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2023-05-17

$Tesla Motors(TSLA)$

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Amazon: Risks Keep Accumulating

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

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Tesla: That's Just The Beginning Of The Challenges

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3 EV Stocks That Are Facing Serious Headwinds

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

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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":306,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/2332830644?lang=&edition=full","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":193,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/2332464537?lang=&edition=full","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"},"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":236,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1187573586?lang=&edition=full","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":378,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1113166691?lang=&edition=full","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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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":269,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1156592135?lang=&edition=full","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":146,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1171143605?lang=&edition=full","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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":211,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/2329856591?lang=&edition=full","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":251,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1183208150?lang=&edition=full","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":255,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1133720132?lang=&edition=full","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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".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":387,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/2329000256?lang=&edition=full","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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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":72,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1132199217?lang=&edition=full","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; 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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":82,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1196482326?lang=&edition=full","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":61,"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":5,"crmLevelSwitch":0},"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,"repost":{"id":"1177436345","pubTimestamp":1681779603,"share":"https://www.laohu8.com/m/news/1177436345?lang=&edition=full","pubTime":"2023-04-18 09:00","market":"us","language":"en","title":"3 EV Stocks That Are Facing Serious Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1177436345","media":"InvestorPlace","summary":"The Electric Vehicle revolution is upon us, but that doesn’t make all EV stocks winners.Nio (NIO): J","content":"<html><head></head><body><ul><li><p>The Electric Vehicle revolution is upon us, but that doesn’t make all EV stocks winners.</p></li><li><p><strong>Nio </strong>(<strong><u>NIO</u></strong>): Just about everything that can go wrong has at Nio. That’s put the group in a precarious position just as competition is heating up and reason enough to strike this one off your watch list.</p></li><li><p><strong>Lucid </strong>(<strong><u>LCID</u></strong>): This Tesla-wannabe is finding it difficult to make inroads with luxury hutobuyers. The group’s positioned itself to sell in an arguably small market, and so far it seems Lucid isn’t appealing to the upper crust.  </p></li><li><p><strong>Rivian Automotive </strong>(<strong><u>RIVN</u></strong>): An equity raise and subsequent share dilution looks likely for this EV truck maker, whose cash flow has been in the red for some time.</p></li></ul><p>EV stocks have been the subject of investment-related conversation for years. With <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>) constantly commanding headlines over the past five years, you’d have to live under a rock to have missed the growing EV trend. The push toward net zero is intensifying, and most agree that electric cars will be part of that transition. Governments worldwide have already pledged to phase out gas-powered vehicles, suggesting that the demand for EVs will skyrocket.</p><p style=\"text-align: start;\">Although that’s true, this rising tide won’t necessarily lift all boats. The EV market is no longer in its infancy, meaning companies that have not yet figured out how to become profitable at scale are at a severe disadvantage. Given the current economic conditions, the pain of being stuck at the bottom rung of the ladder will be even more acute.</p><p style=\"text-align: start;\">A global economic slowdown is already upon us, and it brings new consumer behaviors. Most notable in this case is an unwillingness to splash out on big purchases— like a new car. That’s bad news for all EV stocks, but especially for those that are already struggling to grab market share. While many new cars will be electric thanks to changing regulations, the number of purchases is likely to drop as people hoard their cash.</p><p style=\"text-align: start;\">The EV space is also getting very crowded. A few years ago, the debate about whether EVs were the future meant plenty of big names were dragging their feet about electrifying their fleet. That’s no longer the case, with every big-name carmaker throwing their hat in the EV ring. That’s a lot to compete with if you’re a smaller EV maker.</p><p style=\"text-align: start;\">Stiff competition, shaky financials, and a reluctant consumer offer some pretty strong headwinds that look likely to put the breaks on these three stocks.</p><h2 style=\"text-align: start;\">EV Stocks: Nio (Nio)</h2><p><strong>Nio</strong> (NYSE: <strong>NIO</strong>) has seen its share price nosedive in recent months thanks to the problem after problem, which landed it on our list of EV stocks to sell. Some of the issues were beyond Nio’s control— continuous Covid-19 lockdowns in China hurt both production and sales. This headwind impacted Chinese firms across the board, and it made a dent in some American companies’ supply chains as well. But ultimately, the issues were more concentrated for Chinese companies like Nio, and it offered an opportunity for American rivals like Tesla to overtake.</p><p style=\"text-align: start;\">There are some Nit-specific problems as well. One big one that should raise some eyebrows is the group’s accounting problems. Currently, under investigation for its accounting practices, Nio isn’t winning any gold stars for transparency and business ethics. These legal setbacks could prove to be costly to the bottom line, but importantly they’re likely to erode investor confidence and make Nio stock less desirable.</p><h2 style=\"text-align: start;\">Lucid (LCID)</h2><p><strong>Lucid</strong> (NASDAQ: <strong>LCID</strong>) was on everyone’s EV stocks to buy list not so long ago. The group was touted as a rival to Tesla, catering to an upscale market with luxury EVs. However, just over two years after it went public via a Special Purpose Acquisition Company (SPAC), Lucid’s looking deflated.</p><p style=\"text-align: start;\">The group’s been plagued with production delays, and that led to worse-than-expected forecasts for the number of cars it would make this year. The group’s factories are operating well below capacity, so it’s no surprise to hear that the group’s trimming down its workforce to cope with rising demands on cash. The group also warned that further losses could be ahead.</p><p style=\"text-align: start;\">It’s hard to imagine a scenario in which Lucid comes back from this. Part of being in the luxury market is commanding a premium with a strong brand name. Lucid is quickly dropping from everyone’s radar as its car sales move in the wrong direction. Even if the group can fix its production issues, it will struggle to claw back lost market share.</p><h2 style=\"text-align: start;\">Rivian Automotive (RVIN)</h2><p><strong>Rivian</strong> (NASDAQ: <strong>RIVN</strong>) had a lot of potential some years ago, but now it’s been relegated to the basket of EV stocks to avoid. The company specializes in electric trucks, putting it in direct competition with some heavy hitters. Rivian vehicles have to outshine big names like Ford, a former investor in the EV company. The most recent knock to the group’s confidence was news that Chrysler parent <strong>Stellantis</strong> (NYSE: <strong>STLA</strong>) is putting out a new truck that will directly compete with one of Rivian’s models.</p><p style=\"text-align: start;\">The group will struggle to face up to the competition, though. Cash flow has been firmly in the red, an indication that an equity raise could be on the horizon. Rivian will need an injection of cash to compete with the big names it’s up against. Both Ford and Chrysler have enough in the tank from their sprawling business to compete on price— Rivian will struggle to win any sort of price war.</p><p style=\"text-align: start;\">The bottom line for Rivian is that it’s been outdone by bigger, more established rivals. The group looks unlikely to recover anytime soon, making this one of the EV stocks to sell.</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 EV Stocks That Are Facing Serious Headwinds</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 EV Stocks That Are Facing Serious Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-18 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/3-ev-stocks-that-are-facing-serious-headwinds/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Electric Vehicle revolution is upon us, but that doesn’t make all EV stocks winners.Nio (NIO): Just about everything that can go wrong has at Nio. That’s put the group in a precarious position ...</p>\n\n<a href=\"https://investorplace.com/2023/04/3-ev-stocks-that-are-facing-serious-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://investorplace.com/2023/04/3-ev-stocks-that-are-facing-serious-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177436345","content_text":"The Electric Vehicle revolution is upon us, but that doesn’t make all EV stocks winners.Nio (NIO): Just about everything that can go wrong has at Nio. That’s put the group in a precarious position just as competition is heating up and reason enough to strike this one off your watch list.Lucid (LCID): This Tesla-wannabe is finding it difficult to make inroads with luxury hutobuyers. The group’s positioned itself to sell in an arguably small market, and so far it seems Lucid isn’t appealing to the upper crust.  Rivian Automotive (RIVN): An equity raise and subsequent share dilution looks likely for this EV truck maker, whose cash flow has been in the red for some time.EV stocks have been the subject of investment-related conversation for years. With Tesla (NASDAQ: TSLA) constantly commanding headlines over the past five years, you’d have to live under a rock to have missed the growing EV trend. The push toward net zero is intensifying, and most agree that electric cars will be part of that transition. Governments worldwide have already pledged to phase out gas-powered vehicles, suggesting that the demand for EVs will skyrocket.Although that’s true, this rising tide won’t necessarily lift all boats. The EV market is no longer in its infancy, meaning companies that have not yet figured out how to become profitable at scale are at a severe disadvantage. Given the current economic conditions, the pain of being stuck at the bottom rung of the ladder will be even more acute.A global economic slowdown is already upon us, and it brings new consumer behaviors. Most notable in this case is an unwillingness to splash out on big purchases— like a new car. That’s bad news for all EV stocks, but especially for those that are already struggling to grab market share. While many new cars will be electric thanks to changing regulations, the number of purchases is likely to drop as people hoard their cash.The EV space is also getting very crowded. A few years ago, the debate about whether EVs were the future meant plenty of big names were dragging their feet about electrifying their fleet. That’s no longer the case, with every big-name carmaker throwing their hat in the EV ring. That’s a lot to compete with if you’re a smaller EV maker.Stiff competition, shaky financials, and a reluctant consumer offer some pretty strong headwinds that look likely to put the breaks on these three stocks.EV Stocks: Nio (Nio)Nio (NYSE: NIO) has seen its share price nosedive in recent months thanks to the problem after problem, which landed it on our list of EV stocks to sell. Some of the issues were beyond Nio’s control— continuous Covid-19 lockdowns in China hurt both production and sales. This headwind impacted Chinese firms across the board, and it made a dent in some American companies’ supply chains as well. But ultimately, the issues were more concentrated for Chinese companies like Nio, and it offered an opportunity for American rivals like Tesla to overtake.There are some Nit-specific problems as well. One big one that should raise some eyebrows is the group’s accounting problems. Currently, under investigation for its accounting practices, Nio isn’t winning any gold stars for transparency and business ethics. These legal setbacks could prove to be costly to the bottom line, but importantly they’re likely to erode investor confidence and make Nio stock less desirable.Lucid (LCID)Lucid (NASDAQ: LCID) was on everyone’s EV stocks to buy list not so long ago. The group was touted as a rival to Tesla, catering to an upscale market with luxury EVs. However, just over two years after it went public via a Special Purpose Acquisition Company (SPAC), Lucid’s looking deflated.The group’s been plagued with production delays, and that led to worse-than-expected forecasts for the number of cars it would make this year. The group’s factories are operating well below capacity, so it’s no surprise to hear that the group’s trimming down its workforce to cope with rising demands on cash. The group also warned that further losses could be ahead.It’s hard to imagine a scenario in which Lucid comes back from this. Part of being in the luxury market is commanding a premium with a strong brand name. Lucid is quickly dropping from everyone’s radar as its car sales move in the wrong direction. Even if the group can fix its production issues, it will struggle to claw back lost market share.Rivian Automotive (RVIN)Rivian (NASDAQ: RIVN) had a lot of potential some years ago, but now it’s been relegated to the basket of EV stocks to avoid. The company specializes in electric trucks, putting it in direct competition with some heavy hitters. Rivian vehicles have to outshine big names like Ford, a former investor in the EV company. The most recent knock to the group’s confidence was news that Chrysler parent Stellantis (NYSE: STLA) is putting out a new truck that will directly compete with one of Rivian’s models.The group will struggle to face up to the competition, though. Cash flow has been firmly in the red, an indication that an equity raise could be on the horizon. Rivian will need an injection of cash to compete with the big names it’s up against. Both Ford and Chrysler have enough in the tank from their sprawling business to compete on price— Rivian will struggle to win any sort of price war.The bottom line for Rivian is that it’s been outdone by bigger, more established rivals. The group looks unlikely to recover anytime soon, making this one of the EV stocks to sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/2327496282?lang=&edition=full","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":78,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1140914972?lang=&edition=full","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":34,"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":5,"crmLevelSwitch":0},"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,"repost":{"id":"2328028440","pubTimestamp":1681715611,"share":"https://www.laohu8.com/m/news/2328028440?lang=&edition=full","pubTime":"2023-04-17 15:13","market":"us","language":"en","title":"Google CEO Warns Against Rush to Deploy AI Without Oversight","url":"https://stock-news.laohu8.com/highlight/detail?id=2328028440","media":"Bloomberg","summary":"Alphabet Inc. and Google Chief Executive Officer Sundar Pichai said in an interview broadcast Sunday","content":"<html><head></head><body><p>Alphabet Inc. and Google Chief Executive Officer Sundar Pichai said in an interview broadcast Sunday that the push to adopt artificial intelligence technology must be well regulated to avoid potential harmful effects.</p><p>Asked in a 60 Minutes interview about what keeps him up at night with regard to AI, Pichai said “the urgency to work and deploy it in a beneficial way, but at the same time it can be very harmful if deployed wrongly.”</p><p>Mountain View, California-based Google has been among the leaders in developing and implementing AI across its services. Software like Google Lens and Google Photos rely on the company’s image-recognition systems, while its Google Assistant benefits from natural language processing research that Google has been doing for years. Still, its pace of deploying the technology has been deliberately measured and circumspect, whereas OpenAI’s ChatGPT has opened up a race to move forward with AI tools at a much faster clip. </p><p>“We don’t have all the answers there yet, and the technology is moving fast,” Pichai said. “So does that keep me up at night? Absolutely.” </p><p>Google is now playing catch-up in looking to infuse its products with generative AI — software that can create text, images, music or even video based on user prompts. ChatGPT and another OpenAI product, Dall-E, showed the technology’s potential, and countless businesses from Silicon Valley to China’s internet leaders are now getting involved in presenting their own offerings. Former Google CEO Eric Schmidt urged global tech companies to come together and develop standards and appropriate guardrails, warning that any slowdown in development would “simply benefit China.”</p><p>Former Google CEO Rejects AI Research Pause Over China Fears</p><p>Despite the sense of urgency in the industry, Pichai cautioned against companies being swept up in the competitive dynamics. And he finds lessons in the experience of OpenAI’s more direct approach and debut of ChatGPT.</p><p>“One of the points they have made is, you don’t want to put out a tech like this when it’s very, very powerful because it gives society no time to adapt,” Pichai said. “I think that’s a reasonable perspective. I think there are responsible people there trying to figure out how to approach this technology, and so are we.” </p><p>Among the risks of generative AI that Pichai highlighted are so-called deepfake videos, in which individuals can be portrayed uttering remarks that they did not in fact give. Such pitfalls illustrate the need for regulation, Pichai said.</p><p> “There have to be consequences for creating deepfake videos which cause harm to society,” he said. “Anybody who has worked with AI for a while, you know, you realize this is something so different and so deep that we would need societal regulations to think about how to adapt.” </p></body></html>","source":"yahoofinance_sg","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>Google CEO Warns Against Rush to Deploy AI Without Oversight</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\">\nGoogle CEO Warns Against Rush to Deploy AI Without Oversight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-17 15:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/google-ceo-warns-against-rush-031502297.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet Inc. and Google Chief Executive Officer Sundar Pichai said in an interview broadcast Sunday that the push to adopt artificial intelligence technology must be well regulated to avoid potential...</p>\n\n<a href=\"https://finance.yahoo.com/news/google-ceo-warns-against-rush-031502297.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://finance.yahoo.com/news/google-ceo-warns-against-rush-031502297.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328028440","content_text":"Alphabet Inc. and Google Chief Executive Officer Sundar Pichai said in an interview broadcast Sunday that the push to adopt artificial intelligence technology must be well regulated to avoid potential harmful effects.Asked in a 60 Minutes interview about what keeps him up at night with regard to AI, Pichai said “the urgency to work and deploy it in a beneficial way, but at the same time it can be very harmful if deployed wrongly.”Mountain View, California-based Google has been among the leaders in developing and implementing AI across its services. Software like Google Lens and Google Photos rely on the company’s image-recognition systems, while its Google Assistant benefits from natural language processing research that Google has been doing for years. Still, its pace of deploying the technology has been deliberately measured and circumspect, whereas OpenAI’s ChatGPT has opened up a race to move forward with AI tools at a much faster clip. “We don’t have all the answers there yet, and the technology is moving fast,” Pichai said. “So does that keep me up at night? Absolutely.” Google is now playing catch-up in looking to infuse its products with generative AI — software that can create text, images, music or even video based on user prompts. ChatGPT and another OpenAI product, Dall-E, showed the technology’s potential, and countless businesses from Silicon Valley to China’s internet leaders are now getting involved in presenting their own offerings. Former Google CEO Eric Schmidt urged global tech companies to come together and develop standards and appropriate guardrails, warning that any slowdown in development would “simply benefit China.”Former Google CEO Rejects AI Research Pause Over China FearsDespite the sense of urgency in the industry, Pichai cautioned against companies being swept up in the competitive dynamics. And he finds lessons in the experience of OpenAI’s more direct approach and debut of ChatGPT.“One of the points they have made is, you don’t want to put out a tech like this when it’s very, very powerful because it gives society no time to adapt,” Pichai said. “I think that’s a reasonable perspective. I think there are responsible people there trying to figure out how to approach this technology, and so are we.” Among the risks of generative AI that Pichai highlighted are so-called deepfake videos, in which individuals can be portrayed uttering remarks that they did not in fact give. Such pitfalls illustrate the need for regulation, Pichai said. “There have to be consequences for creating deepfake videos which cause harm to society,” he said. “Anybody who has worked with AI for a while, you know, you realize this is something so different and so deep that we would need societal regulations to think about how to adapt.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1115192410?lang=&edition=full","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":58,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1144351457?lang=&edition=full","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":53,"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":5,"crmLevelSwitch":0},"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://www.laohu8.com/m/news/1183101909?lang=&edition=full","pubTime":"2023-04-16 11:06","market":"sg","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":"蔚来","09866":"蔚来-SW","NIO.SI":"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":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}