8.com/S/PG\">PG</a>; <a href=\"https://laohu8.com/S/MRNA\">MRNA</a>; <a href=\"https://laohu8.com/S/BBBY\">BBBY</a>; <a href=\"https://laohu8.com/S/MSFT\">MSFT</a>; <a href=\"https://laohu8.com/S/CVNA\">CVNA</a>; <a href=\"https://laohu8.com/S/SABR\">SABR</a>; <a href=\"https://laohu8.com/S/QCOM\">QCOM</a>; <a href=\"https://laohu8.com/S/NVDA\">NVDA</a></p><p><strong>Top 10 bearish stocks</strong>: <a href=\"https://laohu8.com/S/BABA\">BABA</a>; <a href=\"https://laohu8.com/S/BAC\">BAC</a>; <a href=\"https://laohu8.com/S/F\">F</a>; <a href=\"https://laohu8.com/S/AAL\">AAL</a>; <a href=\"https://laohu8.com/S/NIO\">NIO</a>; <a href=\"https://laohu8.com/S/SNAP\">SNAP</a>; <a href=\"https://laohu8.com/S/GOOGL\">GOOGL</a>; <a href=\"https://laohu8.com/S/LAZR\">LAZR</a>; <a href=\"https://laohu8.com/S/CG\">CG</a>; <a href=\"https://laohu8.com/S/ENVX\">ENVX</a></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abd2e440e7e84c5be4f279626d028212\" alt=\"Source: Market Chameleon\" title=\"Source: Market Chameleon\" tg-width=\"451\" tg-height=\"495\"/><span>Source: Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e1e2e4084c27206c9fcf6c22304932d\" title=\"Source: Market Chameleon\" tg-width=\"451\" tg-height=\"498\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","BBBY":"3B家居","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132199217","content_text":"Market OverviewThe S&P 500 ended virtually unchanged on Wednesday (Apr. 19th) while the Dow dipped as investors digested a mixed bag of corporate earnings, including upbeat reports from medical technology companies, countered by weakness in Netflix shares.Regarding the options market, a total volume of 33,436,089 contracts was traded, up 7.6% from the previous trading day.Top 10 Option VolumesTop 10: SPY; QQQ; TSLA; VIX; AMZN; IWM; AAPL; Netflix; BBBY; NVDASource: Tiger Trade AppOptions related to equity index ETFs are still popular with investors, with 6.54 million SPDR S&P500 ETF Trust and 2.28 million Invest QQQ Trust ETF options contracts trading on Wednesday.Tesla Inc. missed first-quarter profit estimates after a series of price cuts designed to boost demand squeezed margins. Tesla has been slashing prices to protect its leading market position. Its operating margin was 11.4% in the three-month period, down from 16% last quarter and 19.2% a year ago. Unusually, it didn’t break out its automotive profit margin, which analysts have been watching closely.Tesla Inc shares dropped 2% after the electric-vehicle maker's sixth U.S. price cut this year. A total volume of 1.53 million options related to Tesla Inc. was traded before earnings report, up about 97% from the previous trading day. Tesla shares slid 6% further in after-market trading following the company's quarterly report.Netflix Inc shares slid 3.2%, which is a relatively small move compared with the previous quarters, after the video-streaming pioneer offered a lighter-than-expected forecast. However, short sellers also faced huge losses as the implied volatility of Netflix option shrank sharply, which dropped to 38.3 from 101 after mixed earnings reports.It is hard to gain for the buy side under the circumstance that the volatility drops sharply, plus the accelerate loss of time value. The fluctuation of Netflix is not enough to offset the decay of time value.Source: Market ChameleonMost Active Options1. Most Active Trading Equities Options:Special %Calls >70%: Colgate; Procter & Gamble; Bed Bath & Beyond; Bank of America(BAC)$Data From CBOE Trader Alert, as of 19 APR 2023 EDTSpecial %Puts >70%: Micron; BlockData From CBOE Trader Alert, as of 19 APR 2023 EDT2. Most Active Trading ETFs OptionsSpecial %Calls >70%: Nasdaq 100 Bear 3X ETF; iShares Silver Trust; VIX Short-Term Futures 1.5X ETF;Data From CBOE Trader Alert, as of 19 APR 2023 EDTSpecial %Puts >70%: $iShares iBoxx  High Yield Corporate Bond ETF; iShares Russell 2000 ETF; Energy Select Sector SPDR FundData From CBOE Trader Alert, as of 19 APR 2023 EDTUnusual Options ActivitySource: Market ChameleonBed Bath & Beyond's option trading volume surged on Wednesday. BBBY shares closed more than 35% on Wednesday, while trading 21% lower after-hours following Bloomberg’s report in the morning, according to which the company is preparing for a potential bankruptcy filing as its recent attempts to raise funds have fallen short.A total volume of 701.9K option related to Bed Bath & Beyond was traded. Senior market analyst Daniela Hathorn said the meme stock’s rally should be short-lived.“With bankruptcy looming, the fundamentals of the company are not attractive to new investors, but renewed social media attention is causing a false sense of demand” Hathorn wrote. “As is usual with meme stocks, the bullish run may last a few days as it overheats, but it is unlikely to sustain any move higher and when momentum runs out of steam.”TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: SQ; NFLX; PG; MRNA; BBBY; MSFT; CVNA; SABR; QCOM; NVDATop 10 bearish stocks: BABA; BAC; F; AAL; NIO; SNAP; GOOGL; LAZR; CG; ENVXSource: Market ChameleonSource: Market ChameleonIf you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944545910,"gmtCreate":1681965704031,"gmtModify":1681965707597,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944545910","repostId":"1196482326","repostType":4,"repost":{"id":"1196482326","pubTimestamp":1681948868,"share":"https://ttm.financial/m/news/1196482326?lang=&edition=fundamental","pubTime":"2023-04-20 08:01","market":"us","language":"en","title":"Tesla: That's Just The Beginning Of The Challenges","url":"https://stock-news.laohu8.com/highlight/detail?id=1196482326","media":"Seeking Alpha","summary":"SummaryTesla reported weak Q1 results.Margins, profits, and cash flows are moving in the wrong direc","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla reported weak Q1 results.</p></li><li><p>Margins, profits, and cash flows are moving in the wrong direction.</p></li><li><p>Q2 could be worse due to further price cuts.</p></li><li><p>The valuation remains high.</p></li></ul><h2 style=\"text-align: left;\">Article Thesis</h2><p style=\"text-align: left;\">Tesla (NASDAQ: TSLA) has reported quarterly results that are mostly seen as negative, as margins and earnings dropped considerably, while free cash generation was weak as well due to inventory piling up.</p><p style=\"text-align: left;\">But things could get worse over the coming quarters as further price reductions for Tesla&#39;s vehicles make it likely that margins will be even weaker during the second quarter, and possibly beyond. At the same time, TSLA trades at a pretty high valuation, which is why it&#39;s not surprising that shares are under pressure.</p><h2 style=\"text-align: left;\">What Happened?</h2><p style=\"text-align: left;\">Tesla reported quarterly results that missed estimates, as we can see in the following screencap from Seeking Alpha:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf7129d40221ef47e8a3a44d7e1b46a3\" alt=\"TSLA results\" title=\"TSLA results\" tg-width=\"603\" tg-height=\"102\"/><span>TSLA results</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p style=\"text-align: left;\">While the non-GAAP, or adjusted, earnings per share were in line with estimates, revenues missed the analyst consensus estimate. Compared to past results, when Tesla did beat estimates more or less regularly, that was a pretty bad result. Shares are down 6% in after-hours trading, following a price decline during regular trading hours. But when we delve into the details, things look even worse, I believe.</p><h2 style=\"text-align: left;\">Many Things Are Moving In The Wrong Direction</h2><p style=\"text-align: left;\">Tesla is one of the most expensive automobile companies based on traditional valuation metrics such as price to earnings, price to sales, or price to book value. In the past, this was justified by Tesla&#39;s strong performance when it comes to revenue growth, expanding margins, growing free cash generation, and exploding profits. One could argue that even those facts do not justify a 50x earnings multiple, but these advantages definitely warranted a valuation premium versus traditional (legacy) automobile companies such as Ford (F), General Motors (GM), or Volkswagen (OTCPK: VWAGY), which oftentimes trade at 5x to 10x net profits.</p><p style=\"text-align: left;\">During the pandemic, when consumers were flush with cash and when ultra-low interest rates made financing a vehicle easy, Tesla saw explosive growth and benefited from rising sales prices that lifted its margins. But from what we have seen in the more recent past, and especially in the just-released earnings report, it looks like the good times have come to an end for Tesla, as many metrics are moving in the wrong direction right now.</p><p style=\"text-align: left;\">Tesla generated deliveries growth of 36% during the first quarter, compared to one year earlier, as the company delivered 423,000 vehicles. While the 36% growth alone is significantly below the company&#39;s long-term target of growing its volumes by 50% per year on average, that&#39;s by far not the worst number in the first quarter. Instead, Tesla&#39;s performance based on many other metrics looked worse.</p><p style=\"text-align: left;\">The company grew its revenue by 24% year over year, which was way below the deliveries growth rate. The reason for that is that Tesla saw its average sales price compress considerably during the period, more than what the analyst community had forecasted. This is the total company-wide revenue growth rate, which includes Tesla&#39;s non-automobile businesses (e.g. energy). The non-auto businesses are not profitable yet, but bulls still see a lot of value in them due to their high relative growth. And it&#39;s true that growth in the non-auto business was way higher than in the auto business, as energy generation and storage revenue rose by 148% year over year, while services revenue rose by 44%. With those two units growing faster than the company-wide revenue growth rate, it is, of course, not surprising that Tesla&#39;s auto revenues grew less than 24% - the franchise generated revenue growth of 18% year over year. Growing deliveries by 36% while growing the revenue generated from these deliveries by just half that amount is pretty bad, of course - ideally, investors want to see revenue growth that is <em>higher</em> than volume growth (and not way lower), as this helps combat headwinds from inflation.</p><p style=\"text-align: left;\">With dropping sales prices, Tesla wasn&#39;t able to withstand headwinds from inflation, which is why its margins took a big hit. Tesla&#39;s gross margin came in at 19% for the quarter, down by a massive 1,000 base points from 29% one year earlier. When a company&#39;s size grows, investors generally want to see expanding margins, and many companies achieve this goal via operating leverage, fixed-cost digression, and so on. But in Tesla&#39;s case, that has absolutely not been the case, at least during the first quarter, as Tesla&#39;s margins slumped. This is an issue for an important part of the bull thesis - many bulls have stated that Tesla is deserving of a premium valuation due to its high and growing margins. And for some time, its margins did indeed expand, and a year ago they undoubtedly were high for an automobile company. But this trend is no longer playing out, as margins have now been dropping for some time, and margins also aren&#39;t especially high any longer:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a778ba5b27d63e0043e117b756b8cbd3\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"450\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\">Toyota (TM) and BMW (OTCPK: BMWYY) have gross margins of 17%, and Mercedes (OTCPK: MBGYY) has a gross margin of 23% - Tesla is in the middle of that. Being in the middle of its peer group margin-wise is not a bad result, but not a great result, either - and it&#39;s not supportive of a &#34;Tesla will always be the margin leader&#34; narrative.</p><p style=\"text-align: left;\">The combination of weaker-than-expected revenue growth and a massive hit to its margins has made Tesla&#39;s profits decline by 24% year over year, which is far from good for a growth stock trading at a premium valuation.</p><p style=\"text-align: left;\">Declining profits, in combination with growing inventory levels (which isn&#39;t great either), has made Tesla&#39;s free cash flow slump by around 80%, to just $400 million for the quarter. While Tesla still has a strong cash position, which is good, of course, that cash pile isn&#39;t growing very fast any longer, unlike in the past, when Tesla oftentimes added more than $1 billion to its cash pile in a three-month period. And yet, despite these weak results for Tesla&#39;s Q1, things could get worse going forward.</p><h2 style=\"text-align: left;\">The Outlook Is Far From Great</h2><p style=\"text-align: left;\">As we have seen above, the biggest problems for Tesla are its declining sales prices, as those cause several issues: Revenues are growing way slower than deliveries, and margins are being compressed, which, in turn, causes profits and cash flows to decline.</p><p style=\"text-align: left;\">And based on the news we have seen today, we can assume that this trend will continue during the current quarter. Seeking Alpha reports:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c218ba24766b5622d12a6afae5bc562\" alt=\"TSLA price cuts\" title=\"TSLA price cuts\" tg-width=\"640\" tg-height=\"525\"/><span>TSLA price cuts</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p style=\"text-align: left;\">These price cuts are not reflected in the just-reported numbers yet, but they will surely have an impact on Tesla&#39;s Q2 results. Price decreases vary from model to model, but are mostly in the 5% range. In other words, average sales prices could decline at a mid-single-digit rate due to these price declines alone, and those aren&#39;t the only ones we have seen in the recent past - this is the sixth time Tesla has cut its US prices this year. Price cuts have also occurred in other important markets, primarily China, thus it seems unlikely that Tesla&#39;s international business will be a booster for its ASPs going forward.</p><p style=\"text-align: left;\">The expected hit to Tesla&#39;s revenues is not the most problematic issue, however. Instead, the margin hit will likely hurt even more. It&#39;s possible that Tesla finds a way to mitigate the margin headwind stemming from these price reductions, e.g. via more efficient ways of production, but so far, that has clearly not been the case, as margins took a huge hit during the most recent quarter. Unless something changes, margins will take another hit from the just-announced price decreases as well. If Tesla&#39;s gross margins during Q2 fully reflect an estimated 5% ASP decline, gross margins could drop from 19% to 14%, which would make for a 26% gross profit decline per car. That will be partially offset by higher deliveries, as long as Tesla manages to sell more vehicles during this year&#39;s Q2 vs. last year&#39;s Q2. I believe that it&#39;s likely that deliveries will increase, but it could still be quite difficult to battle a 25%-plus decline in Tesla&#39;s gross profit per car number.</p><p style=\"text-align: left;\">I thus believe that the near-term outlook for Tesla is far from exciting, as the weak results for Q1 and the price declines we have seen since then suggest that margins will remain weak (compared to the margins Tesla has generated in the past), and they could very well decline further during the current quarter. This, of course, could also result in further headwinds for profits and cash flows.</p><h2 style=\"text-align: left;\">Final Thoughts</h2><p style=\"text-align: left;\">Tesla is not a bad company at all. But when an automobile company trades at around 50x net profits, while many legacy peers trade at 5x to 10x net profits, then business execution has to be excellent. And that&#39;s not the case here any longer.</p><p style=\"text-align: left;\">While deliveries are still growing at a sizable pace and while the balance sheet is strong, ASPs, margins, profits, and cash flows are moving in the wrong direction. And since Tesla keeps lowering its prices, which suggests demand issues, margins and profits could be even worse during the current quarter, and, potentially, beyond.</p><p style=\"text-align: left;\">The automobile industry is cyclical, capital-intense, very competitive, and famous for its low margins - and TSLA more and more looks like a traditional auto company when it comes to these issues. Its margins are now neither better nor worse than those of major legacy peers, which is why I do not believe that the current valuation is justified. Should TSLA be successful with its robotaxi efforts that could change, of course, but I wouldn&#39;t want to bet on that.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: That's Just The Beginning Of The Challenges</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: That's Just The Beginning Of The Challenges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-20 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595111-tesla-just-the-beginning-of-challenges><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla reported weak Q1 results.Margins, profits, and cash flows are moving in the wrong direction.Q2 could be worse due to further price cuts.The valuation remains high.Article ThesisTesla (...</p>\n\n<a href=\"https://seekingalpha.com/article/4595111-tesla-just-the-beginning-of-challenges\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4595111-tesla-just-the-beginning-of-challenges","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196482326","content_text":"SummaryTesla reported weak Q1 results.Margins, profits, and cash flows are moving in the wrong direction.Q2 could be worse due to further price cuts.The valuation remains high.Article ThesisTesla (NASDAQ: TSLA) has reported quarterly results that are mostly seen as negative, as margins and earnings dropped considerably, while free cash generation was weak as well due to inventory piling up.But things could get worse over the coming quarters as further price reductions for Tesla's vehicles make it likely that margins will be even weaker during the second quarter, and possibly beyond. At the same time, TSLA trades at a pretty high valuation, which is why it's not surprising that shares are under pressure.What Happened?Tesla reported quarterly results that missed estimates, as we can see in the following screencap from Seeking Alpha:TSLA resultsSeeking AlphaWhile the non-GAAP, or adjusted, earnings per share were in line with estimates, revenues missed the analyst consensus estimate. Compared to past results, when Tesla did beat estimates more or less regularly, that was a pretty bad result. Shares are down 6% in after-hours trading, following a price decline during regular trading hours. But when we delve into the details, things look even worse, I believe.Many Things Are Moving In The Wrong DirectionTesla is one of the most expensive automobile companies based on traditional valuation metrics such as price to earnings, price to sales, or price to book value. In the past, this was justified by Tesla's strong performance when it comes to revenue growth, expanding margins, growing free cash generation, and exploding profits. One could argue that even those facts do not justify a 50x earnings multiple, but these advantages definitely warranted a valuation premium versus traditional (legacy) automobile companies such as Ford (F), General Motors (GM), or Volkswagen (OTCPK: VWAGY), which oftentimes trade at 5x to 10x net profits.During the pandemic, when consumers were flush with cash and when ultra-low interest rates made financing a vehicle easy, Tesla saw explosive growth and benefited from rising sales prices that lifted its margins. But from what we have seen in the more recent past, and especially in the just-released earnings report, it looks like the good times have come to an end for Tesla, as many metrics are moving in the wrong direction right now.Tesla generated deliveries growth of 36% during the first quarter, compared to one year earlier, as the company delivered 423,000 vehicles. While the 36% growth alone is significantly below the company's long-term target of growing its volumes by 50% per year on average, that's by far not the worst number in the first quarter. Instead, Tesla's performance based on many other metrics looked worse.The company grew its revenue by 24% year over year, which was way below the deliveries growth rate. The reason for that is that Tesla saw its average sales price compress considerably during the period, more than what the analyst community had forecasted. This is the total company-wide revenue growth rate, which includes Tesla's non-automobile businesses (e.g. energy). The non-auto businesses are not profitable yet, but bulls still see a lot of value in them due to their high relative growth. And it's true that growth in the non-auto business was way higher than in the auto business, as energy generation and storage revenue rose by 148% year over year, while services revenue rose by 44%. With those two units growing faster than the company-wide revenue growth rate, it is, of course, not surprising that Tesla's auto revenues grew less than 24% - the franchise generated revenue growth of 18% year over year. Growing deliveries by 36% while growing the revenue generated from these deliveries by just half that amount is pretty bad, of course - ideally, investors want to see revenue growth that is higher than volume growth (and not way lower), as this helps combat headwinds from inflation.With dropping sales prices, Tesla wasn't able to withstand headwinds from inflation, which is why its margins took a big hit. Tesla's gross margin came in at 19% for the quarter, down by a massive 1,000 base points from 29% one year earlier. When a company's size grows, investors generally want to see expanding margins, and many companies achieve this goal via operating leverage, fixed-cost digression, and so on. But in Tesla's case, that has absolutely not been the case, at least during the first quarter, as Tesla's margins slumped. This is an issue for an important part of the bull thesis - many bulls have stated that Tesla is deserving of a premium valuation due to its high and growing margins. And for some time, its margins did indeed expand, and a year ago they undoubtedly were high for an automobile company. But this trend is no longer playing out, as margins have now been dropping for some time, and margins also aren't especially high any longer:ChartData by YChartsToyota (TM) and BMW (OTCPK: BMWYY) have gross margins of 17%, and Mercedes (OTCPK: MBGYY) has a gross margin of 23% - Tesla is in the middle of that. Being in the middle of its peer group margin-wise is not a bad result, but not a great result, either - and it's not supportive of a \"Tesla will always be the margin leader\" narrative.The combination of weaker-than-expected revenue growth and a massive hit to its margins has made Tesla's profits decline by 24% year over year, which is far from good for a growth stock trading at a premium valuation.Declining profits, in combination with growing inventory levels (which isn't great either), has made Tesla's free cash flow slump by around 80%, to just $400 million for the quarter. While Tesla still has a strong cash position, which is good, of course, that cash pile isn't growing very fast any longer, unlike in the past, when Tesla oftentimes added more than $1 billion to its cash pile in a three-month period. And yet, despite these weak results for Tesla's Q1, things could get worse going forward.The Outlook Is Far From GreatAs we have seen above, the biggest problems for Tesla are its declining sales prices, as those cause several issues: Revenues are growing way slower than deliveries, and margins are being compressed, which, in turn, causes profits and cash flows to decline.And based on the news we have seen today, we can assume that this trend will continue during the current quarter. Seeking Alpha reports:TSLA price cutsSeeking AlphaThese price cuts are not reflected in the just-reported numbers yet, but they will surely have an impact on Tesla's Q2 results. Price decreases vary from model to model, but are mostly in the 5% range. In other words, average sales prices could decline at a mid-single-digit rate due to these price declines alone, and those aren't the only ones we have seen in the recent past - this is the sixth time Tesla has cut its US prices this year. Price cuts have also occurred in other important markets, primarily China, thus it seems unlikely that Tesla's international business will be a booster for its ASPs going forward.The expected hit to Tesla's revenues is not the most problematic issue, however. Instead, the margin hit will likely hurt even more. It's possible that Tesla finds a way to mitigate the margin headwind stemming from these price reductions, e.g. via more efficient ways of production, but so far, that has clearly not been the case, as margins took a huge hit during the most recent quarter. Unless something changes, margins will take another hit from the just-announced price decreases as well. If Tesla's gross margins during Q2 fully reflect an estimated 5% ASP decline, gross margins could drop from 19% to 14%, which would make for a 26% gross profit decline per car. That will be partially offset by higher deliveries, as long as Tesla manages to sell more vehicles during this year's Q2 vs. last year's Q2. I believe that it's likely that deliveries will increase, but it could still be quite difficult to battle a 25%-plus decline in Tesla's gross profit per car number.I thus believe that the near-term outlook for Tesla is far from exciting, as the weak results for Q1 and the price declines we have seen since then suggest that margins will remain weak (compared to the margins Tesla has generated in the past), and they could very well decline further during the current quarter. This, of course, could also result in further headwinds for profits and cash flows.Final ThoughtsTesla is not a bad company at all. But when an automobile company trades at around 50x net profits, while many legacy peers trade at 5x to 10x net profits, then business execution has to be excellent. And that's not the case here any longer.While deliveries are still growing at a sizable pace and while the balance sheet is strong, ASPs, margins, profits, and cash flows are moving in the wrong direction. And since Tesla keeps lowering its prices, which suggests demand issues, margins and profits could be even worse during the current quarter, and, potentially, beyond.The automobile industry is cyclical, capital-intense, very competitive, and famous for its low margins - and TSLA more and more looks like a traditional auto company when it comes to these issues. Its margins are now neither better nor worse than those of major legacy peers, which is why I do not believe that the current valuation is justified. Should TSLA be successful with its robotaxi efforts that could change, of course, but I wouldn't want to bet on that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944883653,"gmtCreate":1681783864972,"gmtModify":1681783868631,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944883653","repostId":"1177436345","repostType":2,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944357441,"gmtCreate":1681721459083,"gmtModify":1681721461914,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944357441","repostId":"2327496282","repostType":4,"repost":{"id":"2327496282","pubTimestamp":1681713540,"share":"https://ttm.financial/m/news/2327496282?lang=&edition=fundamental","pubTime":"2023-04-17 14:39","market":"us","language":"en","title":"How Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2327496282","media":"Motley Fool","summary":"Risk tolerance is a factor for both Taiwan Semiconductor's stock and the stocks of its clients.","content":"<html><head></head><body><p>The decision by Warren Buffett&#39;s <strong>Berkshire Hathaway</strong> to buy <strong>Taiwan Semiconductor Manufacturing</strong>, better known as TSMC, and then sell most of that stock a short time later seemed to confuse most industry observers. Buffett and his company pride themselves on long-term investments, and given TSMC&#39;s lead in semiconductor manufacturing, it looked like what many would consider a &#34;Buffett stock.&#34;</p><p>However, in a recent interview, Buffett said that his lieutenants bought the stock and that he decided to reverse most of that decision due to geopolitical concerns. Should Buffett&#39;s reasoning concern investors about the semiconductor industry? Let&#39;s take a closer look.</p><h2>The problem with selling TSMC</h2><p>TSMC looks like a Buffett stock, and its industry influence and essential nature make it one of the great foreign companies in which to invest. It claims nearly 60% of the world&#39;s third-party chip production, according to TrendForce. Additionally, since it produces most of its chips in Taiwan, it is the main reason why approximately two-thirds of worldwide chip production takes place on the island. It is the primary manufacturer for companies such as <strong>Qualcomm</strong>, <strong>Advanced Micro Devices</strong>, and <strong>Apple</strong>, Berkshire&#39;s largest holding.</p><p>Buffett holds valid concerns about Taiwan. Geopolitical threats have intensified in recent months. If that unlikely scenario came to pass, losing most of Taiwan&#39;s production capacity holds devastating consequences for fabless chip companies.</p><p>Nonetheless, the problem with Buffett&#39;s decision is that he and his team placed more than 40% of Berkshire&#39;s assets into Apple. Apple reportedly makes up over 25% of TSMC&#39;s business, so Apple and TSMC are essential to one another. Moreover, that means Berkshire already took on TSMC&#39;s geopolitical risk by owning Apple. If the geopolitical threat is such a risk, why does Berkshire hold so much Apple stock?</p><h2>TSMC and China</h2><p>Buffett&#39;s assertion that a direct TSMC investment is dangerous but an indirect one is safe seems baffling. Admittedly, the geopolitical threat is possible, which is one of many reasons investors should diversify outside of the semiconductor industry.</p><p>Nonetheless, Berkshire&#39;s investment in Apple and its remaining TSMC stake are probably safe, since China also depends on the company&#39;s technology. Numerous products with TSMC&#39;s chips find their way to China, meaning the country would step back technologically if events were to sever China&#39;s ties to the company.</p><p>In the end, China can have Taiwan, or it can have products from TSMC&#39;s clients. However, it likely cannot have both, since TSMC&#39;s fabs would probably not survive a geopolitical threat. It may also mean that the semiconductor industry may be <em>saving </em>Taiwan from an attack, a benefit to investors and society alike.</p><h2>How investors should react</h2><p>Ultimately, shareholders should react by staying on a course that matches their comfort levels. Investors who feel uncomfortable with geopolitical risk should avoid TSMC. But they should probably also avoid Apple and all fabless semiconductor stocks since they likely source most or all of their manufacturing from Taiwan.</p><p>Conversely, risk-tolerant investors should feel comfortable holding TSMC, Apple, or any other chip stock. They just need to remember to diversify outside of that industry. They should also never forget that positions in fabless chip companies almost always amount to indirect investments in TSMC. Such knowledge can protect shareholders if Buffett&#39;s worst fears become a reality.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor 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\">\nHow Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-17 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/16/investors-react-warren-buffett-sale-tsmc-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The decision by Warren Buffett's Berkshire Hathaway to buy Taiwan Semiconductor Manufacturing, better known as TSMC, and then sell most of that stock a short time later seemed to confuse most industry...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/16/investors-react-warren-buffett-sale-tsmc-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.fool.com/investing/2023/04/16/investors-react-warren-buffett-sale-tsmc-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327496282","content_text":"The decision by Warren Buffett's Berkshire Hathaway to buy Taiwan Semiconductor Manufacturing, better known as TSMC, and then sell most of that stock a short time later seemed to confuse most industry observers. Buffett and his company pride themselves on long-term investments, and given TSMC's lead in semiconductor manufacturing, it looked like what many would consider a \"Buffett stock.\"However, in a recent interview, Buffett said that his lieutenants bought the stock and that he decided to reverse most of that decision due to geopolitical concerns. Should Buffett's reasoning concern investors about the semiconductor industry? Let's take a closer look.The problem with selling TSMCTSMC looks like a Buffett stock, and its industry influence and essential nature make it one of the great foreign companies in which to invest. It claims nearly 60% of the world's third-party chip production, according to TrendForce. Additionally, since it produces most of its chips in Taiwan, it is the main reason why approximately two-thirds of worldwide chip production takes place on the island. It is the primary manufacturer for companies such as Qualcomm, Advanced Micro Devices, and Apple, Berkshire's largest holding.Buffett holds valid concerns about Taiwan. Geopolitical threats have intensified in recent months. If that unlikely scenario came to pass, losing most of Taiwan's production capacity holds devastating consequences for fabless chip companies.Nonetheless, the problem with Buffett's decision is that he and his team placed more than 40% of Berkshire's assets into Apple. Apple reportedly makes up over 25% of TSMC's business, so Apple and TSMC are essential to one another. Moreover, that means Berkshire already took on TSMC's geopolitical risk by owning Apple. If the geopolitical threat is such a risk, why does Berkshire hold so much Apple stock?TSMC and ChinaBuffett's assertion that a direct TSMC investment is dangerous but an indirect one is safe seems baffling. Admittedly, the geopolitical threat is possible, which is one of many reasons investors should diversify outside of the semiconductor industry.Nonetheless, Berkshire's investment in Apple and its remaining TSMC stake are probably safe, since China also depends on the company's technology. Numerous products with TSMC's chips find their way to China, meaning the country would step back technologically if events were to sever China's ties to the company.In the end, China can have Taiwan, or it can have products from TSMC's clients. However, it likely cannot have both, since TSMC's fabs would probably not survive a geopolitical threat. It may also mean that the semiconductor industry may be saving Taiwan from an attack, a benefit to investors and society alike.How investors should reactUltimately, shareholders should react by staying on a course that matches their comfort levels. Investors who feel uncomfortable with geopolitical risk should avoid TSMC. But they should probably also avoid Apple and all fabless semiconductor stocks since they likely source most or all of their manufacturing from Taiwan.Conversely, risk-tolerant investors should feel comfortable holding TSMC, Apple, or any other chip stock. They just need to remember to diversify outside of that industry. They should also never forget that positions in fabless chip companies almost always amount to indirect investments in TSMC. Such knowledge can protect shareholders if Buffett's worst fears become a reality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944357553,"gmtCreate":1681721417572,"gmtModify":1681721420984,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944357553","repostId":"1140914972","repostType":4,"repost":{"id":"1140914972","pubTimestamp":1681715548,"share":"https://ttm.financial/m/news/1140914972?lang=&edition=fundamental","pubTime":"2023-04-17 15:12","market":"us","language":"en","title":"Tesla: Entering An Intense Competitive Arena","url":"https://stock-news.laohu8.com/highlight/detail?id=1140914972","media":"Seeking Alpha","summary":"SummaryLike Maximus in the Gladiator, Tesla was leading the EVs charge. But it is losing that positi","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Like Maximus in the Gladiator, Tesla was leading the EVs charge. But it is losing that position of power as it enters the gladiator&#39;s arena, full of intense competition.</p></li><li><p>Tesla&#39;s volume growth is slowing.</p></li><li><p>Lack of new model launches undermines Tesla&#39;s first-mover advantage.</p></li><li><p>Price cuts signal a dive into an intense competitive arena.</p></li><li><p>Tesla is grossly overvalued even relative to its direct EV comparable and competitor.</p></li></ul><h2 style=\"text-align: left;\">Thesis</h2><p style=\"text-align: left;\">Tesla (NASDAQ: TSLA) was a Maximus Decimus Meridius, leading the EVs charge. But it is quickly losing that position of power as it is forced into the common gladiator&#39;s arena, full of intense competition with bloody price wars. I am bearish on Tesla due to 4 key reasons:</p><ol><li><p>Tesla&#39;s volume growth is slowing</p></li><li><p>Lack of new model launches undermines Tesla&#39;s first-mover advantage</p></li><li><p>Price cuts signal a dive into an intense competitive arena</p></li><li><p>Tesla is grossly overvalued even relative to its direct EV comparable and competitor</p></li></ol><p style=\"text-align: left;\"><em>Note: The volume analysis in this article is mostly focused on the US; the geography that makes up almost half of total revenues. The purpose of the volumes analysis is to glean insights about Tesla&#39;s strategy and competitive positioning.</em></p><h2 style=\"text-align: left;\">Tesla&#39;s volume growth is slowing</h2><p style=\"text-align: left;\">As is common with first-movers, over its journey, Tesla has evolved from initial premium market offerings via the Model X and Model S to more mass-premium models via the launches of the Model 3 and Model Y. The launch of these models have coincided with sales volume inflections:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/304cde7b335161144b33e0968d918d3b\" alt=\"Tesla Volumes and Market Share\" title=\"Tesla Volumes and Market Share\" tg-width=\"640\" tg-height=\"397\"/><span>Tesla Volumes and Market Share</span></p><p style=\"text-align: left;\"><strong>Tesla Volumes and Market Share (Company Filings, Author&#39;s Analysis)</strong></p><p style=\"text-align: left;\">Over a span of 5 years, the volume share of Tesla&#39;s mass market models have expanded from 27% to 97%.</p><p style=\"text-align: left;\">The problem now is that Tesla&#39;s volumes growth is slowing down:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeed4fca7a6ec49a1ecd1417635a6599\" alt=\"Tesla Total Volumes YoY\" title=\"Tesla Total Volumes YoY\" tg-width=\"640\" tg-height=\"206\"/><span>Tesla Total Volumes YoY</span></p><p style=\"text-align: left;\"><strong>Tesla Total Volumes YoY (Company Filings, Author&#39;s Analysis)</strong></p><p style=\"text-align: left;\">36.4% YoY growth in Q1 FY23 seems high but to put it into context, note that Ford (F) has EV volumes growing at 41% YoY. So the specialist EV maker Tesla is growing volumes slower than a traditional automotive company&#39;s EV volumes. Not a good sign.</p><h2 style=\"text-align: left;\">Lack of new model launches undermines Tesla&#39;s first-mover advantage</h2><p style=\"text-align: left;\">Tesla has not had a new car model launch since 2020. Yes; it has been upgrading the technology and making incremental updates but the outer look and feel of the vehicle remains the same. The expected launch for a new Tesla model (Model 3 Generation 2) is in 2024. This is before accounting for potential production delays, which Tesla has often experienced.</p><p style=\"text-align: left;\">Low volumes growth without a new model launch in the interim paints a bleak volumes picture for Tesla since new models are what lead to a new leg of volume growth. This problem is compounded by increasing competitive intensity as traditional auto makers aggressively invest to gain EV share. According to lead automotive analyst at Bank of America Merrill Lynch (BAC) John Murphy, who has published an annual “Car Wars” study for the past 25 years, Tesla is en-route to lose significant market share from ~70% to under 11% by 2026.</p><blockquote>Even though it has transformed the automotive market, Tesla has not moved quickly enough to shut out competitors who will be able to offer a variety of newer models.- John Murphy, lead automotive analyst at Bank of America Merrill Lynch</blockquote><p style=\"text-align: left;\">Ultimately, I think this is a signal that Tesla&#39;s first-mover advantage in EVs is eroding away. This is worsened by the following:</p><h2 style=\"text-align: left;\">Price cuts signal a dive into an intense competitive arena</h2><p style=\"text-align: left;\">Tesla has announced broad-based price cuts for the 5th time this year across all its models:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/032eae22861700d19a7461999b0302a9\" alt=\"Tesla Model Price Cuts\" title=\"Tesla Model Price Cuts\" tg-width=\"640\" tg-height=\"208\"/><span>Tesla Model Price Cuts</span></p><p style=\"text-align: left;\"><strong>Tesla Model Price Cuts (Tesla, Guggenheim Securities, Author&#39;s Analysis)</strong></p><p style=\"text-align: left;\">For perspective, the average new car price in the United States is $49,388. This figure has been increasing over the last 10 years, and especially over the last 2 years as inflation has climbed up. Yet, Tesla is dropping prices. Most of its mass market models are now barely above the average new car prices.</p><p style=\"text-align: left;\">Since there is no new model launch to boost volumes this time, it is clear that Tesla is implementing these price cuts to boost demand and re-ignite volumes growth. But more important is what implies strategically; I believe <strong>Tesla is becoming just like any other automotive player</strong> as it loses the allure of the EV novelty feature and engages in the typical pricing, production and marketing battles with the rest of the automotive OEMs.</p><p style=\"text-align: left;\">This is a whole new game for Tesla - one that it is not used to playing. And I am not sure if they are capable and ready. For example, sales and marketing will become more important now. This is something in which Tesla lacks experience. Indeed, even in their FY22 10-K, it was written that management continues to believe they will be able to continue generating significant media coverage without traditional advertising and marketing spends:</p><blockquote>Historically, we have been able to generate significant media coverage of our company and our products, and <strong>we believe we will continue to do so.</strong> Such media coverage and word of mouth are the current primary drivers of our sales leads and have helped us<strong> achieve sales without traditional advertising and at relatively low marketing costs</strong>.- Tesla&#39;s FY22 10-K, author&#39;s bolded emphasis</blockquote><p style=\"text-align: left;\">I disagree with this belief. As Tesla enters more into the mass market with price cuts, as other automotive OEMs launch their own EV models, differentiation will be much tougher making sales and marketing critical. This is not only another skill that Tesla has to master, but also another cost that the company has to bear, thus creating further margin pressures.</p><h2 style=\"text-align: left;\">Tesla is grossly overvalued even relative to its direct EV comparable and competitor</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/370988b4caeaf2c9ac65bfa5784b52fa\" alt=\"Tesla Valuation Comps\" title=\"Tesla Valuation Comps\" tg-width=\"640\" tg-height=\"141\"/><span>Tesla Valuation Comps</span></p><p style=\"text-align: left;\"><strong>Tesla Valuation Comps (Capital IQ, Author&#39;s Analysis)</strong></p><p style=\"text-align: left;\"><em>Peer-set includes BYD (OTCPK: BYDDF), Ford (F), Honda (HMC) (OTCPK: HNDAF), BMW (OTCPK: BMWYY), Mercedes-Benz (OTCPK: MBGAF) (OTCPK: MBGYY), General Motors (GM), Kia (OTCPK: KIMTF), Renault (OTCPK: RNSDF) (OTCPK: RNLSY)</em></p><p style=\"text-align: left;\">On a 1-yr forward PE basis, Tesla is trading at a 556.4% premium to the overall median, 681.3% premium to the traditional automotive companies and a 80.5% premium to EV competitor BYD.</p><p style=\"text-align: left;\"><strong>Is this reasonable and justified?</strong></p><p style=\"text-align: left;\">I say absolutely not. As Tesla becomes just like the other automotive OEMs, I expect this premium to shrink. Even compared to BYD, Tesla is overvalued as BYD is winning the battle in China. For example, Tesla reduced its prices twice in China in 2022 whilst BYD increased its prices. Yet, BYD may be en-route to overtaking Tesla in terms of scale this year. Charlie Munger also agrees on BYD&#39;s superiority:</p><blockquote>BYD is so far ahead of Tesla in China ‘it’s almost ridiculous’- Charlie Munger at the Daily Journal&#39;s (DJCO) annual meeting</blockquote><p style=\"text-align: left;\">Even then, Berkshire Hathaway (BRK.B) (BRK.A) has been trimming its BYD position due to pricey valuations.</p><p style=\"text-align: left;\">I believe it doesn&#39;t matter how you split it; Tesla still seems grossly overvalued.</p><h2 style=\"text-align: left;\">Overall View</h2><p style=\"text-align: left;\">Tesla started out as a disruptor and beacon for new-age EV vehicles. Its initial models catered to the premium and luxury segments as that is what made sense economically. Over time, it expanded into the mass-premium and broader mass markets, which allowed its sales volumes to explode.</p><p style=\"text-align: left;\">But now, its sales volume growth is declining, even below that of traditional automotive OEMs&#39; EV volumes. It has no new model launch in the near term horizon to ignite a new leg up in volume expansion. And competitors are rapidly catching up on the transition to EVs. Its direct competitor in China [BYD] is already taking the lead both in terms of price hikes and volume growth.</p><p style=\"text-align: left;\">This has led Tesla to aggressively engage in price cuts to stimulate demand and continue volume growth. However, this strategic change signals a new Tesla; one which is entering the intense competitive arena wherein pricing, efficient production, and effective sales and marketing are the key success parameters. This is a game Tesla is unused to playing. And I am doubtful about whether it has what it takes to succeed.</p><p style=\"text-align: left;\">I believe valuations are not reflecting this new reality for Tesla. I believe it is grossly overvalued, even when compared to its direct EV competitor in China. Thus, I rate Tesla a &#39;sell&#39;.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Entering An Intense Competitive Arena</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Entering An Intense Competitive Arena\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-17 15:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4594288-tesla-entering-an-intense-competitive-arena><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLike Maximus in the Gladiator, Tesla was leading the EVs charge. But it is losing that position of power as it enters the gladiator's arena, full of intense competition.Tesla's volume growth is...</p>\n\n<a href=\"https://seekingalpha.com/article/4594288-tesla-entering-an-intense-competitive-arena\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4594288-tesla-entering-an-intense-competitive-arena","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1140914972","content_text":"SummaryLike Maximus in the Gladiator, Tesla was leading the EVs charge. But it is losing that position of power as it enters the gladiator's arena, full of intense competition.Tesla's volume growth is slowing.Lack of new model launches undermines Tesla's first-mover advantage.Price cuts signal a dive into an intense competitive arena.Tesla is grossly overvalued even relative to its direct EV comparable and competitor.ThesisTesla (NASDAQ: TSLA) was a Maximus Decimus Meridius, leading the EVs charge. But it is quickly losing that position of power as it is forced into the common gladiator's arena, full of intense competition with bloody price wars. I am bearish on Tesla due to 4 key reasons:Tesla's volume growth is slowingLack of new model launches undermines Tesla's first-mover advantagePrice cuts signal a dive into an intense competitive arenaTesla is grossly overvalued even relative to its direct EV comparable and competitorNote: The volume analysis in this article is mostly focused on the US; the geography that makes up almost half of total revenues. The purpose of the volumes analysis is to glean insights about Tesla's strategy and competitive positioning.Tesla's volume growth is slowingAs is common with first-movers, over its journey, Tesla has evolved from initial premium market offerings via the Model X and Model S to more mass-premium models via the launches of the Model 3 and Model Y. The launch of these models have coincided with sales volume inflections:Tesla Volumes and Market ShareTesla Volumes and Market Share (Company Filings, Author's Analysis)Over a span of 5 years, the volume share of Tesla's mass market models have expanded from 27% to 97%.The problem now is that Tesla's volumes growth is slowing down:Tesla Total Volumes YoYTesla Total Volumes YoY (Company Filings, Author's Analysis)36.4% YoY growth in Q1 FY23 seems high but to put it into context, note that Ford (F) has EV volumes growing at 41% YoY. So the specialist EV maker Tesla is growing volumes slower than a traditional automotive company's EV volumes. Not a good sign.Lack of new model launches undermines Tesla's first-mover advantageTesla has not had a new car model launch since 2020. Yes; it has been upgrading the technology and making incremental updates but the outer look and feel of the vehicle remains the same. The expected launch for a new Tesla model (Model 3 Generation 2) is in 2024. This is before accounting for potential production delays, which Tesla has often experienced.Low volumes growth without a new model launch in the interim paints a bleak volumes picture for Tesla since new models are what lead to a new leg of volume growth. This problem is compounded by increasing competitive intensity as traditional auto makers aggressively invest to gain EV share. According to lead automotive analyst at Bank of America Merrill Lynch (BAC) John Murphy, who has published an annual “Car Wars” study for the past 25 years, Tesla is en-route to lose significant market share from ~70% to under 11% by 2026.Even though it has transformed the automotive market, Tesla has not moved quickly enough to shut out competitors who will be able to offer a variety of newer models.- John Murphy, lead automotive analyst at Bank of America Merrill LynchUltimately, I think this is a signal that Tesla's first-mover advantage in EVs is eroding away. This is worsened by the following:Price cuts signal a dive into an intense competitive arenaTesla has announced broad-based price cuts for the 5th time this year across all its models:Tesla Model Price CutsTesla Model Price Cuts (Tesla, Guggenheim Securities, Author's Analysis)For perspective, the average new car price in the United States is $49,388. This figure has been increasing over the last 10 years, and especially over the last 2 years as inflation has climbed up. Yet, Tesla is dropping prices. Most of its mass market models are now barely above the average new car prices.Since there is no new model launch to boost volumes this time, it is clear that Tesla is implementing these price cuts to boost demand and re-ignite volumes growth. But more important is what implies strategically; I believe Tesla is becoming just like any other automotive player as it loses the allure of the EV novelty feature and engages in the typical pricing, production and marketing battles with the rest of the automotive OEMs.This is a whole new game for Tesla - one that it is not used to playing. And I am not sure if they are capable and ready. For example, sales and marketing will become more important now. This is something in which Tesla lacks experience. Indeed, even in their FY22 10-K, it was written that management continues to believe they will be able to continue generating significant media coverage without traditional advertising and marketing spends:Historically, we have been able to generate significant media coverage of our company and our products, and we believe we will continue to do so. Such media coverage and word of mouth are the current primary drivers of our sales leads and have helped us achieve sales without traditional advertising and at relatively low marketing costs.- Tesla's FY22 10-K, author's bolded emphasisI disagree with this belief. As Tesla enters more into the mass market with price cuts, as other automotive OEMs launch their own EV models, differentiation will be much tougher making sales and marketing critical. This is not only another skill that Tesla has to master, but also another cost that the company has to bear, thus creating further margin pressures.Tesla is grossly overvalued even relative to its direct EV comparable and competitorTesla Valuation CompsTesla Valuation Comps (Capital IQ, Author's Analysis)Peer-set includes BYD (OTCPK: BYDDF), Ford (F), Honda (HMC) (OTCPK: HNDAF), BMW (OTCPK: BMWYY), Mercedes-Benz (OTCPK: MBGAF) (OTCPK: MBGYY), General Motors (GM), Kia (OTCPK: KIMTF), Renault (OTCPK: RNSDF) (OTCPK: RNLSY)On a 1-yr forward PE basis, Tesla is trading at a 556.4% premium to the overall median, 681.3% premium to the traditional automotive companies and a 80.5% premium to EV competitor BYD.Is this reasonable and justified?I say absolutely not. As Tesla becomes just like the other automotive OEMs, I expect this premium to shrink. Even compared to BYD, Tesla is overvalued as BYD is winning the battle in China. For example, Tesla reduced its prices twice in China in 2022 whilst BYD increased its prices. Yet, BYD may be en-route to overtaking Tesla in terms of scale this year. Charlie Munger also agrees on BYD's superiority:BYD is so far ahead of Tesla in China ‘it’s almost ridiculous’- Charlie Munger at the Daily Journal's (DJCO) annual meetingEven then, Berkshire Hathaway (BRK.B) (BRK.A) has been trimming its BYD position due to pricey valuations.I believe it doesn't matter how you split it; Tesla still seems grossly overvalued.Overall ViewTesla started out as a disruptor and beacon for new-age EV vehicles. Its initial models catered to the premium and luxury segments as that is what made sense economically. Over time, it expanded into the mass-premium and broader mass markets, which allowed its sales volumes to explode.But now, its sales volume growth is declining, even below that of traditional automotive OEMs' EV volumes. It has no new model launch in the near term horizon to ignite a new leg up in volume expansion. And competitors are rapidly catching up on the transition to EVs. Its direct competitor in China [BYD] is already taking the lead both in terms of price hikes and volume growth.This has led Tesla to aggressively engage in price cuts to stimulate demand and continue volume growth. However, this strategic change signals a new Tesla; one which is entering the intense competitive arena wherein pricing, efficient production, and effective sales and marketing are the key success parameters. This is a game Tesla is unused to playing. And I am doubtful about whether it has what it takes to succeed.I believe valuations are not reflecting this new reality for Tesla. I believe it is grossly overvalued, even when compared to its direct EV competitor in China. Thus, I rate Tesla a 'sell'.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944357630,"gmtCreate":1681721392121,"gmtModify":1681721395642,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944357630","repostId":"2328028440","repostType":4,"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944357820,"gmtCreate":1681721377761,"gmtModify":1681721381064,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944357820","repostId":"1115192410","repostType":4,"repost":{"id":"1115192410","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":1681718440,"share":"https://ttm.financial/m/news/1115192410?lang=&edition=fundamental","pubTime":"2023-04-17 16:00","market":"us","language":"en","title":"Prometheus Biosciences Surges 68% As Merck Will Buy the Biotechnology Company for About $11 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1115192410","media":"Tiger Newspress","summary":"Prometheus Biosciences surged 68% in premarket trading Monday as Merck would buy the biotechnology c","content":"<html><head></head><body><p>Prometheus Biosciences surged 68% in premarket trading Monday as Merck would buy the biotechnology company for about $11 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75ac8b6b5a5975433fb7d01204df8a6\" tg-width=\"827\" tg-height=\"618\"/></p><p>Merck &amp; Co said on Sunday it will buy Prometheus Biosciences Inc for about $10.8 billion, picking up a promising experimental treatment for ulcerative colitis and Crohn&#39;s disease and building up its presence in immunology.</p><p style=\"text-align: start;\">Merck will pay $200 per share for the California-based biotechnology company that specializes in treatments for autoimmune diseases. That represents a 75% premium to the $114.01 closing price for Prometheus shares on Friday.</p><p>&#34;This is allowing us to move into immunology in a strong way and will allow us sustainable growth, we think, well into the 2030s given the long patent life,&#34; Merck Chief Executive Robert Davis said in an interview.</p><p style=\"text-align: start;\">Davis said the Prometheus drug, PRA023, being developed to treat ulcerative colitis, Crohn’s disease, and other autoimmune conditions, could be a multibillion-dollar seller for Merck. He said the recent release of encouraging Phase II clinical trial results drove Merck to pounce.</p><p style=\"text-align: start;\">&#34;We&#39;ve been watching their clinical development program for a while,&#34; Davis said.</p><p>If the deal closes in the third quarter of this year as hoped, Merck could launch a late-stage ulcerative colitis study of the drug in the fourth quarter or first quarter of 2024, Davis said.</p><p style=\"text-align: start;\">Merck has been looking for deals to protect itself from eventual revenue loss as patents on its blockbuster cancer immunotherapy Keytruda begin to expire toward the end of the decade. The company reported nearly $21 billion in Keytruda sales last year.</p><p style=\"text-align: start;\">Davis said revenue from the Prometheus acquisition could start to roll in around the time Keytruda patents could potentially expire.</p><p style=\"text-align: start;\">Davis compared the deal to one he struck in 2021 for Acceleron, which allowed Merck to quickly build out its pipeline of cardiovascular drugs.</p><p style=\"text-align: start;\">&#34;I believe now we have a very strong portfolio in the cardiometabolic space. We see this acquisition of Prometheus building out a similar portfolio in the immunology space,&#34; Davis said, adding that Merck brings scale, global reach and significant capital to deploy.</p><p>Last summer, Merck was reportedly in talks to buy cancer focused biotech Seagen Inc (SGEN.O), but rival Pfizer Inc (PFE.N) ended up striking a $43 billion deal for Seagen last month.</p><p style=\"text-align: start;\">Davis said Merck would continue to be opportunistic on acquisitions, but is agnostic about size.</p><p style=\"text-align: start;\">&#34;We look where we see the most compelling science, and where that science aligns with value we move,&#34; Davis said, noting that the company is not interested in large transformative or cost-synergy driven deals.</p><p style=\"text-align: start;\">Merck&#39;s talks with Prometheus were first reported by the Wall Street Journal.</p><p style=\"text-align: start;\">The company in February forecast 2023 earnings below Wall Street estimates and a steep decline in sales of its COVID-19 antiviral treatment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prometheus Biosciences Surges 68% As Merck Will Buy the Biotechnology Company for About $11 Billion</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\">\nPrometheus Biosciences Surges 68% As Merck Will Buy the Biotechnology Company for About $11 Billion\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\">2023-04-17 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prometheus Biosciences surged 68% in premarket trading Monday as Merck would buy the biotechnology company for about $11 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75ac8b6b5a5975433fb7d01204df8a6\" tg-width=\"827\" tg-height=\"618\"/></p><p>Merck &amp; Co said on Sunday it will buy Prometheus Biosciences Inc for about $10.8 billion, picking up a promising experimental treatment for ulcerative colitis and Crohn&#39;s disease and building up its presence in immunology.</p><p style=\"text-align: start;\">Merck will pay $200 per share for the California-based biotechnology company that specializes in treatments for autoimmune diseases. That represents a 75% premium to the $114.01 closing price for Prometheus shares on Friday.</p><p>&#34;This is allowing us to move into immunology in a strong way and will allow us sustainable growth, we think, well into the 2030s given the long patent life,&#34; Merck Chief Executive Robert Davis said in an interview.</p><p style=\"text-align: start;\">Davis said the Prometheus drug, PRA023, being developed to treat ulcerative colitis, Crohn’s disease, and other autoimmune conditions, could be a multibillion-dollar seller for Merck. He said the recent release of encouraging Phase II clinical trial results drove Merck to pounce.</p><p style=\"text-align: start;\">&#34;We&#39;ve been watching their clinical development program for a while,&#34; Davis said.</p><p>If the deal closes in the third quarter of this year as hoped, Merck could launch a late-stage ulcerative colitis study of the drug in the fourth quarter or first quarter of 2024, Davis said.</p><p style=\"text-align: start;\">Merck has been looking for deals to protect itself from eventual revenue loss as patents on its blockbuster cancer immunotherapy Keytruda begin to expire toward the end of the decade. The company reported nearly $21 billion in Keytruda sales last year.</p><p style=\"text-align: start;\">Davis said revenue from the Prometheus acquisition could start to roll in around the time Keytruda patents could potentially expire.</p><p style=\"text-align: start;\">Davis compared the deal to one he struck in 2021 for Acceleron, which allowed Merck to quickly build out its pipeline of cardiovascular drugs.</p><p style=\"text-align: start;\">&#34;I believe now we have a very strong portfolio in the cardiometabolic space. We see this acquisition of Prometheus building out a similar portfolio in the immunology space,&#34; Davis said, adding that Merck brings scale, global reach and significant capital to deploy.</p><p>Last summer, Merck was reportedly in talks to buy cancer focused biotech Seagen Inc (SGEN.O), but rival Pfizer Inc (PFE.N) ended up striking a $43 billion deal for Seagen last month.</p><p style=\"text-align: start;\">Davis said Merck would continue to be opportunistic on acquisitions, but is agnostic about size.</p><p style=\"text-align: start;\">&#34;We look where we see the most compelling science, and where that science aligns with value we move,&#34; Davis said, noting that the company is not interested in large transformative or cost-synergy driven deals.</p><p style=\"text-align: start;\">Merck&#39;s talks with Prometheus were first reported by the Wall Street Journal.</p><p style=\"text-align: start;\">The company in February forecast 2023 earnings below Wall Street estimates and a steep decline in sales of its COVID-19 antiviral treatment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","RXDX":"Prometheus Biosciences, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115192410","content_text":"Prometheus Biosciences surged 68% in premarket trading Monday as Merck would buy the biotechnology company for about $11 billion.Merck & Co said on Sunday it will buy Prometheus Biosciences Inc for about $10.8 billion, picking up a promising experimental treatment for ulcerative colitis and Crohn's disease and building up its presence in immunology.Merck will pay $200 per share for the California-based biotechnology company that specializes in treatments for autoimmune diseases. That represents a 75% premium to the $114.01 closing price for Prometheus shares on Friday.\"This is allowing us to move into immunology in a strong way and will allow us sustainable growth, we think, well into the 2030s given the long patent life,\" Merck Chief Executive Robert Davis said in an interview.Davis said the Prometheus drug, PRA023, being developed to treat ulcerative colitis, Crohn’s disease, and other autoimmune conditions, could be a multibillion-dollar seller for Merck. He said the recent release of encouraging Phase II clinical trial results drove Merck to pounce.\"We've been watching their clinical development program for a while,\" Davis said.If the deal closes in the third quarter of this year as hoped, Merck could launch a late-stage ulcerative colitis study of the drug in the fourth quarter or first quarter of 2024, Davis said.Merck has been looking for deals to protect itself from eventual revenue loss as patents on its blockbuster cancer immunotherapy Keytruda begin to expire toward the end of the decade. The company reported nearly $21 billion in Keytruda sales last year.Davis said revenue from the Prometheus acquisition could start to roll in around the time Keytruda patents could potentially expire.Davis compared the deal to one he struck in 2021 for Acceleron, which allowed Merck to quickly build out its pipeline of cardiovascular drugs.\"I believe now we have a very strong portfolio in the cardiometabolic space. We see this acquisition of Prometheus building out a similar portfolio in the immunology space,\" Davis said, adding that Merck brings scale, global reach and significant capital to deploy.Last summer, Merck was reportedly in talks to buy cancer focused biotech Seagen Inc (SGEN.O), but rival Pfizer Inc (PFE.N) ended up striking a $43 billion deal for Seagen last month.Davis said Merck would continue to be opportunistic on acquisitions, but is agnostic about size.\"We look where we see the most compelling science, and where that science aligns with value we move,\" Davis said, noting that the company is not interested in large transformative or cost-synergy driven deals.Merck's talks with Prometheus were first reported by the Wall Street Journal.The company in February forecast 2023 earnings below Wall Street estimates and a steep decline in sales of its COVID-19 antiviral treatment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944357141,"gmtCreate":1681721356083,"gmtModify":1681721359906,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944357141","repostId":"1144351457","repostType":4,"repost":{"id":"1144351457","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":1681720415,"share":"https://ttm.financial/m/news/1144351457?lang=&edition=fundamental","pubTime":"2023-04-17 16:33","market":"us","language":"en","title":"ASML Shares Drop 3.7% on the News ASML Sees First Big EUV Equipment Order Cut From TSMC","url":"https://stock-news.laohu8.com/highlight/detail?id=1144351457","media":"Tiger Newspress","summary":"ASML Shares drop 3.7% in premarket trading Monday on the news ASML sees first big EUV equipment orde","content":"<html><head></head><body><p>ASML Shares drop 3.7% in premarket trading Monday on the news ASML sees first big EUV equipment order cut from TSMC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ab4c65dbe60a8cca457fb3d58eb95b\" tg-width=\"828\" tg-height=\"619\"/></p><p>ASML reportedly has seen the first cutback in orders for EUV equipment from TSMC, its largest customer, which market insiders speculate is on track to slash such orders by over 40% or otherwise delay taking shipments from the Dutch supplier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML Shares Drop 3.7% on the News ASML Sees First Big EUV Equipment Order Cut From TSMC</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\">\nASML Shares Drop 3.7% on the News ASML Sees First Big EUV Equipment Order Cut From TSMC\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\">2023-04-17 16:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ASML Shares drop 3.7% in premarket trading Monday on the news ASML sees first big EUV equipment order cut from TSMC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ab4c65dbe60a8cca457fb3d58eb95b\" tg-width=\"828\" tg-height=\"619\"/></p><p>ASML reportedly has seen the first cutback in orders for EUV equipment from TSMC, its largest customer, which market insiders speculate is on track to slash such orders by over 40% or otherwise delay taking shipments from the Dutch supplier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144351457","content_text":"ASML Shares drop 3.7% in premarket trading Monday on the news ASML sees first big EUV equipment order cut from TSMC.ASML reportedly has seen the first cutback in orders for EUV equipment from TSMC, its largest customer, which market insiders speculate is on track to slash such orders by over 40% or otherwise delay taking shipments from the Dutch supplier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944027267,"gmtCreate":1681638485660,"gmtModify":1681638487546,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944027267","repostId":"1183101909","repostType":4,"repost":{"id":"1183101909","pubTimestamp":1681614390,"share":"https://ttm.financial/m/news/1183101909?lang=&edition=fundamental","pubTime":"2023-04-16 11:06","market":"hk","language":"en","title":"Is NIO Stock a Buy? Here’s My Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1183101909","media":"InvestorPlace","summary":"Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited,","content":"<html><head></head><body><ul><li><p><strong>Nio </strong>(NYSE: <strong><u>NIO</u></strong>) stock has multiple, positive catalysts.</p></li><li><p>The range of the automaker’s EVs are limited, and its EVs are not especially innovative.</p></li><li><p>Other automakers’ stocks are much more attractive.</p></li></ul><p>Chinese electric vehicle maker <strong>Nio </strong>(NYSE: <strong>NIO</strong>) has multiple positive catalysts, including the expected rapid growth of the Chinese EV sector and its sedans, which are quickly becoming quite popular in the huge Asian country. Moreover, the valuation of NIO stock is very low, and two reviews of its P7 luxury sedan that I found online are quite positive. At the same time, its battery-swapping system is a very attractive feature.</p><p style=\"text-align: start;\">Still, Nio’s positive catalysts are not as strong as those of several of its competitors, the company’s autos reportedly lag when it comes to range, and its profit margins fell sharply last quarter. So although I believe that NIO stock may very well outperform the stock market going forward, I recommend buying the shares of its better-positioned competitors instead.</p><h2 style=\"text-align: start;\">The Quickly Expanding Chinese EV Sector and Nio’s Popular Sedans</h2><p style=\"text-align: start;\">According to <em>Statista</em>, the unit sales of all EVs and plug-in hybrid vehicles in China are expected to climb 19% this year. Most of the growth is expected to come from EVs. As a result, for this year, Nio’s deliveries, like those of all leading EV makers, are likely to increase meaningfully.</p><p style=\"text-align: start;\">Meanwhile, Nio’s electric sedans have quickly become rather popular since they were first launched about 12 months ago, as the automaker sold 7,175 of them last month, up from just 163 when they first launched about 12 months ago and 7,120 sedans in February. It seems likely that sedan sales will continue to increase as the country’s EV market expands.</p><h2 style=\"text-align: start;\">Two Good Reviews and a Cool Battery-Swapping Program</h2><p style=\"text-align: start;\">The two reviews of Nio’s sedans that I found were very positive and enthusiastic. For example, one reviewer, referring to the appearance of the P7’s exterior, wrote, “Stunner.” The reviewer, <em>CarNewsChina’s</em> Will Sundin, added that the interior of the EV has a “premium minimalistic look,” while the EV also has comprehensive technology, Level 2 ADAS, and great driving speed. Will had owned the EV for three months when he wrote the review.</p><p style=\"text-align: start;\">Upbeat on another one of Nio’s sedans, the Et7, was a writer called only “Sam,” whose review was published a year ago by <em>ArenaEV</em>. After test-driving the EV, Sam wrote that it is “a luxurious high-class sedan” which incorporates “the newest technology in autonomous driving.” Calling the EV’s exterior “impressive,” Sam referred to the interior as “spacious, refined, and modern” with “a futuristic feel.” Moreover, the EV’s technology is “very sophisticated,” while it drives “smoother… than other EVs,” the reviewer stated.</p><p style=\"text-align: start;\">On the battery-swapping front, Sundin, <em>CarNewsChina’s</em> reviewer, reported that the system “is very convenient,” as long as the batteries provided to drivers “are charged and ready to go.” (It sounds like Nio may once in a while provide batteries that aren’t completely charged and ready for action). Moreover, by choosing the swapping option, Sundin saved $10,000 on the EV’s initial price, although he has to pay $136 per month for the service.</p><h2 style=\"text-align: start;\">Range and Margin Issues</h2><p style=\"text-align: start;\">According to Sundin, the Pt7’s range is only 230 miles to 250 miles. Other EVs have a much longer range. For example, in Edmund’s tests, <strong>Tesla’s</strong> (NASDAQ: <strong><u>TSLA</u></strong>) Model Y has a range of 317 miles. And Sundin admits that “If you need long-range, then an NIO might not be the best choice.”</p><p style=\"text-align: start;\">Meanwhile, Nio’s “vehicle margin” sank to 6.8% in the fourth quarter of last year, down from 20.9% during the same period a year earlier and 16.4% in the previous quarter. Moreover, the company does not expect its margins to approach their previous levels until the end of this year.</p><h2 style=\"text-align: start;\">Other Automakers Are a Better Bet</h2><p style=\"text-align: start;\">Nio’s trailing price-sales ratio of two is attractive. But value investors looking for good EV plays are better off with <strong>General Motors</strong> (NYSE: <strong><u>GM</u></strong>) or <strong>Volkswagen </strong>(OTCMKTS: <strong><u>VWAGY</u></strong>), whose stocks are changing hands at bargain forward price-earnings ratios of 5.6 and five times, respectively.</p><p style=\"text-align: start;\">Those looking for a rapid grower in the Chinese EV space should go with <strong>Li Auto</strong> (NASDAQ: <strong><u>LI</u></strong>) or <strong>BYD </strong>(OTCMKTS: <strong><u>BYDDF</u></strong>), whose vehicle sales are really taking off. And investors who want an up-and-coming EV name should consider <strong>Xpeng </strong>(NASDAQ: <strong><u>XPEV</u></strong>), which has great autonomous-driving technology, <strong>Rivian </strong>(NASDAQ: <strong><u>RIVN</u></strong>), which has a huge deal with <strong>Amazon </strong>(NASDAQ: <strong><u>AMZN</u></strong>) and reportedly makes all-around great electric trucks, or <strong>Arrival</strong> (NASDAQ: <strong><u>ARVL</u></strong>)<strong>,</strong> which can reportedly make very affordable electric vans and just got a huge vote of confidence in the form of a merger with hedge fund <strong>Kensington Capital Acquisition</strong>.</p><p style=\"text-align: start;\">In other words, Nio seems like a good company with limited potential, and there are much better EV names out there than NIO stock.</p></body></html>","source":"investorplace","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>Is NIO Stock a Buy? Here’s My Call</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\">\nIs NIO Stock a Buy? Here’s My Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-16 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited, and its EVs are not especially innovative.Other automakers’ stocks are much more attractive.Chinese...</p>\n\n<a href=\"https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183101909","content_text":"Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited, and its EVs are not especially innovative.Other automakers’ stocks are much more attractive.Chinese electric vehicle maker Nio (NYSE: NIO) has multiple positive catalysts, including the expected rapid growth of the Chinese EV sector and its sedans, which are quickly becoming quite popular in the huge Asian country. Moreover, the valuation of NIO stock is very low, and two reviews of its P7 luxury sedan that I found online are quite positive. At the same time, its battery-swapping system is a very attractive feature.Still, Nio’s positive catalysts are not as strong as those of several of its competitors, the company’s autos reportedly lag when it comes to range, and its profit margins fell sharply last quarter. So although I believe that NIO stock may very well outperform the stock market going forward, I recommend buying the shares of its better-positioned competitors instead.The Quickly Expanding Chinese EV Sector and Nio’s Popular SedansAccording to Statista, the unit sales of all EVs and plug-in hybrid vehicles in China are expected to climb 19% this year. Most of the growth is expected to come from EVs. As a result, for this year, Nio’s deliveries, like those of all leading EV makers, are likely to increase meaningfully.Meanwhile, Nio’s electric sedans have quickly become rather popular since they were first launched about 12 months ago, as the automaker sold 7,175 of them last month, up from just 163 when they first launched about 12 months ago and 7,120 sedans in February. It seems likely that sedan sales will continue to increase as the country’s EV market expands.Two Good Reviews and a Cool Battery-Swapping ProgramThe two reviews of Nio’s sedans that I found were very positive and enthusiastic. For example, one reviewer, referring to the appearance of the P7’s exterior, wrote, “Stunner.” The reviewer, CarNewsChina’s Will Sundin, added that the interior of the EV has a “premium minimalistic look,” while the EV also has comprehensive technology, Level 2 ADAS, and great driving speed. Will had owned the EV for three months when he wrote the review.Upbeat on another one of Nio’s sedans, the Et7, was a writer called only “Sam,” whose review was published a year ago by ArenaEV. After test-driving the EV, Sam wrote that it is “a luxurious high-class sedan” which incorporates “the newest technology in autonomous driving.” Calling the EV’s exterior “impressive,” Sam referred to the interior as “spacious, refined, and modern” with “a futuristic feel.” Moreover, the EV’s technology is “very sophisticated,” while it drives “smoother… than other EVs,” the reviewer stated.On the battery-swapping front, Sundin, CarNewsChina’s reviewer, reported that the system “is very convenient,” as long as the batteries provided to drivers “are charged and ready to go.” (It sounds like Nio may once in a while provide batteries that aren’t completely charged and ready for action). Moreover, by choosing the swapping option, Sundin saved $10,000 on the EV’s initial price, although he has to pay $136 per month for the service.Range and Margin IssuesAccording to Sundin, the Pt7’s range is only 230 miles to 250 miles. Other EVs have a much longer range. For example, in Edmund’s tests, Tesla’s (NASDAQ: TSLA) Model Y has a range of 317 miles. And Sundin admits that “If you need long-range, then an NIO might not be the best choice.”Meanwhile, Nio’s “vehicle margin” sank to 6.8% in the fourth quarter of last year, down from 20.9% during the same period a year earlier and 16.4% in the previous quarter. Moreover, the company does not expect its margins to approach their previous levels until the end of this year.Other Automakers Are a Better BetNio’s trailing price-sales ratio of two is attractive. But value investors looking for good EV plays are better off with General Motors (NYSE: GM) or Volkswagen (OTCMKTS: VWAGY), whose stocks are changing hands at bargain forward price-earnings ratios of 5.6 and five times, respectively.Those looking for a rapid grower in the Chinese EV space should go with Li Auto (NASDAQ: LI) or BYD (OTCMKTS: BYDDF), whose vehicle sales are really taking off. And investors who want an up-and-coming EV name should consider Xpeng (NASDAQ: XPEV), which has great autonomous-driving technology, Rivian (NASDAQ: RIVN), which has a huge deal with Amazon (NASDAQ: AMZN) and reportedly makes all-around great electric trucks, or Arrival (NASDAQ: ARVL), which can reportedly make very affordable electric vans and just got a huge vote of confidence in the form of a merger with hedge fund Kensington Capital Acquisition.In other words, Nio seems like a good company with limited potential, and there are much better EV names out there than NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948649144,"gmtCreate":1680704463888,"gmtModify":1680704468670,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/3570342809089528\">@phantom74</a>: like//<a href=\"https://laohu8.com/U/3582025954833628\">@LplMichelle</a>:latest//<a href=\"https://laohu8.com/U/3582015516749888\">@HH浩</a>:Will PLTR challenged by chatGPT? //<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if&nbsp;PLTR&nbsp;could be a&nbsp;bad&nbsp;portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at&nbsp;0.10246706105139$&nbsp;(-98.773%&nbsp;) after a year according to","listText":"//<a href=\"https://ttm.financial/U/3570342809089528\">@phantom74</a>: like//<a href=\"https://laohu8.com/U/3582025954833628\">@LplMichelle</a>:latest//<a href=\"https://laohu8.com/U/3582015516749888\">@HH浩</a>:Will PLTR challenged by chatGPT? //<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if&nbsp;PLTR&nbsp;could be a&nbsp;bad&nbsp;portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at&nbsp;0.10246706105139$&nbsp;(-98.773%&nbsp;) after a year according to","text":"//@phantom74: like//@LplMichelle:latest//@HH浩:Will PLTR challenged by chatGPT? //@Cedric77: I hold PLTR shares and I want it to be bullish. But, this is what I read and Abstracted from Investor Wallet : Our site uses a custom algorithm based on Deep Learning that helps our users to decide if PLTR could be a bad portfolio addition. These predictions take several variables into account such as volume changes, price changes, market cycles, similar stocks. Future price of the stock is predicted at 0.10246706105139$ (-98.773% ) after a year according to","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":49,"commentSize":49,"repostSize":0,"link":"https://ttm.financial/post/9948649144","repostId":"1130219766","repostType":4,"repost":{"id":"1130219766","pubTimestamp":1680695447,"share":"https://ttm.financial/m/news/1130219766?lang=&edition=fundamental","pubTime":"2023-04-05 19:50","market":"us","language":"en","title":"Palantir to Expand Strategic Cloud Partnership With Microsoft","url":"https://stock-news.laohu8.com/highlight/detail?id=1130219766","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strat","content":"<html><head></head><body><ul><li><p>Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strategic cloud partnership with Microsoft (MSFT) to the public sector from the private sector.</p></li><li><p>The company said its unit Palantir Federal Cloud Service has achieved FedRAMP authorization and accreditation to support workloads at the U.S. Department of Defense Impact Level 4 and DOD IL5 on Microsoft Azure.</p></li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir to Expand Strategic Cloud Partnership With Microsoft</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\">\nPalantir to Expand Strategic Cloud Partnership With Microsoft\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 19:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3954613-palantir-to-expand-strategic-cloud-partnership-with-microsoft><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strategic cloud partnership with Microsoft (MSFT) to the public sector from the private sector.The ...</p>\n\n<a href=\"https://seekingalpha.com/news/3954613-palantir-to-expand-strategic-cloud-partnership-with-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3954613-palantir-to-expand-strategic-cloud-partnership-with-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130219766","content_text":"Palantir Technologies (NYSE:PLTR) said on Wednesday that the software company is expanding its strategic cloud partnership with Microsoft (MSFT) to the public sector from the private sector.The company said its unit Palantir Federal Cloud Service has achieved FedRAMP authorization and accreditation to support workloads at the U.S. Department of Defense Impact Level 4 and DOD IL5 on Microsoft Azure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943761157,"gmtCreate":1679726362380,"gmtModify":1679726366216,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943761157","repostId":"1194466664","repostType":4,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949710796,"gmtCreate":1678887349616,"gmtModify":1678887353230,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949710796","repostId":"2319895697","repostType":4,"repost":{"id":"2319895697","pubTimestamp":1678880128,"share":"https://ttm.financial/m/news/2319895697?lang=&edition=fundamental","pubTime":"2023-03-15 19:35","market":"us","language":"en","title":"3 Stocks to Buy for a Massive Short-Squeeze Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2319895697","media":"InvestorPlace","summary":"These are the short-squeeze stocks to buy for 100% returns potential at the blink of an eye.Lucid Gr","content":"<html><head></head><body><ul><li>These are the short-squeeze stocks to buy for 100% returns potential at the blink of an eye.</li><li><b>Lucid Group</b> (<b><u>LCID</u></b>): Healthy production guidance for 2023 and fully financed through Q1 2024.</li><li><b><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a></b> (<b><u>CGC</u></b>): Strong cash buffer for organic and acquisition driven growth.</li><li><b><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></b> (<b><u>BLNK</u></b>): Robust revenue growth to sustain in an underpenetrated EV charging infrastructure market.</li></ul><p><img src=\"https://static.tigerbbs.com/fe94dc7f0783e07ef44a9ef8a55bb5de\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: g0d4ather / Shutterstock.com</p><p>Short-squeeze stocks produced great results in the last bull market. Investors targeted penny or meme stocks with a high short interest in big buying. An initial rally translated into short covering, which accelerated the upside. I am sure investors remember the unbelievable rally in <b>GameStop</b> (NYSE:<b><u>GME</u></b>).</p><p>This trading strategy is purely speculative stocks that made sense when the financial system had ample liquidity. The same trading strategy makes sense in non-speculative stocks today, with investors being increasingly selective amidst tight monetary policies.</p><p>I would target stocks with decent business fundamentals and high short interest as a percent of free float. One or two pieces of good news can send these stocks skyrocketing. I would bet on 100% returns on these short-squeeze stocks in the next 6 to 12 months.</p><p>Let’s discuss why these short-squeeze stocks are worth considering at current levels.</p><table><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Price</b></td></tr><tr><td><b>LCID</b></td><td>Lucid Group</td><td>$7.57</td></tr><tr><td><b>CGC</b></td><td>Canopy Growth Corporation</td><td>$2.08</td></tr><tr><td><b>BLNK</b></td><td>Blink Charging</td><td>$7.82</td></tr></tbody></table><h2>Lucid Group (LCID)</h2><p><img src=\"https://static.tigerbbs.com/28ebd1f9843e8c385482a0e0687bbcb9\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Tada Images / Shutterstock</p><p><b>Lucid Group</b> (NASDAQ:<b><u>LCID</u></b>) stock has disappointed investors with a correction of 65% in the last 12 months. With a short interest that’s at 20% of the free float, LCID stock seems poised for a short-squeeze rally. As a matter of fact, LCID stock has rallied by 27% for year-to-date 2023.</p><p>For 2022, Lucid reported production of 3,493 vehicles. For the current year, production is expected in the range of 10,000 to 14,000 vehicles. Revenue growth will likely accelerate significantly with an order backlog of 28,000 vehicles.</p><p>Lucid is also fully financed through Q1 2024 with a liquidity buffer of $4.9 billion. It’s worth noting that Lucid recently opened a studio in Oslo. This is the company’s fourth retail space in Europe. Geographical expansion is likely to boost the order backlog. Lucid has also commenced construction of its first overseas factory in Saudi Arabia.</p><h2>Canopy Growth Corporation (CGC)</h2><p><img src=\"https://static.tigerbbs.com/1c59d8767a03d03dcde9f38b0d1405a8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: T. Schneider / Shutterstock</p><p><b>Canopy Growth</b> (NASDAQ:<b><u>CGC</u></b>) stock has been in a sustained downtrend, with federal-level legalization of cannabis being delayed. However, there are several positive catalysts from a business perspective. CGC stock is, therefore, among the top short-squeeze stocks to consider at current levels of $2.</p><p>Another important point is that Canopy closed Q4 2022 with cash and equivalents of $789 million. In a cannabis legalization scenario, the company has ample financial flexibility for aggressive organic and inorganic growth.</p><p>Canopy Growth is also likely to have lower EBITDA level losses in 2023. The company plans $140 to $160 million in cost reduction for the year. The focus is also on making the Canadian business profitable. As the EBITDA margin improves on a relative basis, CGC stock is likely to trend higher.</p><p>Another reason to be bullish for the long term is diversified product offerings. The company’s medicinal cannabis revenue growth is likely to sustain. In the coming years, Europe is likely to be a big market for medicinal cannabis products.</p><h2>Blink Charging (BLNK)</h2><p><img src=\"https://static.tigerbbs.com/c03daf89f4968f9ca14bd3baaef84274\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: David Tonelson/Shutterstock.com</p><p><b>Blink Charging</b> (NASDAQ:<b><u>BLNK</u></b>) stock is another name that has plunged in the last 12 months. The short interest in the stock remains above 20%. I would bet on a sharp rally for BLNK stock from oversold levels.</p><p>For 2022, Blink Charging reported 192% year-on-year revenue growth to $61.1 million. For the current year, the company is targeting revenue of $105 million (mid-range) with a gross profit margin of 30%.</p><p>Last year, the company saw witnessed a widening of EBITDA losses. However, as services revenue (recurring) increases, the company is positioned to deliver a higher EBITDA margin. Operating leverage will also drive better margins.</p><p>It’s worth noting that Blink Charging has boosted its presence across 25 countries. With a big addressable market in the U.S. and Europe, the company’s robust growth will likely sustain.</p><p>Overall, Blink Charging faces intense competition. However, the industry remains under-penetrated. There is ample headroom for growth, and the stock seems undervalued.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy for a Massive Short-Squeeze Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy for a Massive Short-Squeeze Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 19:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/lcid-cgc-blnk-3-stocks-to-buy-for-a-massive-short-squeeze-rally/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the short-squeeze stocks to buy for 100% returns potential at the blink of an eye.Lucid Group (LCID): Healthy production guidance for 2023 and fully financed through Q1 2024.Canopy Growth ...</p>\n\n<a href=\"https://investorplace.com/2023/03/lcid-cgc-blnk-3-stocks-to-buy-for-a-massive-short-squeeze-rally/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QLD":"纳指两倍做多ETF","BK4555":"新能源车","BK4007":"制药","LCID":"Lucid Group Inc","BK4557":"大麻股",".IXIC":"NASDAQ Composite","BK4577":"网络游戏","PSQ":"纳指反向ETF","BK4588":"碎股","BK4542":"充电桩","TQQQ":"纳指三倍做多ETF","BK4076":"电脑与电子产品零售","BLNK":"Blink Charging","BK4551":"寇图资本持仓","QQQ":"纳指100ETF","BK4547":"WSB热门概念","BK4096":"电气部件与设备","BK4099":"汽车制造商","QID":"纳指两倍做空ETF","CGC":"Canopy Growth Corporation","GME":"游戏驿站","BK4585":"ETF&股票定投概念","SQQQ":"纳指三倍做空ETF"},"source_url":"https://investorplace.com/2023/03/lcid-cgc-blnk-3-stocks-to-buy-for-a-massive-short-squeeze-rally/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319895697","content_text":"These are the short-squeeze stocks to buy for 100% returns potential at the blink of an eye.Lucid Group (LCID): Healthy production guidance for 2023 and fully financed through Q1 2024.Canopy Growth Corporation (CGC): Strong cash buffer for organic and acquisition driven growth.Blink Charging (BLNK): Robust revenue growth to sustain in an underpenetrated EV charging infrastructure market.Source: g0d4ather / Shutterstock.comShort-squeeze stocks produced great results in the last bull market. Investors targeted penny or meme stocks with a high short interest in big buying. An initial rally translated into short covering, which accelerated the upside. I am sure investors remember the unbelievable rally in GameStop (NYSE:GME).This trading strategy is purely speculative stocks that made sense when the financial system had ample liquidity. The same trading strategy makes sense in non-speculative stocks today, with investors being increasingly selective amidst tight monetary policies.I would target stocks with decent business fundamentals and high short interest as a percent of free float. One or two pieces of good news can send these stocks skyrocketing. I would bet on 100% returns on these short-squeeze stocks in the next 6 to 12 months.Let’s discuss why these short-squeeze stocks are worth considering at current levels.TickerCompanyPriceLCIDLucid Group$7.57CGCCanopy Growth Corporation$2.08BLNKBlink Charging$7.82Lucid Group (LCID)Source: Tada Images / ShutterstockLucid Group (NASDAQ:LCID) stock has disappointed investors with a correction of 65% in the last 12 months. With a short interest that’s at 20% of the free float, LCID stock seems poised for a short-squeeze rally. As a matter of fact, LCID stock has rallied by 27% for year-to-date 2023.For 2022, Lucid reported production of 3,493 vehicles. For the current year, production is expected in the range of 10,000 to 14,000 vehicles. Revenue growth will likely accelerate significantly with an order backlog of 28,000 vehicles.Lucid is also fully financed through Q1 2024 with a liquidity buffer of $4.9 billion. It’s worth noting that Lucid recently opened a studio in Oslo. This is the company’s fourth retail space in Europe. Geographical expansion is likely to boost the order backlog. Lucid has also commenced construction of its first overseas factory in Saudi Arabia.Canopy Growth Corporation (CGC)Source: T. Schneider / ShutterstockCanopy Growth (NASDAQ:CGC) stock has been in a sustained downtrend, with federal-level legalization of cannabis being delayed. However, there are several positive catalysts from a business perspective. CGC stock is, therefore, among the top short-squeeze stocks to consider at current levels of $2.Another important point is that Canopy closed Q4 2022 with cash and equivalents of $789 million. In a cannabis legalization scenario, the company has ample financial flexibility for aggressive organic and inorganic growth.Canopy Growth is also likely to have lower EBITDA level losses in 2023. The company plans $140 to $160 million in cost reduction for the year. The focus is also on making the Canadian business profitable. As the EBITDA margin improves on a relative basis, CGC stock is likely to trend higher.Another reason to be bullish for the long term is diversified product offerings. The company’s medicinal cannabis revenue growth is likely to sustain. In the coming years, Europe is likely to be a big market for medicinal cannabis products.Blink Charging (BLNK)Source: David Tonelson/Shutterstock.comBlink Charging (NASDAQ:BLNK) stock is another name that has plunged in the last 12 months. The short interest in the stock remains above 20%. I would bet on a sharp rally for BLNK stock from oversold levels.For 2022, Blink Charging reported 192% year-on-year revenue growth to $61.1 million. For the current year, the company is targeting revenue of $105 million (mid-range) with a gross profit margin of 30%.Last year, the company saw witnessed a widening of EBITDA losses. However, as services revenue (recurring) increases, the company is positioned to deliver a higher EBITDA margin. Operating leverage will also drive better margins.It’s worth noting that Blink Charging has boosted its presence across 25 countries. With a big addressable market in the U.S. and Europe, the company’s robust growth will likely sustain.Overall, Blink Charging faces intense competition. However, the industry remains under-penetrated. There is ample headroom for growth, and the stock seems undervalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941508931,"gmtCreate":1680348248123,"gmtModify":1680348251535,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941508931","repostId":"1198931414","repostType":4,"repost":{"id":"1198931414","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":1680342511,"share":"https://ttm.financial/m/news/1198931414?lang=&edition=fundamental","pubTime":"2023-04-01 17:48","market":"us","language":"en","title":"XPeng Delivers 7,002 Vehicles in March 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1198931414","media":"Tiger Newspress","summary":"XPeng Inc. (NYSE: XPEV and HKEX: 9868) today announced its vehicle delivery results for March and th","content":"<html><head></head><body><p>XPeng Inc. (NYSE: XPEV and HKEX: 9868) today announced its vehicle delivery results for March and the first quarter 2023.</p><p style=\"text-align: start;\">In March 2023, XPENG delivered 7,002 Smart EVs, representing a 17% increase over the prior month. Total deliveries for the first quarter of 2023 reached 18,230 vehicles.</p><p style=\"text-align: start;\">The new sports sedan P7i, launched in March for the Chinese market, has generated favorable market reception and its order backlog is gathering strong momentum. A total of 3,030 P7 series sedans were delivered in March, representing a 32% increase month-over-month.</p><p style=\"text-align: start;\">The launch of the new P7i also boosted the Company’s store traffic, pushing test drive volume to recent heights. Delivery of the P7i began nationwide in March.</p><p style=\"text-align: start;\">On March 31, 2023, XPENG began the rollout of the first phase of XNGP (NGP: Navigation Guided Pilot) to XPENG G9 Max and P7i Max customers in Guangzhou, Shenzhen and Shanghai, and to XPENG P5 P version customers in Shanghai. XNGP is China’s leading full scenario ADAS platform available in mass-produced models. The Company is accelerating the implementation of XNGP to multiple models across multiple cities in China.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Delivers 7,002 Vehicles in March 2023</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\">\nXPeng Delivers 7,002 Vehicles in March 2023\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\">2023-04-01 17:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>XPeng Inc. (NYSE: XPEV and HKEX: 9868) today announced its vehicle delivery results for March and the first quarter 2023.</p><p style=\"text-align: start;\">In March 2023, XPENG delivered 7,002 Smart EVs, representing a 17% increase over the prior month. Total deliveries for the first quarter of 2023 reached 18,230 vehicles.</p><p style=\"text-align: start;\">The new sports sedan P7i, launched in March for the Chinese market, has generated favorable market reception and its order backlog is gathering strong momentum. A total of 3,030 P7 series sedans were delivered in March, representing a 32% increase month-over-month.</p><p style=\"text-align: start;\">The launch of the new P7i also boosted the Company’s store traffic, pushing test drive volume to recent heights. Delivery of the P7i began nationwide in March.</p><p style=\"text-align: start;\">On March 31, 2023, XPENG began the rollout of the first phase of XNGP (NGP: Navigation Guided Pilot) to XPENG G9 Max and P7i Max customers in Guangzhou, Shenzhen and Shanghai, and to XPENG P5 P version customers in Shanghai. XNGP is China’s leading full scenario ADAS platform available in mass-produced models. The Company is accelerating the implementation of XNGP to multiple models across multiple cities in China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198931414","content_text":"XPeng Inc. (NYSE: XPEV and HKEX: 9868) today announced its vehicle delivery results for March and the first quarter 2023.In March 2023, XPENG delivered 7,002 Smart EVs, representing a 17% increase over the prior month. Total deliveries for the first quarter of 2023 reached 18,230 vehicles.The new sports sedan P7i, launched in March for the Chinese market, has generated favorable market reception and its order backlog is gathering strong momentum. A total of 3,030 P7 series sedans were delivered in March, representing a 32% increase month-over-month.The launch of the new P7i also boosted the Company’s store traffic, pushing test drive volume to recent heights. Delivery of the P7i began nationwide in March.On March 31, 2023, XPENG began the rollout of the first phase of XNGP (NGP: Navigation Guided Pilot) to XPENG G9 Max and P7i Max customers in Guangzhou, Shenzhen and Shanghai, and to XPENG P5 P version customers in Shanghai. XNGP is China’s leading full scenario ADAS platform available in mass-produced models. The Company is accelerating the implementation of XNGP to multiple models across multiple cities in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954696500,"gmtCreate":1676297874200,"gmtModify":1676297877670,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954696500","repostId":"2310962775","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940654105,"gmtCreate":1677894039307,"gmtModify":1677894042889,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940654105","repostId":"1124571052","repostType":4,"repost":{"id":"1124571052","pubTimestamp":1677890899,"share":"https://ttm.financial/m/news/1124571052?lang=&edition=fundamental","pubTime":"2023-03-04 08:48","market":"sg","language":"en","title":"SGX Weekly Review: China’s Factory Activity, UOB, Meta Platforms and Raffles Medical Group","url":"https://stock-news.laohu8.com/highlight/detail?id=1124571052","media":"The Smart Investor","summary":"Welcome to this week’s edition of top stock market highlights.China’s factory activityManufacturers ","content":"<html><head></head><body><p>Welcome to this week’s edition of top stock market highlights.</p><p><b>China’s factory activity</b></p><p>Manufacturers in China must have breathed a collective sigh of relief as the country ended its draconian COVID-zero policy.</p><p>China’s National Bureau of Statistics reported that the country’s manufacturing purchasing manager’s index (PMI) rose to 52.6 in February, up from 50.1 in January.</p><p>Not only did the PMI for February beat the median economists’ estimate of 50.6 by a long shot, but it was also the highest reading since April 2012.</p><p>This near decade-high reading signalled a strong economic recovery for the Middle Kingdom as people returned to work after the Lunar New Year break and normalcy returned.</p><p>Road congestion in major cities has increased as more people go about their business, while restaurant and mall spending both rose.</p><p>This is good news for companies that have suffered from snarled supply chains as China remained shut off from the world for most of last year.</p><p>The reopening and increase in factory activity should also benefit China-based REITs such as <b>CapitaLand China Trust</b>(SGX: AU8U).</p><p>Meanwhile, companies such as <b>Nike</b>(NYSE: NKE) and <b>Starbucks</b>(NASDAQ: SBUX) that earn a chunk of their revenue from China should also be rejoicing.</p><p><b>United Overseas Bank Ltd (SGX: U11)</b></p><p>United Overseas Bank, or UOB, announced that it has completed the acquisition of <b>Citigroup’s</b>(NYSE: C) consumer banking business in Vietnam on 1 March.</p><p>It is yet another milestone for the bank after the announcement of this nearly S$5 billion acquisition to accelerate its retail banking business growth in the ASEAN region.</p><p>The acquisition covered four countries – Malaysia, Indonesia, Thailand, and Vietnam.</p><p>UOB had already announced the completion of its acquisition in both Malaysia and Thailand on 1 November last year.</p><p>The bank had originally planned for the acquisitions of Vietnam and Indonesia to be completed by the end of 2023.</p><p>Around 575 Citigroup-related staff were also transferred to UOB Vietnam, and the consumer business comprises the American bank’s unsecured and secured lending portfolios, wealth management, and retail deposit businesses.</p><p>With the addition of both Malaysia and Thailand, UOB has expanded its retail customer base to almost seven million within the ASEAN region.</p><p>Once all the acquisitions are completed, the lender expects to double its existing retail base and add 5,000 staff to its team.</p><p>In line with the completion of the Vietnamese acquisition, UOB has also announced senior appointments to drive its business there.</p><p>Mr Fred Lim will head the retail transformation, channels and digitalisation division along with business banking in UOB Vietnam while Mr Paul Kim will serve as the head of personal financial services.</p><p><b>Meta Platforms (NASDAQ: META)</b></p><p>Meta Platforms is moving away from being a pure social media and communications company.</p><p>The company announced that it will create a new product group focused on generative artificial intelligence (AI).</p><p>Generative AI comprises a set of machine learning techniques that will allow computers to generate text, pictures or other media that resembles human output.</p><p>This new unit will combine several teams across Meta Platforms and be headed by current Chief Product Officer Chris Cox.</p><p>CEO Mark Zuckerberg sounded excited when he touted the promise of generative AI as he is confident that this new team can build “creative and expressive” tools to be used in Meta’s products WhatsApp, Facebook, and Instagram.</p><p>This announcement came after Meta Platforms announced that it had developed its in-house large language model called LLaMA.</p><p>Technology companies have been racing with one another to come up with new AI models after the success of ChatGPT, a product of OpenAI in which <b>Microsoft</b>(NASDAQ: MSFT) took a stake.</p><p>Meanwhile, <b>Alphabet’s</b>(NASDAQ: GOOGL) Google is also working on a chatbox named Bard, while <b>Snap</b>(NYSE: SNAP) has incorporated a ChatGPT bot into its Snapchat app.</p><p><b>Raffles Medical Group (SGX: BSL)</b></p><p>Raffles Medical Group, or RMG, has announced an impressive set of earnings for 2022.</p><p>The integrated healthcare player saw its revenue inch up by 5.9% year on year to S$766.5 million.</p><p>Operating profit shot up 61.4% year on year to S$195.8 million while net profit surged by 70.5% year on year to S$143.5 million.</p><p>On top of this good result, the group also generated a positive free cash flow of S$170.9 million, 59.3% higher than the prior year’s S$107.3 million.</p><p>In line with the robust results, RMG has declared a first and final dividend of S$0.038, 35% higher than the S$0.028 paid out in 2021.</p><p>The better performance came about as borders reopened and the group saw a return of foreign patients seeking medical treatment in Singapore.</p><p>RMG’s three China hospitals also supported the Chinese government in COVID-19 initiatives during China’s strict COVID-zero period.</p><p>Revenue from RMG’s healthcare division rose 8.6% year on year to S$498.3 million, reflecting the return of patients to the group’s clinics.</p><p>However, the increase was offset by an 8.6% year on year decline in the Hospital Services division’s revenue to S$316.3 million as the group wound down its COVID-19 PCR tests.</p></body></html>","source":"lsy1602567310727","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>SGX Weekly Review: China’s Factory Activity, UOB, Meta Platforms and Raffles Medical Group</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\">\nSGX Weekly Review: China’s Factory Activity, UOB, Meta Platforms and Raffles Medical Group\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-chinas-factory-activity-uob-meta-platforms-and-raffles-medical-group/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock market highlights.China’s factory activityManufacturers in China must have breathed a collective sigh of relief as the country ended its draconian COVID-...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-chinas-factory-activity-uob-meta-platforms-and-raffles-medical-group/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BSL.SI":"莱佛士医疗","META":"Meta Platforms, Inc.","U11.SI":"大华银行"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-chinas-factory-activity-uob-meta-platforms-and-raffles-medical-group/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124571052","content_text":"Welcome to this week’s edition of top stock market highlights.China’s factory activityManufacturers in China must have breathed a collective sigh of relief as the country ended its draconian COVID-zero policy.China’s National Bureau of Statistics reported that the country’s manufacturing purchasing manager’s index (PMI) rose to 52.6 in February, up from 50.1 in January.Not only did the PMI for February beat the median economists’ estimate of 50.6 by a long shot, but it was also the highest reading since April 2012.This near decade-high reading signalled a strong economic recovery for the Middle Kingdom as people returned to work after the Lunar New Year break and normalcy returned.Road congestion in major cities has increased as more people go about their business, while restaurant and mall spending both rose.This is good news for companies that have suffered from snarled supply chains as China remained shut off from the world for most of last year.The reopening and increase in factory activity should also benefit China-based REITs such as CapitaLand China Trust(SGX: AU8U).Meanwhile, companies such as Nike(NYSE: NKE) and Starbucks(NASDAQ: SBUX) that earn a chunk of their revenue from China should also be rejoicing.United Overseas Bank Ltd (SGX: U11)United Overseas Bank, or UOB, announced that it has completed the acquisition of Citigroup’s(NYSE: C) consumer banking business in Vietnam on 1 March.It is yet another milestone for the bank after the announcement of this nearly S$5 billion acquisition to accelerate its retail banking business growth in the ASEAN region.The acquisition covered four countries – Malaysia, Indonesia, Thailand, and Vietnam.UOB had already announced the completion of its acquisition in both Malaysia and Thailand on 1 November last year.The bank had originally planned for the acquisitions of Vietnam and Indonesia to be completed by the end of 2023.Around 575 Citigroup-related staff were also transferred to UOB Vietnam, and the consumer business comprises the American bank’s unsecured and secured lending portfolios, wealth management, and retail deposit businesses.With the addition of both Malaysia and Thailand, UOB has expanded its retail customer base to almost seven million within the ASEAN region.Once all the acquisitions are completed, the lender expects to double its existing retail base and add 5,000 staff to its team.In line with the completion of the Vietnamese acquisition, UOB has also announced senior appointments to drive its business there.Mr Fred Lim will head the retail transformation, channels and digitalisation division along with business banking in UOB Vietnam while Mr Paul Kim will serve as the head of personal financial services.Meta Platforms (NASDAQ: META)Meta Platforms is moving away from being a pure social media and communications company.The company announced that it will create a new product group focused on generative artificial intelligence (AI).Generative AI comprises a set of machine learning techniques that will allow computers to generate text, pictures or other media that resembles human output.This new unit will combine several teams across Meta Platforms and be headed by current Chief Product Officer Chris Cox.CEO Mark Zuckerberg sounded excited when he touted the promise of generative AI as he is confident that this new team can build “creative and expressive” tools to be used in Meta’s products WhatsApp, Facebook, and Instagram.This announcement came after Meta Platforms announced that it had developed its in-house large language model called LLaMA.Technology companies have been racing with one another to come up with new AI models after the success of ChatGPT, a product of OpenAI in which Microsoft(NASDAQ: MSFT) took a stake.Meanwhile, Alphabet’s(NASDAQ: GOOGL) Google is also working on a chatbox named Bard, while Snap(NYSE: SNAP) has incorporated a ChatGPT bot into its Snapchat app.Raffles Medical Group (SGX: BSL)Raffles Medical Group, or RMG, has announced an impressive set of earnings for 2022.The integrated healthcare player saw its revenue inch up by 5.9% year on year to S$766.5 million.Operating profit shot up 61.4% year on year to S$195.8 million while net profit surged by 70.5% year on year to S$143.5 million.On top of this good result, the group also generated a positive free cash flow of S$170.9 million, 59.3% higher than the prior year’s S$107.3 million.In line with the robust results, RMG has declared a first and final dividend of S$0.038, 35% higher than the S$0.028 paid out in 2021.The better performance came about as borders reopened and the group saw a return of foreign patients seeking medical treatment in Singapore.RMG’s three China hospitals also supported the Chinese government in COVID-19 initiatives during China’s strict COVID-zero period.Revenue from RMG’s healthcare division rose 8.6% year on year to S$498.3 million, reflecting the return of patients to the group’s clinics.However, the increase was offset by an 8.6% year on year decline in the Hospital Services division’s revenue to S$316.3 million as the group wound down its COVID-19 PCR tests.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957983289,"gmtCreate":1676895215641,"gmtModify":1676895219734,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957983289","repostId":"2312226304","repostType":4,"repost":{"id":"2312226304","pubTimestamp":1676880253,"share":"https://ttm.financial/m/news/2312226304?lang=&edition=fundamental","pubTime":"2023-02-20 16:04","market":"us","language":"en","title":"Fed’s Preferred Inflation Gauges Seen Running Hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2312226304","media":"Bloomberg","summary":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealan","content":"<html><head></head><body><ul><li>Another gauge of US prices will likely focus investors again</li><li>Central-bank decisions due in New Zealand and South Korea</li></ul><p>The Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.</p><p>The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.</p><p><img src=\"https://static.tigerbbs.com/09dfd31c5b7e3c57b241022ccc73a243\" tg-width=\"973\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.</p><p>This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.</p><p>In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.</p><blockquote><b>What Bloomberg Economics Says:</b></blockquote><blockquote>“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”</blockquote><blockquote>—Anna Wong, Eliza Winger and Stuart Paul. For full analysis</blockquote><p>Investors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.</p><p>Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.</p><p>Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.</p><p>January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.</p><p>Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.</p><p>Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.</p><p><img src=\"https://static.tigerbbs.com/9d4f54e18ea45f323904b5b58fcb1abe\" tg-width=\"970\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><h2>Asia</h2><p>In a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.</p><p><img src=\"https://static.tigerbbs.com/426a4d49595f8ac904138c2aaec3fd46\" tg-width=\"991\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><p>That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.</p><p>The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.</p><p>Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.</p><p>Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.</p><p>And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.</p><h2>Europe, Middle East, Africa</h2><p>Euro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.</p><p>The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.</p><p>In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.</p><p><img src=\"https://static.tigerbbs.com/0a3e77a7e6e7f953c61b74d324f0e9ab\" tg-width=\"970\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.</p><p>Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.</p><p><img src=\"https://static.tigerbbs.com/6f64ad16e96db82fb803c88610951dc7\" tg-width=\"961\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.</p><p>South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.</p><p>Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.</p><p>Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.</p><h2>Latin America</h2><p>In Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.</p><p>The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.</p><p><img src=\"https://static.tigerbbs.com/3957d2cd38542301d6ca0ffd3933026a\" tg-width=\"971\" tg-height=\"571\" referrerpolicy=\"no-referrer\"/></p><p>December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.</p><p>Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/3f2d42304664e37aaaa28dfa22da31d1\" tg-width=\"967\" tg-height=\"497\" referrerpolicy=\"no-referrer\"/></p><p>Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Inflation Gauges Seen Running Hot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nFed’s Preferred Inflation Gauges Seen Running Hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","BK4142":"酒店、度假村与豪华游轮"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312226304","content_text":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.What Bloomberg Economics Says:“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”—Anna Wong, Eliza Winger and Stuart Paul. For full analysisInvestors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.AsiaIn a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.Europe, Middle East, AfricaEuro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.Latin AmericaIn Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958961214,"gmtCreate":1673614759439,"gmtModify":1676538865033,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958961214","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","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":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</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\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\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\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954023672,"gmtCreate":1675857586497,"gmtModify":1675857589828,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954023672","repostId":"2309700103","repostType":4,"repost":{"id":"2309700103","pubTimestamp":1675870263,"share":"https://ttm.financial/m/news/2309700103?lang=&edition=fundamental","pubTime":"2023-02-08 23:31","market":"us","language":"en","title":"2 FAANG Stocks That Can Double Your Money by 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2309700103","media":"Motley Fool","summary":"Among Meta Platforms (formerly Facebook), Amazon, Apple, Netflix, and Alphabet (formerly Google), there are two inexpensive stocks primed to deliver triple-digit returns by 2027.","content":"<html><head></head><body><p>Over multiple decades, Wall Street is a bona fide wealth creator. But as last year demonstrated, the stock market is completely unpredictable on a year-to-year basis.</p><p>When the going gets tough on Wall Street, investors often turn their attention to tried-and-true industry leaders. It&#39;s why the FAANG stocks have been such popular investments for more than a decade.</p><p>When I say &#34;FAANG&#34; stocks, I&#39;m talking about:</p><ul><li>Facebook, which is now a subsidiary of <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b></li><li>Google, which is now a subsidiary of <b>Alphabet</b></li></ul><p>Among the many reasons investors gravitate to the FAANGs is their clear-cut competitive advantages. For instance, Meta owns four of the most-popular social media sites on the planet, whereas Amazon was expected to bring in nearly 40% of all U.S. online retail sales in 2022, according to a report from eMarketer. These are dominant businesses within their respective industries -- and investors know it.</p><p>But even among the FAANG stocks, there&#39;s a hierarchy of opportunity. In other words, some offer more long-term upside potential than others. Among Meta, Amazon, Apple, Netflix, and Alphabet, there are two FAANG stocks that have the potential to double your money by 2027.</p><h2>FAANG stock No. 1 that can double your money by 2027: Alphabet</h2><p>The first FAANG stock fully capable of producing a 100% return over the next five years is Alphabet, the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.</p><p>If investors were to solely focus on Alphabet&#39;s fourth-quarter operating results, which were released last week, they&#39;d have a hard time believing this company is capable of doubling in value by 2027. Total revenue jumped by just 1% over the prior-year quarter, with ad revenue pretty much declining across the board (Google and YouTube). Ad spending weakness is not uncommon when the winds of the recession begin blowing.</p><p>However, one quarter certainly doesn&#39;t tell the tale when it comes to Alphabet. On a macro basis, investors should recognize the numbers game that very much favors ad-dependent companies. Even though ad spending weakens during economic contractions and recessions, these downturns tend to be short lived. By comparison, the U.S. and global economy can spend years expanding. This means Alphabet&#39;s ad-driven operating segments are growing in lockstep with the U.S. and global economy over time.</p><p>But it&#39;s not just macroeconomic factors working in Alphabet&#39;s favor. In terms of global search engine market share, Google is practically a monopoly. According to data provided by GlobalStats, Google has accounted for 91% or greater of worldwide internet search share since December 2018. Having roughly 90 percentage points more market share than the next-closest competitor helps Alphabet&#39;s ad-pricing power immensely.</p><p>Although Google should remain Alphabet&#39;s primary cash-flow driver for the foreseeable future, the company is investing in numerous other verticals and channels to boost its revenue and, eventually, its profits. As an example, Alphabet is investing heavily in monetizing YouTube Shorts -- short-form videos lasting less than a minute. The company noted during its fourth-quarter conference call that over 50 billion YouTube Shorts are being watched daily, which is a huge audience for advertisers to reach.  For context, this figure stood at 30 billion daily views during the first quarter of 2022.</p><p>Significant investments are also being made in cloud infrastructure service Google Cloud, which climbed to an estimated 9% of worldwide cloud infrastructure spending during the third quarter, based on a report by Canalys. While Google Cloud is still a money-losing segment for Alphabet, enterprise cloud spending is still very much in its infancy. Since the margins associated with cloud services are typically higher than advertising margins, Google Cloud has an opportunity to become a key cash-flow driver by the second half of this decade.</p><p>Alphabet is also relatively inexpensive, given its sustained double-digit growth rates during periods of economic expansion. It&#39;s valued at 20 times Wall Street&#39;s consensus earnings for 2023, and the company closed out 2022 with just over $99 billion in net cash, cash equivalents, and marketable securities on its balance sheet. If earnings per share were to double between now and 2027 (which seems quite likely), Alphabet stock shouldn&#39;t have any trouble returning 100% for patient investors.</p><h2>FAANG stock No. 2 that can double your money by 2027: Amazon</h2><p>The second FAANG stock with all the tools and intangibles needed to double your money by 2027 is e-commerce juggernaut Amazon.</p><p>Similar to Alphabet, if investors were solely to focus on Amazon&#39;s operating performance during the fourth quarter, they&#39;d be missing the big picture. Though Amazon&#39;s retail segment struggled mightily and the company&#39;s net income plunged 98% from the prior-year period, Amazon&#39;s high-margin operating segments are still unstoppable.</p><p>When most people hear the Amazon name, they immediately think about the company&#39;s online marketplace, which accounts for more U.S. online retail market share than its next 14 closest competitors on a combined basis. But the thing about online retail sales is that it&#39;s a generally low-margin operating segment. While Amazon&#39;s online marketplace has done a phenomenal job of attracting a loyal customer base, it&#39;s ultimately not the operating segment that&#39;ll push Amazon stock to new heights. Rather, it&#39;s a trio of ancillary divisions that generate most of its Amazon&#39;s cash flow and operating income.</p><p>The first of these three key segments is subscription services. The popularity of its e-commerce platform encouraged more than 200 million people worldwide to sign up for a Prime membership. Keep in mind that this &#34;200 million&#34; figure is a company number from April 2021. Between very modest online sales growth since April 2021 and landing distribution exclusivity for the NFL&#39;s <i>Thursday Night Football</i>, the number of Prime members has assuredly grown. Amazon is nearing $37 billion in annual run-rate sales from subscription services.</p><p>The second higher-margin segment fueling Amazon&#39;s growth is advertising services. Having more people view its ever-growing library of content, as well as visit its online marketplace, provides Amazon with abundant pricing power when negotiating with merchants. Despite a difficult environment for ad spending, Amazon recognized 23% year-over-year advertising services sales growth in the fourth quarter (excluding currency movements).</p><p>Finally, there&#39;s cloud service infrastructure segment Amazon Web Services (AWS). The aforementioned Canalys report estimates AWS accounted for 32% of worldwide cloud service spending in the September-ended quarter. Despite representing only 15.6% of Amazon&#39;s net sales in 2022, AWS delivered $22.8 billion in operating income. Every other segment combined for Amazon generated an operating loss of $10.6 billion. AWS is, unquestionably, Amazon&#39;s cash-flow and profit driver.</p><p>Although Amazon is quite pricey when looking at the price-to-earnings ratio, cash flow is the more appropriate measure of value for this company. Since Amazon reinvests a significant portion of its cash flow back into its various channels, it&#39;s a far better measure of the company&#39;s health and value.</p><p>Throughout the 2010s, Amazon was valued at a median of 30 times its year-end cash flow. Based on Wall Street&#39;s consensus, Amazon is currently trading at just 5.6 times forecast cash flow in 2027. That&#39;s an incredible deal for a company whose highest-margin operating segments are all still growing by a double-digit percentage.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 FAANG Stocks That Can Double Your Money by 2027</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\">\n2 FAANG Stocks That Can Double Your Money by 2027\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/07/2-faang-stocks-that-can-double-your-money-by-2027/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over multiple decades, Wall Street is a bona fide wealth creator. But as last year demonstrated, the stock market is completely unpredictable on a year-to-year basis.When the going gets tough on Wall ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/07/2-faang-stocks-that-can-double-your-money-by-2027/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2023/02/07/2-faang-stocks-that-can-double-your-money-by-2027/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309700103","content_text":"Over multiple decades, Wall Street is a bona fide wealth creator. But as last year demonstrated, the stock market is completely unpredictable on a year-to-year basis.When the going gets tough on Wall Street, investors often turn their attention to tried-and-true industry leaders. It's why the FAANG stocks have been such popular investments for more than a decade.When I say \"FAANG\" stocks, I'm talking about:Facebook, which is now a subsidiary of Meta PlatformsAmazonAppleNetflixGoogle, which is now a subsidiary of AlphabetAmong the many reasons investors gravitate to the FAANGs is their clear-cut competitive advantages. For instance, Meta owns four of the most-popular social media sites on the planet, whereas Amazon was expected to bring in nearly 40% of all U.S. online retail sales in 2022, according to a report from eMarketer. These are dominant businesses within their respective industries -- and investors know it.But even among the FAANG stocks, there's a hierarchy of opportunity. In other words, some offer more long-term upside potential than others. Among Meta, Amazon, Apple, Netflix, and Alphabet, there are two FAANG stocks that have the potential to double your money by 2027.FAANG stock No. 1 that can double your money by 2027: AlphabetThe first FAANG stock fully capable of producing a 100% return over the next five years is Alphabet, the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.If investors were to solely focus on Alphabet's fourth-quarter operating results, which were released last week, they'd have a hard time believing this company is capable of doubling in value by 2027. Total revenue jumped by just 1% over the prior-year quarter, with ad revenue pretty much declining across the board (Google and YouTube). Ad spending weakness is not uncommon when the winds of the recession begin blowing.However, one quarter certainly doesn't tell the tale when it comes to Alphabet. On a macro basis, investors should recognize the numbers game that very much favors ad-dependent companies. Even though ad spending weakens during economic contractions and recessions, these downturns tend to be short lived. By comparison, the U.S. and global economy can spend years expanding. This means Alphabet's ad-driven operating segments are growing in lockstep with the U.S. and global economy over time.But it's not just macroeconomic factors working in Alphabet's favor. In terms of global search engine market share, Google is practically a monopoly. According to data provided by GlobalStats, Google has accounted for 91% or greater of worldwide internet search share since December 2018. Having roughly 90 percentage points more market share than the next-closest competitor helps Alphabet's ad-pricing power immensely.Although Google should remain Alphabet's primary cash-flow driver for the foreseeable future, the company is investing in numerous other verticals and channels to boost its revenue and, eventually, its profits. As an example, Alphabet is investing heavily in monetizing YouTube Shorts -- short-form videos lasting less than a minute. The company noted during its fourth-quarter conference call that over 50 billion YouTube Shorts are being watched daily, which is a huge audience for advertisers to reach.  For context, this figure stood at 30 billion daily views during the first quarter of 2022.Significant investments are also being made in cloud infrastructure service Google Cloud, which climbed to an estimated 9% of worldwide cloud infrastructure spending during the third quarter, based on a report by Canalys. While Google Cloud is still a money-losing segment for Alphabet, enterprise cloud spending is still very much in its infancy. Since the margins associated with cloud services are typically higher than advertising margins, Google Cloud has an opportunity to become a key cash-flow driver by the second half of this decade.Alphabet is also relatively inexpensive, given its sustained double-digit growth rates during periods of economic expansion. It's valued at 20 times Wall Street's consensus earnings for 2023, and the company closed out 2022 with just over $99 billion in net cash, cash equivalents, and marketable securities on its balance sheet. If earnings per share were to double between now and 2027 (which seems quite likely), Alphabet stock shouldn't have any trouble returning 100% for patient investors.FAANG stock No. 2 that can double your money by 2027: AmazonThe second FAANG stock with all the tools and intangibles needed to double your money by 2027 is e-commerce juggernaut Amazon.Similar to Alphabet, if investors were solely to focus on Amazon's operating performance during the fourth quarter, they'd be missing the big picture. Though Amazon's retail segment struggled mightily and the company's net income plunged 98% from the prior-year period, Amazon's high-margin operating segments are still unstoppable.When most people hear the Amazon name, they immediately think about the company's online marketplace, which accounts for more U.S. online retail market share than its next 14 closest competitors on a combined basis. But the thing about online retail sales is that it's a generally low-margin operating segment. While Amazon's online marketplace has done a phenomenal job of attracting a loyal customer base, it's ultimately not the operating segment that'll push Amazon stock to new heights. Rather, it's a trio of ancillary divisions that generate most of its Amazon's cash flow and operating income.The first of these three key segments is subscription services. The popularity of its e-commerce platform encouraged more than 200 million people worldwide to sign up for a Prime membership. Keep in mind that this \"200 million\" figure is a company number from April 2021. Between very modest online sales growth since April 2021 and landing distribution exclusivity for the NFL's Thursday Night Football, the number of Prime members has assuredly grown. Amazon is nearing $37 billion in annual run-rate sales from subscription services.The second higher-margin segment fueling Amazon's growth is advertising services. Having more people view its ever-growing library of content, as well as visit its online marketplace, provides Amazon with abundant pricing power when negotiating with merchants. Despite a difficult environment for ad spending, Amazon recognized 23% year-over-year advertising services sales growth in the fourth quarter (excluding currency movements).Finally, there's cloud service infrastructure segment Amazon Web Services (AWS). The aforementioned Canalys report estimates AWS accounted for 32% of worldwide cloud service spending in the September-ended quarter. Despite representing only 15.6% of Amazon's net sales in 2022, AWS delivered $22.8 billion in operating income. Every other segment combined for Amazon generated an operating loss of $10.6 billion. AWS is, unquestionably, Amazon's cash-flow and profit driver.Although Amazon is quite pricey when looking at the price-to-earnings ratio, cash flow is the more appropriate measure of value for this company. Since Amazon reinvests a significant portion of its cash flow back into its various channels, it's a far better measure of the company's health and value.Throughout the 2010s, Amazon was valued at a median of 30 times its year-end cash flow. Based on Wall Street's consensus, Amazon is currently trading at just 5.6 times forecast cash flow in 2027. That's an incredible deal for a company whose highest-margin operating segments are all still growing by a double-digit percentage.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951521635,"gmtCreate":1673525295327,"gmtModify":1676538850558,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9951521635","repostId":"2302861795","repostType":4,"repost":{"id":"2302861795","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673521519,"share":"https://ttm.financial/m/news/2302861795?lang=&edition=fundamental","pubTime":"2023-01-12 19:05","market":"us","language":"en","title":"December Inflation Report to Show Whether Price Increases Continued to Moderate","url":"https://stock-news.laohu8.com/highlight/detail?id=2302861795","media":"Dow Jones","summary":"By Gwynn Guilford \n\n\n \n\n\n     U.S. inflation slowed to  6.5% in December, marking the sixth straight","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Gwynn Guilford \n</p>\n<pre>\n \n</pre>\n<p>\n     U.S. inflation slowed to  6.5% in December, marking the sixth straight monthly deceleration since a mid-2022 peak \n</p>\n<p>\n     The department's consumer-price index, a closely watched measure of inflation, rose 7.1% in November from a year earlier, it said last month. That marked the fifth straight month of a decline in the annual inflation rate from a 9.1% peak in June. Despite the recent easing of price pressures, the November rate was much faster than the 2.1% average in the three years before the pandemic. \n</p>\n<p>\n     The CPI measures what consumers pay for goods and services. The Labor Department is scheduled to release its  December report at 8:30 a.m. ET on Thursday. \n</p>\n<p>\n     Core CPI, which excludes volatile energy and food prices, climbed 6% in November from a year before, easing from a 6.3% gain in October. Many economists see increases in core CPI as a better signal of future inflation than the  overall CPI. Core prices increased at a 4.3% annualized rate  in the three months ended in November, the slowest pace in more than a year. \n</p>\n<p>\n     The Federal Reserve increased interest rates aggressively in 2022 in an effort to combat inflation by slowing the economy. Officials indicated in December they expected to raise rates further in 2023. Many economists think climbing rates heighten the risk of a U.S. recession. \n</p>\n<p>\n     The new inflation figures will follow several signs that U.S. economic activity cooled in late 2022. U.S. imports and exports fell in November from October, while retail sales, manufacturing output and home sales all declined. Job and wage growth slowed in December. \n</p>\n<p>\n     JPMorgan Chase &amp; Co. Chief Executive Jamie Dimon said Tuesday the Fed could  need to lift its benchmark federal-funds rate to 6% to tame inflation. That would be higher than the peak level between 5% and 5.5% in 2023 that most Fed officials projected after their December meeting. \n</p>\n<p>\n     \"Inflation won't quite go down the way people expected,\" Mr. Dimon said. \"But it will definitely be coming down a bit.\" \n</p>\n<p>\n     Economists surveyed by The Wall Street Journal estimated that the CPI fell 0.1% in December from November due to sharply falling energy prices. They estimated that core CPI, which excludes energy and food prices, rose 0.3% during the same period. \n</p>\n<p>\n     They estimated the CPI increased 6.5% in December from a year earlier, while core CPI rose 5.7%. \n</p>\n<p>\n     Inflation remained high across the globe in November, though it abated during the month, the Organization for Economic Cooperation and Development said Tuesday. Consumer prices across the Group of 20 largest economies -- which contribute four-fifths of economic output worldwide -- rose 9% from a year earlier in November, down from October's 9.5% increase, the first drop in the G-20 inflation rate since August 2021. \n</p>\n<p>\n     Inflation took off in 2021 as the economy rebounded from the Covid-19 pandemic, powered by pent-up consumer spending that got a boost from low interest rates and government stimulus. Snarled supply chains fueled higher prices for many goods. Russia's invasion of Ukraine in early 2022 also tightened supplies of energy and other commodities, further stoking inflation worldwide. \n</p>\n<p>\n     Inflation pressures dissipated last summer as supply chains improved and energy prices fell. Shipping costs from China to the West Coast are near prepandemic levels. Gasoline prices have declined, with the national average price of regular unleaded gasoline at $3.27 a gallon on Wednesday, down about 50 cents a gallon from mid-November, according to OPIS, an energy-data and analytics provider. Gasoline prices peaked in mid-June at a record $5.02 a gallon. \n</p>\n<p>\n     \"Logistics prices have also slowed materially, shipping costs are back to where they were pre-Covid,\" said Jake Oubina, senior economist at Piper Sandler. \"These were all inputs that a lot of retailers had to pass through to consumers, and the alleviation on the cost side is creating the wherewithal to discount more aggressively as we head into 2023.\" \n</p>\n<p>\n     Some economists worry that  rapid wage growth could keep consumers flush with cash and companies keen to raise prices to compensate, keeping inflation above the Fed's 2% target. \n</p>\n<p>\n     The clearest impact of Fed tightening so far is in the housing market. Existing-home sales fell in November for a 10th straight month as high mortgage rates boosted buyers' costs. \n</p>\n<p>\n     Ian Snowden, a 33-year-old tech salesman, said the shift to remote work after the pandemic hit allowed him to move to Asheville, N.C.,  where he has easy access to hiking, fishing and other outdoor activities. \n</p>\n<p>\n     The move proved expensive, though. After losing out to cash buyers in bids for existing homes, Mr. Snowden signed a contract in September 2021 to buy a newly constructed property. By the time his home was completed the following June, mortgage rates had doubled. On top of that, the construction company told him that he was on the hook for an extra $25,000 to offset unexpectedly high costs for concrete, labor and other items -- or he could back out of the contract. \n</p>\n<p>\n     At that point, Mr. Snowden said, he was already selling his old house and had made plans to move, so he wasn't going to back out. \"So much was already in motion,\" he said. Between the higher mortgage rates and the additional costs, the monthly mortgage payment increased $200, he said. \n</p>\n<p>\n     Write to Gwynn Guilford at gwynn.guilford@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 12, 2023 08:34 ET (13:34 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>December Inflation Report to Show Whether Price Increases Continued to Moderate</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\">\nDecember Inflation Report to Show Whether Price Increases Continued to Moderate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-12 19:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Gwynn Guilford \n</p>\n<pre>\n \n</pre>\n<p>\n     U.S. inflation slowed to  6.5% in December, marking the sixth straight monthly deceleration since a mid-2022 peak \n</p>\n<p>\n     The department's consumer-price index, a closely watched measure of inflation, rose 7.1% in November from a year earlier, it said last month. That marked the fifth straight month of a decline in the annual inflation rate from a 9.1% peak in June. Despite the recent easing of price pressures, the November rate was much faster than the 2.1% average in the three years before the pandemic. \n</p>\n<p>\n     The CPI measures what consumers pay for goods and services. The Labor Department is scheduled to release its  December report at 8:30 a.m. ET on Thursday. \n</p>\n<p>\n     Core CPI, which excludes volatile energy and food prices, climbed 6% in November from a year before, easing from a 6.3% gain in October. Many economists see increases in core CPI as a better signal of future inflation than the  overall CPI. Core prices increased at a 4.3% annualized rate  in the three months ended in November, the slowest pace in more than a year. \n</p>\n<p>\n     The Federal Reserve increased interest rates aggressively in 2022 in an effort to combat inflation by slowing the economy. Officials indicated in December they expected to raise rates further in 2023. Many economists think climbing rates heighten the risk of a U.S. recession. \n</p>\n<p>\n     The new inflation figures will follow several signs that U.S. economic activity cooled in late 2022. U.S. imports and exports fell in November from October, while retail sales, manufacturing output and home sales all declined. Job and wage growth slowed in December. \n</p>\n<p>\n     JPMorgan Chase &amp; Co. Chief Executive Jamie Dimon said Tuesday the Fed could  need to lift its benchmark federal-funds rate to 6% to tame inflation. That would be higher than the peak level between 5% and 5.5% in 2023 that most Fed officials projected after their December meeting. \n</p>\n<p>\n     \"Inflation won't quite go down the way people expected,\" Mr. Dimon said. \"But it will definitely be coming down a bit.\" \n</p>\n<p>\n     Economists surveyed by The Wall Street Journal estimated that the CPI fell 0.1% in December from November due to sharply falling energy prices. They estimated that core CPI, which excludes energy and food prices, rose 0.3% during the same period. \n</p>\n<p>\n     They estimated the CPI increased 6.5% in December from a year earlier, while core CPI rose 5.7%. \n</p>\n<p>\n     Inflation remained high across the globe in November, though it abated during the month, the Organization for Economic Cooperation and Development said Tuesday. Consumer prices across the Group of 20 largest economies -- which contribute four-fifths of economic output worldwide -- rose 9% from a year earlier in November, down from October's 9.5% increase, the first drop in the G-20 inflation rate since August 2021. \n</p>\n<p>\n     Inflation took off in 2021 as the economy rebounded from the Covid-19 pandemic, powered by pent-up consumer spending that got a boost from low interest rates and government stimulus. Snarled supply chains fueled higher prices for many goods. Russia's invasion of Ukraine in early 2022 also tightened supplies of energy and other commodities, further stoking inflation worldwide. \n</p>\n<p>\n     Inflation pressures dissipated last summer as supply chains improved and energy prices fell. Shipping costs from China to the West Coast are near prepandemic levels. Gasoline prices have declined, with the national average price of regular unleaded gasoline at $3.27 a gallon on Wednesday, down about 50 cents a gallon from mid-November, according to OPIS, an energy-data and analytics provider. Gasoline prices peaked in mid-June at a record $5.02 a gallon. \n</p>\n<p>\n     \"Logistics prices have also slowed materially, shipping costs are back to where they were pre-Covid,\" said Jake Oubina, senior economist at Piper Sandler. \"These were all inputs that a lot of retailers had to pass through to consumers, and the alleviation on the cost side is creating the wherewithal to discount more aggressively as we head into 2023.\" \n</p>\n<p>\n     Some economists worry that  rapid wage growth could keep consumers flush with cash and companies keen to raise prices to compensate, keeping inflation above the Fed's 2% target. \n</p>\n<p>\n     The clearest impact of Fed tightening so far is in the housing market. Existing-home sales fell in November for a 10th straight month as high mortgage rates boosted buyers' costs. \n</p>\n<p>\n     Ian Snowden, a 33-year-old tech salesman, said the shift to remote work after the pandemic hit allowed him to move to Asheville, N.C.,  where he has easy access to hiking, fishing and other outdoor activities. \n</p>\n<p>\n     The move proved expensive, though. After losing out to cash buyers in bids for existing homes, Mr. Snowden signed a contract in September 2021 to buy a newly constructed property. By the time his home was completed the following June, mortgage rates had doubled. On top of that, the construction company told him that he was on the hook for an extra $25,000 to offset unexpectedly high costs for concrete, labor and other items -- or he could back out of the contract. \n</p>\n<p>\n     At that point, Mr. Snowden said, he was already selling his old house and had made plans to move, so he wasn't going to back out. \"So much was already in motion,\" he said. Between the higher mortgage rates and the additional costs, the monthly mortgage payment increased $200, he said. \n</p>\n<p>\n     Write to Gwynn Guilford at gwynn.guilford@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 12, 2023 08:34 ET (13:34 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302861795","content_text":"By Gwynn Guilford \n\n\n \n\n\n     U.S. inflation slowed to  6.5% in December, marking the sixth straight monthly deceleration since a mid-2022 peak \n\n\n     The department's consumer-price index, a closely watched measure of inflation, rose 7.1% in November from a year earlier, it said last month. That marked the fifth straight month of a decline in the annual inflation rate from a 9.1% peak in June. Despite the recent easing of price pressures, the November rate was much faster than the 2.1% average in the three years before the pandemic. \n\n\n     The CPI measures what consumers pay for goods and services. The Labor Department is scheduled to release its  December report at 8:30 a.m. ET on Thursday. \n\n\n     Core CPI, which excludes volatile energy and food prices, climbed 6% in November from a year before, easing from a 6.3% gain in October. Many economists see increases in core CPI as a better signal of future inflation than the  overall CPI. Core prices increased at a 4.3% annualized rate  in the three months ended in November, the slowest pace in more than a year. \n\n\n     The Federal Reserve increased interest rates aggressively in 2022 in an effort to combat inflation by slowing the economy. Officials indicated in December they expected to raise rates further in 2023. Many economists think climbing rates heighten the risk of a U.S. recession. \n\n\n     The new inflation figures will follow several signs that U.S. economic activity cooled in late 2022. U.S. imports and exports fell in November from October, while retail sales, manufacturing output and home sales all declined. Job and wage growth slowed in December. \n\n\n     JPMorgan Chase & Co. Chief Executive Jamie Dimon said Tuesday the Fed could  need to lift its benchmark federal-funds rate to 6% to tame inflation. That would be higher than the peak level between 5% and 5.5% in 2023 that most Fed officials projected after their December meeting. \n\n\n     \"Inflation won't quite go down the way people expected,\" Mr. Dimon said. \"But it will definitely be coming down a bit.\" \n\n\n     Economists surveyed by The Wall Street Journal estimated that the CPI fell 0.1% in December from November due to sharply falling energy prices. They estimated that core CPI, which excludes energy and food prices, rose 0.3% during the same period. \n\n\n     They estimated the CPI increased 6.5% in December from a year earlier, while core CPI rose 5.7%. \n\n\n     Inflation remained high across the globe in November, though it abated during the month, the Organization for Economic Cooperation and Development said Tuesday. Consumer prices across the Group of 20 largest economies -- which contribute four-fifths of economic output worldwide -- rose 9% from a year earlier in November, down from October's 9.5% increase, the first drop in the G-20 inflation rate since August 2021. \n\n\n     Inflation took off in 2021 as the economy rebounded from the Covid-19 pandemic, powered by pent-up consumer spending that got a boost from low interest rates and government stimulus. Snarled supply chains fueled higher prices for many goods. Russia's invasion of Ukraine in early 2022 also tightened supplies of energy and other commodities, further stoking inflation worldwide. \n\n\n     Inflation pressures dissipated last summer as supply chains improved and energy prices fell. Shipping costs from China to the West Coast are near prepandemic levels. Gasoline prices have declined, with the national average price of regular unleaded gasoline at $3.27 a gallon on Wednesday, down about 50 cents a gallon from mid-November, according to OPIS, an energy-data and analytics provider. Gasoline prices peaked in mid-June at a record $5.02 a gallon. \n\n\n     \"Logistics prices have also slowed materially, shipping costs are back to where they were pre-Covid,\" said Jake Oubina, senior economist at Piper Sandler. \"These were all inputs that a lot of retailers had to pass through to consumers, and the alleviation on the cost side is creating the wherewithal to discount more aggressively as we head into 2023.\" \n\n\n     Some economists worry that  rapid wage growth could keep consumers flush with cash and companies keen to raise prices to compensate, keeping inflation above the Fed's 2% target. \n\n\n     The clearest impact of Fed tightening so far is in the housing market. Existing-home sales fell in November for a 10th straight month as high mortgage rates boosted buyers' costs. \n\n\n     Ian Snowden, a 33-year-old tech salesman, said the shift to remote work after the pandemic hit allowed him to move to Asheville, N.C.,  where he has easy access to hiking, fishing and other outdoor activities. \n\n\n     The move proved expensive, though. After losing out to cash buyers in bids for existing homes, Mr. Snowden signed a contract in September 2021 to buy a newly constructed property. By the time his home was completed the following June, mortgage rates had doubled. On top of that, the construction company told him that he was on the hook for an extra $25,000 to offset unexpectedly high costs for concrete, labor and other items -- or he could back out of the contract. \n\n\n     At that point, Mr. Snowden said, he was already selling his old house and had made plans to move, so he wasn't going to back out. \"So much was already in motion,\" he said. Between the higher mortgage rates and the additional costs, the monthly mortgage payment increased $200, he said. \n\n\n     Write to Gwynn Guilford at gwynn.guilford@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 12, 2023 08:34 ET (13:34 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959108589,"gmtCreate":1672921445541,"gmtModify":1676538758064,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959108589","repostId":"1150864286","repostType":4,"repost":{"id":"1150864286","pubTimestamp":1672932571,"share":"https://ttm.financial/m/news/1150864286?lang=&edition=fundamental","pubTime":"2023-01-05 23:29","market":"us","language":"en","title":"3 Top Stocks of 2022 That Will Shine Again in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1150864286","media":"InvestorPlace","summary":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three","content":"<html><head></head><body><ul><li>The <b>S&amp;P 500</b> had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.</li><li><b>O’Reilly Automotive</b>(<b><u>ORLY</u></b>): Recession or not, it’s got an excellent business in a fantastic industry.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): Warren Buffett should make some more money for his shareholders in 2023.</li><li><b>Merck &amp; Co.</b>(<b><u>MRK</u></b>): It’s as solid as they come.</li></ul><p>The <b>S&amp;P 500</b> generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.</p><p>Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.</p><p>To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.</p><p>In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.</p><p><b>O’Reilly Automotive (ORLY)</b></p><p><b>O’Reilly Automotive</b>(NASDAQ: <b><u>ORLY</u></b>) had a total return in 2022 of 19.51%, 200% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 28.54%.</p><p>Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.</p><p>In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.</p><p>In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.</p><p>Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.</p><p>It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE: <b><u>OXY</u></b>) had a total return in 2022 of 119.08%, 713% higher than the S&amp;P 500. However, it finished 2022 with a five-year total return of -0.84%.</p><p>Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK.A</u></b>, <b><u>BRK.B</u></b>)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.</p><p>However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.</p><p>“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.</p><p>Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.</p><p>Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.</p><p><b>Merck &amp; Co. (MRK)</b></p><p><b>Merck &amp; Co.</b>(NYSE: <b><u>MRK</u></b>)had a total return in 2022 of 48.42%, 349% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.</p><p>In August, I included Merck on a list of three top stocks to buy. The other two were <b>Microsoft</b>(NASDAQ: <b>MSFT</b>)and <b>Hershey</b>(NYSE: <b>HSY</b>). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.</p><p>At the time, Merck was looking to acquire <b>Seagen</b> for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.</p><p>While it still might happen, Merck went ahead and acquired <b>Imago Biosciences</b> for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.</p><p><i>Bloomberg</i> recently discussed why Merck stock had its best calendar-year performance since 1995.</p><p>“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” <i>Bloomberg</i> reported on Dec. 30.</p><p>I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks of 2022 That Will Shine Again in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks of 2022 That Will Shine Again in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","OXY":"西方石油","ORLY":"奥莱利"},"source_url":"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150864286","content_text":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an excellent business in a fantastic industry.Occidental Petroleum(OXY): Warren Buffett should make some more money for his shareholders in 2023.Merck & Co.(MRK): It’s as solid as they come.The S&P 500 generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.O’Reilly Automotive (ORLY)O’Reilly Automotive(NASDAQ: ORLY) had a total return in 2022 of 19.51%, 200% higher than the S&P 500. It finished 2022 with a five-year total return of 28.54%.Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.Occidental Petroleum (OXY)Occidental Petroleum(NYSE: OXY) had a total return in 2022 of 119.08%, 713% higher than the S&P 500. However, it finished 2022 with a five-year total return of -0.84%.Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying Berkshire Hathaway(NYSE: BRK.A, BRK.B)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.Merck & Co. (MRK)Merck & Co.(NYSE: MRK)had a total return in 2022 of 48.42%, 349% higher than the S&P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.In August, I included Merck on a list of three top stocks to buy. The other two were Microsoft(NASDAQ: MSFT)and Hershey(NYSE: HSY). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.At the time, Merck was looking to acquire Seagen for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.While it still might happen, Merck went ahead and acquired Imago Biosciences for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.Bloomberg recently discussed why Merck stock had its best calendar-year performance since 1995.“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” Bloomberg reported on Dec. 30.I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945562347,"gmtCreate":1681519561190,"gmtModify":1681519564835,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945562347","repostId":"2327172094","repostType":4,"repost":{"id":"2327172094","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1681502417,"share":"https://ttm.financial/m/news/2327172094?lang=&edition=fundamental","pubTime":"2023-04-15 04:00","market":"us","language":"en","title":"US STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2327172094","media":"Reuters","summary":"Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Fed","content":"<html><head></head><body><p>Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.</p><p>All three major U.S. stock indexes ended in the red, but on the heels of Thursday&#39;s robust rally, all three major U.S. stock indexes notched weekly gains.</p><p>&#34;Today we&#39;re taking bit of a breather,&#34; said Sal Bruno, chief investment officer at IndexIQ in New York. &#34;After yesterday&#39;s sharp move up, the market might have gotten a little ahead of itself.&#34;</p><p>Citigroup Inc, JPMorgan Chase &amp; Co and Wells Fargo &amp; Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.</p><p>&#34;As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;We saw mostly strong and healthy balance sheets, and it&#39;s pretty clear (the regional banking) crisis isn&#39;t systemic.&#34;</p><p>The S&amp;P 500 banking sector jumped, and JPMorgan Chase surged to its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since Nov. 9, 2020.</p><p>Citigroup also advanced, while Wells Fargo&#39;s shares were more muted.</p><p>But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month&#39;s policy meeting.</p><p>&#34;Industrial production and capacity utilization came in stronger than expected,&#34; Bruno added. &#34;Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.&#34;</p><p>Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.</p><p>At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME&#39;s FedWatch tool.</p><p>According to preliminary data, the S&amp;P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.</p><p>First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/BOAPL\">Bank of America Corp</a>, Netflix Inc and a long list of regional banks and industrials.</p><p>Analysts have lowered expectations, forecasting aggregate S&amp;P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.</p><p>BlackRock Inc advanced after the world&#39;s largest asset manager beat quarterly profit expectations.</p><p>Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .</p><p>Spirit AeroSystems&#39; shares tumbled.</p><p>Shares of <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> dropped following the luxury electric automaker&#39;s disappointing first-quarter production and delivery numbers.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump</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\">\nUS STOCKS-Wall St Slides to Lower Close As Rate Hike Bets Firm, Banks Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-15 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.</p><p>All three major U.S. stock indexes ended in the red, but on the heels of Thursday&#39;s robust rally, all three major U.S. stock indexes notched weekly gains.</p><p>&#34;Today we&#39;re taking bit of a breather,&#34; said Sal Bruno, chief investment officer at IndexIQ in New York. &#34;After yesterday&#39;s sharp move up, the market might have gotten a little ahead of itself.&#34;</p><p>Citigroup Inc, JPMorgan Chase &amp; Co and Wells Fargo &amp; Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.</p><p>&#34;As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;We saw mostly strong and healthy balance sheets, and it&#39;s pretty clear (the regional banking) crisis isn&#39;t systemic.&#34;</p><p>The S&amp;P 500 banking sector jumped, and JPMorgan Chase surged to its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since Nov. 9, 2020.</p><p>Citigroup also advanced, while Wells Fargo&#39;s shares were more muted.</p><p>But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month&#39;s policy meeting.</p><p>&#34;Industrial production and capacity utilization came in stronger than expected,&#34; Bruno added. &#34;Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.&#34;</p><p>Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.</p><p>At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME&#39;s FedWatch tool.</p><p>According to preliminary data, the S&amp;P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.</p><p>First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/BOAPL\">Bank of America Corp</a>, Netflix Inc and a long list of regional banks and industrials.</p><p>Analysts have lowered expectations, forecasting aggregate S&amp;P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.</p><p>BlackRock Inc advanced after the world&#39;s largest asset manager beat quarterly profit expectations.</p><p>Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .</p><p>Spirit AeroSystems&#39; shares tumbled.</p><p>Shares of <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> dropped following the luxury electric automaker&#39;s disappointing first-quarter production and delivery numbers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327172094","content_text":"Wall Street ended lower on Friday as a barrage of mixed economic data appeared to affirm another Federal Reserve interest rate hike, dampening investor enthusiasm after a series of big U.S. bank earnings launched first-quarter reporting season.All three major U.S. stock indexes ended in the red, but on the heels of Thursday's robust rally, all three major U.S. stock indexes notched weekly gains.\"Today we're taking bit of a breather,\" said Sal Bruno, chief investment officer at IndexIQ in New York. \"After yesterday's sharp move up, the market might have gotten a little ahead of itself.\"Citigroup Inc, JPMorgan Chase & Co and Wells Fargo & Co beat earnings expectations, benefiting from rising interest rates and easing fears of stress in the banking system.\"As expected, the bigger banks were probably not harmed that much by the regional banking turmoil, and possibly even beneficiaries of it,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"We saw mostly strong and healthy balance sheets, and it's pretty clear (the regional banking) crisis isn't systemic.\"The S&P 500 banking sector jumped, and JPMorgan Chase surged to its biggest one-day percentage gain since Nov. 9, 2020.Citigroup also advanced, while Wells Fargo's shares were more muted.But a slew of mixed economic data including retail sales, industrial production and consumer sentiment cemented expectations that the Fed will hike rates another 25 basis points at next month's policy meeting.\"Industrial production and capacity utilization came in stronger than expected,\" Bruno added. \"Both point to an economy that still has some vibrancy, which gives Fed cover to continue its rate hike policy in May possibly into June.\"Those expectations were underscored by Atlanta Fed President Raphael Bostic, who said another 25 basis point hike could allow the Fed to end its tightening cycle, even as Chicago Fed President Austan Goolsbee called for the central bank to be prudent.At last glance, financial markets have priced in a roughly 80% likelihood of that happening, according to CME's FedWatch tool.According to preliminary data, the S&P 500 lost 8.58 points, or 0.21%, to end at 4,137.64 points, while the Nasdaq Composite lost 42.8 points, or 0.35%, to 12,123.47. The Dow Jones Industrial Average fell 143.22 points, or 0.42%, to 33,886.47.First-quarter earnings season hits full stride next week, with results expected from several high profile companies including Goldman Sachs Group Inc, Morgan Stanley, Bank of America Corp, Netflix Inc and a long list of regional banks and industrials.Analysts have lowered expectations, forecasting aggregate S&P 500 earnings having fallen by 4.8% from a year ago, a reversal of the 1.4% year-on-year gain seen at the beginning of the quarter, according to Refinitiv.BlackRock Inc advanced after the world's largest asset manager beat quarterly profit expectations.Boeing Co slid after the planemaker halted deliveries of some 737 MAXs due to a supplier quality problem attributed to Spirit AeroSystems .Spirit AeroSystems' shares tumbled.Shares of Lucid Group Inc dropped following the luxury electric automaker's disappointing first-quarter production and delivery numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949990187,"gmtCreate":1678281942949,"gmtModify":1678281946556,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949990187","repostId":"1109123037","repostType":4,"repost":{"id":"1109123037","pubTimestamp":1678289407,"share":"https://ttm.financial/m/news/1109123037?lang=&edition=fundamental","pubTime":"2023-03-08 23:30","market":"us","language":"en","title":"3 Stocks to Buy That Could Be the Next Trillion-Dollar Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1109123037","media":"InvestorPlace","summary":"What will be the next trillion-dollar company? A few companies jump out on the list.Nvidia(NVDA) nea","content":"<html><head></head><body><ul><li>What will be the next trillion-dollar company? A few companies jump out on the list.</li><li><b>Nvidia</b>(NVDA) neared this mark during the peak of the last cycle and thanks to its positioning in new market trends, will likely get there on the next bull cycle.</li><li><b>Tesla</b>(TSLA) was in the trillion-dollar club once before and can likely get there again.</li><li><b>Berkshire Hathaway</b>(<b><u>BRK.B</u></b>, <b><u>BRK.A</u></b>) is the slow-and-steady pick and it’s that far away now, currently commanding a $700 billion valuation.</li></ul><p>The bear market has been punishing for stocks, crushing hopes and dolling out major losses. While many companies have held up okay, others continue to struggle. It makes investors wonder when we’ll see the next trillion-dollar company.</p><p>It wasn’t that long ago that a trillion-dollar market capitalization seemed unreachable. But before long, <b>Apple</b>(NASDAQ: <b>AAPL</b>) grazed a $3 trillion market cap. Then the whole market went south and the bear market really began to growl.</p><p>In any regard, the steep decline has many investors wondering what the next trillion-dollar company is and when we’ll see it.</p><p>There’s no way to know for sure — particularly on the “when” part of the equation — but here are the stocks that seem most likely to get there.</p><p><b>Nvidia (NVDA)</b></p><p><b>Nvidia</b>(NASDAQ: <b>NVDA</b>) was not all that far away from a $1 trillion market cap. At one point in December 2021, the company had a valuation north of $800 billion. It would have taken about a 20% rally for Nvidia to get there in the prior cycle.</p><p>While the stock went on to lose two-thirds of its value from peak to trough, it’s been on a robust rally since. Shares have rallied more than 100% off the recent low as investors continue to pile in.</p><p>Part of it seems like momentum driving the action, while some of it feels like “FOMO,” as investors fear missing out on the “next big stock” and the AI revolution, which Nvidia is helping to drive.</p><p>Because of its role in current technology, the company should continue to do quite well. The way CEO Jensen Huang positions the company in future technology trends <i>before</i> they become hot is why Nvidia has the potential to be one of the next trillion-dollar companies.</p><p><b>Tesla (TSLA)</b></p><p><b>Tesla</b>(NASDAQ: <b>TSLA</b>) is an easy and obvious name when looking for the next trillion-dollar company. Tesla should be on everyone’s list for the potential to hit this milestone, given that it has already done so before.</p><p>In 2021, Tesla sported a market cap north of $1.2 trillion. As recently as mid-September, shares were down just 24% from the all-time high. Then things came to an abrupt halt.</p><p>CEO Elon Musk bought Twitter, which only fueled Tesla’s decline as shares fell in five straight months and cratered more than 67% from the August high to the January low. When it finally bottomed near $100, Tesla stock was 75% below its all-time high.</p><p>Should it ever get there again — currently at $414.50 — it will represent a gain of just over 300% from the low.</p><p>While a global recession is the obvious risk, the company’s automotive and energy components continue to drive growth. For example, analysts expect 27% and 31% growth in 2023 and 2024, respectively.</p><p><b>Berkshire Hathaway (BRK-B, BRK-A)</b></p><p>Last but not least, we have <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK-A</u></b>, NYSE: <b><u>BRK-B</u></b>). However, there’re two main risks with this pick as the next trillion-dollar company. That are Warren Buffett and Charlie Munger.</p><p>While those two money managers may be the firm’s biggest assets, there are worries that when they are gone, they will turn into Berkshire’s biggest liabilities.</p><p>However, Buffett and Munger have built Berkshire into a powerhouse, as it has amassed a $700 billion market cap. At its highs, it sported a market cap of $800 billion. I believe Buffett &amp; Co. have built a system that will allow Berkshire to continue flourishing long after they have stepped down.</p><p>That goes for Berkshire’s impressive list of portfolio managers, but also for the company’s impressive investments. As the world continues to push forward, so too will Berkshire’s largest positions (and savvy deals) and eventually, that should tip the company into the trillion-dollar club.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy That Could Be the Next Trillion-Dollar Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy That Could Be the Next Trillion-Dollar Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/3-stocks-to-buy-that-could-be-the-next-trillion-dollar-company/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What will be the next trillion-dollar company? A few companies jump out on the list.Nvidia(NVDA) neared this mark during the peak of the last cycle and thanks to its positioning in new market trends, ...</p>\n\n<a href=\"https://investorplace.com/2023/03/3-stocks-to-buy-that-could-be-the-next-trillion-dollar-company/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","TSLA":"特斯拉","NVDA":"英伟达","BRK.A":"伯克希尔"},"source_url":"https://investorplace.com/2023/03/3-stocks-to-buy-that-could-be-the-next-trillion-dollar-company/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109123037","content_text":"What will be the next trillion-dollar company? A few companies jump out on the list.Nvidia(NVDA) neared this mark during the peak of the last cycle and thanks to its positioning in new market trends, will likely get there on the next bull cycle.Tesla(TSLA) was in the trillion-dollar club once before and can likely get there again.Berkshire Hathaway(BRK.B, BRK.A) is the slow-and-steady pick and it’s that far away now, currently commanding a $700 billion valuation.The bear market has been punishing for stocks, crushing hopes and dolling out major losses. While many companies have held up okay, others continue to struggle. It makes investors wonder when we’ll see the next trillion-dollar company.It wasn’t that long ago that a trillion-dollar market capitalization seemed unreachable. But before long, Apple(NASDAQ: AAPL) grazed a $3 trillion market cap. Then the whole market went south and the bear market really began to growl.In any regard, the steep decline has many investors wondering what the next trillion-dollar company is and when we’ll see it.There’s no way to know for sure — particularly on the “when” part of the equation — but here are the stocks that seem most likely to get there.Nvidia (NVDA)Nvidia(NASDAQ: NVDA) was not all that far away from a $1 trillion market cap. At one point in December 2021, the company had a valuation north of $800 billion. It would have taken about a 20% rally for Nvidia to get there in the prior cycle.While the stock went on to lose two-thirds of its value from peak to trough, it’s been on a robust rally since. Shares have rallied more than 100% off the recent low as investors continue to pile in.Part of it seems like momentum driving the action, while some of it feels like “FOMO,” as investors fear missing out on the “next big stock” and the AI revolution, which Nvidia is helping to drive.Because of its role in current technology, the company should continue to do quite well. The way CEO Jensen Huang positions the company in future technology trends before they become hot is why Nvidia has the potential to be one of the next trillion-dollar companies.Tesla (TSLA)Tesla(NASDAQ: TSLA) is an easy and obvious name when looking for the next trillion-dollar company. Tesla should be on everyone’s list for the potential to hit this milestone, given that it has already done so before.In 2021, Tesla sported a market cap north of $1.2 trillion. As recently as mid-September, shares were down just 24% from the all-time high. Then things came to an abrupt halt.CEO Elon Musk bought Twitter, which only fueled Tesla’s decline as shares fell in five straight months and cratered more than 67% from the August high to the January low. When it finally bottomed near $100, Tesla stock was 75% below its all-time high.Should it ever get there again — currently at $414.50 — it will represent a gain of just over 300% from the low.While a global recession is the obvious risk, the company’s automotive and energy components continue to drive growth. For example, analysts expect 27% and 31% growth in 2023 and 2024, respectively.Berkshire Hathaway (BRK-B, BRK-A)Last but not least, we have Berkshire Hathaway(NYSE: BRK-A, NYSE: BRK-B). However, there’re two main risks with this pick as the next trillion-dollar company. That are Warren Buffett and Charlie Munger.While those two money managers may be the firm’s biggest assets, there are worries that when they are gone, they will turn into Berkshire’s biggest liabilities.However, Buffett and Munger have built Berkshire into a powerhouse, as it has amassed a $700 billion market cap. At its highs, it sported a market cap of $800 billion. I believe Buffett & Co. have built a system that will allow Berkshire to continue flourishing long after they have stepped down.That goes for Berkshire’s impressive list of portfolio managers, but also for the company’s impressive investments. As the world continues to push forward, so too will Berkshire’s largest positions (and savvy deals) and eventually, that should tip the company into the trillion-dollar club.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965511445,"gmtCreate":1669982573987,"gmtModify":1676538282495,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965511445","repostId":"1151824972","repostType":4,"repost":{"id":"1151824972","pubTimestamp":1669994744,"share":"https://ttm.financial/m/news/1151824972?lang=&edition=fundamental","pubTime":"2022-12-02 23:25","market":"us","language":"en","title":"3 Dow Stocks That Are Phenomenal End-of-Year Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1151824972","media":"Motley Fool","summary":"The Dow Jones Industrial Average contains three amazing deals hiding in plain sight for opportunistic investors.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Although it&#39;s been a trying year for investors, the Dow Jones Industrial Average has significantly outperformed the other major U.S. stock indexes.</li><li>These highly profitable, time-tested Dow components are on sale and ripe for the picking.</li></ul><p>You probably don&#39;t need the reminder, but it&#39;s been a rough year for the investing community. The bond market is enduring its worst year on record, while the growth-dependent <b>Nasdaq Composite</b>, which led the broader market higher for much of the past decade, has plunged as much as 38% over the trailing year.</p><p>Yet amid this carnage, the 30-component <b>Dow Jones Industrial Average</b> has performed reasonably well. Through last week, the Dow was lower by just 5.5% year to date. That&#39;s a testament to the quality of companies that make up the Dow Jones Industrial Average.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f56ae3d9289ece5ee4864a24447546f\" tg-width=\"2000\" tg-height=\"1331\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>But just because the index hasn&#39;t plunged as much as the Nasdaq Composite and <b>S&amp;P 500</b> doesn&#39;t mean there aren&#39;t amazing deals hiding in plain sight. Here are three Dow stocks that make for phenomenal end-of-year buys.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></h2><p>The first Dow Jones Industrial Average stock that makes for a stellar end-of-year buy is media giant <b>Walt Disney</b>.</p><p>The normally sure-footed House of Mouse has been highly prone to slip-ups since the COVID-19 pandemic began. In addition to reduced attendance at its theme parks, Disney is dealing with lower movie theater attendance. The icing on the cake is that streaming service losses have come in wider than expected, at a time when investors have been more critical of bottom-line results than at any point over the past decade.</p><p>But if Walt Disney has demonstrated anything over many decades, it&#39;s that the company is resilient. This is due to a multitude of competitive advantages.</p><p>For example, few companies have the ability to engage with consumers quite like Walt Disney. Whether it&#39;s a 4-year-old visiting Disneyland for the first time or a grandparent watching a Disney movie with their grandchild, the company&#39;s products, services, and characters are designed to connect people of all ages through the use of imagination.</p><p>This leads to another key point: Walt Disney has superior pricing power. Since Disneyland opened in Southern California in 1955, the price of the cheapest admission ticket has climbed 10,300%! Comparatively, that&#39;s about 10 times the rate of inflation in the U.S. since 1955. People have shown for nearly seven decades that they&#39;re willing to pay a premium for the experience Disney can offer them, their family, and their friends.</p><p>The company&#39;s streaming segment can also become a key growth driver by mid-decade. Despite large near-term losses tied to its expansion, Disney+ has tallied more than 164 million subscribers in less than three years after its launch. According to the company, streaming services should become profitable by 2024.</p><p>Though Walt Disney&#39;s stock has taken a beating this year, it&#39;s given patient investors a dream entry point.</p><h2><a href=\"https://laohu8.com/S/INTC\">Intel</a></h2><p>The second Dow stock that represents a phenomenal end-of-year buy is semiconductor stock <b>Intel</b>.</p><p>Shares of Intel have declined by more than 50% since early 2020 because of two concerns. First, the company has been losing central processing unit (CPU) market share in personal computers (PCs), mobile, and data center servers to key rival <b>Advanced Micro Devices</b>. Secondly, Intel is a cyclical company. A weaker U.S. growth outlook, coupled with supply chain issues and historically high inflation, is generally bad news for its revenue and profit outlook.</p><p>While there&#39;s no doubt Intel is facing some very tangible near-term headwinds, the company has positioned its puzzle pieces for long-term success.</p><p>For example, Intel broke ground on two chip manufacturing plants in Ohio earlier this year. This $20 billion project, set to begin production in 2024, is designed to expand Intel&#39;s Foundry Services segment. Best of all, with President Joe Biden signing the CHIPS and Science Act into law in August, nearly $53 billion in subsidies are now available to aid with the construction of domestic chip manufacturing sites.</p><p>Pessimists have also, arguably, made a mountain out of a molehill when it comes to Intel&#39;s lost CPU market share. While no lost market share should be taken for granted, Intel is still very much in the driver&#39;s seat in PCs, mobile, and data center servers.  The cash flow being generated from these arenas is what&#39;s helping to fuel the company&#39;ssuperior dividend (5% yield), as well as its investments in higher-growth initiatives.</p><p>One of the more exciting opportunities for Intel is the growth of autonomous vehicle company <b>Mobileye Global</b>. Intel acquired Mobileye for $15.3 billion in 2017 and remains the majority shareholder following Mobileye&#39;s initial public offering in late October. Mobileye has been generating record sales, with annual run-rate revenue now up to $1.8 billion.</p><p>For long-term investors, Intel offers an exceptional risk-to-reward at its current share price.</p><h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2><p>The third and final Dow stock that makes for a phenomenal end-of-year buy is cloud-based customer relationship management (CRM) software provider <b>Salesforce</b>. CRM software is used by consumer-facing businesses to improve existing client engagement and boost sales.</p><p>Like the other Dow components on this list, Salesforce stock has been bludgeoned in 2022. Shares are down 40%, which is considerably worse than the noted (5.5%) year-to-date return for the Dow Jones Industrial Average. This weakness can primarily be blamed on the U.S. economy and hawkish monetary policy. The growing likelihood of a recession, coupled with the removal of cheap capital as interest rates rise, probably means Salesforce will see a slowdown in demand for its CRM software.</p><p>Of course, Salesforce wouldn&#39;t be on this list if it didn&#39;t possess clearly identifiable competitive advantages that can sustain double-digit growth and make its patient shareholders richer over time.</p><p>The first thing to note about Salesforce is just how dominant it&#39;s become in the CRM space. Not only has the company been the No. 1 ranked global CRM software provider for the past nine years, according to IDC, but it&#39;s been steadily expanding its industry-leading market share for pretty much the entire time. It ended 2021 having accounted for 23.8% of global CRM spending. That&#39;s more than its four closest competitors on a combined basis.</p><p>To build on this point, CRM software is a sustained double-digit growth opportunity. Though service-oriented companies are the most logical customer, we&#39;re seeing increasing usage of CRM software from the industrial, financial, and healthcare sectors. Translation: Salesforce has a hearty organic growth opportunity on its plate.</p><p>On top of steady organic growth, co-founder and co-CEO Marc Benioff has helped orchestrate a number of key acquisitions. Some of the best-known deals include Tableau Software, MuleSoft, and Slack Technologies. Although these deals provide new revenue channels for the company, it&#39;s really about expanding the Salesforce service ecosystem and adding cross-selling opportunities.</p><p>With its share price taking a serious haircut, Salesforce looks like a bargain for growth-oriented investors at approximately 27 times Wall Street&#39;s forecast earnings for fiscal 2024.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dow Stocks That Are Phenomenal End-of-Year Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dow Stocks That Are Phenomenal End-of-Year Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/02/3-dow-stocks-that-are-phenomenal-end-of-year-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAlthough it's been a trying year for investors, the Dow Jones Industrial Average has significantly outperformed the other major U.S. stock indexes.These highly profitable, time-tested Dow ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/02/3-dow-stocks-that-are-phenomenal-end-of-year-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","CRM":"赛富时","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2022/12/02/3-dow-stocks-that-are-phenomenal-end-of-year-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151824972","content_text":"KEY POINTSAlthough it's been a trying year for investors, the Dow Jones Industrial Average has significantly outperformed the other major U.S. stock indexes.These highly profitable, time-tested Dow components are on sale and ripe for the picking.You probably don't need the reminder, but it's been a rough year for the investing community. The bond market is enduring its worst year on record, while the growth-dependent Nasdaq Composite, which led the broader market higher for much of the past decade, has plunged as much as 38% over the trailing year.Yet amid this carnage, the 30-component Dow Jones Industrial Average has performed reasonably well. Through last week, the Dow was lower by just 5.5% year to date. That's a testament to the quality of companies that make up the Dow Jones Industrial Average.IMAGE SOURCE: GETTY IMAGES.But just because the index hasn't plunged as much as the Nasdaq Composite and S&P 500 doesn't mean there aren't amazing deals hiding in plain sight. Here are three Dow stocks that make for phenomenal end-of-year buys.Walt DisneyThe first Dow Jones Industrial Average stock that makes for a stellar end-of-year buy is media giant Walt Disney.The normally sure-footed House of Mouse has been highly prone to slip-ups since the COVID-19 pandemic began. In addition to reduced attendance at its theme parks, Disney is dealing with lower movie theater attendance. The icing on the cake is that streaming service losses have come in wider than expected, at a time when investors have been more critical of bottom-line results than at any point over the past decade.But if Walt Disney has demonstrated anything over many decades, it's that the company is resilient. This is due to a multitude of competitive advantages.For example, few companies have the ability to engage with consumers quite like Walt Disney. Whether it's a 4-year-old visiting Disneyland for the first time or a grandparent watching a Disney movie with their grandchild, the company's products, services, and characters are designed to connect people of all ages through the use of imagination.This leads to another key point: Walt Disney has superior pricing power. Since Disneyland opened in Southern California in 1955, the price of the cheapest admission ticket has climbed 10,300%! Comparatively, that's about 10 times the rate of inflation in the U.S. since 1955. People have shown for nearly seven decades that they're willing to pay a premium for the experience Disney can offer them, their family, and their friends.The company's streaming segment can also become a key growth driver by mid-decade. Despite large near-term losses tied to its expansion, Disney+ has tallied more than 164 million subscribers in less than three years after its launch. According to the company, streaming services should become profitable by 2024.Though Walt Disney's stock has taken a beating this year, it's given patient investors a dream entry point.IntelThe second Dow stock that represents a phenomenal end-of-year buy is semiconductor stock Intel.Shares of Intel have declined by more than 50% since early 2020 because of two concerns. First, the company has been losing central processing unit (CPU) market share in personal computers (PCs), mobile, and data center servers to key rival Advanced Micro Devices. Secondly, Intel is a cyclical company. A weaker U.S. growth outlook, coupled with supply chain issues and historically high inflation, is generally bad news for its revenue and profit outlook.While there's no doubt Intel is facing some very tangible near-term headwinds, the company has positioned its puzzle pieces for long-term success.For example, Intel broke ground on two chip manufacturing plants in Ohio earlier this year. This $20 billion project, set to begin production in 2024, is designed to expand Intel's Foundry Services segment. Best of all, with President Joe Biden signing the CHIPS and Science Act into law in August, nearly $53 billion in subsidies are now available to aid with the construction of domestic chip manufacturing sites.Pessimists have also, arguably, made a mountain out of a molehill when it comes to Intel's lost CPU market share. While no lost market share should be taken for granted, Intel is still very much in the driver's seat in PCs, mobile, and data center servers.  The cash flow being generated from these arenas is what's helping to fuel the company'ssuperior dividend (5% yield), as well as its investments in higher-growth initiatives.One of the more exciting opportunities for Intel is the growth of autonomous vehicle company Mobileye Global. Intel acquired Mobileye for $15.3 billion in 2017 and remains the majority shareholder following Mobileye's initial public offering in late October. Mobileye has been generating record sales, with annual run-rate revenue now up to $1.8 billion.For long-term investors, Intel offers an exceptional risk-to-reward at its current share price.SalesforceThe third and final Dow stock that makes for a phenomenal end-of-year buy is cloud-based customer relationship management (CRM) software provider Salesforce. CRM software is used by consumer-facing businesses to improve existing client engagement and boost sales.Like the other Dow components on this list, Salesforce stock has been bludgeoned in 2022. Shares are down 40%, which is considerably worse than the noted (5.5%) year-to-date return for the Dow Jones Industrial Average. This weakness can primarily be blamed on the U.S. economy and hawkish monetary policy. The growing likelihood of a recession, coupled with the removal of cheap capital as interest rates rise, probably means Salesforce will see a slowdown in demand for its CRM software.Of course, Salesforce wouldn't be on this list if it didn't possess clearly identifiable competitive advantages that can sustain double-digit growth and make its patient shareholders richer over time.The first thing to note about Salesforce is just how dominant it's become in the CRM space. Not only has the company been the No. 1 ranked global CRM software provider for the past nine years, according to IDC, but it's been steadily expanding its industry-leading market share for pretty much the entire time. It ended 2021 having accounted for 23.8% of global CRM spending. That's more than its four closest competitors on a combined basis.To build on this point, CRM software is a sustained double-digit growth opportunity. Though service-oriented companies are the most logical customer, we're seeing increasing usage of CRM software from the industrial, financial, and healthcare sectors. Translation: Salesforce has a hearty organic growth opportunity on its plate.On top of steady organic growth, co-founder and co-CEO Marc Benioff has helped orchestrate a number of key acquisitions. Some of the best-known deals include Tableau Software, MuleSoft, and Slack Technologies. Although these deals provide new revenue channels for the company, it's really about expanding the Salesforce service ecosystem and adding cross-selling opportunities.With its share price taking a serious haircut, Salesforce looks like a bargain for growth-oriented investors at approximately 27 times Wall Street's forecast earnings for fiscal 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958112482,"gmtCreate":1673658637246,"gmtModify":1676538871289,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9958112482","repostId":"2303336685","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961634876,"gmtCreate":1668928794695,"gmtModify":1676538129755,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961634876","repostId":"1178738535","repostType":4,"repost":{"id":"1178738535","pubTimestamp":1668917402,"share":"https://ttm.financial/m/news/1178738535?lang=&edition=fundamental","pubTime":"2022-11-20 12:10","market":"us","language":"en","title":"Beyond the Crypto Crash, a Big Squeeze Jolts Stock Markets Anew","url":"https://stock-news.laohu8.com/highlight/detail?id=1178738535","media":"Bloomberg","summary":"Hedge funds cover short wagers at the fastest rate since 2021Thinly positioned investors play catch-","content":"<html><head></head><body><ul><li>Hedge funds cover short wagers at the fastest rate since 2021</li><li>Thinly positioned investors play catch-up via call options</li></ul><p>Being glued to crypto news this week meant missing adventures in regular markets that while lacking the same high drama, made up for it in terms of money at stake.</p><p>In case you missed it, stock and bond traders spent the last five days still caught in the thrall of an event that may be hard to recall for people mesmerized by the FTX.com collapse: Nov. 10’s inflation report, which ignited a short squeeze among traders expecting a worse number. Reverberations continued to be felt in terms of positioning, trading in derivatives and probably also in wrongly prepared portfolios.</p><p>As usual in 2022, the biggest venue of impact was the US stock options market, where trading volumes are smashing records as investors of all stripes rush into short-dated contracts to catch up. It’s creating snags for what had been billed as the great inflation trade, with the mighty dollar losing luster and technology shares reclaiming their long-lost leadership, at least briefly.</p><p><img src=\"https://static.tigerbbs.com/a4f48b0cd9e065b443fdcd036d7d2aea\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The recalibration was prompted when a soft print on consumer prices triggered a reset of the perceived path for Federal Reserve monetary policy. Exacerbating it are money managers who had cut equity exposure to the bone during the bear market and found themselves caught out. With almost everyone sitting on the same side of the trade and exiting at once, an already-turbulent market got weirder.</p><p>“Crypto is just part of a broader mosaic of an almost dysfunctional market,” Doug Fincher, hedge fund manager of Ionic Capital Management, said by phone. “Not to be cynical, but look at CPI last Thursday. It was two basis points better than expected, and the market exploded. There’s a massive amount of technical factor rotation. There’s just a lot of crosscurrents in a really volatile, strange market.”</p><p>The trend abated some during the week, with the S&amp;P 500 closing lower over the period. Short-term Treasury yields regained some ground and the dollar edged higher as Fed officials reiterated their intention to keep raising rates.</p><p>Still, whether inflation has peaked is up for debate. There won’t be another reading for more than three weeks, and investors and policy makers alike have misjudged price trends since the pandemic hit. With data mostly coming in ahead of expectations this year, everyone from currency traders to bond investors were bracing for another big inflation number last week.</p><p>When it didn’t pan out, a cascade of unwinding ensued. The dollar, darling asset of the inflation trade, is losing momentum. Down more than 4% in November, the US currency is poised for its worst month in two years. Two-year Treasuries, where large speculators built up record short positions before the CPI report, saw a rally that pushed yields down 25 basis points when it was released, the most in more than a decade.</p><p><img src=\"https://static.tigerbbs.com/adb44ae869a907655851e60d27113dae\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>Tech stocks, among the biggest casualties during the Fed’s aggressive inflation-fighting campaign, got a respite. Up more than 9% since the day before the CPI data, the industry has beaten all other major groups in the S&amp;P 500, in a partial reversal of dismal returns earlier this year.</p><p>“These things are certainly bound to happen at around key critical junctures in economic and monetary policy, which is where we’re at -- the Fed shifting from raising rates toward more of a deceleration in terms of hikes,” said Layla Royer, a senior equity derivatives salesperson at Citadel Securities. “It is a significant shift.”</p><p>A basket of the most-shorted stocks soared 18% over the four days through Tuesday, dealing a fresh blow to hedge funds who boosted bearish wagers during a 10-month rout and turning them into forced buyers. Their total short covering over the stretch hit levels not seen since the retail-driven squeeze in January 2021, data compiled by JPMorgan Chase &amp; Co.’s prime broker show.</p><p><img src=\"https://static.tigerbbs.com/295264055c5003bcb86eb4f7fe4f15e8\" tg-width=\"800\" tg-height=\"301\" width=\"100%\" height=\"auto\"/>For a third time this year, the S&amp;P 500 mounted a recovery of more than 10%. Such counter-trend rallies have spurred demand for bullish call options from those who have been defensively positioned in the market. As a result, the index’s skew -- the relative cost of puts versus calls -- this month fell to the lowest level in more than a decade.</p><p>“Market screams back up. You’re at risk of losing your job because you’re going to underperform everybody,” said Dennis Davitt, founder of Millbank Dartmoor Portsmouth LLC, an investment firm that specializes in volatility strategies. “So the remedy for that is just by turning some of your equities into cash and then buying upside calls as a stock replacement.”</p><p>The Fed-induced market gyrations are encouraging investors to go all-in on options to place bullish and bearish bets alike. About 46 million contracts have changed hands each day in November, on course for the busiest month on record, data compiled by Bloomberg show.</p><p>Helping drive the boom is the frenzy trading in derivatives maturing within 24 hours. Such contracts made up a whopping 44% of S&amp;P 500 options volume in the past month, according to an estimate by Goldman Sachs Group Inc.</p><p>For now, the fireworks following the CPI shock appeared to be dying down. The S&amp;P 500 has moved less than 1% for six straight sessions on a closing basis, the longest stretch of calm since January.</p><p>To Mike Bailey, director of research at FBB Capital Partners, the tranquility may not last. For one, the cross-asset rally has contributed to easing financial conditions that’s working against Fed Chair Jerome Powell’s goal to slow the economy.</p><p>“We may get some buyer’s remorse over the next few weeks as investors fret over a potentially hot jobs number and any whiff of hawkishness from Powell and the Fed,” said Bailey. “Investors are coming up for air after a nice run since mid-October. The next question is, are we pricing in too much good news?”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond the Crypto Crash, a Big Squeeze Jolts Stock Markets Anew</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\">\nBeyond the Crypto Crash, a Big Squeeze Jolts Stock Markets Anew\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/beyond-the-crypto-crash-a-big-squeeze-jolts-stock-markets-anew?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds cover short wagers at the fastest rate since 2021Thinly positioned investors play catch-up via call optionsBeing glued to crypto news this week meant missing adventures in regular markets ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/beyond-the-crypto-crash-a-big-squeeze-jolts-stock-markets-anew?srnd=markets-vp\">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","QQQ":"纳指100ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/beyond-the-crypto-crash-a-big-squeeze-jolts-stock-markets-anew?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178738535","content_text":"Hedge funds cover short wagers at the fastest rate since 2021Thinly positioned investors play catch-up via call optionsBeing glued to crypto news this week meant missing adventures in regular markets that while lacking the same high drama, made up for it in terms of money at stake.In case you missed it, stock and bond traders spent the last five days still caught in the thrall of an event that may be hard to recall for people mesmerized by the FTX.com collapse: Nov. 10’s inflation report, which ignited a short squeeze among traders expecting a worse number. Reverberations continued to be felt in terms of positioning, trading in derivatives and probably also in wrongly prepared portfolios.As usual in 2022, the biggest venue of impact was the US stock options market, where trading volumes are smashing records as investors of all stripes rush into short-dated contracts to catch up. It’s creating snags for what had been billed as the great inflation trade, with the mighty dollar losing luster and technology shares reclaiming their long-lost leadership, at least briefly.The recalibration was prompted when a soft print on consumer prices triggered a reset of the perceived path for Federal Reserve monetary policy. Exacerbating it are money managers who had cut equity exposure to the bone during the bear market and found themselves caught out. With almost everyone sitting on the same side of the trade and exiting at once, an already-turbulent market got weirder.“Crypto is just part of a broader mosaic of an almost dysfunctional market,” Doug Fincher, hedge fund manager of Ionic Capital Management, said by phone. “Not to be cynical, but look at CPI last Thursday. It was two basis points better than expected, and the market exploded. There’s a massive amount of technical factor rotation. There’s just a lot of crosscurrents in a really volatile, strange market.”The trend abated some during the week, with the S&P 500 closing lower over the period. Short-term Treasury yields regained some ground and the dollar edged higher as Fed officials reiterated their intention to keep raising rates.Still, whether inflation has peaked is up for debate. There won’t be another reading for more than three weeks, and investors and policy makers alike have misjudged price trends since the pandemic hit. With data mostly coming in ahead of expectations this year, everyone from currency traders to bond investors were bracing for another big inflation number last week.When it didn’t pan out, a cascade of unwinding ensued. The dollar, darling asset of the inflation trade, is losing momentum. Down more than 4% in November, the US currency is poised for its worst month in two years. Two-year Treasuries, where large speculators built up record short positions before the CPI report, saw a rally that pushed yields down 25 basis points when it was released, the most in more than a decade.Tech stocks, among the biggest casualties during the Fed’s aggressive inflation-fighting campaign, got a respite. Up more than 9% since the day before the CPI data, the industry has beaten all other major groups in the S&P 500, in a partial reversal of dismal returns earlier this year.“These things are certainly bound to happen at around key critical junctures in economic and monetary policy, which is where we’re at -- the Fed shifting from raising rates toward more of a deceleration in terms of hikes,” said Layla Royer, a senior equity derivatives salesperson at Citadel Securities. “It is a significant shift.”A basket of the most-shorted stocks soared 18% over the four days through Tuesday, dealing a fresh blow to hedge funds who boosted bearish wagers during a 10-month rout and turning them into forced buyers. Their total short covering over the stretch hit levels not seen since the retail-driven squeeze in January 2021, data compiled by JPMorgan Chase & Co.’s prime broker show.For a third time this year, the S&P 500 mounted a recovery of more than 10%. Such counter-trend rallies have spurred demand for bullish call options from those who have been defensively positioned in the market. As a result, the index’s skew -- the relative cost of puts versus calls -- this month fell to the lowest level in more than a decade.“Market screams back up. You’re at risk of losing your job because you’re going to underperform everybody,” said Dennis Davitt, founder of Millbank Dartmoor Portsmouth LLC, an investment firm that specializes in volatility strategies. “So the remedy for that is just by turning some of your equities into cash and then buying upside calls as a stock replacement.”The Fed-induced market gyrations are encouraging investors to go all-in on options to place bullish and bearish bets alike. About 46 million contracts have changed hands each day in November, on course for the busiest month on record, data compiled by Bloomberg show.Helping drive the boom is the frenzy trading in derivatives maturing within 24 hours. Such contracts made up a whopping 44% of S&P 500 options volume in the past month, according to an estimate by Goldman Sachs Group Inc.For now, the fireworks following the CPI shock appeared to be dying down. The S&P 500 has moved less than 1% for six straight sessions on a closing basis, the longest stretch of calm since January.To Mike Bailey, director of research at FBB Capital Partners, the tranquility may not last. For one, the cross-asset rally has contributed to easing financial conditions that’s working against Fed Chair Jerome Powell’s goal to slow the economy.“We may get some buyer’s remorse over the next few weeks as investors fret over a potentially hot jobs number and any whiff of hawkishness from Powell and the Fed,” said Bailey. “Investors are coming up for air after a nice run since mid-October. The next question is, are we pricing in too much good news?”","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880685817,"gmtCreate":1631055561339,"gmtModify":1676530451969,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Buy? ?","listText":"Buy? ?","text":"Buy? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/880685817","repostId":"1140893024","repostType":4,"repost":{"id":"1140893024","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":1631054373,"share":"https://ttm.financial/m/news/1140893024?lang=&edition=fundamental","pubTime":"2021-09-08 06:39","market":"us","language":"en","title":"Nio shares fall after $2 billion stock offering announced","url":"https://stock-news.laohu8.com/highlight/detail?id=1140893024","media":"Tiger Newspress","summary":"NIO shares slipped 3.5% in extended trading after announcing at-the-market offering of American depo","content":"<p>NIO shares slipped 3.5% in extended trading&nbsp;after&nbsp;announcing at-the-market offering of American depositary shares.</p>\n<p><img src=\"https://static.tigerbbs.com/e0907d5351eb6acc6316886c6ac37011\" tg-width=\"890\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO Inc. announced that it has filed a prospectus supplement to sell up to an aggregate of US$2,000,000,000 of its American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, through an at-the-market equity offering program (the “At-The-Market Offering”).</p>\n<p>The ADSs will be offered through Credit Suisse Securities (USA) LLC, Morgan Stanley &amp; Co. LLC, Goldman Sachs (Asia) L.L.C., China International Capital Corporation Hong Kong Securities Limited, Nomura Securities International, Inc. and Guotai Junan Securities (Hong Kong) Limited as sales agents. Some of the sales agents are expected to make offers and sales both inside and outside the United States through their respective selling agents.</p>\n<p>NIO has entered into an equity distribution agreement with the sales agents relating to the At-The-Market Offering. Sales, if any, of the ADSs under the At-The-Market Offering will be made from time to time, at the Company’s discretion, by means of ordinary broker transactions on or through the New York Stock Exchange (the “NYSE”) or other markets for its ADSs, sales made to or through a market maker other than on an exchange, or otherwise in negotiated transactions, or as otherwise agreed with the sales agents. Sales may be made at market prices prevailing at the time of sale or at negotiated prices. As a result, sales prices may vary.</p>\n<p>The Company currently plans to use the net proceeds from the At-The-Market Offering to further strengthen its balance sheet, as well as for general corporate purposes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio shares fall after $2 billion stock offering announced</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio shares fall after $2 billion stock offering announced\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\">2021-09-08 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO shares slipped 3.5% in extended trading&nbsp;after&nbsp;announcing at-the-market offering of American depositary shares.</p>\n<p><img src=\"https://static.tigerbbs.com/e0907d5351eb6acc6316886c6ac37011\" tg-width=\"890\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO Inc. announced that it has filed a prospectus supplement to sell up to an aggregate of US$2,000,000,000 of its American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, through an at-the-market equity offering program (the “At-The-Market Offering”).</p>\n<p>The ADSs will be offered through Credit Suisse Securities (USA) LLC, Morgan Stanley &amp; Co. LLC, Goldman Sachs (Asia) L.L.C., China International Capital Corporation Hong Kong Securities Limited, Nomura Securities International, Inc. and Guotai Junan Securities (Hong Kong) Limited as sales agents. Some of the sales agents are expected to make offers and sales both inside and outside the United States through their respective selling agents.</p>\n<p>NIO has entered into an equity distribution agreement with the sales agents relating to the At-The-Market Offering. Sales, if any, of the ADSs under the At-The-Market Offering will be made from time to time, at the Company’s discretion, by means of ordinary broker transactions on or through the New York Stock Exchange (the “NYSE”) or other markets for its ADSs, sales made to or through a market maker other than on an exchange, or otherwise in negotiated transactions, or as otherwise agreed with the sales agents. Sales may be made at market prices prevailing at the time of sale or at negotiated prices. As a result, sales prices may vary.</p>\n<p>The Company currently plans to use the net proceeds from the At-The-Market Offering to further strengthen its balance sheet, as well as for general corporate purposes.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140893024","content_text":"NIO shares slipped 3.5% in extended trading after announcing at-the-market offering of American depositary shares.\n\nNIO Inc. announced that it has filed a prospectus supplement to sell up to an aggregate of US$2,000,000,000 of its American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, through an at-the-market equity offering program (the “At-The-Market Offering”).\nThe ADSs will be offered through Credit Suisse Securities (USA) LLC, Morgan Stanley & Co. LLC, Goldman Sachs (Asia) L.L.C., China International Capital Corporation Hong Kong Securities Limited, Nomura Securities International, Inc. and Guotai Junan Securities (Hong Kong) Limited as sales agents. Some of the sales agents are expected to make offers and sales both inside and outside the United States through their respective selling agents.\nNIO has entered into an equity distribution agreement with the sales agents relating to the At-The-Market Offering. Sales, if any, of the ADSs under the At-The-Market Offering will be made from time to time, at the Company’s discretion, by means of ordinary broker transactions on or through the New York Stock Exchange (the “NYSE”) or other markets for its ADSs, sales made to or through a market maker other than on an exchange, or otherwise in negotiated transactions, or as otherwise agreed with the sales agents. Sales may be made at market prices prevailing at the time of sale or at negotiated prices. As a result, sales prices may vary.\nThe Company currently plans to use the net proceeds from the At-The-Market Offering to further strengthen its balance sheet, as well as for general corporate purposes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943344895,"gmtCreate":1679195195518,"gmtModify":1679195199281,"author":{"id":"3575544575320394","authorId":"3575544575320394","name":"来人","avatar":"https://static.tigerbbs.com/0af89587decbb8a1d3e1596adc29cb98","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575544575320394","authorIdStr":"3575544575320394"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943344895","repostId":"1133540119","repostType":4,"repost":{"id":"1133540119","pubTimestamp":1679183633,"share":"https://ttm.financial/m/news/1133540119?lang=&edition=fundamental","pubTime":"2023-03-19 07:53","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1133540119","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of March 13-March 17.</p><p>Find all top-rated stocks by the best-rated analysts onTipRanks.</p><p><b><u>Top 5 Buy Calls:</u></b></p><p><b>Wells Fargo upgrades JPMorgan on “Goliath is Winning” theme</b></p><p>Wells Fargo upgraded JPMorgan (JPM) to Overweight from Equal Weight with a price target of $155, up from $148. The firm says JPMorgan epitomizes the firm&#39;s banking theme of &#34;Goliath is Winning.&#34; The bank should benefit from both market share gains and its more diversified business &#34;in these less certain times,&#34; Wells tells investors in a research note. JPMorgan is &#34;battle-tested through downturns,&#34; aided by its &#34;fortress balance sheet,&#34; the firm adds. Wells now forecasts the bank&#39;s revenues will grow faster than expenses, even with its ongoing elevated investment spend.</p><p><b>Mizuho upgrades Block to Buy on &#34;pivot to profitability&#34;</b></p><p>Mizuho upgraded Block (SQ) to Buy from Neutral with a price target of $93, up from $80. The firm applauds management&#39;s recent commitment to cost containment and notes that its analysis shows up to 30% potential upside to Block&#39;s 2023 EBITDA guidance. In addition, Block &#34;remains uniquely positioned&#34; to achieve the &#39;holy grail&#39; of creating a one-stop-shop network by connecting the point-of-sale, Cash App and buy now pay later ecosystems, Mizuho tells investors in a research note. The firm believes the company&#39;s &#34;pivot to profitability&#34; warrants an upgrade to Buy.</p><p><b>Qualcomm upgraded at Susquehanna with China opening, Apple “de-risked”</b></p><p>Susquehanna upgraded Qualcomm (QCOM) to Positive from Neutral with a price target of $140, up from $130. In April 2021, the firm called for the top of the semiconductor cycle, but now it is calling for the bottom in this cycle, at least for consumer, PC and handset-related names. Asian checks suggest Chinese handset sell-through was better for both January and February, which the firm calls &#34;the first positive surprises in our data for over a year.&#34; The firm also believes Qualcomm&#39;s push into the midrange &#34;comes at a fortuitous time given China&#39;s reopening&#34; and it sees the Apple (AAPL) business as &#34;now de-risked.&#34;</p><p><b>Foot Locker upgraded to Outperform from Market Perform at Telsey Advisory</b></p><p>Telsey Advisory upgraded Foot Locker (FL) to Outperform from Market Perform with a price target of $50, up from $39. The firm believes Monday&#39;s investor day could serve as a catalyst for the stock, with new CEO Mary Dillon outlining a transformation plan and financial objectives. Dillon has made changes to the leadership team and simplified the business by exiting international operations, while focusing on the core Foot Locker and Champs banners, Telsey tells investors in a research note.</p><p><b>FedEx upgraded to Buy at Stifel on “deeply-discounted” valuation</b></p><p>Stifel upgraded FedEx (FDX) to Buy from Hold with a price target of $222, up from $171. The firm states that while there are material risks to the environment macro this year, the emerging consensus around an inventory bottom and pull forward with early signs of execution on two significant tranches of cost savings initiatives present a compelling investment opportunity at the stock&#39;s current &#34;deeply-discounted&#34; valuation. Stifel adds that Q3 should be the softest quarter of the year and sees market and execution risk, but FedEx&#39;s cost savings pull-forward should help to ameliorate these headwinds.</p><p><b><u>Top 5 Sell Calls:</u></b></p><p><b>Nike initiated with a Sell, $100 fair value estimate at Redburn</b></p><p>Redburn initiated coverage of Nike (NKE) with a Sell rating and $100 fair value estimate. The firm&#39;s currency-neutral sales growth expectation of 8% annually through 2027 is 50 basis points below consensus and hinges on a &#34;sharp inflection&#34; in Greater China given the likely slower growth in North America and smaller incremental contribution from the company&#39;s direct-to-consumer shift.</p><p><b>Redburn bearish on Lululemon, initiates with a Sell</b></p><p>Redburn initiated coverage of Lululemon (LULU) with a Sell rating and $257 fair value estimate. The company&#39;s international growth and category expansion &#34;bring extra complexity, cost and capital,&#34; Redburn tells investors in a research note. The firm believes Lululemon&#39;s next stage will challenge its ability to maintain the current luxury goods-type margins and consequently the degree of premium valuation.</p><p><b>Esperion downgraded to Underperform at Northland amid milestone uncertainty</b></p><p>Northland downgraded Esperion (ESPR) to Underperform from Market Perform with a price target of $1, down from $5. There is uncertainty around the company&#39;s receipt of $300M in milestone payments from partner Daiichi Sankyo Group since the latter disagrees with Esperion&#39;s assessment that the CLEAR Outcomes data supports payment of any milestones upon inclusion of certain required CVRR data in the EU label, the firm noted. Northland cites what it sees as &#34;limited market potential&#34; and the possibility of &#34;significant dilution&#34; in its downgrade.</p><p><b>Texas Capital initiated with a Sell, $51 price target at UBS</b></p><p>UBS initiated coverage of Texas Capital (TCBI) with a Sell rating and $51 price target. Consensus earnings forecasts and the current valuation &#34;look stretched,&#34; said the firm, which notes that its own 2023 and 2024 earnings estimates are 4% and 11% below consensus, respectively. UBS expects Texas Capital to continue leaning into higher cost Bask for deposit gathering and it expects higher credit costs than consensus given a recessionary outlook and the bank&#39;s &#34;commercial orientation.&#34;</p><p><b>Cadence Bank initiated with a Sell at UBS on greater deposit mix shift</b></p><p>UBS initiated coverage of Cadence Bank (CADE) with a Sell rating and $21 price target. The firm cites a greater deposit mix shift, which should pressure net interest income relative to consensus expectations in 2023, along with higher-than-expected credit costs. The stock trades at about 7.5- to 8.5-times the bank&#39;s expected earnings, which is &#34; slightly elevated&#34; given the current environment, the firm tells investors in a research note.</p></body></html>","source":"lsy1649979459173","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>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-19 07:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3682192&headline=JPM;SQ;QCOM;FL;FDX;NKE;LULU;AAPL;ESPR;TCBI;CADE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3682192&headline=JPM;SQ;QCOM;FL;FDX;NKE;LULU;AAPL;ESPR;TCBI;CADE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica","SQ":"Block","NKE":"耐克","QCOM":"高通","CADE":"Cadence Bank","JPM":"摩根大通","TCBI":"Texas Capital Bancshares","ESPR":"Esperion Therapeutics Inc.","FDX":"联邦快递","FL":"富乐客"},"source_url":"https://thefly.com/landingPageNews.php?id=3682192&headline=JPM;SQ;QCOM;FL;FDX;NKE;LULU;AAPL;ESPR;TCBI;CADE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133540119","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of March 13-March 17.Find all top-rated stocks by the best-rated analysts onTipRanks.Top 5 Buy Calls:Wells Fargo upgrades JPMorgan on “Goliath is Winning” themeWells Fargo upgraded JPMorgan (JPM) to Overweight from Equal Weight with a price target of $155, up from $148. The firm says JPMorgan epitomizes the firm's banking theme of \"Goliath is Winning.\" The bank should benefit from both market share gains and its more diversified business \"in these less certain times,\" Wells tells investors in a research note. JPMorgan is \"battle-tested through downturns,\" aided by its \"fortress balance sheet,\" the firm adds. Wells now forecasts the bank's revenues will grow faster than expenses, even with its ongoing elevated investment spend.Mizuho upgrades Block to Buy on \"pivot to profitability\"Mizuho upgraded Block (SQ) to Buy from Neutral with a price target of $93, up from $80. The firm applauds management's recent commitment to cost containment and notes that its analysis shows up to 30% potential upside to Block's 2023 EBITDA guidance. In addition, Block \"remains uniquely positioned\" to achieve the 'holy grail' of creating a one-stop-shop network by connecting the point-of-sale, Cash App and buy now pay later ecosystems, Mizuho tells investors in a research note. The firm believes the company's \"pivot to profitability\" warrants an upgrade to Buy.Qualcomm upgraded at Susquehanna with China opening, Apple “de-risked”Susquehanna upgraded Qualcomm (QCOM) to Positive from Neutral with a price target of $140, up from $130. In April 2021, the firm called for the top of the semiconductor cycle, but now it is calling for the bottom in this cycle, at least for consumer, PC and handset-related names. Asian checks suggest Chinese handset sell-through was better for both January and February, which the firm calls \"the first positive surprises in our data for over a year.\" The firm also believes Qualcomm's push into the midrange \"comes at a fortuitous time given China's reopening\" and it sees the Apple (AAPL) business as \"now de-risked.\"Foot Locker upgraded to Outperform from Market Perform at Telsey AdvisoryTelsey Advisory upgraded Foot Locker (FL) to Outperform from Market Perform with a price target of $50, up from $39. The firm believes Monday's investor day could serve as a catalyst for the stock, with new CEO Mary Dillon outlining a transformation plan and financial objectives. Dillon has made changes to the leadership team and simplified the business by exiting international operations, while focusing on the core Foot Locker and Champs banners, Telsey tells investors in a research note.FedEx upgraded to Buy at Stifel on “deeply-discounted” valuationStifel upgraded FedEx (FDX) to Buy from Hold with a price target of $222, up from $171. The firm states that while there are material risks to the environment macro this year, the emerging consensus around an inventory bottom and pull forward with early signs of execution on two significant tranches of cost savings initiatives present a compelling investment opportunity at the stock's current \"deeply-discounted\" valuation. Stifel adds that Q3 should be the softest quarter of the year and sees market and execution risk, but FedEx's cost savings pull-forward should help to ameliorate these headwinds.Top 5 Sell Calls:Nike initiated with a Sell, $100 fair value estimate at RedburnRedburn initiated coverage of Nike (NKE) with a Sell rating and $100 fair value estimate. The firm's currency-neutral sales growth expectation of 8% annually through 2027 is 50 basis points below consensus and hinges on a \"sharp inflection\" in Greater China given the likely slower growth in North America and smaller incremental contribution from the company's direct-to-consumer shift.Redburn bearish on Lululemon, initiates with a SellRedburn initiated coverage of Lululemon (LULU) with a Sell rating and $257 fair value estimate. The company's international growth and category expansion \"bring extra complexity, cost and capital,\" Redburn tells investors in a research note. The firm believes Lululemon's next stage will challenge its ability to maintain the current luxury goods-type margins and consequently the degree of premium valuation.Esperion downgraded to Underperform at Northland amid milestone uncertaintyNorthland downgraded Esperion (ESPR) to Underperform from Market Perform with a price target of $1, down from $5. There is uncertainty around the company's receipt of $300M in milestone payments from partner Daiichi Sankyo Group since the latter disagrees with Esperion's assessment that the CLEAR Outcomes data supports payment of any milestones upon inclusion of certain required CVRR data in the EU label, the firm noted. Northland cites what it sees as \"limited market potential\" and the possibility of \"significant dilution\" in its downgrade.Texas Capital initiated with a Sell, $51 price target at UBSUBS initiated coverage of Texas Capital (TCBI) with a Sell rating and $51 price target. Consensus earnings forecasts and the current valuation \"look stretched,\" said the firm, which notes that its own 2023 and 2024 earnings estimates are 4% and 11% below consensus, respectively. UBS expects Texas Capital to continue leaning into higher cost Bask for deposit gathering and it expects higher credit costs than consensus given a recessionary outlook and the bank's \"commercial orientation.\"Cadence Bank initiated with a Sell at UBS on greater deposit mix shiftUBS initiated coverage of Cadence Bank (CADE) with a Sell rating and $21 price target. The firm cites a greater deposit mix shift, which should pressure net interest income relative to consensus expectations in 2023, along with higher-than-expected credit costs. The stock trades at about 7.5- to 8.5-times the bank's expected earnings, which is \" slightly elevated\" given the current environment, the firm tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}