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LionCaleb

LionCaleb

All In or Go Home

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2022-06-10

$ZIM Integrated Shipping Services Ltd.(ZIM)$With the tighting export restriction imposed by most of the countries, and China manufacturing slow down, and oil supply issue. Shipping company is facing a challenging game ahead now due to worldwide business downfall. In short, they are having lesser products/things to ship now.

2021-08-09

Don't catch the falling knife.P/S : My hand full of knifes already.

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2021-08-05

$Fastly, Inc.(FSLY)$It is really down 'fastly'.

2021-09-22

Hi

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2021-07-18

Gogogo. Make GF proud

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2021-08-19

But I no $$$.

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2021-08-14

You press the 'buy' button, then only they have the opportunity to close their trade.From: one of the unlucky stock holders

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2021-06-13

666

Amazon: A No-Brainer For The Next 10 Years

2021-07-18

DiDi will be becoming GorGor soon.

DIDI shares falls more than 8% in premarket trading.

2021-06-14

It is going 666

AMD’s stock has been left behind, but not for long — here’s why

2021-06-13

666

Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022

2021-07-02

Bam bam Nippon Paint

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2021-06-14

$ASML Holding NV(ASML)$Gogo ASML

2021-06-13

Not easy task

Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays

2021-07-18

Time to all in

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2021-06-14

My friend said my MLBB skill becoming 666 after using Iphone

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2021-06-14

Is anyone buying together? ?

2021-06-13

666

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2021-03-12

666

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2021-02-13

Niubi

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Go to Tiger App to see more news

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href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>With the tighting export restriction imposed by most of the countries, and&nbsp;China manufacturing slow down, and oil supply issue. Shipping company is facing&nbsp;a challenging game ahead now&nbsp;due to worldwide&nbsp;business downfall. In short, they are having lesser products/things to ship now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>With the tighting export restriction imposed by most of the countries, and&nbsp;China manufacturing slow down, and oil supply issue. Shipping company is facing&nbsp;a challenging game ahead now&nbsp;due to worldwide&nbsp;business downfall. In short, they are having lesser products/things to ship now.&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$With the tighting export restriction imposed by most of the countries, and China manufacturing slow down, and oil supply issue. Shipping company is facing a challenging game ahead now due to worldwide business downfall. In short, they are having lesser products/things to ship now.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058637450","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869435453,"gmtCreate":1632315345572,"gmtModify":1676530749890,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869435453","repostId":"1144673393","repostType":4,"repost":{"id":"1144673393","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":1632312079,"share":"https://ttm.financial/m/news/1144673393?lang=&edition=fundamental","pubTime":"2021-09-22 20:01","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1144673393","media":"Tiger Newspress","summary":"House Dems pass bill to avoid shutdown, suspend debt limit.Pfizer provides 500 million more Covid vaccine doses to U.S. for donation. The nation’s largest banks are asking an international body of regulators to give them the space to grow their crypto asset exposures, sparking debate over where guardrails should be placed on the emerging asset class.At 08:03 a.m. ET, Dow e-minis were up 189 points, or 0.56%, S&P 500 e-minis gained 23.5 points, or 0.54%, and Nasdaq 100 e-minis jumped 47.5 points,","content":"<ul>\n <li>Stock futures gain ahead of Fed decision.</li>\n <li>House Dems pass bill to avoid shutdown, suspend debt limit.</li>\n <li>Pfizer provides 500 million more Covid vaccine doses to U.S. for donation.</li>\n <li>Commodities rallied while the dollar was steady.</li>\n</ul>\n<p>(Sept 22)&nbsp;The nation’s largest banks are asking an international body of regulators to give them the space to grow their crypto asset exposures, sparking debate over where guardrails should be placed on the emerging asset class.</p>\n<p>At 08:03 a.m. ET, Dow e-minis were up 189 points, or 0.56%, S&amp;P 500 e-minis gained 23.5 points, or 0.54%, and Nasdaq 100 e-minis jumped 47.5&nbsp;points, or 0.32%.</p>\n<p><img src=\"https://static.tigerbbs.com/78d8e953a71ca0b637329c25532e7182\" tg-width=\"1224\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li><a href=\"https://laohu8.com/S/FDX\">FedEx</a> shares slid 6.2% premarket.&nbsp;The delivery giant spent an additional $450 million tied to&nbsp;problems attracting workers&nbsp;in its latest quarter, contributing to an 11% drop in profit. RivalUPSwas also down, by 2.5%.</li>\n <li>Shares of&nbsp;<a href=\"https://laohu8.com/S/SFIX\">Stitch Fix Inc.</a> were looking spiffy with a 13% premarket jump. The online personal shopping and styling service reached $2 billion in annual sales for the first time.</li>\n <li><a href=\"https://laohu8.com/S/GIS\">General Mills</a> shares rose 1.7% after the maker of grocery staples like Cheerios, Häagen-Dazs and Betty Crocker said it expects changes in consumer behavior brought on by the pandemic to result in continued high demand for food at home.</li>\n <li>Crude prices gained more than 1%, and oil producers were riding the coattails.Occidental Petroleumadded 1.9% premarket, Devon Energy gained 1.8% andDiamondback Energyrose 2%.</li>\n <li>Sometimes an earnings beat isn’t enough. Software companyAdobereported higher profit and record revenue in the latest period, but its stock was down 3.7% premarket.</li>\n <li>Marin Software surged over 80% in premarket trading</li>\n <li>Bitcoin was up 2.7%, a move that has often boosted the stock ofCoinbase Global—but premarket the cryptocurrency exchange added a more muted 0.2%. Perhaps investors are still licking their wounds after the companyscrapped its plans for a lending programthat had provoked threats of regulatory action.</li>\n <li>Black&nbsp;Berryand&nbsp;KB Home&nbsp;are among the companies reporting earnings after Wednesday’s close.</li>\n</ul>\n<p><b>In FX, </b>commodity currencies rallied as concerns about China Evergrande Group’s debt troubles eased as China’s central bank boosted liquidity and investors reviewed a statement from the troubled developer about an interest payment. Overnight implied volatility on the pound climbed to the highest since March ahead of Bank of England’s meeting on Thursday. The British pound weakened after Business Secretary Kwasi Kwarteng&nbsp;warnedthat people should prepare for longer-term high energy prices amid a natural-gas shortage that sent power costs soaring. Several U.K. power firms have stopped taking in new clients as small energy suppliers struggle to meet their previous commitments to sell supplies at lower prices.</p>\n<p>Overnight volatility in the euro rises above 10% for the first time since July ahead of the Federal Reserve’s monetary policy decision announcement. The Aussie jumped as much as 0.5% as iron-ore prices rebounded. Spot surged through option-related selling at 0.7240 before topping out near 0.7265 strikes expiring Wednesday, according to Asia- based FX traders.&nbsp; Elsewhere, the yen weakened and commodity-linked currencies such as the Australian dollar pushed higher.</p>\n<p><b>In rates, </b>the dollar weakened against most of its Group-of-10 peers. Treasury futures were under modest pressure in early U.S. trading, leaving yields cheaper by ~1.5bp from belly to long-end of the curve. The 10-year yield was at ~1.336% steepening the 2s10s curve by ~1bp as the front-end was little changed. Improved risk appetite weighed; with stock futures have recovering much of Tuesday’s losses as Evergrande concerns subside. Focal point for Wednesday’s session is FOMC rate decision at 2pm ET.&nbsp;&nbsp; FOMC is expected to suggest it will start scaling back asset purchases later this year, while its quarterly summary of economic projections reveals policy makers’ expectations for the fed funds target in coming years in the dot-plot update; eurodollar positions have emerged recently that anticipate a hawkish shift</p>\n<p>Bitcoin dropped briefly below $40,000 for the first time since August amid rising criticism from regulators, before rallying as the mood in global markets improved.</p>\n<p><b>In commodities,</b> Iron ore halted its collapse and metals steadied. Oil advanced for a second day.&nbsp;Bitcoin&nbsp;slid below $40,000 for the first time since early August before rebounding back above $42,000.</p>\n<p>To the day ahead now, and the main highlight will be the aforementioned Federal Reserve decision and Chair Powell’s subsequent press conference. Otherwise on the data side, we’ll get US existing home sales for August, and the European Commission’s advance consumer confidence reading for the Euro Area in September.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-22 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Stock futures gain ahead of Fed decision.</li>\n <li>House Dems pass bill to avoid shutdown, suspend debt limit.</li>\n <li>Pfizer provides 500 million more Covid vaccine doses to U.S. for donation.</li>\n <li>Commodities rallied while the dollar was steady.</li>\n</ul>\n<p>(Sept 22)&nbsp;The nation’s largest banks are asking an international body of regulators to give them the space to grow their crypto asset exposures, sparking debate over where guardrails should be placed on the emerging asset class.</p>\n<p>At 08:03 a.m. ET, Dow e-minis were up 189 points, or 0.56%, S&amp;P 500 e-minis gained 23.5 points, or 0.54%, and Nasdaq 100 e-minis jumped 47.5&nbsp;points, or 0.32%.</p>\n<p><img src=\"https://static.tigerbbs.com/78d8e953a71ca0b637329c25532e7182\" tg-width=\"1224\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li><a href=\"https://laohu8.com/S/FDX\">FedEx</a> shares slid 6.2% premarket.&nbsp;The delivery giant spent an additional $450 million tied to&nbsp;problems attracting workers&nbsp;in its latest quarter, contributing to an 11% drop in profit. RivalUPSwas also down, by 2.5%.</li>\n <li>Shares of&nbsp;<a href=\"https://laohu8.com/S/SFIX\">Stitch Fix Inc.</a> were looking spiffy with a 13% premarket jump. The online personal shopping and styling service reached $2 billion in annual sales for the first time.</li>\n <li><a href=\"https://laohu8.com/S/GIS\">General Mills</a> shares rose 1.7% after the maker of grocery staples like Cheerios, Häagen-Dazs and Betty Crocker said it expects changes in consumer behavior brought on by the pandemic to result in continued high demand for food at home.</li>\n <li>Crude prices gained more than 1%, and oil producers were riding the coattails.Occidental Petroleumadded 1.9% premarket, Devon Energy gained 1.8% andDiamondback Energyrose 2%.</li>\n <li>Sometimes an earnings beat isn’t enough. Software companyAdobereported higher profit and record revenue in the latest period, but its stock was down 3.7% premarket.</li>\n <li>Marin Software surged over 80% in premarket trading</li>\n <li>Bitcoin was up 2.7%, a move that has often boosted the stock ofCoinbase Global—but premarket the cryptocurrency exchange added a more muted 0.2%. Perhaps investors are still licking their wounds after the companyscrapped its plans for a lending programthat had provoked threats of regulatory action.</li>\n <li>Black&nbsp;Berryand&nbsp;KB Home&nbsp;are among the companies reporting earnings after Wednesday’s close.</li>\n</ul>\n<p><b>In FX, </b>commodity currencies rallied as concerns about China Evergrande Group’s debt troubles eased as China’s central bank boosted liquidity and investors reviewed a statement from the troubled developer about an interest payment. Overnight implied volatility on the pound climbed to the highest since March ahead of Bank of England’s meeting on Thursday. The British pound weakened after Business Secretary Kwasi Kwarteng&nbsp;warnedthat people should prepare for longer-term high energy prices amid a natural-gas shortage that sent power costs soaring. Several U.K. power firms have stopped taking in new clients as small energy suppliers struggle to meet their previous commitments to sell supplies at lower prices.</p>\n<p>Overnight volatility in the euro rises above 10% for the first time since July ahead of the Federal Reserve’s monetary policy decision announcement. The Aussie jumped as much as 0.5% as iron-ore prices rebounded. Spot surged through option-related selling at 0.7240 before topping out near 0.7265 strikes expiring Wednesday, according to Asia- based FX traders.&nbsp; Elsewhere, the yen weakened and commodity-linked currencies such as the Australian dollar pushed higher.</p>\n<p><b>In rates, </b>the dollar weakened against most of its Group-of-10 peers. Treasury futures were under modest pressure in early U.S. trading, leaving yields cheaper by ~1.5bp from belly to long-end of the curve. The 10-year yield was at ~1.336% steepening the 2s10s curve by ~1bp as the front-end was little changed. Improved risk appetite weighed; with stock futures have recovering much of Tuesday’s losses as Evergrande concerns subside. Focal point for Wednesday’s session is FOMC rate decision at 2pm ET.&nbsp;&nbsp; FOMC is expected to suggest it will start scaling back asset purchases later this year, while its quarterly summary of economic projections reveals policy makers’ expectations for the fed funds target in coming years in the dot-plot update; eurodollar positions have emerged recently that anticipate a hawkish shift</p>\n<p>Bitcoin dropped briefly below $40,000 for the first time since August amid rising criticism from regulators, before rallying as the mood in global markets improved.</p>\n<p><b>In commodities,</b> Iron ore halted its collapse and metals steadied. Oil advanced for a second day.&nbsp;Bitcoin&nbsp;slid below $40,000 for the first time since early August before rebounding back above $42,000.</p>\n<p>To the day ahead now, and the main highlight will be the aforementioned Federal Reserve decision and Chair Powell’s subsequent press conference. Otherwise on the data side, we’ll get US existing home sales for August, and the European Commission’s advance consumer confidence reading for the Euro Area in September.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144673393","content_text":"Stock futures gain ahead of Fed decision.\nHouse Dems pass bill to avoid shutdown, suspend debt limit.\nPfizer provides 500 million more Covid vaccine doses to U.S. for donation.\nCommodities rallied while the dollar was steady.\n\n(Sept 22) The nation’s largest banks are asking an international body of regulators to give them the space to grow their crypto asset exposures, sparking debate over where guardrails should be placed on the emerging asset class.\nAt 08:03 a.m. ET, Dow e-minis were up 189 points, or 0.56%, S&P 500 e-minis gained 23.5 points, or 0.54%, and Nasdaq 100 e-minis jumped 47.5 points, or 0.32%.\n\nStocks making the biggest moves premarket:\n\nFedEx shares slid 6.2% premarket. The delivery giant spent an additional $450 million tied to problems attracting workers in its latest quarter, contributing to an 11% drop in profit. RivalUPSwas also down, by 2.5%.\nShares of Stitch Fix Inc. were looking spiffy with a 13% premarket jump. The online personal shopping and styling service reached $2 billion in annual sales for the first time.\nGeneral Mills shares rose 1.7% after the maker of grocery staples like Cheerios, Häagen-Dazs and Betty Crocker said it expects changes in consumer behavior brought on by the pandemic to result in continued high demand for food at home.\nCrude prices gained more than 1%, and oil producers were riding the coattails.Occidental Petroleumadded 1.9% premarket, Devon Energy gained 1.8% andDiamondback Energyrose 2%.\nSometimes an earnings beat isn’t enough. Software companyAdobereported higher profit and record revenue in the latest period, but its stock was down 3.7% premarket.\nMarin Software surged over 80% in premarket trading\nBitcoin was up 2.7%, a move that has often boosted the stock ofCoinbase Global—but premarket the cryptocurrency exchange added a more muted 0.2%. Perhaps investors are still licking their wounds after the companyscrapped its plans for a lending programthat had provoked threats of regulatory action.\nBlack Berryand KB Home are among the companies reporting earnings after Wednesday’s close.\n\nIn FX, commodity currencies rallied as concerns about China Evergrande Group’s debt troubles eased as China’s central bank boosted liquidity and investors reviewed a statement from the troubled developer about an interest payment. Overnight implied volatility on the pound climbed to the highest since March ahead of Bank of England’s meeting on Thursday. The British pound weakened after Business Secretary Kwasi Kwarteng warnedthat people should prepare for longer-term high energy prices amid a natural-gas shortage that sent power costs soaring. Several U.K. power firms have stopped taking in new clients as small energy suppliers struggle to meet their previous commitments to sell supplies at lower prices.\nOvernight volatility in the euro rises above 10% for the first time since July ahead of the Federal Reserve’s monetary policy decision announcement. The Aussie jumped as much as 0.5% as iron-ore prices rebounded. Spot surged through option-related selling at 0.7240 before topping out near 0.7265 strikes expiring Wednesday, according to Asia- based FX traders.  Elsewhere, the yen weakened and commodity-linked currencies such as the Australian dollar pushed higher.\nIn rates, the dollar weakened against most of its Group-of-10 peers. Treasury futures were under modest pressure in early U.S. trading, leaving yields cheaper by ~1.5bp from belly to long-end of the curve. The 10-year yield was at ~1.336% steepening the 2s10s curve by ~1bp as the front-end was little changed. Improved risk appetite weighed; with stock futures have recovering much of Tuesday’s losses as Evergrande concerns subside. Focal point for Wednesday’s session is FOMC rate decision at 2pm ET.   FOMC is expected to suggest it will start scaling back asset purchases later this year, while its quarterly summary of economic projections reveals policy makers’ expectations for the fed funds target in coming years in the dot-plot update; eurodollar positions have emerged recently that anticipate a hawkish shift\nBitcoin dropped briefly below $40,000 for the first time since August amid rising criticism from regulators, before rallying as the mood in global markets improved.\nIn commodities, Iron ore halted its collapse and metals steadied. Oil advanced for a second day. Bitcoin slid below $40,000 for the first time since early August before rebounding back above $42,000.\nTo the day ahead now, and the main highlight will be the aforementioned Federal Reserve decision and Chair Powell’s subsequent press conference. Otherwise on the data side, we’ll get US existing home sales for August, and the European Commission’s advance consumer confidence reading for the Euro Area in September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838062290,"gmtCreate":1629359385910,"gmtModify":1676530014343,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"But I no $$$.","listText":"But I no $$$.","text":"But I no $$$.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838062290","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897267916,"gmtCreate":1628925365235,"gmtModify":1676529895326,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"You press the 'buy' button, then only&nbsp;they have the opportunity to&nbsp;close their trade.From: one of the unlucky stock holders","listText":"You press the 'buy' button, then only&nbsp;they have the opportunity to&nbsp;close their trade.From: one of the unlucky stock holders","text":"You press the 'buy' button, then only they have the opportunity to close their trade.From: one of the unlucky stock holders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897267916","repostId":"1101274827","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898297983,"gmtCreate":1628498757142,"gmtModify":1703507109525,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Don't catch the falling knife.P/S : My hand full of knifes already.&nbsp;","listText":"Don't catch the falling knife.P/S : My hand full of knifes already.&nbsp;","text":"Don't catch the falling knife.P/S : My hand full of knifes already.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/898297983","repostId":"1112407855","repostType":4,"repost":{"id":"1112407855","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":1628496113,"share":"https://ttm.financial/m/news/1112407855?lang=&edition=fundamental","pubTime":"2021-08-09 16:01","market":"us","language":"en","title":"Alibaba shares fell 1.57% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112407855","media":"Tiger Newspress","summary":"Alibaba shares fell 1.57% in premarket trading.\nChinese technology giant Alibaba will sack a manager","content":"<p>Alibaba&nbsp;shares fell 1.57% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/df9ce7af138f3ccf40c454cdf5b6a716\" tg-width=\"1285\" tg-height=\"614\" referrerpolicy=\"no-referrer\">Chinese technology giant Alibaba will sack a manager accused of rape, according to a memo seen by the BBC.</p>\n<p>In the letter sent to employees of the firm, chief executive Daniel Zhang said two other bosses who failed to act on the allegation have resigned.</p>\n<p>Alibaba is working with police after a female worker said her male boss raped her in a hotel room while she was unconscious after a \"drunken night\".</p>\n<p>Her allegations have been widely shared on Chinese social media.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba shares fell 1.57% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba shares fell 1.57% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-09 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba&nbsp;shares fell 1.57% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/df9ce7af138f3ccf40c454cdf5b6a716\" tg-width=\"1285\" tg-height=\"614\" referrerpolicy=\"no-referrer\">Chinese technology giant Alibaba will sack a manager accused of rape, according to a memo seen by the BBC.</p>\n<p>In the letter sent to employees of the firm, chief executive Daniel Zhang said two other bosses who failed to act on the allegation have resigned.</p>\n<p>Alibaba is working with police after a female worker said her male boss raped her in a hotel room while she was unconscious after a \"drunken night\".</p>\n<p>Her allegations have been widely shared on Chinese social media.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112407855","content_text":"Alibaba shares fell 1.57% in premarket trading.\nChinese technology giant Alibaba will sack a manager accused of rape, according to a memo seen by the BBC.\nIn the letter sent to employees of the firm, chief executive Daniel Zhang said two other bosses who failed to act on the allegation have resigned.\nAlibaba is working with police after a female worker said her male boss raped her in a hotel room while she was unconscious after a \"drunken night\".\nHer allegations have been widely shared on Chinese social media.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899329785,"gmtCreate":1628161962147,"gmtModify":1703502331449,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>It is really down 'fastly'.&nbsp;","listText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>It is really down 'fastly'.&nbsp;","text":"$Fastly, Inc.(FSLY)$It is really down 'fastly'.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/899329785","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179724492,"gmtCreate":1626579426116,"gmtModify":1703761978234,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"DiDi will be becoming GorGor soon.&nbsp;","listText":"DiDi will be becoming GorGor soon.&nbsp;","text":"DiDi will be becoming GorGor soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179724492","repostId":"1194487154","repostType":4,"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179725909,"gmtCreate":1626579198701,"gmtModify":1703761976769,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Time to all in","listText":"Time to all in","text":"Time to all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179725909","repostId":"1119997447","repostType":4,"repost":{"id":"1119997447","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":1626443027,"share":"https://ttm.financial/m/news/1119997447?lang=&edition=fundamental","pubTime":"2021-07-16 21:43","market":"us","language":"en","title":"Airlines stocks gains in early trading, as Biden Hinting at Lifting Europe Travel Ban.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119997447","media":"Tiger Newspress","summary":"Airlines stocks gains in early trading, as Biden Hinting at Lifting Europe Travel Ban.\nUAL and DAL s","content":"<p>Airlines&nbsp;stocks&nbsp;gains&nbsp;in&nbsp;early&nbsp;trading,&nbsp;as&nbsp;Biden Hinting at Lifting Europe Travel Ban.</p>\n<p>UAL&nbsp;and&nbsp;DAL&nbsp;shares&nbsp;rise&nbsp;more&nbsp;than&nbsp;1%,AAL&nbsp;is&nbsp;up&nbsp;0.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/00597dcb6aef11ef28bb4c12d2240db1\" tg-width=\"1284\" tg-height=\"592\" referrerpolicy=\"no-referrer\">U.S. President Joe Biden signaled progress toward lifting a ban on travel from Europe, raising hopes for a reopening of the almost $40 billion North Atlantic air corridor 16 months after flights were grounded by Covid-19.</p>\n<p>“It’s in process now,” Biden said at a news conference with Merkel following their meeting. “I’m waiting to hear from our folks, our Covid team, as to when that should be done.”</p>\n<p>He said to expect an answer “within the next several days.”</p>\n<p>Removing the ban would be a boon for carriers on both sides of the Atlantic. Former President Donald Trump barred entry from most of Europe, including the U.K., in March 2020, and Biden extended the policy early in his term.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airlines stocks gains in early trading, as Biden Hinting at Lifting Europe Travel Ban.</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\">\nAirlines stocks gains in early trading, as Biden Hinting at Lifting Europe Travel Ban.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-16 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Airlines&nbsp;stocks&nbsp;gains&nbsp;in&nbsp;early&nbsp;trading,&nbsp;as&nbsp;Biden Hinting at Lifting Europe Travel Ban.</p>\n<p>UAL&nbsp;and&nbsp;DAL&nbsp;shares&nbsp;rise&nbsp;more&nbsp;than&nbsp;1%,AAL&nbsp;is&nbsp;up&nbsp;0.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/00597dcb6aef11ef28bb4c12d2240db1\" tg-width=\"1284\" tg-height=\"592\" referrerpolicy=\"no-referrer\">U.S. President Joe Biden signaled progress toward lifting a ban on travel from Europe, raising hopes for a reopening of the almost $40 billion North Atlantic air corridor 16 months after flights were grounded by Covid-19.</p>\n<p>“It’s in process now,” Biden said at a news conference with Merkel following their meeting. “I’m waiting to hear from our folks, our Covid team, as to when that should be done.”</p>\n<p>He said to expect an answer “within the next several days.”</p>\n<p>Removing the ban would be a boon for carriers on both sides of the Atlantic. Former President Donald Trump barred entry from most of Europe, including the U.K., in March 2020, and Biden extended the policy early in his term.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空","LUV":"西南航空","AAL":"美国航空","UAL":"联合大陆航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119997447","content_text":"Airlines stocks gains in early trading, as Biden Hinting at Lifting Europe Travel Ban.\nUAL and DAL shares rise more than 1%,AAL is up 0.5%.\nU.S. President Joe Biden signaled progress toward lifting a ban on travel from Europe, raising hopes for a reopening of the almost $40 billion North Atlantic air corridor 16 months after flights were grounded by Covid-19.\n“It’s in process now,” Biden said at a news conference with Merkel following their meeting. “I’m waiting to hear from our folks, our Covid team, as to when that should be done.”\nHe said to expect an answer “within the next several days.”\nRemoving the ban would be a boon for carriers on both sides of the Atlantic. Former President Donald Trump barred entry from most of Europe, including the U.K., in March 2020, and Biden extended the policy early in his term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179767023,"gmtCreate":1626578548262,"gmtModify":1703761965555,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Gogogo. Make GF proud","listText":"Gogogo. Make GF proud","text":"Gogogo. Make GF proud","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179767023","repostId":"1149474544","repostType":4,"repost":{"id":"1149474544","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":1626442716,"share":"https://ttm.financial/m/news/1149474544?lang=&edition=fundamental","pubTime":"2021-07-16 21:38","market":"us","language":"en","title":"Intel shares rises nearly 1% in early trading,as exploring a deal to buy GlobalFoundries Inc.","url":"https://stock-news.laohu8.com/highlight/detail?id=1149474544","media":"Tiger Newspress","summary":"Intel shares rises nearly 1% in early trading,as exploring a deal to buy GlobalFoundries Inc.\nIntelC","content":"<p>Intel&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;early&nbsp;trading,as&nbsp;exploring a deal to buy GlobalFoundries Inc.</p>\n<p><img src=\"https://static.tigerbbs.com/38fdaba628d0d2dad8c2ca4b9879b4ba\" tg-width=\"1280\" tg-height=\"595\" referrerpolicy=\"no-referrer\">IntelCorp.&nbsp;is exploring a deal to buy GlobalFoundries Inc., according to people familiar with the matter, in a move that would turbocharge the semiconductor giant’s plans to make more chips for other tech companies and rate as its largest acquisition ever.</p>\n<p>A deal could value GlobalFoundries at around $30 billion, the people said. It isn’t guaranteed one will come together, and GlobalFoundries could proceed with a planned initial public offering. GlobalFoundries is owned by Mubadala Investment Co., an investment arm of the Abu Dhabi government, but based in the U.S.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel shares rises nearly 1% in early trading,as exploring a deal to buy GlobalFoundries Inc.</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\">\nIntel shares rises nearly 1% in early trading,as exploring a deal to buy GlobalFoundries Inc.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-16 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intel&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;early&nbsp;trading,as&nbsp;exploring a deal to buy GlobalFoundries Inc.</p>\n<p><img src=\"https://static.tigerbbs.com/38fdaba628d0d2dad8c2ca4b9879b4ba\" tg-width=\"1280\" tg-height=\"595\" referrerpolicy=\"no-referrer\">IntelCorp.&nbsp;is exploring a deal to buy GlobalFoundries Inc., according to people familiar with the matter, in a move that would turbocharge the semiconductor giant’s plans to make more chips for other tech companies and rate as its largest acquisition ever.</p>\n<p>A deal could value GlobalFoundries at around $30 billion, the people said. It isn’t guaranteed one will come together, and GlobalFoundries could proceed with a planned initial public offering. GlobalFoundries is owned by Mubadala Investment Co., an investment arm of the Abu Dhabi government, but based in the U.S.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149474544","content_text":"Intel shares rises nearly 1% in early trading,as exploring a deal to buy GlobalFoundries Inc.\nIntelCorp. is exploring a deal to buy GlobalFoundries Inc., according to people familiar with the matter, in a move that would turbocharge the semiconductor giant’s plans to make more chips for other tech companies and rate as its largest acquisition ever.\nA deal could value GlobalFoundries at around $30 billion, the people said. It isn’t guaranteed one will come together, and GlobalFoundries could proceed with a planned initial public offering. GlobalFoundries is owned by Mubadala Investment Co., an investment arm of the Abu Dhabi government, but based in the U.S.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156476316,"gmtCreate":1625235486435,"gmtModify":1703739114421,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Bam bam Nippon Paint","listText":"Bam bam Nippon Paint","text":"Bam bam Nippon Paint","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156476316","repostId":"1195364777","repostType":2,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185845852,"gmtCreate":1623643586176,"gmtModify":1704207672751,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"My friend said my MLBB skill becoming 666 after using Iphone","listText":"My friend said my MLBB skill becoming 666 after using Iphone","text":"My friend said my MLBB skill becoming 666 after using Iphone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185845852","repostId":"2142422555","repostType":4,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185846151,"gmtCreate":1623643498373,"gmtModify":1704207669663,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>Gogo ASML","listText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>Gogo ASML","text":"$ASML Holding NV(ASML)$Gogo ASML","images":[{"img":"https://static.tigerbbs.com/8234b9410f823ff6b901879214e01fac","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185846151","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185841443,"gmtCreate":1623643446182,"gmtModify":1704207667985,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Is anyone buying together? ?","listText":"Is anyone buying together? ?","text":"Is anyone buying together? ?","images":[{"img":"https://static.tigerbbs.com/91ebf0bd3f5a3f8c3e4e575f5e9f75ef","width":"1080","height":"2037"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185841443","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185815348,"gmtCreate":1623640840284,"gmtModify":1704207604102,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"It is going 666","listText":"It is going 666","text":"It is going 666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185815348","repostId":"1163127718","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182482126,"gmtCreate":1623598649665,"gmtModify":1704206811773,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Not easy task","listText":"Not easy task","text":"Not easy task","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182482126","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","pubTimestamp":1623537503,"share":"https://ttm.financial/m/news/1185020128?lang=&edition=fundamental","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDCE":"PDC Energy","BBBY":"3B家居"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182415805,"gmtCreate":1623597633207,"gmtModify":1704206800708,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182415805","repostId":"1193863762","repostType":4,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182412840,"gmtCreate":1623597460080,"gmtModify":1704206799239,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182412840","repostId":"2142206311","repostType":4,"repost":{"id":"2142206311","pubTimestamp":1623426552,"share":"https://ttm.financial/m/news/2142206311?lang=&edition=fundamental","pubTime":"2021-06-11 23:49","market":"us","language":"en","title":"COVID-19 Jabs of Pfizer & Moderna May Lead to Inflamed Heart","url":"https://stock-news.laohu8.com/highlight/detail?id=2142206311","media":"Zacks","summary":"The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention  stated that it has observed increased cases of heart inflammation in adolescents and younger adults, especially aged 12 to 24, following inoculation with authorized mRNA-based COVID-19 vaccines from Moderna MRNA, and Pfizer PFE/BioNTech BNTX.Several hundreds of cases of myocarditis and pericarditis, both conditions of heart inflammation, were reported to the U.S. government’s VAERS  following dose 1 of any mR","content":"<p>The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention (CDC) stated that it has observed increased cases of heart inflammation in adolescents and younger adults, especially aged 12 to 24, following inoculation with authorized mRNA-based COVID-19 vaccines from <b>Moderna</b> MRNA, and <b>Pfizer</b> PFE/<b>BioNTech</b> BNTX.</p><p>Several hundreds of cases of myocarditis and pericarditis, both conditions of heart inflammation, were reported to the U.S. government’s VAERS (Vaccine Adverse Event Reporting System) following dose 1 of any mRNA-based vaccine in the last two months. Please note that VAERS is a national early warning system to detect possible safety problems in U.S. licensed vaccines. The number of cases increased further after the second dose of these vaccines. Moreover, the cases occurred in higher number of younger patients following dose 2 compared to dose 1. The CDC stated that similar inflammation cases were not reported following vaccination with <b>J&amp;J</b>’s JNJ adenovirus-based COVID-19 vaccine.</p><h3>Israeli Alarm</h3><p>Per a Reuters report, the Israel’s Health Ministry raised the alarm when it reported a likely link of heart inflammation in young men vaccinated with Pfizer’s BNT162b earlier this month. Following this report, the CDC and health regulators in other countries started investigating such cases.</p><p>Although the number of reported cases is small compared to total inoculations with mRNA vaccines, they were higher than expected in the younger age groups.</p><h3>CDC Meeting</h3><p>We note that the CDC is yet to link these adverse events to mRNA vaccines and has scheduled a meeting of the Advisory Committee on Immunization Practices (ACIP) on Jun 18 to discuss and assess the heart inflammation reports. Moreover, the government authority has recommended continuation of vaccination for everyone of age 12 or older given the risk of COVID-19 illness and related complications.</p><p>However, we note that the CDC report also stated that more than 50% of heart inflammation cases were reported in the age group of 12-24 that has received only 8.8% of vaccine doses. This suggests that any adverse outcome from the ACIP meeting scheduled next week can hamper vaccination with mRNA vaccines in the adolescent patient group, and hurt prospects of these vaccine developers. However, the percentage of inflammation cases suggests that the risk from these vaccines is significantly lower than their benefits. A CDC study claims that these vaccines are 91% effective. Moreover, most patients facing inflammation issues quickly felt better following medication and rest.</p><h3>mRNA Vaccine Updates</h3><p>We remind investors that Pfizer/BioNTech’s COVID-19 vaccine received authorization for emergency use in adolescents last month from the FDA. Moderna filed for a similar authorization in the United States, Europe and Canada earlier this month.</p><p>Meanwhile, Pfizer and BioNTech have pledged two billion doses of their COVID-19 vaccines to ensure equitable access to their vaccines globally. As part of the pledge, the company plans to supply 200 million doses in 2021 and 300 million doses in the first half of 2022 to the U.S. government at not-for-profit price. The government will donate these doses to low- and lower middle-income countries and organizations that support them.</p><p>While Moderna and Pfizer carry a Zacks Rank #3 (Hold), BioNTech sports a Zacks Rank of 1 (Strong Buy). </p><p>Pfizer,&nbsp;Moderna&nbsp;fell&nbsp;over&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading.</p><p><img src=\"https://static.tigerbbs.com/4abafe1ebf6b0259e6f305a5483d4a2a\" tg-width=\"700\" tg-height=\"584\"><img src=\"https://static.tigerbbs.com/16bd6a310a9f80f7ecaf40c96b582198\" tg-width=\"700\" tg-height=\"584\"></p>","source":"yahoofinance","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>COVID-19 Jabs of Pfizer & Moderna May Lead to Inflamed Heart</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\">\nCOVID-19 Jabs of Pfizer & Moderna May Lead to Inflamed Heart\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/covid-19-jabs-pfizer-moderna-124412703.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention (CDC) stated that it has observed increased cases of heart inflammation in adolescents and younger adults, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/covid-19-jabs-pfizer-moderna-124412703.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/i.kaShYr9WLQwJ3VXlE4CA--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/aNEP4MqN0KfFI8mDHT.6JQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/0bba00e006cf8b1987f4ca39d28c5938","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞","BNTX":"BioNTech SE"},"source_url":"https://finance.yahoo.com/news/covid-19-jabs-pfizer-moderna-124412703.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142206311","content_text":"The COVID-19 vaccine task force of the U.S. Centers for Disease Control and Prevention (CDC) stated that it has observed increased cases of heart inflammation in adolescents and younger adults, especially aged 12 to 24, following inoculation with authorized mRNA-based COVID-19 vaccines from Moderna MRNA, and Pfizer PFE/BioNTech BNTX.Several hundreds of cases of myocarditis and pericarditis, both conditions of heart inflammation, were reported to the U.S. government’s VAERS (Vaccine Adverse Event Reporting System) following dose 1 of any mRNA-based vaccine in the last two months. Please note that VAERS is a national early warning system to detect possible safety problems in U.S. licensed vaccines. The number of cases increased further after the second dose of these vaccines. Moreover, the cases occurred in higher number of younger patients following dose 2 compared to dose 1. The CDC stated that similar inflammation cases were not reported following vaccination with J&J’s JNJ adenovirus-based COVID-19 vaccine.Israeli AlarmPer a Reuters report, the Israel’s Health Ministry raised the alarm when it reported a likely link of heart inflammation in young men vaccinated with Pfizer’s BNT162b earlier this month. Following this report, the CDC and health regulators in other countries started investigating such cases.Although the number of reported cases is small compared to total inoculations with mRNA vaccines, they were higher than expected in the younger age groups.CDC MeetingWe note that the CDC is yet to link these adverse events to mRNA vaccines and has scheduled a meeting of the Advisory Committee on Immunization Practices (ACIP) on Jun 18 to discuss and assess the heart inflammation reports. Moreover, the government authority has recommended continuation of vaccination for everyone of age 12 or older given the risk of COVID-19 illness and related complications.However, we note that the CDC report also stated that more than 50% of heart inflammation cases were reported in the age group of 12-24 that has received only 8.8% of vaccine doses. This suggests that any adverse outcome from the ACIP meeting scheduled next week can hamper vaccination with mRNA vaccines in the adolescent patient group, and hurt prospects of these vaccine developers. However, the percentage of inflammation cases suggests that the risk from these vaccines is significantly lower than their benefits. A CDC study claims that these vaccines are 91% effective. Moreover, most patients facing inflammation issues quickly felt better following medication and rest.mRNA Vaccine UpdatesWe remind investors that Pfizer/BioNTech’s COVID-19 vaccine received authorization for emergency use in adolescents last month from the FDA. Moderna filed for a similar authorization in the United States, Europe and Canada earlier this month.Meanwhile, Pfizer and BioNTech have pledged two billion doses of their COVID-19 vaccines to ensure equitable access to their vaccines globally. As part of the pledge, the company plans to supply 200 million doses in 2021 and 300 million doses in the first half of 2022 to the U.S. government at not-for-profit price. The government will donate these doses to low- and lower middle-income countries and organizations that support them.While Moderna and Pfizer carry a Zacks Rank #3 (Hold), BioNTech sports a Zacks Rank of 1 (Strong Buy). Pfizer, Moderna fell over 1% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182411236,"gmtCreate":1623597207525,"gmtModify":1704206795510,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182411236","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328732841,"gmtCreate":1615559130183,"gmtModify":1704784542329,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328732841","repostId":"1155506399","repostType":4,"repost":{"id":"1155506399","pubTimestamp":1615543208,"share":"https://ttm.financial/m/news/1155506399?lang=&edition=fundamental","pubTime":"2021-03-12 18:00","market":"us","language":"en","title":"Don’t be fooled by the ‘value’ tag on these tech stocks. Many can provide plenty of growth too","url":"https://stock-news.laohu8.com/highlight/detail?id=1155506399","media":"MarketWatch","summary":"Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their ","content":"<p>Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their sales growth.</p>\n<p>With another round of federal stimulus on the way and expectations for solid growth for the U.S. economy this year, value stocks have been rallying. Stocks with low valuations tend to do well during economic growth phases.</p>\n<p>Mark DeCambre&nbsp;underlined the value rallyby pointing out that the Dow Jones Industrial Average&nbsp;ended at a record high Dec. 10, while the Nasdaq Composite Index&nbsp;was still in a correction.</p>\n<p>But what about tech stocks? There’s plenty of value there too, as you can see in the screen below.</p>\n<p>Economists&nbsp;polled by MarketWatch expect the U.S. economy to expand by 6% in 2021. Yes, that’s coming off a 3.5% contraction in 2020, according to the&nbsp;latest estimate&nbsp;from the Bureau of Economic Analysis. But the 2021 growth rate would be the fastest since 1984, according to&nbsp;World Bank&nbsp;data.</p>\n<p><b>Tech value stock screen</b></p>\n<p>There are several definitions of value stocks, but generally they are those that trade at lower valuations to earnings and typically grow their sales at a slower pace. That said, an individual value stock might also be considered a growth stock. This is illustrated by the Russell indexes.</p>\n<p>The Russell 1000 Index&nbsp;is made up of the 1,000 largest publicly traded U.S. companies by market capitalization and is reconstituted each year in June. Selected from the Russell 1000 are the Russell 1000 Value Index,which has 849 stocks, and the Russell 1000 Growth Index,which has 453 stocks. The groups overlap, with 291 stocks in both. You can read how FTSE Russell describes the makeup of its indexeshere.</p>\n<p>So an easy way to play value at this time is to buy shares of an exchange traded fund that tracks the Russell 1000 Value Index,such as the iShares Russell 1000 Value ETF&nbsp;or the Vanguard Russell 1000 Value ETF.As always, do your own research on any investment you consider to make an informed decisions.</p>\n<p>For a large-cap technology value screen, we started with the information technology sector of the S&amp;P 500 Index.Here’s how this sector’s weighted aggregate forward price-to-earnings ratio has increased over the past five years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448e8db17465fbd7031f10b78f718961\" tg-width=\"1259\" tg-height=\"988\"><span>(FACTSET)</span></p>\n<p>The sector’s forward P/E his risen to 25.4.</p>\n<p>This doesn’t mean “expensive” tech stocks can’t be excellent investments. Salesforce.com&nbsp;was trading at a forward P/E of 68.7 five years ago, and the stock has nearly tripled since then.</p>\n<p>Getting back to the S&amp;P 500 tech value screen, we then added tech-oriented stocks in the communications services sector, including videogame developers and Facebook Inc.,Alphabet Inc.,Netflix Inc.&nbsp;and Twitter Inc..That brought the list up to 82 stocks. Two of the videogame developers made the cut, but among the four companies named above, only Facebook had a low enough P/E to pass the screen.</p>\n<p>Here are the 43 S&amp;P 500 tech companies that trade below the tech sector’s forward P/E of 25.4:</p>\n<table>\n <thead>\n  <tr>\n   <th>COMPANY</th>\n   <th>TICKER</th>\n   <th>INDUSTRY</th>\n   <th>FORWARD P/E</th>\n   <th>FORWARD PRICE/SALES</th>\n   <th>ESTIMATED OPERATING MARGIN - 2020</th>\n   <th>EXPECTED SALES GROWTH - 2021</th>\n   <th>ESTIMATED SALES GROWTH - 2020</th>\n   <th>DIVIDEND YIELD</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>HEWLETT PACKARD ENTERPRISE CO.</td>\n   <td>HPE</td>\n   <td>COMPUTER PROCESSING HARDWARE</td>\n   <td>8.5</td>\n   <td>0.7</td>\n   <td>15.93%</td>\n   <td>2%</td>\n   <td>-6%</td>\n   <td>3.17%</td>\n  </tr>\n  <tr>\n   <td>DXC Technology Co.</td>\n   <td>DXC</td>\n   <td>Data Processing Services</td>\n   <td>9.1</td>\n   <td>0.4</td>\n   <td>11.83%</td>\n   <td>-6%</td>\n   <td>-8%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>HP Inc.</td>\n   <td>HPQ</td>\n   <td>Computer Processing Hardware</td>\n   <td>9.6</td>\n   <td>0.6</td>\n   <td>8.58%</td>\n   <td>5%</td>\n   <td>-2%</td>\n   <td>2.56%</td>\n  </tr>\n  <tr>\n   <td>International Business Machines Corp.</td>\n   <td>IBM</td>\n   <td>Information Technology Services</td>\n   <td>11.5</td>\n   <td>1.5</td>\n   <td>22.24%</td>\n   <td>1%</td>\n   <td>-5%</td>\n   <td>5.10%</td>\n  </tr>\n  <tr>\n   <td>Western Union Company</td>\n   <td>WU</td>\n   <td>Finance/Rental/Leasing</td>\n   <td>12.0</td>\n   <td>2.0</td>\n   <td>25.48%</td>\n   <td>6%</td>\n   <td>-8%</td>\n   <td>3.82%</td>\n  </tr>\n  <tr>\n   <td>Vontier Corp</td>\n   <td>VNT</td>\n   <td>Other Transportation</td>\n   <td>12.7</td>\n   <td>1.9</td>\n   <td>23.54%</td>\n   <td>2%</td>\n   <td>N/A</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Seagate Technology PLC</td>\n   <td>STX</td>\n   <td>Computer Peripherals</td>\n   <td>12.9</td>\n   <td>1.6</td>\n   <td>16.69%</td>\n   <td>2%</td>\n   <td>1%</td>\n   <td>3.58%</td>\n  </tr>\n  <tr>\n   <td>Intel Corp.</td>\n   <td>INTC</td>\n   <td>Semiconductors</td>\n   <td>13.1</td>\n   <td>3.5</td>\n   <td>46.12%</td>\n   <td>-7%</td>\n   <td>8%</td>\n   <td>2.23%</td>\n  </tr>\n  <tr>\n   <td>Xerox Holdings Corp.</td>\n   <td>XRX</td>\n   <td>Computer Peripherals</td>\n   <td>13.2</td>\n   <td>0.7</td>\n   <td>9.57%</td>\n   <td>1%</td>\n   <td>-23%</td>\n   <td>3.77%</td>\n  </tr>\n  <tr>\n   <td>NortonLifeLock Inc.</td>\n   <td>NLOK</td>\n   <td>Packaged Software</td>\n   <td>13.3</td>\n   <td>4.6</td>\n   <td>45.97%</td>\n   <td>5%</td>\n   <td>-17%</td>\n   <td>2.38%</td>\n  </tr>\n  <tr>\n   <td>Western Digital Corp.</td>\n   <td>WDC</td>\n   <td>Computer Peripherals</td>\n   <td>13.6</td>\n   <td>1.2</td>\n   <td>13.77%</td>\n   <td>5%</td>\n   <td>-1%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Micron Technology Inc.</td>\n   <td>MU</td>\n   <td>Semiconductors</td>\n   <td>14.0</td>\n   <td>3.4</td>\n   <td>42.02%</td>\n   <td>24%</td>\n   <td>1%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Cisco Systems Inc.</td>\n   <td>CSCO</td>\n   <td>Information Technology Services</td>\n   <td>14.5</td>\n   <td>4.0</td>\n   <td>31.85%</td>\n   <td>1%</td>\n   <td>-3%</td>\n   <td>3.06%</td>\n  </tr>\n  <tr>\n   <td>Juniper Networks Inc.</td>\n   <td>JNPR</td>\n   <td>Information Technology Services</td>\n   <td>14.9</td>\n   <td>1.8</td>\n   <td>14.68%</td>\n   <td>4%</td>\n   <td>0%</td>\n   <td>3.24%</td>\n  </tr>\n  <tr>\n   <td>Oracle Corp.</td>\n   <td>ORCL</td>\n   <td>Packaged Software</td>\n   <td>15.4</td>\n   <td>5.2</td>\n   <td>45.99%</td>\n   <td>3%</td>\n   <td>2%</td>\n   <td>1.77%</td>\n  </tr>\n  <tr>\n   <td>NetApp Inc.</td>\n   <td>NTAP</td>\n   <td>Computer Peripherals</td>\n   <td>15.5</td>\n   <td>2.5</td>\n   <td>20.87%</td>\n   <td>5%</td>\n   <td>-1%</td>\n   <td>2.88%</td>\n  </tr>\n  <tr>\n   <td>Qorvo Inc.</td>\n   <td>QRVO</td>\n   <td>Semiconductors</td>\n   <td>16.0</td>\n   <td>4.3</td>\n   <td>33.32%</td>\n   <td>12%</td>\n   <td>19%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Broadcom Inc.</td>\n   <td>AVGO</td>\n   <td>Semiconductors</td>\n   <td>16.0</td>\n   <td>6.6</td>\n   <td>48.55%</td>\n   <td>11%</td>\n   <td>7%</td>\n   <td>3.29%</td>\n  </tr>\n  <tr>\n   <td>Skyworks Solutions Inc.</td>\n   <td>SWKS</td>\n   <td>Semiconductors</td>\n   <td>17.1</td>\n   <td>5.8</td>\n   <td>39.24%</td>\n   <td>32%</td>\n   <td>11%</td>\n   <td>1.19%</td>\n  </tr>\n  <tr>\n   <td>Qualcomm Inc.</td>\n   <td>QCOM</td>\n   <td>Telecommunications Equipment</td>\n   <td>17.3</td>\n   <td>4.6</td>\n   <td>34.20%</td>\n   <td>32%</td>\n   <td>20%</td>\n   <td>2.03%</td>\n  </tr>\n  <tr>\n   <td>Akamai Technologies Inc.</td>\n   <td>AKAM</td>\n   <td>Internet Software/Services</td>\n   <td>17.8</td>\n   <td>4.6</td>\n   <td>36.90%</td>\n   <td>7%</td>\n   <td>11%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Applied Materials Inc.</td>\n   <td>AMAT</td>\n   <td>Industrial Machinery</td>\n   <td>18.3</td>\n   <td>4.7</td>\n   <td>27.95%</td>\n   <td>22%</td>\n   <td>19%</td>\n   <td>0.78%</td>\n  </tr>\n  <tr>\n   <td>F5 Networks Inc.</td>\n   <td>FFIV</td>\n   <td>Computer Communications</td>\n   <td>18.5</td>\n   <td>4.6</td>\n   <td>23.93%</td>\n   <td>8%</td>\n   <td>6%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Cognizant Technology Solutions Corp. Class A</td>\n   <td>CTSH</td>\n   <td>Information Technology Services</td>\n   <td>19.2</td>\n   <td>2.3</td>\n   <td>17.33%</td>\n   <td>7%</td>\n   <td>-1%</td>\n   <td>1.26%</td>\n  </tr>\n  <tr>\n   <td>Microchip Technology Inc.</td>\n   <td>MCHP</td>\n   <td>Semiconductors</td>\n   <td>19.3</td>\n   <td>6.3</td>\n   <td>38.76%</td>\n   <td>10%</td>\n   <td>2%</td>\n   <td>1.10%</td>\n  </tr>\n  <tr>\n   <td>Corning Inc.</td>\n   <td>GLW</td>\n   <td>Electronic Components</td>\n   <td>19.9</td>\n   <td>2.3</td>\n   <td>24.82%</td>\n   <td>14%</td>\n   <td>-2%</td>\n   <td>2.46%</td>\n  </tr>\n  <tr>\n   <td>KLA Corp.</td>\n   <td>KLAC</td>\n   <td>Electronic Production Equipment</td>\n   <td>20.0</td>\n   <td>6.3</td>\n   <td>38.69%</td>\n   <td>10%</td>\n   <td>21%</td>\n   <td>1.27%</td>\n  </tr>\n  <tr>\n   <td>Lam Research Corp.</td>\n   <td>LRCX</td>\n   <td>Electronic Production Equipment</td>\n   <td>20.1</td>\n   <td>5.1</td>\n   <td>31.05%</td>\n   <td>19%</td>\n   <td>23%</td>\n   <td>1.00%</td>\n  </tr>\n  <tr>\n   <td>Motorola Solutions Inc.</td>\n   <td>MSI</td>\n   <td>Aerospace &amp; Defense</td>\n   <td>20.4</td>\n   <td>3.8</td>\n   <td>25.63%</td>\n   <td>8%</td>\n   <td>-6%</td>\n   <td>1.60%</td>\n  </tr>\n  <tr>\n   <td>Citrix Systems Inc.</td>\n   <td>CTXS</td>\n   <td>Packaged Software</td>\n   <td>20.7</td>\n   <td>4.8</td>\n   <td>25.60%</td>\n   <td>4%</td>\n   <td>8%</td>\n   <td>1.12%</td>\n  </tr>\n  <tr>\n   <td>TE Connectivity Ltd.</td>\n   <td>TEL</td>\n   <td>Electronic Components</td>\n   <td>21.9</td>\n   <td>3.1</td>\n   <td>20.96%</td>\n   <td>12%</td>\n   <td>-4%</td>\n   <td>1.48%</td>\n  </tr>\n  <tr>\n   <td>CDW Corp.</td>\n   <td>CDW</td>\n   <td>Information Technology Services</td>\n   <td>22.0</td>\n   <td>1.1</td>\n   <td>8.73%</td>\n   <td>6%</td>\n   <td>2%</td>\n   <td>1.02%</td>\n  </tr>\n  <tr>\n   <td>Electronic Arts Inc.</td>\n   <td>EA</td>\n   <td>Recreational Products</td>\n   <td>22.2</td>\n   <td>5.9</td>\n   <td>25.35%</td>\n   <td>7%</td>\n   <td>14%</td>\n   <td>0.52%</td>\n  </tr>\n  <tr>\n   <td>Teradyne Inc.</td>\n   <td>TER</td>\n   <td>Electronic Production Equipment</td>\n   <td>22.5</td>\n   <td>5.5</td>\n   <td>32.80%</td>\n   <td>6%</td>\n   <td>36%</td>\n   <td>0.37%</td>\n  </tr>\n  <tr>\n   <td>Fiserv Inc.</td>\n   <td>FISV</td>\n   <td>Data Processing Services</td>\n   <td>22.9</td>\n   <td>5.5</td>\n   <td>33.83%</td>\n   <td>9%</td>\n   <td>-4%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Fidelity National Information Services Inc.</td>\n   <td>FIS</td>\n   <td>Data Processing Services</td>\n   <td>22.9</td>\n   <td>6.6</td>\n   <td>41.91%</td>\n   <td>9%</td>\n   <td>21%</td>\n   <td>1.07%</td>\n  </tr>\n  <tr>\n   <td>Fleetcor Technologies Inc.</td>\n   <td>FLT</td>\n   <td>Miscellaneous Commercial Services</td>\n   <td>22.9</td>\n   <td>9.0</td>\n   <td>55.51%</td>\n   <td>11%</td>\n   <td>-10%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Flir Systems Inc.</td>\n   <td>FLIR</td>\n   <td>Aerospace &amp; Defense</td>\n   <td>23.1</td>\n   <td>3.7</td>\n   <td>23.00%</td>\n   <td>0%</td>\n   <td>2%</td>\n   <td>1.25%</td>\n  </tr>\n  <tr>\n   <td>Facebook Inc. Class A</td>\n   <td>FB</td>\n   <td>Internet Software/Services</td>\n   <td>23.2</td>\n   <td>7.0</td>\n   <td>45.99%</td>\n   <td>25%</td>\n   <td>22%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Keysight Technologies Inc.</td>\n   <td>KEYS</td>\n   <td>Electronic Equipment/Instruments</td>\n   <td>23.4</td>\n   <td>5.1</td>\n   <td>25.57%</td>\n   <td>13%</td>\n   <td>1%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Analog Devices Inc.</td>\n   <td>ADI</td>\n   <td>Semiconductors</td>\n   <td>23.9</td>\n   <td>8.2</td>\n   <td>43.13%</td>\n   <td>14%</td>\n   <td>-3%</td>\n   <td>1.88%</td>\n  </tr>\n  <tr>\n   <td>Activision Blizzard Inc.</td>\n   <td>ATVI</td>\n   <td>Recreational Products</td>\n   <td>25.0</td>\n   <td>8.3</td>\n   <td>41.32%</td>\n   <td>1%</td>\n   <td>32%</td>\n   <td>0.51%</td>\n  </tr>\n  <tr>\n   <td>Texas Instruments Inc.</td>\n   <td>TXN</td>\n   <td>Semiconductors</td>\n   <td>25.2</td>\n   <td>9.4</td>\n   <td>47.78%</td>\n   <td>15%</td>\n   <td>1%</td>\n   <td>2.41%</td>\n  </tr>\n </tbody>\n</table>\n<p>FactSet</p>\n<p>Scroll the table to see all the data, including sales growth estimates and dividend yields.</p>\n<p>A note about the data: The operating margin and sales growth figures for 2020 are marked “estimated” because many companies have fiscal years that don’t match the calendar. So the figures are based on consensus estimates for&nbsp;<i>calendar</i>&nbsp;2020 among analyst polled by FactSet. For Micron Technology Inc.,the 2020 sales growth figure is for the past four reported fiscal quarters through Dec. 3.</p>\n<p><b>The curious case of Facebook</b></p>\n<p>You might wonder about Facebook, which lives in both the value and growth worlds. Its forward P/E valuation of 23.2 is relatively low. But Facebook is very much a growth stock — sales increased 22% last year, and analysts expect even better revenue growth of 25% in 2021.</p>\n<p>Facebook trades for seven times the consensus forward sales estimate, compared to a forward price-to-sales estimate of 5.9 for the entire S&amp;P 500 tech sector. But that “high” price-to-sales ratio may not be so important because it is such a profitable company. Its 2020 operating margin of 50% is among the highest on the list.</p>\n<p>Cody Willard called Facebook a bargain, not only because of its low P/E valuation but because of&nbsp;the long-term growth path&nbsp;for its Oculus virtual-reality hardware and software.</p>\n<p>There are 16 companies on the list that are expected to produce double-digit increases in sales in 2021, including Skyworks Solutions Inc.&nbsp;and Qualcomm Inc..Both are expected to grow their revenues by 21% this year.</p>\n<p><b>‘Old tech’</b></p>\n<p>Oracle Corp.&nbsp;is an “old tech” company that can be considered a value stock, as it trades for only 15.4 times the consensus earnings estimate for the next 12 months among analysts polled by FactSet. The company reported better-than-expected results for its fiscal third quarter after the close March 10 and&nbsp;increased its quarterly dividend by a third. Then on March 11, the stock fell as much as 9%. That “sell the good news” reaction may not be much of a surprise, as the stock had risen 48% over the previous year through March 10.</p>\n<p>International Business Machines Corp.&nbsp;is one of the cheapest stocks on the list, based on its forward P/E ratio of 11.5. The stock was up 2% from a year earlier through the close March 10. It has an attractive dividend yield of 5.10% that is supported by strong free cash flow.</p>\n<p>Victoria Greene, a portfolio manager at G Squared Private Wealth in College Station, Texas,may have been a bit early&nbsp;when naming IBM as an excellent long-term play in June. But in a recent interview, she said she was still confident that there was a lot of upside for IBM “as a turnaround story and reinventing themselves,” in light of its July 2019 acquisition of Red Hat and the strength of its Watson artificial-intelligence software platform.</p>\n<p><b>Wall Street’s price targets</b></p>\n<p>Leaving the list of 43 tech value stocks in the same order, here’s a summary of opinion among analysts polled by FactSet:</p>\n<table>\n <thead>\n  <tr>\n   <th>COMPANY</th>\n   <th>TICKER</th>\n   <th>SHARE \"BUY\" RATINGS</th>\n   <th>SHARE NEUTRAL RATINGS</th>\n   <th>SHARE \"SELL\" RATINGS</th>\n   <th>CLOSING PRICE - MARCH 10</th>\n   <th>CONSENSUS PRICE TARGET</th>\n   <th>IMPLIED 12-MONTH UPSIDE POTENTIAL</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>HEWLETT PACKARD ENTERPRISE CO.</td>\n   <td>HPE</td>\n   <td>33%</td>\n   <td>57%</td>\n   <td>10%</td>\n   <td>$15.15</td>\n   <td>$15.46</td>\n   <td>2%</td>\n  </tr>\n  <tr>\n   <td>DXC Technology Co.</td>\n   <td>DXC</td>\n   <td>29%</td>\n   <td>71%</td>\n   <td>0%</td>\n   <td>$29.00</td>\n   <td>$30.43</td>\n   <td>5%</td>\n  </tr>\n  <tr>\n   <td>HP Inc.</td>\n   <td>HPQ</td>\n   <td>39%</td>\n   <td>39%</td>\n   <td>22%</td>\n   <td>$30.26</td>\n   <td>$30.63</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>International Business Machines Corp.</td>\n   <td>IBM</td>\n   <td>31%</td>\n   <td>56%</td>\n   <td>13%</td>\n   <td>$127.87</td>\n   <td>$136.93</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td>Western Union Company</td>\n   <td>WU</td>\n   <td>18%</td>\n   <td>59%</td>\n   <td>23%</td>\n   <td>$24.60</td>\n   <td>$25.14</td>\n   <td>2%</td>\n  </tr>\n  <tr>\n   <td>Vontier Corp</td>\n   <td>VNT</td>\n   <td>73%</td>\n   <td>27%</td>\n   <td>0%</td>\n   <td>$30.94</td>\n   <td>$39.56</td>\n   <td>28%</td>\n  </tr>\n  <tr>\n   <td>Seagate Technology PLC</td>\n   <td>STX</td>\n   <td>38%</td>\n   <td>48%</td>\n   <td>14%</td>\n   <td>$74.93</td>\n   <td>$74.83</td>\n   <td>0%</td>\n  </tr>\n  <tr>\n   <td>Intel Corp.</td>\n   <td>INTC</td>\n   <td>37%</td>\n   <td>39%</td>\n   <td>24%</td>\n   <td>$62.25</td>\n   <td>$63.93</td>\n   <td>3%</td>\n  </tr>\n  <tr>\n   <td>Xerox Holdings Corp.</td>\n   <td>XRX</td>\n   <td>0%</td>\n   <td>38%</td>\n   <td>62%</td>\n   <td>$26.53</td>\n   <td>$18.00</td>\n   <td>-32%</td>\n  </tr>\n  <tr>\n   <td>NortonLifeLock Inc.</td>\n   <td>NLOK</td>\n   <td>50%</td>\n   <td>50%</td>\n   <td>0%</td>\n   <td>$21.01</td>\n   <td>$25.88</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Western Digital Corp.</td>\n   <td>WDC</td>\n   <td>66%</td>\n   <td>31%</td>\n   <td>3%</td>\n   <td>$66.58</td>\n   <td>$71.35</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td>Micron Technology Inc.</td>\n   <td>MU</td>\n   <td>82%</td>\n   <td>18%</td>\n   <td>0%</td>\n   <td>$85.41</td>\n   <td>$112.26</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Cisco Systems Inc.</td>\n   <td>CSCO</td>\n   <td>46%</td>\n   <td>54%</td>\n   <td>0%</td>\n   <td>$48.29</td>\n   <td>$51.90</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td>Juniper Networks Inc.</td>\n   <td>JNPR</td>\n   <td>24%</td>\n   <td>57%</td>\n   <td>19%</td>\n   <td>$24.69</td>\n   <td>$25.05</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>Oracle Corp.</td>\n   <td>ORCL</td>\n   <td>37%</td>\n   <td>56%</td>\n   <td>7%</td>\n   <td>$72.12</td>\n   <td>$72.35</td>\n   <td>0%</td>\n  </tr>\n  <tr>\n   <td>NetApp Inc.</td>\n   <td>NTAP</td>\n   <td>46%</td>\n   <td>46%</td>\n   <td>8%</td>\n   <td>$66.66</td>\n   <td>$74.77</td>\n   <td>12%</td>\n  </tr>\n  <tr>\n   <td>Qorvo Inc.</td>\n   <td>QRVO</td>\n   <td>65%</td>\n   <td>35%</td>\n   <td>0%</td>\n   <td>$165.37</td>\n   <td>$196.52</td>\n   <td>19%</td>\n  </tr>\n  <tr>\n   <td>Broadcom Inc.</td>\n   <td>AVGO</td>\n   <td>81%</td>\n   <td>16%</td>\n   <td>3%</td>\n   <td>$437.59</td>\n   <td>$512.83</td>\n   <td>17%</td>\n  </tr>\n  <tr>\n   <td>Skyworks Solutions Inc.</td>\n   <td>SWKS</td>\n   <td>57%</td>\n   <td>43%</td>\n   <td>0%</td>\n   <td>$167.66</td>\n   <td>$202.44</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>Qualcomm Inc.</td>\n   <td>QCOM</td>\n   <td>70%</td>\n   <td>27%</td>\n   <td>3%</td>\n   <td>$127.87</td>\n   <td>$171.90</td>\n   <td>34%</td>\n  </tr>\n  <tr>\n   <td>Akamai Technologies Inc.</td>\n   <td>AKAM</td>\n   <td>67%</td>\n   <td>28%</td>\n   <td>5%</td>\n   <td>$96.36</td>\n   <td>$123.69</td>\n   <td>28%</td>\n  </tr>\n  <tr>\n   <td>Applied Materials Inc.</td>\n   <td>AMAT</td>\n   <td>84%</td>\n   <td>16%</td>\n   <td>0%</td>\n   <td>$112.68</td>\n   <td>$136.83</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>F5 Networks Inc.</td>\n   <td>FFIV</td>\n   <td>50%</td>\n   <td>50%</td>\n   <td>0%</td>\n   <td>$191.70</td>\n   <td>$220.13</td>\n   <td>15%</td>\n  </tr>\n  <tr>\n   <td>Cognizant Technology Solutions Corp. Class A</td>\n   <td>CTSH</td>\n   <td>48%</td>\n   <td>42%</td>\n   <td>10%</td>\n   <td>$76.02</td>\n   <td>$85.19</td>\n   <td>12%</td>\n  </tr>\n  <tr>\n   <td>Microchip Technology Inc.</td>\n   <td>MCHP</td>\n   <td>79%</td>\n   <td>21%</td>\n   <td>0%</td>\n   <td>$141.32</td>\n   <td>$170.52</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>Corning Inc.</td>\n   <td>GLW</td>\n   <td>57%</td>\n   <td>43%</td>\n   <td>0%</td>\n   <td>$38.97</td>\n   <td>$41.29</td>\n   <td>6%</td>\n  </tr>\n  <tr>\n   <td>KLA Corp.</td>\n   <td>KLAC</td>\n   <td>45%</td>\n   <td>55%</td>\n   <td>0%</td>\n   <td>$283.45</td>\n   <td>$320.12</td>\n   <td>13%</td>\n  </tr>\n  <tr>\n   <td>Lam Research Corp.</td>\n   <td>LRCX</td>\n   <td>76%</td>\n   <td>20%</td>\n   <td>4%</td>\n   <td>$518.70</td>\n   <td>$593.68</td>\n   <td>14%</td>\n  </tr>\n  <tr>\n   <td>Motorola Solutions Inc.</td>\n   <td>MSI</td>\n   <td>75%</td>\n   <td>25%</td>\n   <td>0%</td>\n   <td>$177.76</td>\n   <td>$204.78</td>\n   <td>15%</td>\n  </tr>\n  <tr>\n   <td>Citrix Systems Inc.</td>\n   <td>CTXS</td>\n   <td>53%</td>\n   <td>47%</td>\n   <td>0%</td>\n   <td>$131.78</td>\n   <td>$159.23</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>TE Connectivity Ltd.</td>\n   <td>TEL</td>\n   <td>60%</td>\n   <td>35%</td>\n   <td>5%</td>\n   <td>$130.09</td>\n   <td>$136.50</td>\n   <td>5%</td>\n  </tr>\n  <tr>\n   <td>CDW Corp.</td>\n   <td>CDW</td>\n   <td>73%</td>\n   <td>18%</td>\n   <td>9%</td>\n   <td>$156.44</td>\n   <td>$169.56</td>\n   <td>8%</td>\n  </tr>\n  <tr>\n   <td>Electronic Arts Inc.</td>\n   <td>EA</td>\n   <td>62%</td>\n   <td>38%</td>\n   <td>0%</td>\n   <td>$130.12</td>\n   <td>$158.83</td>\n   <td>22%</td>\n  </tr>\n  <tr>\n   <td>Teradyne Inc.</td>\n   <td>TER</td>\n   <td>61%</td>\n   <td>33%</td>\n   <td>6%</td>\n   <td>$108.91</td>\n   <td>$136.89</td>\n   <td>26%</td>\n  </tr>\n  <tr>\n   <td>Fiserv Inc.</td>\n   <td>FISV</td>\n   <td>86%</td>\n   <td>11%</td>\n   <td>3%</td>\n   <td>$123.86</td>\n   <td>$136.55</td>\n   <td>10%</td>\n  </tr>\n  <tr>\n   <td>Fidelity National Information Services Inc.</td>\n   <td>FIS</td>\n   <td>74%</td>\n   <td>26%</td>\n   <td>0%</td>\n   <td>$145.52</td>\n   <td>$160.44</td>\n   <td>10%</td>\n  </tr>\n  <tr>\n   <td>Fleetcor Technologies Inc.</td>\n   <td>FLT</td>\n   <td>62%</td>\n   <td>38%</td>\n   <td>0%</td>\n   <td>$285.37</td>\n   <td>$299.16</td>\n   <td>5%</td>\n  </tr>\n  <tr>\n   <td>Flir Systems Inc.</td>\n   <td>FLIR</td>\n   <td>0%</td>\n   <td>100%</td>\n   <td>0%</td>\n   <td>$54.59</td>\n   <td>$55.17</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>Facebook Inc. Class A</td>\n   <td>FB</td>\n   <td>86%</td>\n   <td>10%</td>\n   <td>4%</td>\n   <td>$264.90</td>\n   <td>$340.40</td>\n   <td>29%</td>\n  </tr>\n  <tr>\n   <td>Keysight Technologies Inc.</td>\n   <td>KEYS</td>\n   <td>85%</td>\n   <td>15%</td>\n   <td>0%</td>\n   <td>$135.28</td>\n   <td>$164.77</td>\n   <td>22%</td>\n  </tr>\n  <tr>\n   <td>Analog Devices Inc.</td>\n   <td>ADI</td>\n   <td>83%</td>\n   <td>17%</td>\n   <td>0%</td>\n   <td>$147.11</td>\n   <td>$181.55</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Activision Blizzard Inc.</td>\n   <td>ATVI</td>\n   <td>82%</td>\n   <td>15%</td>\n   <td>3%</td>\n   <td>$91.31</td>\n   <td>$113.32</td>\n   <td>24%</td>\n  </tr>\n  <tr>\n   <td>Texas Instruments Inc.</td>\n   <td>TXN</td>\n   <td>43%</td>\n   <td>40%</td>\n   <td>17%</td>\n   <td>$169.42</td>\n   <td>$184.80</td>\n   <td>9%</td>\n  </tr>\n </tbody>\n</table>\n<p>FactSet</p>\n<p>Scroll the table to the right to see the price targets.</p>\n<p>The analysts see double-digit upside potential for 25 of the 43 stocks over the next 12 months, with Qualcomm in the lead. Among the analysts polled by FactSet, 70% rate Qualcomm a “buy” or the equivalent. And the consensus price target implies 34% upside for the stock.</p>\n<p>The listed stock with the highest percentage of “buy” or equivalent ratings is Facebook, at 86%. The analysts expect the stock to rise 29% over the next year.</p>","source":"market_watch","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>Don’t be fooled by the ‘value’ tag on these tech stocks. Many can provide plenty of growth too</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\">\nDon’t be fooled by the ‘value’ tag on these tech stocks. Many can provide plenty of growth too\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dont-be-fooled-by-the-value-tag-on-these-tech-stocks-many-can-provide-plenty-of-growth-too-11615484802?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their sales growth.\nWith another round of federal stimulus on the way and expectations for solid growth ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-by-the-value-tag-on-these-tech-stocks-many-can-provide-plenty-of-growth-too-11615484802?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","INTC":"英特尔",".DJI":"道琼斯","ORCL":"甲骨文",".IXIC":"NASDAQ Composite","TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-by-the-value-tag-on-these-tech-stocks-many-can-provide-plenty-of-growth-too-11615484802?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1155506399","content_text":"Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their sales growth.\nWith another round of federal stimulus on the way and expectations for solid growth for the U.S. economy this year, value stocks have been rallying. Stocks with low valuations tend to do well during economic growth phases.\nMark DeCambre underlined the value rallyby pointing out that the Dow Jones Industrial Average ended at a record high Dec. 10, while the Nasdaq Composite Index was still in a correction.\nBut what about tech stocks? There’s plenty of value there too, as you can see in the screen below.\nEconomists polled by MarketWatch expect the U.S. economy to expand by 6% in 2021. Yes, that’s coming off a 3.5% contraction in 2020, according to the latest estimate from the Bureau of Economic Analysis. But the 2021 growth rate would be the fastest since 1984, according to World Bank data.\nTech value stock screen\nThere are several definitions of value stocks, but generally they are those that trade at lower valuations to earnings and typically grow their sales at a slower pace. That said, an individual value stock might also be considered a growth stock. This is illustrated by the Russell indexes.\nThe Russell 1000 Index is made up of the 1,000 largest publicly traded U.S. companies by market capitalization and is reconstituted each year in June. Selected from the Russell 1000 are the Russell 1000 Value Index,which has 849 stocks, and the Russell 1000 Growth Index,which has 453 stocks. The groups overlap, with 291 stocks in both. You can read how FTSE Russell describes the makeup of its indexeshere.\nSo an easy way to play value at this time is to buy shares of an exchange traded fund that tracks the Russell 1000 Value Index,such as the iShares Russell 1000 Value ETF or the Vanguard Russell 1000 Value ETF.As always, do your own research on any investment you consider to make an informed decisions.\nFor a large-cap technology value screen, we started with the information technology sector of the S&P 500 Index.Here’s how this sector’s weighted aggregate forward price-to-earnings ratio has increased over the past five years:\n(FACTSET)\nThe sector’s forward P/E his risen to 25.4.\nThis doesn’t mean “expensive” tech stocks can’t be excellent investments. Salesforce.com was trading at a forward P/E of 68.7 five years ago, and the stock has nearly tripled since then.\nGetting back to the S&P 500 tech value screen, we then added tech-oriented stocks in the communications services sector, including videogame developers and Facebook Inc.,Alphabet Inc.,Netflix Inc. and Twitter Inc..That brought the list up to 82 stocks. Two of the videogame developers made the cut, but among the four companies named above, only Facebook had a low enough P/E to pass the screen.\nHere are the 43 S&P 500 tech companies that trade below the tech sector’s forward P/E of 25.4:\n\n\n\nCOMPANY\nTICKER\nINDUSTRY\nFORWARD P/E\nFORWARD PRICE/SALES\nESTIMATED OPERATING MARGIN - 2020\nEXPECTED SALES GROWTH - 2021\nESTIMATED SALES GROWTH - 2020\nDIVIDEND YIELD\n\n\n\n\nHEWLETT PACKARD ENTERPRISE CO.\nHPE\nCOMPUTER PROCESSING HARDWARE\n8.5\n0.7\n15.93%\n2%\n-6%\n3.17%\n\n\nDXC Technology Co.\nDXC\nData Processing Services\n9.1\n0.4\n11.83%\n-6%\n-8%\n0.00%\n\n\nHP Inc.\nHPQ\nComputer Processing Hardware\n9.6\n0.6\n8.58%\n5%\n-2%\n2.56%\n\n\nInternational Business Machines Corp.\nIBM\nInformation Technology Services\n11.5\n1.5\n22.24%\n1%\n-5%\n5.10%\n\n\nWestern Union Company\nWU\nFinance/Rental/Leasing\n12.0\n2.0\n25.48%\n6%\n-8%\n3.82%\n\n\nVontier Corp\nVNT\nOther Transportation\n12.7\n1.9\n23.54%\n2%\nN/A\n0.00%\n\n\nSeagate Technology PLC\nSTX\nComputer Peripherals\n12.9\n1.6\n16.69%\n2%\n1%\n3.58%\n\n\nIntel Corp.\nINTC\nSemiconductors\n13.1\n3.5\n46.12%\n-7%\n8%\n2.23%\n\n\nXerox Holdings Corp.\nXRX\nComputer Peripherals\n13.2\n0.7\n9.57%\n1%\n-23%\n3.77%\n\n\nNortonLifeLock Inc.\nNLOK\nPackaged Software\n13.3\n4.6\n45.97%\n5%\n-17%\n2.38%\n\n\nWestern Digital Corp.\nWDC\nComputer Peripherals\n13.6\n1.2\n13.77%\n5%\n-1%\n0.00%\n\n\nMicron Technology Inc.\nMU\nSemiconductors\n14.0\n3.4\n42.02%\n24%\n1%\n0.00%\n\n\nCisco Systems Inc.\nCSCO\nInformation Technology Services\n14.5\n4.0\n31.85%\n1%\n-3%\n3.06%\n\n\nJuniper Networks Inc.\nJNPR\nInformation Technology Services\n14.9\n1.8\n14.68%\n4%\n0%\n3.24%\n\n\nOracle Corp.\nORCL\nPackaged Software\n15.4\n5.2\n45.99%\n3%\n2%\n1.77%\n\n\nNetApp Inc.\nNTAP\nComputer Peripherals\n15.5\n2.5\n20.87%\n5%\n-1%\n2.88%\n\n\nQorvo Inc.\nQRVO\nSemiconductors\n16.0\n4.3\n33.32%\n12%\n19%\n0.00%\n\n\nBroadcom Inc.\nAVGO\nSemiconductors\n16.0\n6.6\n48.55%\n11%\n7%\n3.29%\n\n\nSkyworks Solutions Inc.\nSWKS\nSemiconductors\n17.1\n5.8\n39.24%\n32%\n11%\n1.19%\n\n\nQualcomm Inc.\nQCOM\nTelecommunications Equipment\n17.3\n4.6\n34.20%\n32%\n20%\n2.03%\n\n\nAkamai Technologies Inc.\nAKAM\nInternet Software/Services\n17.8\n4.6\n36.90%\n7%\n11%\n0.00%\n\n\nApplied Materials Inc.\nAMAT\nIndustrial Machinery\n18.3\n4.7\n27.95%\n22%\n19%\n0.78%\n\n\nF5 Networks Inc.\nFFIV\nComputer Communications\n18.5\n4.6\n23.93%\n8%\n6%\n0.00%\n\n\nCognizant Technology Solutions Corp. Class A\nCTSH\nInformation Technology Services\n19.2\n2.3\n17.33%\n7%\n-1%\n1.26%\n\n\nMicrochip Technology Inc.\nMCHP\nSemiconductors\n19.3\n6.3\n38.76%\n10%\n2%\n1.10%\n\n\nCorning Inc.\nGLW\nElectronic Components\n19.9\n2.3\n24.82%\n14%\n-2%\n2.46%\n\n\nKLA Corp.\nKLAC\nElectronic Production Equipment\n20.0\n6.3\n38.69%\n10%\n21%\n1.27%\n\n\nLam Research Corp.\nLRCX\nElectronic Production Equipment\n20.1\n5.1\n31.05%\n19%\n23%\n1.00%\n\n\nMotorola Solutions Inc.\nMSI\nAerospace & Defense\n20.4\n3.8\n25.63%\n8%\n-6%\n1.60%\n\n\nCitrix Systems Inc.\nCTXS\nPackaged Software\n20.7\n4.8\n25.60%\n4%\n8%\n1.12%\n\n\nTE Connectivity Ltd.\nTEL\nElectronic Components\n21.9\n3.1\n20.96%\n12%\n-4%\n1.48%\n\n\nCDW Corp.\nCDW\nInformation Technology Services\n22.0\n1.1\n8.73%\n6%\n2%\n1.02%\n\n\nElectronic Arts Inc.\nEA\nRecreational Products\n22.2\n5.9\n25.35%\n7%\n14%\n0.52%\n\n\nTeradyne Inc.\nTER\nElectronic Production Equipment\n22.5\n5.5\n32.80%\n6%\n36%\n0.37%\n\n\nFiserv Inc.\nFISV\nData Processing Services\n22.9\n5.5\n33.83%\n9%\n-4%\n0.00%\n\n\nFidelity National Information Services Inc.\nFIS\nData Processing Services\n22.9\n6.6\n41.91%\n9%\n21%\n1.07%\n\n\nFleetcor Technologies Inc.\nFLT\nMiscellaneous Commercial Services\n22.9\n9.0\n55.51%\n11%\n-10%\n0.00%\n\n\nFlir Systems Inc.\nFLIR\nAerospace & Defense\n23.1\n3.7\n23.00%\n0%\n2%\n1.25%\n\n\nFacebook Inc. Class A\nFB\nInternet Software/Services\n23.2\n7.0\n45.99%\n25%\n22%\n0.00%\n\n\nKeysight Technologies Inc.\nKEYS\nElectronic Equipment/Instruments\n23.4\n5.1\n25.57%\n13%\n1%\n0.00%\n\n\nAnalog Devices Inc.\nADI\nSemiconductors\n23.9\n8.2\n43.13%\n14%\n-3%\n1.88%\n\n\nActivision Blizzard Inc.\nATVI\nRecreational Products\n25.0\n8.3\n41.32%\n1%\n32%\n0.51%\n\n\nTexas Instruments Inc.\nTXN\nSemiconductors\n25.2\n9.4\n47.78%\n15%\n1%\n2.41%\n\n\n\nFactSet\nScroll the table to see all the data, including sales growth estimates and dividend yields.\nA note about the data: The operating margin and sales growth figures for 2020 are marked “estimated” because many companies have fiscal years that don’t match the calendar. So the figures are based on consensus estimates for calendar 2020 among analyst polled by FactSet. For Micron Technology Inc.,the 2020 sales growth figure is for the past four reported fiscal quarters through Dec. 3.\nThe curious case of Facebook\nYou might wonder about Facebook, which lives in both the value and growth worlds. Its forward P/E valuation of 23.2 is relatively low. But Facebook is very much a growth stock — sales increased 22% last year, and analysts expect even better revenue growth of 25% in 2021.\nFacebook trades for seven times the consensus forward sales estimate, compared to a forward price-to-sales estimate of 5.9 for the entire S&P 500 tech sector. But that “high” price-to-sales ratio may not be so important because it is such a profitable company. Its 2020 operating margin of 50% is among the highest on the list.\nCody Willard called Facebook a bargain, not only because of its low P/E valuation but because of the long-term growth path for its Oculus virtual-reality hardware and software.\nThere are 16 companies on the list that are expected to produce double-digit increases in sales in 2021, including Skyworks Solutions Inc. and Qualcomm Inc..Both are expected to grow their revenues by 21% this year.\n‘Old tech’\nOracle Corp. is an “old tech” company that can be considered a value stock, as it trades for only 15.4 times the consensus earnings estimate for the next 12 months among analysts polled by FactSet. The company reported better-than-expected results for its fiscal third quarter after the close March 10 and increased its quarterly dividend by a third. Then on March 11, the stock fell as much as 9%. That “sell the good news” reaction may not be much of a surprise, as the stock had risen 48% over the previous year through March 10.\nInternational Business Machines Corp. is one of the cheapest stocks on the list, based on its forward P/E ratio of 11.5. The stock was up 2% from a year earlier through the close March 10. It has an attractive dividend yield of 5.10% that is supported by strong free cash flow.\nVictoria Greene, a portfolio manager at G Squared Private Wealth in College Station, Texas,may have been a bit early when naming IBM as an excellent long-term play in June. But in a recent interview, she said she was still confident that there was a lot of upside for IBM “as a turnaround story and reinventing themselves,” in light of its July 2019 acquisition of Red Hat and the strength of its Watson artificial-intelligence software platform.\nWall Street’s price targets\nLeaving the list of 43 tech value stocks in the same order, here’s a summary of opinion among analysts polled by FactSet:\n\n\n\nCOMPANY\nTICKER\nSHARE \"BUY\" RATINGS\nSHARE NEUTRAL RATINGS\nSHARE \"SELL\" RATINGS\nCLOSING PRICE - MARCH 10\nCONSENSUS PRICE TARGET\nIMPLIED 12-MONTH UPSIDE POTENTIAL\n\n\n\n\nHEWLETT PACKARD ENTERPRISE CO.\nHPE\n33%\n57%\n10%\n$15.15\n$15.46\n2%\n\n\nDXC Technology Co.\nDXC\n29%\n71%\n0%\n$29.00\n$30.43\n5%\n\n\nHP Inc.\nHPQ\n39%\n39%\n22%\n$30.26\n$30.63\n1%\n\n\nInternational Business Machines Corp.\nIBM\n31%\n56%\n13%\n$127.87\n$136.93\n7%\n\n\nWestern Union Company\nWU\n18%\n59%\n23%\n$24.60\n$25.14\n2%\n\n\nVontier Corp\nVNT\n73%\n27%\n0%\n$30.94\n$39.56\n28%\n\n\nSeagate Technology PLC\nSTX\n38%\n48%\n14%\n$74.93\n$74.83\n0%\n\n\nIntel Corp.\nINTC\n37%\n39%\n24%\n$62.25\n$63.93\n3%\n\n\nXerox Holdings Corp.\nXRX\n0%\n38%\n62%\n$26.53\n$18.00\n-32%\n\n\nNortonLifeLock Inc.\nNLOK\n50%\n50%\n0%\n$21.01\n$25.88\n23%\n\n\nWestern Digital Corp.\nWDC\n66%\n31%\n3%\n$66.58\n$71.35\n7%\n\n\nMicron Technology Inc.\nMU\n82%\n18%\n0%\n$85.41\n$112.26\n31%\n\n\nCisco Systems Inc.\nCSCO\n46%\n54%\n0%\n$48.29\n$51.90\n7%\n\n\nJuniper Networks Inc.\nJNPR\n24%\n57%\n19%\n$24.69\n$25.05\n1%\n\n\nOracle Corp.\nORCL\n37%\n56%\n7%\n$72.12\n$72.35\n0%\n\n\nNetApp Inc.\nNTAP\n46%\n46%\n8%\n$66.66\n$74.77\n12%\n\n\nQorvo Inc.\nQRVO\n65%\n35%\n0%\n$165.37\n$196.52\n19%\n\n\nBroadcom Inc.\nAVGO\n81%\n16%\n3%\n$437.59\n$512.83\n17%\n\n\nSkyworks Solutions Inc.\nSWKS\n57%\n43%\n0%\n$167.66\n$202.44\n21%\n\n\nQualcomm Inc.\nQCOM\n70%\n27%\n3%\n$127.87\n$171.90\n34%\n\n\nAkamai Technologies Inc.\nAKAM\n67%\n28%\n5%\n$96.36\n$123.69\n28%\n\n\nApplied Materials Inc.\nAMAT\n84%\n16%\n0%\n$112.68\n$136.83\n21%\n\n\nF5 Networks Inc.\nFFIV\n50%\n50%\n0%\n$191.70\n$220.13\n15%\n\n\nCognizant Technology Solutions Corp. Class A\nCTSH\n48%\n42%\n10%\n$76.02\n$85.19\n12%\n\n\nMicrochip Technology Inc.\nMCHP\n79%\n21%\n0%\n$141.32\n$170.52\n21%\n\n\nCorning Inc.\nGLW\n57%\n43%\n0%\n$38.97\n$41.29\n6%\n\n\nKLA Corp.\nKLAC\n45%\n55%\n0%\n$283.45\n$320.12\n13%\n\n\nLam Research Corp.\nLRCX\n76%\n20%\n4%\n$518.70\n$593.68\n14%\n\n\nMotorola Solutions Inc.\nMSI\n75%\n25%\n0%\n$177.76\n$204.78\n15%\n\n\nCitrix Systems Inc.\nCTXS\n53%\n47%\n0%\n$131.78\n$159.23\n21%\n\n\nTE Connectivity Ltd.\nTEL\n60%\n35%\n5%\n$130.09\n$136.50\n5%\n\n\nCDW Corp.\nCDW\n73%\n18%\n9%\n$156.44\n$169.56\n8%\n\n\nElectronic Arts Inc.\nEA\n62%\n38%\n0%\n$130.12\n$158.83\n22%\n\n\nTeradyne Inc.\nTER\n61%\n33%\n6%\n$108.91\n$136.89\n26%\n\n\nFiserv Inc.\nFISV\n86%\n11%\n3%\n$123.86\n$136.55\n10%\n\n\nFidelity National Information Services Inc.\nFIS\n74%\n26%\n0%\n$145.52\n$160.44\n10%\n\n\nFleetcor Technologies Inc.\nFLT\n62%\n38%\n0%\n$285.37\n$299.16\n5%\n\n\nFlir Systems Inc.\nFLIR\n0%\n100%\n0%\n$54.59\n$55.17\n1%\n\n\nFacebook Inc. Class A\nFB\n86%\n10%\n4%\n$264.90\n$340.40\n29%\n\n\nKeysight Technologies Inc.\nKEYS\n85%\n15%\n0%\n$135.28\n$164.77\n22%\n\n\nAnalog Devices Inc.\nADI\n83%\n17%\n0%\n$147.11\n$181.55\n23%\n\n\nActivision Blizzard Inc.\nATVI\n82%\n15%\n3%\n$91.31\n$113.32\n24%\n\n\nTexas Instruments Inc.\nTXN\n43%\n40%\n17%\n$169.42\n$184.80\n9%\n\n\n\nFactSet\nScroll the table to the right to see the price targets.\nThe analysts see double-digit upside potential for 25 of the 43 stocks over the next 12 months, with Qualcomm in the lead. Among the analysts polled by FactSet, 70% rate Qualcomm a “buy” or the equivalent. And the consensus price target implies 34% upside for the stock.\nThe listed stock with the highest percentage of “buy” or equivalent ratings is Facebook, at 86%. The analysts expect the stock to rise 29% over the next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386582528,"gmtCreate":1613205787364,"gmtModify":1704879433415,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Niubi","listText":"Niubi","text":"Niubi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386582528","repostId":"2110026963","repostType":4,"repost":{"id":"2110026963","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1613109422,"share":"https://ttm.financial/m/news/2110026963?lang=&edition=fundamental","pubTime":"2021-02-12 13:57","market":"us","language":"en","title":"Here's the formula for spotting genuinely undervalued companies, claims this investment house","url":"https://stock-news.laohu8.com/highlight/detail?id=2110026963","media":"Dow Jones","summary":"The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis. For most of 2020, investors poured money into names like online retailer Amazon $$, electric-car maker Tesla $$, and e-commerce platform Shopify -- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.But when news broke in early November 2020 that drug company Pfizer $$ and its partner BioNTech $$ had developed an effective vaccine against COVID-19, something pro","content":"<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's the formula for spotting genuinely undervalued companies, claims this investment house</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\">\nHere's the formula for spotting genuinely undervalued companies, claims this investment house\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-02-12 13:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110026963","content_text":"MW Here's the formula for spotting genuinely undervalued companies, claims this investment house\nThe growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis\nFor most of 2020, investors poured money into names like online retailer Amazon $(AMZN)$, electric-car maker Tesla $(TSLA)$, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.\nBut when news broke in early November 2020 that drug company Pfizer $(PFE)$ and its partner BioNTech $(BNTX)$ had developed an effective vaccine against COVID-19, something profound happened in financial markets.\nInvestors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.\nThis rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.\nAnd it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.\nThe apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.\n\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.\n\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"\nAnalysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.\nThe value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.\nIn reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.\nStocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.\nTo have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9058637450,"gmtCreate":1654828062670,"gmtModify":1676535518692,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>With the tighting export restriction imposed by most of the countries, and&nbsp;China manufacturing slow down, and oil supply issue. Shipping company is facing&nbsp;a challenging game ahead now&nbsp;due to worldwide&nbsp;business downfall. In short, they are having lesser products/things to ship now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>With the tighting export restriction imposed by most of the countries, and&nbsp;China manufacturing slow down, and oil supply issue. Shipping company is facing&nbsp;a challenging game ahead now&nbsp;due to worldwide&nbsp;business downfall. In short, they are having lesser products/things to ship now.&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$With the tighting export restriction imposed by most of the countries, and China manufacturing slow down, and oil supply issue. Shipping company is facing a challenging game ahead now due to worldwide business downfall. In short, they are having lesser products/things to ship now.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058637450","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898297983,"gmtCreate":1628498757142,"gmtModify":1703507109525,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Don't catch the falling knife.P/S : My hand full of knifes already.&nbsp;","listText":"Don't catch the falling knife.P/S : My hand full of knifes already.&nbsp;","text":"Don't catch the falling knife.P/S : My hand full of knifes already.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/898297983","repostId":"1112407855","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899329785,"gmtCreate":1628161962147,"gmtModify":1703502331449,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>It is really down 'fastly'.&nbsp;","listText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>It is really down 'fastly'.&nbsp;","text":"$Fastly, Inc.(FSLY)$It is really down 'fastly'.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/899329785","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869435453,"gmtCreate":1632315345572,"gmtModify":1676530749890,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869435453","repostId":"1144673393","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179767023,"gmtCreate":1626578548262,"gmtModify":1703761965555,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Gogogo. Make GF proud","listText":"Gogogo. Make GF proud","text":"Gogogo. Make GF proud","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179767023","repostId":"1149474544","repostType":4,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838062290,"gmtCreate":1629359385910,"gmtModify":1676530014343,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"But I no $$$.","listText":"But I no $$$.","text":"But I no $$$.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838062290","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897267916,"gmtCreate":1628925365235,"gmtModify":1676529895326,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"You press the 'buy' button, then only&nbsp;they have the opportunity to&nbsp;close their trade.From: one of the unlucky stock holders","listText":"You press the 'buy' button, then only&nbsp;they have the opportunity to&nbsp;close their trade.From: one of the unlucky stock holders","text":"You press the 'buy' button, then only they have the opportunity to close their trade.From: one of the unlucky stock holders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897267916","repostId":"1101274827","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182411236,"gmtCreate":1623597207525,"gmtModify":1704206795510,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182411236","repostId":"1127823989","repostType":2,"repost":{"id":"1127823989","pubTimestamp":1623253090,"share":"https://ttm.financial/m/news/1127823989?lang=&edition=fundamental","pubTime":"2021-06-09 23:38","market":"us","language":"en","title":"Amazon: A No-Brainer For The Next 10 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1127823989","media":"seekingalpha","summary":"The recent approval of Amazon Pharmacy provides a huge TAM.Amazonis one of the best-known companies in the world, it seems difficult to discover something new in it but the reality is that there is a lot to discover. After performing this in-depth analysis of Amazon, I have realized that most segments are in their early stages. The current valuation is very attractive considering that they are just scratching the surface of the potential of these divisions.Amazon Healthcare has a huge TAM throug","content":"<p><b>Summary</b></p>\n<ul>\n <li>Amazon maintains high advertising potential.</li>\n <li>The recent approval of Amazon Pharmacy provides a huge TAM.</li>\n <li>The company has an interesting future operating leverage due to high capex deployed in logistics.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>Amazon(NASDAQ:AMZN)is one of the best-known companies in the world, it seems difficult to discover something new in it but the reality is that there is a lot to discover. After performing this in-depth analysis of Amazon, I have realized that most segments are in their early stages. The current valuation is very attractive considering that they are just scratching the surface of the potential of these divisions.</p>\n<p>Amazon Healthcare has a huge TAM through Amazon Pharmacy and Amazon Care (telemedicine). Both divisions are newly approved, so as of today, they contribute virtually nothing to Amazon's bottom line.</p>\n<p>The retail part has a long way to go, with a lot of room for growth with its omnichannel for supermarkets, increases in ARPU, FBA.</p>\n<p>On the other hand, digital advertising is eating the world, and Amazon has recently been getting into it (since 2015). Part of Amazon's advertising five years ago was generating hardly any profit, now it is doubling revenues every two years and this has just begun. Amazon is the most powerful product marketplace globally, so it makes perfect sense that the wild growth in advertising continues to grow at high rates.</p>\n<p>We still have the optionality in gaming, the growth in prime ARPUs, the Audio and Video division, in short, numerous segments that have not yet started to contribute sales and Amazon is currently trading at about 35x normalized FCF, expensive? In our opinion considerably cheaper than the multiples at which the market is trading.</p>\n<p><b>Product</b></p>\n<p>Amazon is a company that has always had a long-term focus. This means that since its inception, it has renounced short-term profitability to become one of the most important companies in the world in the long term. There is no doubt that it has achieved this goal and we are right at the moment where Amazon is beginning to reap what has been sown for so many years.</p>\n<p>In its early days, Amazon focused on the user experience when shopping online. Amazon offered a simple, accessible and universal way to buy products to guarantee the highest number of reviews and arrive in record time. In addition, acquiring a product on Amazon carries the guarantee of delivery of the same; this means that if you have any kind of problem with the reception of the product, Amazon solves it in record time.</p>\n<p>This first phase has been very successful and has been the foundation of Amazon 2.0, which has been integrating more and more services and improving its original product: e-commerce. This image summarizes very well the evolution of Amazon from a Prime 1.0 to a Prime with a much higher added value.</p>\n<p><img src=\"https://static.tigerbbs.com/d99378da746d0c3e0141d21e45729e0d\" tg-width=\"533\" tg-height=\"357\" referrerpolicy=\"no-referrer\">Thanks to this user experience created by Amazon, it has been one of the main contributors (or rather the main contributor) to the explosive evolution of e-commerce, making its penetration increasingly higher and its growth very high.</p>\n<p>According toStatistadata, e-commerce penetration worldwide is 50.8% in 2021 and is expected to reach 63.1% in 2025. Average spending per person exceeds $700 per year. Between 2020 and 2025, e-commerce revenues are expected to grow by 50%, so far from being a mature market, it is still growing strongly.</p>\n<p><b>Amazon Prime</b></p>\n<p>We all know what this service entails, so I am not going to explain it at length. More and more new services are being integrated into Amazon Prime, making it one of the must-have subscriptions for users.</p>\n<p>A chronological summary of Amazon's evolution in the US (its most mature market) is essential to understand the evolution of prices and value-added over time.</p>\n<p>Amazonlaunches Prime subscription in the US in 2005for $79 per year. In 2006, Amazon moved forward and launched Fulfilled by Amazon. This service allows sellers to have a store on Amazon and ship their products for a fee. These products then become eligible for Amazon Prime, increasing the assortment and selection available to customers.</p>\n<p><img src=\"https://static.tigerbbs.com/26ee6071f10355c56905089335e248a9\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\">Starting in 2011, Amazon included Prime Video in subscriptions, which meant 5,000 movies and series for every subscriber.</p>\n<p>2014 was a great year for Prime, not only because there were many new services added, but also because there was the first price increase, Amazon raises from $79 to $99 the subscription in the U.S. This same year Amazon Prime Pantry is launched, offering customers the ability to buy essential supermarket products (toilet paper, drinks, creams) for a meager fee and regularly. Also in 2014, Amazon Music was launched with the Prime subscription, giving access to a catalog of 60M songs, on a par with the best streaming services. Amazon photos are also launched, a service that offers high-resolution photo storage with Amazon's own subscription. Finally, Amazon launches; Amazon Now, a supermarket service in which you receive your products in 2 hours (or one in certain areas) with free shipping cost from $ 50.</p>\n<p>In 2015 Amazon Prime Day was created to celebrate the 20th anniversary, in which 24 hours offers to appear to be the day of Amazon's biggest sale since its launch.</p>\n<p>In 2016, same-day delivery to 27 metropolitan areas was introduced. Prime also joins Prime, Prime Reading, which offered more than 1,000 books and magazines free of charge.</p>\n<p>In 2017, an agreement was formed with Chase to create a credit card that offers Prime subscribers at no added cost a 5% cash back at Amazon or Whole Foods for purchases made. Prime Wardrobe is also launched in 2017, a service that allows you to try on clothes, jewelry or similar in a period of 7 days before having to pay. That same year Amazon Key is launched, a smart lock that allows opening the home from the Smartphone to trusted people (seeing through an integrated camera), open the door from your own Smartphone or with a personal code. In addition to this, it allows Prime members to receive Amazon packages in their garage, house, without needing a key, simply through the APP.</p>\n<p>In 2017, the acquisition of Whole Foods was made, which is integrated into Amazon with discounts, free shipping or cashback when paying by card.</p>\n<p>In 2018 comes a second price increase from $99 to the current $119, an increase of $40 since its launch in 2005.</p>\n<p>In 2019, Amazon Fresh launched Prime subscribers, offering free in select cities fresh grocery delivery service.</p>\n<p>Finally, in 2020 Amazon Prime Gaming is launched, a service built into the Prime subscription that provides free games, exclusive gaming content and a free Twitch subscription.</p>\n<p>The evolution of Prime has been impressive, incorporating new services year after year to make Amazon's subscription indispensable in our lives. Seeing the evolution in subscribers, it seems evident that it has achieved its purpose.</p>\n<p>Prime's evolution has taken us to200M subscribers in 2020globally of which 153M are from the US.</p>\n<p><img src=\"https://static.tigerbbs.com/98abbd226ea68e7b6dd19537677a9888\" tg-width=\"588\" tg-height=\"374\" referrerpolicy=\"no-referrer\">Source: Emarketer, Statista</p>\n<p>Given the penetration, Prime's growth has slowed down in recent years, although users are becoming more and more accustomed to the service and it is becoming one of the essential subscriptions. This in our opinion, will lead to pricing power, something we have already seen in the United States, where the price for the subscription is substantially higher than the international subscription.</p>\n<p>Below is a comparison of subscription costs in different countries:</p>\n<p><img src=\"https://static.tigerbbs.com/250693f17a1239d59514520d8656fecb\" tg-width=\"343\" tg-height=\"373\" referrerpolicy=\"no-referrer\">Prices have risen compared to2018(these are as of year-end 2020). It is expected that prices will continue to rise gradually to generate higher earnings per user (ARPU).</p>\n<p>The first thing we notice is that the disparity between countries is high. In my opinion, where there is more room for prices to converge is in Europe, as Prime becomes more mature and incorporates higher quality content (as it has done in the US). This table shows that there is still a long way to go in terms of ARPU. Even in the US the price of an Amazon Prime subscription, taking into account everything included (music, video, access to Pharmacy, free shipping, storage), is well below other comparable subscriptions.</p>\n<p>Penetration in the United States is at its highest, 77% of people who buy on Amazon are Prime users. In 2020 this percentage was 67% so we have substantial growth; in fact it is one of the highest growth rates in the last decade.</p>\n<p>The Prime user is more profitable since he/she tends to spend 2-3 times more per month than a non-Prime user. In e-commerce, Amazon is the clear dominator with amarket sharein the United States of more than 50%. Being the clear dominator in a market thatwill grow at double digitsfor the next 5 years (probably also for the next 10 years) is undoubtedly very interesting. Another important point is that retail is a huge market where Amazon is just scratching the surface but has certainly positioned itself to capture more and more market share as the years go by. Amazon has only9% ofUS retail sales, while Walmart has 9.5%. To give you a sense of Amazon's traction, in 2019 it only had 6.8%. Although it is clear that COVID has helped it gain traction, over the years it has always been gaining more market share. Amazon knows this and is substantially increasing fulfillment CAPEX.</p>\n<p>The maturity of the Prime subscriber is also something important. As the years go by the Prime subscriber tends to consume more, so we could say that even a Prime subscriber has a rump-up period as we can see in this graph:</p>\n<p><img src=\"https://static.tigerbbs.com/5636145e9a1d04a4f1d4f1643c0550a1\" tg-width=\"436\" tg-height=\"252\" referrerpolicy=\"no-referrer\">In certain markets such as India, where Amazon has focused a lot of attention and investment, Prime membership growth has been exceptional. According to the head of Prime in the country, Prime membership has doubled between 4Q17 and 2Q19. While some of that growth may have been driven by Amazon's material investment in local digital content and Prime rate incentives, we believe many of these members will become more engaged retail customers as their financial situation improves over time.</p>\n<p>There are doubts about whether the momentum resulting from COVID in e-commerce will slow down with the reopening of e-commerce. Data from the first quarter of 2021 (with a reasonable reopening) shows that far from slowing down, growth has even accelerated above pre-COVID levels. This makes sense as certain users are reluctant to shop online and have been relatively forced during the quarantine. Having made purchases online has allowed them to lose that fear and become e-commerce users that would have taken longer to become so had it not been for COVID.</p>\n<p>Currently, 66% of GMVs (Gross Merchandise Value or total amount transacted in resales without discounts) come from the United States, the most mature market. In the future, the projection is that the mix of GMVs between US and Non-US will converge to 50% since it is in the rest of the markets where growth is currently highest.</p>\n<p>Market penetration is gradual and to get an idea of how it is evolving; we must look at the most mature market: the United States.</p>\n<p><img src=\"https://static.tigerbbs.com/fa586d6b9e788420999aa48c50811040\" tg-width=\"553\" tg-height=\"351\" referrerpolicy=\"no-referrer\">Currently, 67% of U.S. households with internet have a Prime subscription.</p>\n<p><b>Fulfillment by Amazon (FBA)</b></p>\n<p>More than half of the units purchased on Amazon's global marketplaces are sold by third-party merchants: sellers large and small who benefit from having access to Amazon's millions of customers. Your Seller Care business enables you to offer a wide selection of products by engaging these sellers and helping them manage their business on the platform.</p>\n<p>Fulfillment by Amazon (FBA) is a program that allows sellers to ship their inventory to Amazon's distribution centers, where they create, pack and ship orders for them, as well as handle customer service and returns for them. Their products become part of the Prime program, so they reach an even larger audience, and the seller spends fewer resources on inventory management and shipping.</p>\n<p>FBA started in 2005 with just a handful of vendors. Teams of business and technical professionals build all the systems that enable it, including tools that provide real-time data and reports and allow companies to manage their inventories remotely and from any device.</p>\n<p>The fulfillment part benefits from operational leverage, managing to contain unit costs and generating a higher and higher free cash flow. To understand the service in greater depth, we can look at Amazon's FBA service fees to third parties, which occupy almost 50% of the GMVs.</p>\n<p><img src=\"https://static.tigerbbs.com/1165bbedf3c99919df3b86f97386eb31\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\">Amazon has been investing in its fulfillment network for many years, reinforcing its increasingly evident MOAT regarding logistics capacity and customer experience. So high has been the deployment of Capex that today it even rivals companies whose core business is precisely that:</p>\n<p><img src=\"https://static.tigerbbs.com/b2b35107ea150c8462f41cf6ff2f1975\" tg-width=\"431\" tg-height=\"213\" referrerpolicy=\"no-referrer\">Source: Annual report, FactSet estimates</p>\n<p>With the scale that Amazon has acquired, it would not be unreasonable to become a more efficient logistics platform than even pure competitors.</p>\n<p><img src=\"https://static.tigerbbs.com/d093110e0653de7cd4b486dbcf1543f4\" tg-width=\"640\" tg-height=\"253\" referrerpolicy=\"no-referrer\">The graph shows how the simplest route an order can take is directly from the seller to the buyer through a third-party service, where Amazon never actually touches the product, only puts the Marketplace.</p>\n<p>For orders that do go through Amazon's network, the company groups inventory into three different categories:</p>\n<ol>\n <li>Small classifiable: consumer items that make up the majority of the business. These are everyday items such as books, video games, and small-weight items.</li>\n <li>Large sortable: Items with a higher weight may require more manual systems due to their size.</li>\n <li>Large unsortable: Items that due to their size or weight, are handled with less automation, often in different locations and require more specialization for their preparation, such as specific packaging. Most of these shipments are delivered by third parties, mostly XPO.</li>\n</ol>\n<p>Small and large collection and packaging facilities are usually located in the same building but separate divisions.</p>\n<p>A key defining characteristic of small and large sortable items is that they can fit into a box placed on a conveyor belt for automatic sorting.</p>\n<p>Intuitively, small sortable items are also where the company has implemented the most automation, including robotic picking functionality.</p>\n<p>2013 was a turning point for FBA. We are talking about the 1,050 fulfillment network points today; only 58 were open before 2014, or 5%. Before 2014 there were no airports; there was hardly any infrastructure compared to today. 2020 is once again a turning point; 45% of fulfillment centers have been or will be built after 2020.</p>\n<p>This has undoubtedly been reflected in the 2020 CAPEX, which has risen considerably compared to previous years, from 5% to 9%. Excluding the increase in 2020 CAPEX, annualized growth since 2013 is 37%, above sales growth. Not all of this growth is due to fulfillment. Still, reading the letters from management, it is clear that a large part of this growth comes from this division, saying that the costs associated with \"last mile delivery\" had increased substantially.</p>\n<p><img src=\"https://static.tigerbbs.com/ab81f81d8d08e98fa4819e90b6a553e1\" tg-width=\"581\" tg-height=\"420\" referrerpolicy=\"no-referrer\">This Capex is reflected in the evolution of the square meters of fulfillment:</p>\n<p><img src=\"https://static.tigerbbs.com/5eb5e8f0ce6c11a4e1a96e2ab8002586\" tg-width=\"574\" tg-height=\"322\" referrerpolicy=\"no-referrer\">Growth in line with all of the above.</p>\n<p>Amazon is also increasing its aircraft fleet, which started in 2016 following the agreement with ATSG and Atlas Air to lease 40 aircraft (20+20). Currently, the fleet of aircraft under lease is 82 plus 11 owned aircraft, a total of 93, so it has more than doubled the fleet in less than 5 years. These movements make clear Amazon's intentions to boost the air service. If it continues simultaneously, we would have about 200 aircraft in 2016 between leasing and ownership.</p>\n<p>In the following image, we can see Amazon's air gateway network, with its usual spans. The network represents a key piece of the company's proprietary distribution network that has not been replicated by any other retailer and is a key function that allows Amazon to operate without the networks of third-party carriers.</p>\n<p><img src=\"https://static.tigerbbs.com/9eeec3e1927a51a580d7007e6caba3c2\" tg-width=\"640\" tg-height=\"535\" referrerpolicy=\"no-referrer\">Source: Chaddick Institute</p>\n<p>In Europe, it also has a network in the main capitals: Madrid, Barcelona, Paris, Milan, Rome, Cologne and Leipzig.</p>\n<p>The current gap in the fleet is significant concerning UPS and FedEx, but Capex is deploying Amazon would not be surprised to have a similar fleet by 2030.</p>\n<p>And all this for what? Considering how much Amazon is spending on logistics, it's clear it has a purpose. FBA sales went from $1b in 2011 to $40b in 2020, a significant jump. Rumors indicate that Amazon would like to start competing with UPS and FedEx in offering their services not only for its Marketplace but also for third parties. This may be indicative of the program launched in 2017 \"Seller Flex) which is a variant of the FBA program but in-house. This means that you can leverage Amazon's logistics tools without having to deposit inventory in Amazon's fulfillment centers. This is already a very similar service to that provided by pure shipping players.</p>\n<p>Following the launch of FBA Onsite, Amazon began internal testing of Amazon Shipping, a third-party shipping service that complemented FBA onsite. Early on reports suggested that Amazon would be able to undercut third-party carriers by leveraging the capacity it already used for its own deliveries and eliminating added costs. After more than two years, Amazon Shipping remains an internal trial put on hold by the arrival of COVID, as Amazon itself needed all of its logistics capacity for internal use.</p>\n<p>Is there really an opportunity here? Let's look at the sales and operating profit of the main players: UPS and FedEx.</p>\n<p><img src=\"https://static.tigerbbs.com/44a8276c53a9261ed6a84a8607ce87e9\" tg-width=\"356\" tg-height=\"113\" referrerpolicy=\"no-referrer\">Between them they generate 40% of Amazon's sales and 53% of operating profit. Obviously, Amazon will not capture all the business from both, but it gives us an idea that it is a large market that can provide incremental sales for Amazon.</p>\n<p>Considering all the opportunities on the table: Pharmacy, Grocery, Gaming, Advertising) Amazon Shipping will likely be delayed for a while, not one of the most immediate priorities. The deployed Capex itself serves for internal use with much more intense value chain control.</p>\n<p>We can really see the benefits of that CAPEX for fulfillment in the gross margin. The cost of sales is associated with Amazon's shipping costs, both in-house and through third parties. As in-house shipping has been gaining scale through CAPEX deployment, the gross margin has been increasing, and this is entirely normal given that this segment is pure volume. This means that a company that does not move Amazon's volume will not be compensated for the Capex deployed by Amazon. Still, on the other hand, a company like Amazon that increases the number of shipments in double digits year after year shows that the higher the volume, the higher the cost savings per shipment that the CAPEX deployed will compensate. This is a key point, as Amazon has a greater weight in own shipping and less in third parties, it will acquire a higher gross margin because the cost of own shipping is significantly lower than using a third party such as UPS or FedEx.</p>\n<p><b>AWS</b></p>\n<p>We believe that AWS will continue to be the dominant player in IaaS/PaaS as it captures most of the future growth in the industry due to its huge customer base.</p>\n<p>There should be plenty of growth opportunities for all three vendors. Gartner's forecast for IaaS and PaaS implies a 25% revenue CAGR between 2020 and 2023 and a market of nearly $200 billion by 2023.</p>\n<p><img src=\"https://static.tigerbbs.com/c931481c0a035bcced96f4f401235488\" tg-width=\"630\" tg-height=\"423\" referrerpolicy=\"no-referrer\">As for margins, they have danced between 20-30% despite aggressive pricing plans with a total of 20 discounts between 2018 and 2020 and so far 1 in 2021. The drop in margins in 2019 was due to an increase in investments for sales and marketing issues, which was only a short-term issue.</p>\n<p><img src=\"https://static.tigerbbs.com/13a64e7975829481aa0bedba683c33fa\" tg-width=\"586\" tg-height=\"353\" referrerpolicy=\"no-referrer\">Amazon is the clear dominator in the cloud market and although it has lost market share in recent years, this has not prevented it from growing at very high rates. What's interesting? The expectation is that thecloud marketwill grow from 2020 to 2025 at a compound rate of 17.5%. Considering that it is currently the company's division with the best margins, this is great news for Amazon's future.</p>\n<p>Amazon'sbacklogis accelerating its growth; we talk about the last year has grown more than 50% YoY while AWS sales growth is more in line with 30%. The backlog is contracts with an average maturity period of 3 years that end up materializing in sales, so seeing the rate at which it is growing is certainly very interesting.</p>\n<p>Backlog contracts are usually with large companies to whom they make offers with consequent price cuts. AWS is being aggressive but can afford to be given the margins it operates on.</p>\n<p>The backlog currently exceeds $50b, which should materialize over an average period of 3 years. This will be AWS sales but does not mean that these are the only sales that will materialize as there will continue to be growth in shorter-term contracts as at present.</p>\n<p><img src=\"https://static.tigerbbs.com/24e0033a5094a6f45b6cf02363014fcd\" tg-width=\"575\" tg-height=\"347\" referrerpolicy=\"no-referrer\">Source: Annual Report &amp; Morgan Stanley Estimates</p>\n<p>This graph shows exciting data. As I mentioned, the backlog has accelerated its growth while sales per se have been maintained (the last quarters). In the medium term, both curves will tend to converge.</p>\n<p><b>Supermarket</b></p>\n<p>The supermarket sector is gigantic and today, Amazon's US market share in this segment is less than 3% of 2020 sales. Considering that Amazon's penetration in this segment is increasingly higher and that Amazon is learning more and more due to the integration of Whole Foods and the opening of Fresh, Go stores and above all, physical locations.</p>\n<p>The opening of the first Amazon Fresh store in California is very recent; we are talking about September 2020 and from that date until May 2020 the number has risen to 12. Considering the pace of openings, it is clear that Amazon wants to focus on an Omnichannel model where you can buy physically or online, whichever best suits your needs at any given time.</p>\n<p>Amazon stores average 35,000 feet in size, selling about $754 per foot, in line with comparables such as (Wegmans, Kroger, Ahold) so the pace of Amazon's store rollout will mean interesting incremental sales (depending on the number of stores)</p>\n<p>On the other hand Amazon is focusing on the consumer experience.Amazon Dash Cartis turning the shopping experience into something totally different. It will have a small initial learning curve for the consumer, but it substantially improves the supermarket shopping experience once the concept is understood. We are talking about a supermarket cart with intelligence to account for every product you put inside automatically. You can leave with the purchase without having to go through the checkout or similar, and to all this add, it lets you know how much you have spent at each moment, making the experience much more efficient.</p>\n<p>Therefore Amazon offers an omnichannel experience in which you can buy online and receive same-day delivery for free (on orders over $50 for prime users). You can also place the order and pick it up at the store or simply buy it in the store itself; let's say it's a similar approach to Inditex.</p>\n<p>Having the ability to do click &amp; collect or simply order to home delivery allows stores to leverage stores in various ways that will generate operational leverage and increased margins as order volumes increase.</p>\n<p>The current trend is towards healthy food and in Amazon Fresh Stores, there is ample space for fresh and prepared food; we have space for fresh seafood, a sushi bar or even fresh pizza in the supermarket itself.</p>\n<p>Reviews of the Amazon Fresh stores on google are very positive, with an average of 4.3 stars across all 12 locations and over 3,000 votes.</p>\n<p>In a survey conducted by UBS in its 7th annual eCommerce survey, all respondents were asked the main reasons for buying online. With 43% of the answers, the most chosen was the convenience and comfort of doing it. It was a key point for the penetration to continue increasing since it is not because of something temporary such as prices, greater selection, but because of something structural.</p>\n<p>On the opposite side, reasons for not buying online would be in the first position with 45% \"I prefer to see and touch the product.\" Another main reason is that it is easier to buy physically and this can be key, making online shopping more accessible with improvements to the process itself.</p>\n<p>To get an idea of how the Amazon Groceries process works we have the following scheme:</p>\n<p><img src=\"https://static.tigerbbs.com/177141503cc09a782b0fc3ec7df8cd63\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Looking at the schematic, it is easy to understand how Whole Foods fits into the process. Having incorporated physical stores, they serve as a logistics hub for shipments, allowing Amazon to improve efficiency.</p>\n<p>In addition to being focused on all the aspects mentioned above, Amazon has also been concerned about generating its own brand, where margins are higher. An example of Amazon's own brands can be seen below.</p>\n<p><img src=\"https://static.tigerbbs.com/10f30cc5515047623531828738fa6180\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Especially in the last few years (since 2017), Amazon's own brand has been significantly boosted. We talked about that in 2017 there were less than 20 Amazon own brands and very few products for sale. Currently, it has more than 120 own brands and 22,617 available. In addition, Amazon's own brand has an average of 4.3 stars reflecting consumer satisfaction levels.</p>\n<p><b>Amazon Ads</b></p>\n<p>This is one of the biggest surprises and most undervalued assets that Amazon currently has. Advertising revenue is a source of income that is growing at an accelerated rate; we are talking about the fact that only 5 years ago, it was non-existent and now it is doubling every two years:</p>\n<p><img src=\"https://static.tigerbbs.com/1174f49304a8d987eeffaabd69393d14\" tg-width=\"548\" tg-height=\"412\" referrerpolicy=\"no-referrer\">This evolution makes sense, considering that Amazon is the most powerful showcase globally to sell products, so being able to appear in the top positions is undoubtedly something very interesting for products. We are talking about a gigantic market where Amazon is just scratching the surface.</p>\n<p>Considering the advertising spending of listed defensive consumer companies, we can get an idea of the size of this market, where Amazon has not yet monetized practically anything. Proof of the potential is simply to look at the growth in sales over the last few years, which gives us an idea of what is behind this market.</p>\n<p>Advertising continues to shift to digital, and according to eMarketer, online advertising will account for approximately 64% of total advertising by 2024. This makes sense considering that it is much more direct advertising and reaches the consumer better than traditional media (TV, radio).</p>\n<p><img src=\"https://static.tigerbbs.com/5af8cc7425a991f2e6d6e94f71d29fbd\" tg-width=\"568\" tg-height=\"354\" referrerpolicy=\"no-referrer\">Amazon within digital advertising is the greenest, in earlier stages while Google and Facebook are already much more mature advertising platforms.</p>\n<p>It is undoubtedly effective advertising, do we have doubts that it is a boost in sales to appear at the top of the most important Marketplace in the world? We certainly do not. We believe that it is a part of income that makes a lot of sense and will grow exponentially. The structure of Amazon searches is usually as follows:</p>\n<p><img src=\"https://static.tigerbbs.com/18aa88ac767b673ccddb587eb8bc7d01\" tg-width=\"623\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Amazon Healthcare</b></p>\n<p>Although you find little more than a footnote about the Healthcare part of the business in Amazon's accounts, Amazon and TAM's plans for this segment are very strong. In November 2020Amazon Carewas approved in WA and will be present in 50 states by the summer and enable the distribution of prescription drugs, opening up a range for exciting new revenues.</p>\n<p>Amazon Care is Amazon's online clinic, which is expanding staff from the end of 2020. Amazon care launches as an internal trial (many Amazon divisions are born this way) in autumn 2019, offering a virtual medical clinic to employees to facilitate access to high-quality primary care online (although home visits are available in some areas). This initiative makes perfect sense in the United States, where healthcare is not universal and health insurance is expensive.</p>\n<p>With Amazon Care you also have urgent care through its application; the services offered by the application are:</p>\n<ul>\n <li>Make an appointment</li>\n <li>In-person follow-up care (select states only)</li>\n <li>Medical examinations</li>\n <li>24/7 service team, 365 days a year.</li>\n <li>Recipes delivered to your home.</li>\n <li>Vaccines.</li>\n <li>Virtual consultation.</li>\n</ul>\n<p>Within the application itself you have Care Chat, a chat that allows you to connect with registered nurses to get advice on health problems.</p>\n<p>Amazon intends to offer this service to independent companies seeking to provide this service for their employees and families. This segment will take time and where it is necessary to have a long-term vision, although the potential is certainly high.</p>\n<p>Amazon is interested not only in the pharmacy business, a B2C business but also in the B2B segment of medical device distribution, which would save a lot of paperwork for hospitals as it is a more direct distribution agreement that could save administrative procedures such as GPOs.</p>\n<p>Concerning the pharmacy side, it is clear that Amazon fits mostly into the hybrid physical plus online presence, emphasizing the online side.</p>\n<p>The combination of Whole Foods + Amazon and Prime Now is powerful for this approach and Amazon already distributes many pharma products. However, I expect a substantial increase and greater efficiency (in terms of delivery times in Europe) in adding new products to the platform.</p>\n<p>It is clear that Amazon is interested in the points mentioned above and this is reflected in its chronological evolution:</p>\n<ul>\n <li>In 2018 Amazon launches its own brand: Basic Care.</li>\n <li>In 2018 it acquired an online pharmacy: PillPack, which operates with a digital license in 49 states covering 90% of American households.</li>\n <li>Late 2018 reported talks with startup Xealth and the hospital network to allow doctors to purchase medical devices.</li>\n <li>Reported in 2018 negotiations to buy MedPlus a company with 1,400 pharmacy outlets in India.</li>\n <li>September 2019 launches Amazon Care.</li>\n <li>B2B growth has been more than x10 since 2016.</li>\n <li>March 2021 national expansion of Amazon Care to begin in the summer of 2021.</li>\n <li>Launch of Amazon Pharmacy in 2020.</li>\n</ul>\n<p>Selling pharmacy products with the Whole Foods combination allows for 2-hour delivery in the USA, which is very interesting thanks to Amazon's logistical features.</p>\n<p>Amazon has been taking steps in this direction for a few years and the most complicated part, which is to establish the infrastructure, is already more than done. Right now, Amazon can sell in the U.S. both online and via \"mail,\" the two most widely used, so its entry into this segment is already complete:</p>\n<p>The final launch ofAmazon Pharmacycame in November 2020 through which prescription drugs will be available. It is currently approved in 45 states which means covering 90% of the American population. Amazon Pharmacy has a proposal to save 80% on generic and 40% on brand-name drugs when you do not pay with insurance and compare the price you get on Amazon with that of another possible distributor.</p>\n<p>For any user who does not have insurance, currently, the prices offered by Amazon are the lowest. Those Prime users on Prime RX will receive discounts between 40-80% with deliveries of less than 2 days (free delivery).</p>\n<p>The Amazon Pharmacy market is gigantic; we are talking about a market that moves more than $350b a year where two-thirds are distributed in retail and one-third via mail. Amazon is already able to reach the retail market and is working on reaching the mail order part, as this is a different market that usually works for chronic ailment drugs on autopilot.</p>\n<p>An important point provided by Amazon Pharmacy is the collection of user data. As an online registry, you have the data of the profile of medicines that a certain person consumes, so this information is precious for certain players.</p>\n<p>There are currently three Amazon pharmacy services:</p>\n<ol>\n <li><b>Amazon Pharmacy:</b>allows customers to order prescription drugs for home delivery. Orders are delivered in discreet packaging to the customer's preferred address. Medications require a prescription from a licensed health care provider.</li>\n</ol>\n<ol>\n <li><b>PillPack by Amazon Pharmacy:</b>part of Amazon Pharmacy and remains a distinct service for customers taking multiple medications daily for chronic conditions.</li>\n</ol>\n<ol>\n <li><b>Amazon Prime:</b>Offers Prime members access to low prices on many brand names and generic prescription drugs when paying without insurance. It can be used to get discounts of up to 80% on generic drugs and 40% on brand-name drugs at more than 50,000 participating pharmacies nationwide, including Amazon Pharmacy and the PillPack by Amazon Pharmacy service.</li>\n</ol>\n<p>Understanding where Amazon is positioned, the opportunity is enormous:</p>\n<ul>\n <li>Retail sale of medicines</li>\n <li>B2B sales of medical devices</li>\n <li>Online medical care.</li>\n</ul>\n<p><b>Gaming and Twitch</b></p>\n<p>Amazon has made several 2014 acquisitions related to gaming; the chronology would be as follows:</p>\n<ol>\n <li>In 2014 Amazon acquires Doublé Helix Games.</li>\n <li>Also in 2014, Amazon acquired Twitch.</li>\n <li>In 2016 it launched a tool: Lumberyard that enables game development.</li>\n <li>In 2016, it acquired the online gaming portal \"Curse.\"</li>\n <li>2018 acquires GameSparks.</li>\n</ol>\n<p>Of all the acquisitions made, absolute reality is twitch, achieving spectacular user and viewing metrics and wild growth.</p>\n<p>The future lies in the cloud and subscriptions, as well as in in-game purchases. Console and game sales have been flat for a few years or with fragile growth, and it is the subscription, cloud and multiplayer, and in-game purchases that have been growing.</p>\n<p>In the future, it is foreseeable that this trend will accelerate with cloud gaming being the clear dominator and console sales declining at high rates, so positioning in this segment will be key to absorb sales in the form of subscription: PlayStation Now, GeForce Now, Stadia.</p>\n<p>Distribution has already changed a lot but from now on the changes are expected to intensify. In the past, the Publisher published the game on the platform or console and the platform or console delivered it to the consumer.</p>\n<p>The new distribution will start from the cloud so that the relationship will start from Azure, AWS or the corresponding player. The broadband provider will come into play and finally, the corresponding cloud platform (Stadia, PlayStation Now...). In this part, there will clearly be a strong growth and where everything remains to be done and positioned.</p>\n<p><b>Music and Video</b></p>\n<p>The $8.45 billion acquisition of Metro Goldwyn Mayer(NYSE:MGM)is significant for Amazon, the company's second-largest acquisition after the $13.7 billion Whole Foods deal in 2017, but representing just half of 1% of AMZN's market capitalization.</p>\n<p>Through the acquisition, AMZN gains access to MGM's extensive library of more than 4,000 films, including notable franchises such as James Bond, Rocky and Tomb Raider. AMZN also acquires 17,000 television programs, including series (Fargo, The Handmaid's Tale) and shows (Shark Tank, The Voice).</p>\n<p>MGM accumulates more than 180 Academy Awards and 100 Emmys. Overall, the MGM deal should allow Amazon to create a more compelling Video offering to attract new subscribers for the Prime ecosystem. The great advantage of streaming and Prime subscription is that it is a business of scale where MGM's acquisition costs are diluted the broader the user base, which is enhanced by this acquisition.</p>\n<p>With 175M users on Prime video and 200 on Prime, this acquisition will possibly catalyze to create new subscribers.</p>\n<p>MGM's content is important and the intellectual property acquired by Amazon, which will allow it to produce more original and exclusive content, which will allow it to compete in a more relevant way with Netflix and Disney.</p>\n<p>We do not rule out that there may be more acquisitions on the video side. The larger the subscriber base, the higher the acquisition costs are diluted over a higher base, positively feeding back into the Prime ecosystem.</p>\n<p>As for the price, it is clear that it has not been a cheap purchase, although the important thing is what its integration means more than what MGM currently generates. We are talking about 25x EBITDA, which is in the highest range of M&amp;A in the average sector. It is understandable considering the current valuations in the markets; of course these have not helped the price to be \"cheap.\" From a broad point of view the integration makes sense in the ecosystem that Amazon is trying to create with Prime.</p>\n<p>When it comes to integrating MGM into Amazon, an important question arises: Is Amazon going to do without the 60% of MGM's revenue generated from content licensing? Is it not going to do without it?</p>\n<p>In the first case, it would become exclusive content of Amazon, generating more value for Amazon Video; in the second case it would not contribute much value to Amazon Video considering that it would not be exclusive content.</p>\n<p><b>Venture Capital</b></p>\n<p>Amazon allocates a small part of its cash to investments in startups and although it is not transparent about this, we do know the intentions of these investments.</p>\n<p>The Amazon Alexa Fund (200M) has a focus on integrating health issues into the home by investing in startups such as Aiva (a virtual assistant that connects seniors with their healthcare service), Tonal (artificial intelligence for home fitness) and Zwift (a virtual cycling app).</p>\n<p>It has recently launched another fund that will invest in Indian startups, mostly related to Healthcare fabrics.</p>\n<p><b>Risks</b></p>\n<ul>\n <li>Covering too many different products or markets: The bets on Amazon Music, Amazon Video and the like, at the moment do not have too much of a view to succeed. Amazon's purpose indeed is to offer an attractive package, not the product separately.</li>\n <li>Bezos' departure should not affect too much considering the company's size, but it is clear that he has been a key figure in Amazon's evolution.</li>\n <li>Regulation. A company of Amazon's size will always face regulatory risks.</li>\n <li>A slowdown in AWS is currently driving operating profit.</li>\n <li>That all the optionality of new business lines does not end up fitting.</li>\n</ul>\n<p>Waymo, although it may not seem like it, is a threat to Amazon. The number of miles traveled by Waymo is increasing and its development is becoming more mature.</p>\n<p>Google with its powerful search engine could create an interesting combination with the shopping part in which you buy through Google, the retailers have the inventory and the logistics are Waymo itself delivering the product autonomously in a short period of time:</p>\n<p><img src=\"https://static.tigerbbs.com/495a0f59e25265e21fd12b548f93b3f1\" tg-width=\"640\" tg-height=\"167\">Amazon has been working for years on drone delivery and making deliveries increasingly efficient, so it has been protecting itself from this potential latent risk for years.</p>\n<p>In the end Amazon wants the process to be as follows:</p>\n<p><img src=\"https://static.tigerbbs.com/9b304d1db1ca34a56deecd34a2e89a2c\" tg-width=\"613\" tg-height=\"344\"><b>Working Capital</b></p>\n<p>To understand Amazon's FCF, it is important to talk about Amazon's working capital changes, as these are very peculiar. The first quarter is always very negative, penalizing the CFO. The following quarters the Working Capital changes neutralize the effect of the first quarter, bringing cash flow to Amazon. This happens mainly because at the end of the year there are many pending payments to suppliers and expenses to be settled, so that at the beginning of the year when these accounts are settled, the changes in working capital are very negative, hurting Amazon's operating cash flow.</p>\n<p><b>Profitability</b></p>\n<p>Amazon's profitability has varied substantially as they have started investing aggressively in the business and growing their assets and capital employed considerably. We are talking about an 80-fold increase in assets since 2006, which reflects the lines I have previously discussed.</p>\n<p>As margins are expanding, the path of improving return on assets and capital employed has returned, with ROCE currently at 20%, ROE at 23% and ROA at 7%. Undoubtedly, these are levels that indicate that Amazon is a quality company. As a note, Amazon is in a period of intensive investments and with a clear potential for margin expansion in the future, so it would be foreseeable that these metrics will continue to rise.</p>\n<p><img src=\"https://static.tigerbbs.com/9b00f1639fd6bc917998f038f3ff60ec\" tg-width=\"597\" tg-height=\"335\"></p>\n<p><b>Valuation</b></p>\n<p>Amazon is a complicated company to value because of its size and the point at which it finds itself; large investments and very high margin expansion potential.</p>\n<p>It currently trades at around 60x EV/FCF. Still, if we normalize both Working Capital and Capex (it has increased from 5% of sales to 9%), we would be talking about 35x EV/FCF for a company with very high quality and with most of the divisions only scratching the surface of their potential.</p>\n<p>Just by looking at the multiples, we could already say that it is reasonable considering the prospects and position of the business.</p>\n<p>It currently trades at about 36x EV/FCF, below its average EV/FCF multiple considering a normalized WC and normalized CAPEX. This already gives us an idea that it can be a company to consider as Amazon today is a much stronger business than 10 years ago.</p>\n<p><img src=\"https://static.tigerbbs.com/0d462cfa442b191e5e27213180f5ad9b\" tg-width=\"556\" tg-height=\"336\">If we project sales and FCF assuming conservative assumptions and normalizing both Cash Flow and Working Capital we obtain the following estimates:</p>\n<p><img src=\"https://static.tigerbbs.com/8546c6d09613082ad5d6e1fdef607bea\" tg-width=\"640\" tg-height=\"214\">Under these assumptions, we performed a valuation by multiples and DCF:</p>\n<p><img src=\"https://static.tigerbbs.com/2d0e31590998b2af7f9f7209db841f59\" tg-width=\"251\" tg-height=\"410\">We would be buying Amazon at a reasonable price without assuming that any of the above optionalities explode, so the margin of safety is wide even though the upside is tight.</p>\n<p><b>Conclusion</b></p>\n<p>Amazon is a company that is reaping the rewards after decades of sowing. These are the years where surprises start to emerge, margins start to expand, and more optionality starts appearing. Having the opportunity to acquire a company of this quality at a \"reasonable\" price is one of those opportunities, from a profitability-risk point of view, that in the long term make the difference.</p>\n<p>It is important to closely follow the evolution of the different segments and the optionality associated with them and the ARPUS of the international segment since it is the one with the greatest potential.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: A No-Brainer For The Next 10 Years</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: A No-Brainer For The Next 10 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433845-amazon-stock-amzn-no-brainer-for-the-next-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon maintains high advertising potential.\nThe recent approval of Amazon Pharmacy provides a huge TAM.\nThe company has an interesting future operating leverage due to high capex deployed in...</p>\n\n<a href=\"https://seekingalpha.com/article/4433845-amazon-stock-amzn-no-brainer-for-the-next-10-years\">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://seekingalpha.com/article/4433845-amazon-stock-amzn-no-brainer-for-the-next-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1127823989","content_text":"Summary\n\nAmazon maintains high advertising potential.\nThe recent approval of Amazon Pharmacy provides a huge TAM.\nThe company has an interesting future operating leverage due to high capex deployed in logistics.\n\nInvestment Thesis\nAmazon(NASDAQ:AMZN)is one of the best-known companies in the world, it seems difficult to discover something new in it but the reality is that there is a lot to discover. After performing this in-depth analysis of Amazon, I have realized that most segments are in their early stages. The current valuation is very attractive considering that they are just scratching the surface of the potential of these divisions.\nAmazon Healthcare has a huge TAM through Amazon Pharmacy and Amazon Care (telemedicine). Both divisions are newly approved, so as of today, they contribute virtually nothing to Amazon's bottom line.\nThe retail part has a long way to go, with a lot of room for growth with its omnichannel for supermarkets, increases in ARPU, FBA.\nOn the other hand, digital advertising is eating the world, and Amazon has recently been getting into it (since 2015). Part of Amazon's advertising five years ago was generating hardly any profit, now it is doubling revenues every two years and this has just begun. Amazon is the most powerful product marketplace globally, so it makes perfect sense that the wild growth in advertising continues to grow at high rates.\nWe still have the optionality in gaming, the growth in prime ARPUs, the Audio and Video division, in short, numerous segments that have not yet started to contribute sales and Amazon is currently trading at about 35x normalized FCF, expensive? In our opinion considerably cheaper than the multiples at which the market is trading.\nProduct\nAmazon is a company that has always had a long-term focus. This means that since its inception, it has renounced short-term profitability to become one of the most important companies in the world in the long term. There is no doubt that it has achieved this goal and we are right at the moment where Amazon is beginning to reap what has been sown for so many years.\nIn its early days, Amazon focused on the user experience when shopping online. Amazon offered a simple, accessible and universal way to buy products to guarantee the highest number of reviews and arrive in record time. In addition, acquiring a product on Amazon carries the guarantee of delivery of the same; this means that if you have any kind of problem with the reception of the product, Amazon solves it in record time.\nThis first phase has been very successful and has been the foundation of Amazon 2.0, which has been integrating more and more services and improving its original product: e-commerce. This image summarizes very well the evolution of Amazon from a Prime 1.0 to a Prime with a much higher added value.\nThanks to this user experience created by Amazon, it has been one of the main contributors (or rather the main contributor) to the explosive evolution of e-commerce, making its penetration increasingly higher and its growth very high.\nAccording toStatistadata, e-commerce penetration worldwide is 50.8% in 2021 and is expected to reach 63.1% in 2025. Average spending per person exceeds $700 per year. Between 2020 and 2025, e-commerce revenues are expected to grow by 50%, so far from being a mature market, it is still growing strongly.\nAmazon Prime\nWe all know what this service entails, so I am not going to explain it at length. More and more new services are being integrated into Amazon Prime, making it one of the must-have subscriptions for users.\nA chronological summary of Amazon's evolution in the US (its most mature market) is essential to understand the evolution of prices and value-added over time.\nAmazonlaunches Prime subscription in the US in 2005for $79 per year. In 2006, Amazon moved forward and launched Fulfilled by Amazon. This service allows sellers to have a store on Amazon and ship their products for a fee. These products then become eligible for Amazon Prime, increasing the assortment and selection available to customers.\nStarting in 2011, Amazon included Prime Video in subscriptions, which meant 5,000 movies and series for every subscriber.\n2014 was a great year for Prime, not only because there were many new services added, but also because there was the first price increase, Amazon raises from $79 to $99 the subscription in the U.S. This same year Amazon Prime Pantry is launched, offering customers the ability to buy essential supermarket products (toilet paper, drinks, creams) for a meager fee and regularly. Also in 2014, Amazon Music was launched with the Prime subscription, giving access to a catalog of 60M songs, on a par with the best streaming services. Amazon photos are also launched, a service that offers high-resolution photo storage with Amazon's own subscription. Finally, Amazon launches; Amazon Now, a supermarket service in which you receive your products in 2 hours (or one in certain areas) with free shipping cost from $ 50.\nIn 2015 Amazon Prime Day was created to celebrate the 20th anniversary, in which 24 hours offers to appear to be the day of Amazon's biggest sale since its launch.\nIn 2016, same-day delivery to 27 metropolitan areas was introduced. Prime also joins Prime, Prime Reading, which offered more than 1,000 books and magazines free of charge.\nIn 2017, an agreement was formed with Chase to create a credit card that offers Prime subscribers at no added cost a 5% cash back at Amazon or Whole Foods for purchases made. Prime Wardrobe is also launched in 2017, a service that allows you to try on clothes, jewelry or similar in a period of 7 days before having to pay. That same year Amazon Key is launched, a smart lock that allows opening the home from the Smartphone to trusted people (seeing through an integrated camera), open the door from your own Smartphone or with a personal code. In addition to this, it allows Prime members to receive Amazon packages in their garage, house, without needing a key, simply through the APP.\nIn 2017, the acquisition of Whole Foods was made, which is integrated into Amazon with discounts, free shipping or cashback when paying by card.\nIn 2018 comes a second price increase from $99 to the current $119, an increase of $40 since its launch in 2005.\nIn 2019, Amazon Fresh launched Prime subscribers, offering free in select cities fresh grocery delivery service.\nFinally, in 2020 Amazon Prime Gaming is launched, a service built into the Prime subscription that provides free games, exclusive gaming content and a free Twitch subscription.\nThe evolution of Prime has been impressive, incorporating new services year after year to make Amazon's subscription indispensable in our lives. Seeing the evolution in subscribers, it seems evident that it has achieved its purpose.\nPrime's evolution has taken us to200M subscribers in 2020globally of which 153M are from the US.\nSource: Emarketer, Statista\nGiven the penetration, Prime's growth has slowed down in recent years, although users are becoming more and more accustomed to the service and it is becoming one of the essential subscriptions. This in our opinion, will lead to pricing power, something we have already seen in the United States, where the price for the subscription is substantially higher than the international subscription.\nBelow is a comparison of subscription costs in different countries:\nPrices have risen compared to2018(these are as of year-end 2020). It is expected that prices will continue to rise gradually to generate higher earnings per user (ARPU).\nThe first thing we notice is that the disparity between countries is high. In my opinion, where there is more room for prices to converge is in Europe, as Prime becomes more mature and incorporates higher quality content (as it has done in the US). This table shows that there is still a long way to go in terms of ARPU. Even in the US the price of an Amazon Prime subscription, taking into account everything included (music, video, access to Pharmacy, free shipping, storage), is well below other comparable subscriptions.\nPenetration in the United States is at its highest, 77% of people who buy on Amazon are Prime users. In 2020 this percentage was 67% so we have substantial growth; in fact it is one of the highest growth rates in the last decade.\nThe Prime user is more profitable since he/she tends to spend 2-3 times more per month than a non-Prime user. In e-commerce, Amazon is the clear dominator with amarket sharein the United States of more than 50%. Being the clear dominator in a market thatwill grow at double digitsfor the next 5 years (probably also for the next 10 years) is undoubtedly very interesting. Another important point is that retail is a huge market where Amazon is just scratching the surface but has certainly positioned itself to capture more and more market share as the years go by. Amazon has only9% ofUS retail sales, while Walmart has 9.5%. To give you a sense of Amazon's traction, in 2019 it only had 6.8%. Although it is clear that COVID has helped it gain traction, over the years it has always been gaining more market share. Amazon knows this and is substantially increasing fulfillment CAPEX.\nThe maturity of the Prime subscriber is also something important. As the years go by the Prime subscriber tends to consume more, so we could say that even a Prime subscriber has a rump-up period as we can see in this graph:\nIn certain markets such as India, where Amazon has focused a lot of attention and investment, Prime membership growth has been exceptional. According to the head of Prime in the country, Prime membership has doubled between 4Q17 and 2Q19. While some of that growth may have been driven by Amazon's material investment in local digital content and Prime rate incentives, we believe many of these members will become more engaged retail customers as their financial situation improves over time.\nThere are doubts about whether the momentum resulting from COVID in e-commerce will slow down with the reopening of e-commerce. Data from the first quarter of 2021 (with a reasonable reopening) shows that far from slowing down, growth has even accelerated above pre-COVID levels. This makes sense as certain users are reluctant to shop online and have been relatively forced during the quarantine. Having made purchases online has allowed them to lose that fear and become e-commerce users that would have taken longer to become so had it not been for COVID.\nCurrently, 66% of GMVs (Gross Merchandise Value or total amount transacted in resales without discounts) come from the United States, the most mature market. In the future, the projection is that the mix of GMVs between US and Non-US will converge to 50% since it is in the rest of the markets where growth is currently highest.\nMarket penetration is gradual and to get an idea of how it is evolving; we must look at the most mature market: the United States.\nCurrently, 67% of U.S. households with internet have a Prime subscription.\nFulfillment by Amazon (FBA)\nMore than half of the units purchased on Amazon's global marketplaces are sold by third-party merchants: sellers large and small who benefit from having access to Amazon's millions of customers. Your Seller Care business enables you to offer a wide selection of products by engaging these sellers and helping them manage their business on the platform.\nFulfillment by Amazon (FBA) is a program that allows sellers to ship their inventory to Amazon's distribution centers, where they create, pack and ship orders for them, as well as handle customer service and returns for them. Their products become part of the Prime program, so they reach an even larger audience, and the seller spends fewer resources on inventory management and shipping.\nFBA started in 2005 with just a handful of vendors. Teams of business and technical professionals build all the systems that enable it, including tools that provide real-time data and reports and allow companies to manage their inventories remotely and from any device.\nThe fulfillment part benefits from operational leverage, managing to contain unit costs and generating a higher and higher free cash flow. To understand the service in greater depth, we can look at Amazon's FBA service fees to third parties, which occupy almost 50% of the GMVs.\nAmazon has been investing in its fulfillment network for many years, reinforcing its increasingly evident MOAT regarding logistics capacity and customer experience. So high has been the deployment of Capex that today it even rivals companies whose core business is precisely that:\nSource: Annual report, FactSet estimates\nWith the scale that Amazon has acquired, it would not be unreasonable to become a more efficient logistics platform than even pure competitors.\nThe graph shows how the simplest route an order can take is directly from the seller to the buyer through a third-party service, where Amazon never actually touches the product, only puts the Marketplace.\nFor orders that do go through Amazon's network, the company groups inventory into three different categories:\n\nSmall classifiable: consumer items that make up the majority of the business. These are everyday items such as books, video games, and small-weight items.\nLarge sortable: Items with a higher weight may require more manual systems due to their size.\nLarge unsortable: Items that due to their size or weight, are handled with less automation, often in different locations and require more specialization for their preparation, such as specific packaging. Most of these shipments are delivered by third parties, mostly XPO.\n\nSmall and large collection and packaging facilities are usually located in the same building but separate divisions.\nA key defining characteristic of small and large sortable items is that they can fit into a box placed on a conveyor belt for automatic sorting.\nIntuitively, small sortable items are also where the company has implemented the most automation, including robotic picking functionality.\n2013 was a turning point for FBA. We are talking about the 1,050 fulfillment network points today; only 58 were open before 2014, or 5%. Before 2014 there were no airports; there was hardly any infrastructure compared to today. 2020 is once again a turning point; 45% of fulfillment centers have been or will be built after 2020.\nThis has undoubtedly been reflected in the 2020 CAPEX, which has risen considerably compared to previous years, from 5% to 9%. Excluding the increase in 2020 CAPEX, annualized growth since 2013 is 37%, above sales growth. Not all of this growth is due to fulfillment. Still, reading the letters from management, it is clear that a large part of this growth comes from this division, saying that the costs associated with \"last mile delivery\" had increased substantially.\nThis Capex is reflected in the evolution of the square meters of fulfillment:\nGrowth in line with all of the above.\nAmazon is also increasing its aircraft fleet, which started in 2016 following the agreement with ATSG and Atlas Air to lease 40 aircraft (20+20). Currently, the fleet of aircraft under lease is 82 plus 11 owned aircraft, a total of 93, so it has more than doubled the fleet in less than 5 years. These movements make clear Amazon's intentions to boost the air service. If it continues simultaneously, we would have about 200 aircraft in 2016 between leasing and ownership.\nIn the following image, we can see Amazon's air gateway network, with its usual spans. The network represents a key piece of the company's proprietary distribution network that has not been replicated by any other retailer and is a key function that allows Amazon to operate without the networks of third-party carriers.\nSource: Chaddick Institute\nIn Europe, it also has a network in the main capitals: Madrid, Barcelona, Paris, Milan, Rome, Cologne and Leipzig.\nThe current gap in the fleet is significant concerning UPS and FedEx, but Capex is deploying Amazon would not be surprised to have a similar fleet by 2030.\nAnd all this for what? Considering how much Amazon is spending on logistics, it's clear it has a purpose. FBA sales went from $1b in 2011 to $40b in 2020, a significant jump. Rumors indicate that Amazon would like to start competing with UPS and FedEx in offering their services not only for its Marketplace but also for third parties. This may be indicative of the program launched in 2017 \"Seller Flex) which is a variant of the FBA program but in-house. This means that you can leverage Amazon's logistics tools without having to deposit inventory in Amazon's fulfillment centers. This is already a very similar service to that provided by pure shipping players.\nFollowing the launch of FBA Onsite, Amazon began internal testing of Amazon Shipping, a third-party shipping service that complemented FBA onsite. Early on reports suggested that Amazon would be able to undercut third-party carriers by leveraging the capacity it already used for its own deliveries and eliminating added costs. After more than two years, Amazon Shipping remains an internal trial put on hold by the arrival of COVID, as Amazon itself needed all of its logistics capacity for internal use.\nIs there really an opportunity here? Let's look at the sales and operating profit of the main players: UPS and FedEx.\nBetween them they generate 40% of Amazon's sales and 53% of operating profit. Obviously, Amazon will not capture all the business from both, but it gives us an idea that it is a large market that can provide incremental sales for Amazon.\nConsidering all the opportunities on the table: Pharmacy, Grocery, Gaming, Advertising) Amazon Shipping will likely be delayed for a while, not one of the most immediate priorities. The deployed Capex itself serves for internal use with much more intense value chain control.\nWe can really see the benefits of that CAPEX for fulfillment in the gross margin. The cost of sales is associated with Amazon's shipping costs, both in-house and through third parties. As in-house shipping has been gaining scale through CAPEX deployment, the gross margin has been increasing, and this is entirely normal given that this segment is pure volume. This means that a company that does not move Amazon's volume will not be compensated for the Capex deployed by Amazon. Still, on the other hand, a company like Amazon that increases the number of shipments in double digits year after year shows that the higher the volume, the higher the cost savings per shipment that the CAPEX deployed will compensate. This is a key point, as Amazon has a greater weight in own shipping and less in third parties, it will acquire a higher gross margin because the cost of own shipping is significantly lower than using a third party such as UPS or FedEx.\nAWS\nWe believe that AWS will continue to be the dominant player in IaaS/PaaS as it captures most of the future growth in the industry due to its huge customer base.\nThere should be plenty of growth opportunities for all three vendors. Gartner's forecast for IaaS and PaaS implies a 25% revenue CAGR between 2020 and 2023 and a market of nearly $200 billion by 2023.\nAs for margins, they have danced between 20-30% despite aggressive pricing plans with a total of 20 discounts between 2018 and 2020 and so far 1 in 2021. The drop in margins in 2019 was due to an increase in investments for sales and marketing issues, which was only a short-term issue.\nAmazon is the clear dominator in the cloud market and although it has lost market share in recent years, this has not prevented it from growing at very high rates. What's interesting? The expectation is that thecloud marketwill grow from 2020 to 2025 at a compound rate of 17.5%. Considering that it is currently the company's division with the best margins, this is great news for Amazon's future.\nAmazon'sbacklogis accelerating its growth; we talk about the last year has grown more than 50% YoY while AWS sales growth is more in line with 30%. The backlog is contracts with an average maturity period of 3 years that end up materializing in sales, so seeing the rate at which it is growing is certainly very interesting.\nBacklog contracts are usually with large companies to whom they make offers with consequent price cuts. AWS is being aggressive but can afford to be given the margins it operates on.\nThe backlog currently exceeds $50b, which should materialize over an average period of 3 years. This will be AWS sales but does not mean that these are the only sales that will materialize as there will continue to be growth in shorter-term contracts as at present.\nSource: Annual Report & Morgan Stanley Estimates\nThis graph shows exciting data. As I mentioned, the backlog has accelerated its growth while sales per se have been maintained (the last quarters). In the medium term, both curves will tend to converge.\nSupermarket\nThe supermarket sector is gigantic and today, Amazon's US market share in this segment is less than 3% of 2020 sales. Considering that Amazon's penetration in this segment is increasingly higher and that Amazon is learning more and more due to the integration of Whole Foods and the opening of Fresh, Go stores and above all, physical locations.\nThe opening of the first Amazon Fresh store in California is very recent; we are talking about September 2020 and from that date until May 2020 the number has risen to 12. Considering the pace of openings, it is clear that Amazon wants to focus on an Omnichannel model where you can buy physically or online, whichever best suits your needs at any given time.\nAmazon stores average 35,000 feet in size, selling about $754 per foot, in line with comparables such as (Wegmans, Kroger, Ahold) so the pace of Amazon's store rollout will mean interesting incremental sales (depending on the number of stores)\nOn the other hand Amazon is focusing on the consumer experience.Amazon Dash Cartis turning the shopping experience into something totally different. It will have a small initial learning curve for the consumer, but it substantially improves the supermarket shopping experience once the concept is understood. We are talking about a supermarket cart with intelligence to account for every product you put inside automatically. You can leave with the purchase without having to go through the checkout or similar, and to all this add, it lets you know how much you have spent at each moment, making the experience much more efficient.\nTherefore Amazon offers an omnichannel experience in which you can buy online and receive same-day delivery for free (on orders over $50 for prime users). You can also place the order and pick it up at the store or simply buy it in the store itself; let's say it's a similar approach to Inditex.\nHaving the ability to do click & collect or simply order to home delivery allows stores to leverage stores in various ways that will generate operational leverage and increased margins as order volumes increase.\nThe current trend is towards healthy food and in Amazon Fresh Stores, there is ample space for fresh and prepared food; we have space for fresh seafood, a sushi bar or even fresh pizza in the supermarket itself.\nReviews of the Amazon Fresh stores on google are very positive, with an average of 4.3 stars across all 12 locations and over 3,000 votes.\nIn a survey conducted by UBS in its 7th annual eCommerce survey, all respondents were asked the main reasons for buying online. With 43% of the answers, the most chosen was the convenience and comfort of doing it. It was a key point for the penetration to continue increasing since it is not because of something temporary such as prices, greater selection, but because of something structural.\nOn the opposite side, reasons for not buying online would be in the first position with 45% \"I prefer to see and touch the product.\" Another main reason is that it is easier to buy physically and this can be key, making online shopping more accessible with improvements to the process itself.\nTo get an idea of how the Amazon Groceries process works we have the following scheme:\nLooking at the schematic, it is easy to understand how Whole Foods fits into the process. Having incorporated physical stores, they serve as a logistics hub for shipments, allowing Amazon to improve efficiency.\nIn addition to being focused on all the aspects mentioned above, Amazon has also been concerned about generating its own brand, where margins are higher. An example of Amazon's own brands can be seen below.\nEspecially in the last few years (since 2017), Amazon's own brand has been significantly boosted. We talked about that in 2017 there were less than 20 Amazon own brands and very few products for sale. Currently, it has more than 120 own brands and 22,617 available. In addition, Amazon's own brand has an average of 4.3 stars reflecting consumer satisfaction levels.\nAmazon Ads\nThis is one of the biggest surprises and most undervalued assets that Amazon currently has. Advertising revenue is a source of income that is growing at an accelerated rate; we are talking about the fact that only 5 years ago, it was non-existent and now it is doubling every two years:\nThis evolution makes sense, considering that Amazon is the most powerful showcase globally to sell products, so being able to appear in the top positions is undoubtedly something very interesting for products. We are talking about a gigantic market where Amazon is just scratching the surface.\nConsidering the advertising spending of listed defensive consumer companies, we can get an idea of the size of this market, where Amazon has not yet monetized practically anything. Proof of the potential is simply to look at the growth in sales over the last few years, which gives us an idea of what is behind this market.\nAdvertising continues to shift to digital, and according to eMarketer, online advertising will account for approximately 64% of total advertising by 2024. This makes sense considering that it is much more direct advertising and reaches the consumer better than traditional media (TV, radio).\nAmazon within digital advertising is the greenest, in earlier stages while Google and Facebook are already much more mature advertising platforms.\nIt is undoubtedly effective advertising, do we have doubts that it is a boost in sales to appear at the top of the most important Marketplace in the world? We certainly do not. We believe that it is a part of income that makes a lot of sense and will grow exponentially. The structure of Amazon searches is usually as follows:\n\nAmazon Healthcare\nAlthough you find little more than a footnote about the Healthcare part of the business in Amazon's accounts, Amazon and TAM's plans for this segment are very strong. In November 2020Amazon Carewas approved in WA and will be present in 50 states by the summer and enable the distribution of prescription drugs, opening up a range for exciting new revenues.\nAmazon Care is Amazon's online clinic, which is expanding staff from the end of 2020. Amazon care launches as an internal trial (many Amazon divisions are born this way) in autumn 2019, offering a virtual medical clinic to employees to facilitate access to high-quality primary care online (although home visits are available in some areas). This initiative makes perfect sense in the United States, where healthcare is not universal and health insurance is expensive.\nWith Amazon Care you also have urgent care through its application; the services offered by the application are:\n\nMake an appointment\nIn-person follow-up care (select states only)\nMedical examinations\n24/7 service team, 365 days a year.\nRecipes delivered to your home.\nVaccines.\nVirtual consultation.\n\nWithin the application itself you have Care Chat, a chat that allows you to connect with registered nurses to get advice on health problems.\nAmazon intends to offer this service to independent companies seeking to provide this service for their employees and families. This segment will take time and where it is necessary to have a long-term vision, although the potential is certainly high.\nAmazon is interested not only in the pharmacy business, a B2C business but also in the B2B segment of medical device distribution, which would save a lot of paperwork for hospitals as it is a more direct distribution agreement that could save administrative procedures such as GPOs.\nConcerning the pharmacy side, it is clear that Amazon fits mostly into the hybrid physical plus online presence, emphasizing the online side.\nThe combination of Whole Foods + Amazon and Prime Now is powerful for this approach and Amazon already distributes many pharma products. However, I expect a substantial increase and greater efficiency (in terms of delivery times in Europe) in adding new products to the platform.\nIt is clear that Amazon is interested in the points mentioned above and this is reflected in its chronological evolution:\n\nIn 2018 Amazon launches its own brand: Basic Care.\nIn 2018 it acquired an online pharmacy: PillPack, which operates with a digital license in 49 states covering 90% of American households.\nLate 2018 reported talks with startup Xealth and the hospital network to allow doctors to purchase medical devices.\nReported in 2018 negotiations to buy MedPlus a company with 1,400 pharmacy outlets in India.\nSeptember 2019 launches Amazon Care.\nB2B growth has been more than x10 since 2016.\nMarch 2021 national expansion of Amazon Care to begin in the summer of 2021.\nLaunch of Amazon Pharmacy in 2020.\n\nSelling pharmacy products with the Whole Foods combination allows for 2-hour delivery in the USA, which is very interesting thanks to Amazon's logistical features.\nAmazon has been taking steps in this direction for a few years and the most complicated part, which is to establish the infrastructure, is already more than done. Right now, Amazon can sell in the U.S. both online and via \"mail,\" the two most widely used, so its entry into this segment is already complete:\nThe final launch ofAmazon Pharmacycame in November 2020 through which prescription drugs will be available. It is currently approved in 45 states which means covering 90% of the American population. Amazon Pharmacy has a proposal to save 80% on generic and 40% on brand-name drugs when you do not pay with insurance and compare the price you get on Amazon with that of another possible distributor.\nFor any user who does not have insurance, currently, the prices offered by Amazon are the lowest. Those Prime users on Prime RX will receive discounts between 40-80% with deliveries of less than 2 days (free delivery).\nThe Amazon Pharmacy market is gigantic; we are talking about a market that moves more than $350b a year where two-thirds are distributed in retail and one-third via mail. Amazon is already able to reach the retail market and is working on reaching the mail order part, as this is a different market that usually works for chronic ailment drugs on autopilot.\nAn important point provided by Amazon Pharmacy is the collection of user data. As an online registry, you have the data of the profile of medicines that a certain person consumes, so this information is precious for certain players.\nThere are currently three Amazon pharmacy services:\n\nAmazon Pharmacy:allows customers to order prescription drugs for home delivery. Orders are delivered in discreet packaging to the customer's preferred address. Medications require a prescription from a licensed health care provider.\n\n\nPillPack by Amazon Pharmacy:part of Amazon Pharmacy and remains a distinct service for customers taking multiple medications daily for chronic conditions.\n\n\nAmazon Prime:Offers Prime members access to low prices on many brand names and generic prescription drugs when paying without insurance. It can be used to get discounts of up to 80% on generic drugs and 40% on brand-name drugs at more than 50,000 participating pharmacies nationwide, including Amazon Pharmacy and the PillPack by Amazon Pharmacy service.\n\nUnderstanding where Amazon is positioned, the opportunity is enormous:\n\nRetail sale of medicines\nB2B sales of medical devices\nOnline medical care.\n\nGaming and Twitch\nAmazon has made several 2014 acquisitions related to gaming; the chronology would be as follows:\n\nIn 2014 Amazon acquires Doublé Helix Games.\nAlso in 2014, Amazon acquired Twitch.\nIn 2016 it launched a tool: Lumberyard that enables game development.\nIn 2016, it acquired the online gaming portal \"Curse.\"\n2018 acquires GameSparks.\n\nOf all the acquisitions made, absolute reality is twitch, achieving spectacular user and viewing metrics and wild growth.\nThe future lies in the cloud and subscriptions, as well as in in-game purchases. Console and game sales have been flat for a few years or with fragile growth, and it is the subscription, cloud and multiplayer, and in-game purchases that have been growing.\nIn the future, it is foreseeable that this trend will accelerate with cloud gaming being the clear dominator and console sales declining at high rates, so positioning in this segment will be key to absorb sales in the form of subscription: PlayStation Now, GeForce Now, Stadia.\nDistribution has already changed a lot but from now on the changes are expected to intensify. In the past, the Publisher published the game on the platform or console and the platform or console delivered it to the consumer.\nThe new distribution will start from the cloud so that the relationship will start from Azure, AWS or the corresponding player. The broadband provider will come into play and finally, the corresponding cloud platform (Stadia, PlayStation Now...). In this part, there will clearly be a strong growth and where everything remains to be done and positioned.\nMusic and Video\nThe $8.45 billion acquisition of Metro Goldwyn Mayer(NYSE:MGM)is significant for Amazon, the company's second-largest acquisition after the $13.7 billion Whole Foods deal in 2017, but representing just half of 1% of AMZN's market capitalization.\nThrough the acquisition, AMZN gains access to MGM's extensive library of more than 4,000 films, including notable franchises such as James Bond, Rocky and Tomb Raider. AMZN also acquires 17,000 television programs, including series (Fargo, The Handmaid's Tale) and shows (Shark Tank, The Voice).\nMGM accumulates more than 180 Academy Awards and 100 Emmys. Overall, the MGM deal should allow Amazon to create a more compelling Video offering to attract new subscribers for the Prime ecosystem. The great advantage of streaming and Prime subscription is that it is a business of scale where MGM's acquisition costs are diluted the broader the user base, which is enhanced by this acquisition.\nWith 175M users on Prime video and 200 on Prime, this acquisition will possibly catalyze to create new subscribers.\nMGM's content is important and the intellectual property acquired by Amazon, which will allow it to produce more original and exclusive content, which will allow it to compete in a more relevant way with Netflix and Disney.\nWe do not rule out that there may be more acquisitions on the video side. The larger the subscriber base, the higher the acquisition costs are diluted over a higher base, positively feeding back into the Prime ecosystem.\nAs for the price, it is clear that it has not been a cheap purchase, although the important thing is what its integration means more than what MGM currently generates. We are talking about 25x EBITDA, which is in the highest range of M&A in the average sector. It is understandable considering the current valuations in the markets; of course these have not helped the price to be \"cheap.\" From a broad point of view the integration makes sense in the ecosystem that Amazon is trying to create with Prime.\nWhen it comes to integrating MGM into Amazon, an important question arises: Is Amazon going to do without the 60% of MGM's revenue generated from content licensing? Is it not going to do without it?\nIn the first case, it would become exclusive content of Amazon, generating more value for Amazon Video; in the second case it would not contribute much value to Amazon Video considering that it would not be exclusive content.\nVenture Capital\nAmazon allocates a small part of its cash to investments in startups and although it is not transparent about this, we do know the intentions of these investments.\nThe Amazon Alexa Fund (200M) has a focus on integrating health issues into the home by investing in startups such as Aiva (a virtual assistant that connects seniors with their healthcare service), Tonal (artificial intelligence for home fitness) and Zwift (a virtual cycling app).\nIt has recently launched another fund that will invest in Indian startups, mostly related to Healthcare fabrics.\nRisks\n\nCovering too many different products or markets: The bets on Amazon Music, Amazon Video and the like, at the moment do not have too much of a view to succeed. Amazon's purpose indeed is to offer an attractive package, not the product separately.\nBezos' departure should not affect too much considering the company's size, but it is clear that he has been a key figure in Amazon's evolution.\nRegulation. A company of Amazon's size will always face regulatory risks.\nA slowdown in AWS is currently driving operating profit.\nThat all the optionality of new business lines does not end up fitting.\n\nWaymo, although it may not seem like it, is a threat to Amazon. The number of miles traveled by Waymo is increasing and its development is becoming more mature.\nGoogle with its powerful search engine could create an interesting combination with the shopping part in which you buy through Google, the retailers have the inventory and the logistics are Waymo itself delivering the product autonomously in a short period of time:\nAmazon has been working for years on drone delivery and making deliveries increasingly efficient, so it has been protecting itself from this potential latent risk for years.\nIn the end Amazon wants the process to be as follows:\nWorking Capital\nTo understand Amazon's FCF, it is important to talk about Amazon's working capital changes, as these are very peculiar. The first quarter is always very negative, penalizing the CFO. The following quarters the Working Capital changes neutralize the effect of the first quarter, bringing cash flow to Amazon. This happens mainly because at the end of the year there are many pending payments to suppliers and expenses to be settled, so that at the beginning of the year when these accounts are settled, the changes in working capital are very negative, hurting Amazon's operating cash flow.\nProfitability\nAmazon's profitability has varied substantially as they have started investing aggressively in the business and growing their assets and capital employed considerably. We are talking about an 80-fold increase in assets since 2006, which reflects the lines I have previously discussed.\nAs margins are expanding, the path of improving return on assets and capital employed has returned, with ROCE currently at 20%, ROE at 23% and ROA at 7%. Undoubtedly, these are levels that indicate that Amazon is a quality company. As a note, Amazon is in a period of intensive investments and with a clear potential for margin expansion in the future, so it would be foreseeable that these metrics will continue to rise.\n\nValuation\nAmazon is a complicated company to value because of its size and the point at which it finds itself; large investments and very high margin expansion potential.\nIt currently trades at around 60x EV/FCF. Still, if we normalize both Working Capital and Capex (it has increased from 5% of sales to 9%), we would be talking about 35x EV/FCF for a company with very high quality and with most of the divisions only scratching the surface of their potential.\nJust by looking at the multiples, we could already say that it is reasonable considering the prospects and position of the business.\nIt currently trades at about 36x EV/FCF, below its average EV/FCF multiple considering a normalized WC and normalized CAPEX. This already gives us an idea that it can be a company to consider as Amazon today is a much stronger business than 10 years ago.\nIf we project sales and FCF assuming conservative assumptions and normalizing both Cash Flow and Working Capital we obtain the following estimates:\nUnder these assumptions, we performed a valuation by multiples and DCF:\nWe would be buying Amazon at a reasonable price without assuming that any of the above optionalities explode, so the margin of safety is wide even though the upside is tight.\nConclusion\nAmazon is a company that is reaping the rewards after decades of sowing. These are the years where surprises start to emerge, margins start to expand, and more optionality starts appearing. Having the opportunity to acquire a company of this quality at a \"reasonable\" price is one of those opportunities, from a profitability-risk point of view, that in the long term make the difference.\nIt is important to closely follow the evolution of the different segments and the optionality associated with them and the ARPUS of the international segment since it is the one with the greatest potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179724492,"gmtCreate":1626579426116,"gmtModify":1703761978234,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"DiDi will be becoming GorGor soon.&nbsp;","listText":"DiDi will be becoming GorGor soon.&nbsp;","text":"DiDi will be becoming GorGor soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179724492","repostId":"1194487154","repostType":4,"repost":{"id":"1194487154","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":1626422505,"share":"https://ttm.financial/m/news/1194487154?lang=&edition=fundamental","pubTime":"2021-07-16 16:01","market":"us","language":"en","title":"DIDI shares falls more than 8% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1194487154","media":"Tiger Newspress","summary":"DIDI shares falls more than 8% in premarket trading.\n\nOfficials from seven Chinese government depart","content":"<p>DIDI&nbsp;shares&nbsp;falls&nbsp;more&nbsp;than 8% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/85b87d4a938496df4bd4077b1058de3b\" tg-width=\"1284\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p>\n<p>Officials from seven Chinese government department visited Didi's offices to conduct a cybersecurity review on Friday.</p>\n<p>This month, days after its high-profile listing in the U.S., the Cyberspace Administration of China (CAC)announced a cybersecurity review of Didi.</p>\n<p>The ride-hailing giant was forced to stop signing up new users and itsapp was also removed from Chinese app stores.</p>\n<p>The CAC, China's top cyberspace regulator, alleged that Didi had illegally collected users' data.</p>\n<p>The CAC as well as the State Administration for Market Regulation (SAMR), the leading antitrust regulator, were among the seven departments that visited Didi for the network security review.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DIDI shares falls more than 8% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nDIDI shares falls more than 8% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-16 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DIDI&nbsp;shares&nbsp;falls&nbsp;more&nbsp;than 8% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/85b87d4a938496df4bd4077b1058de3b\" tg-width=\"1284\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p>\n<p>Officials from seven Chinese government department visited Didi's offices to conduct a cybersecurity review on Friday.</p>\n<p>This month, days after its high-profile listing in the U.S., the Cyberspace Administration of China (CAC)announced a cybersecurity review of Didi.</p>\n<p>The ride-hailing giant was forced to stop signing up new users and itsapp was also removed from Chinese app stores.</p>\n<p>The CAC, China's top cyberspace regulator, alleged that Didi had illegally collected users' data.</p>\n<p>The CAC as well as the State Administration for Market Regulation (SAMR), the leading antitrust regulator, were among the seven departments that visited Didi for the network security review.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194487154","content_text":"DIDI shares falls more than 8% in premarket trading.\n\nOfficials from seven Chinese government department visited Didi's offices to conduct a cybersecurity review on Friday.\nThis month, days after its high-profile listing in the U.S., the Cyberspace Administration of China (CAC)announced a cybersecurity review of Didi.\nThe ride-hailing giant was forced to stop signing up new users and itsapp was also removed from Chinese app stores.\nThe CAC, China's top cyberspace regulator, alleged that Didi had illegally collected users' data.\nThe CAC as well as the State Administration for Market Regulation (SAMR), the leading antitrust regulator, were among the seven departments that visited Didi for the network security review.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185815348,"gmtCreate":1623640840284,"gmtModify":1704207604102,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"It is going 666","listText":"It is going 666","text":"It is going 666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185815348","repostId":"1163127718","repostType":4,"repost":{"id":"1163127718","pubTimestamp":1623640604,"share":"https://ttm.financial/m/news/1163127718?lang=&edition=fundamental","pubTime":"2021-06-14 11:16","market":"us","language":"en","title":"AMD’s stock has been left behind, but not for long — here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1163127718","media":"MarketWatch","summary":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to","content":"<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b46f527aa40d36fd2c1a5697760ca79d\" tg-width=\"1260\" tg-height=\"840\"><span>(GETTY IMAGES)</span></p>\n<p>Technology as a sector still looks like a buy after a recent rebound, but&nbsp;one chip stock stands out in particular.</p>\n<p>While the iShares PHLX Semiconductor ETF&nbsp;and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc.&nbsp;hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&amp;P 500&nbsp;and 140% for Nasdaq Composite Index.</p>\n<p>Let’s take a look at why, and how AMD stacks up against competitors.</p>\n<p><b>Key dynamics</b></p>\n<p>Advanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.</p>\n<p>Over the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp.&nbsp;and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.</p>\n<p>Besides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor&nbsp;Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.</p>\n<p>Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.</p>\n<p>“Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.</p>\n<p>She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.</p>\n<p>“We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.</p>\n<p>In CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.</p>\n<p>“We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.</p>\n<p>Here’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc890546f0d4079834223660e88bc00d\" tg-width=\"1260\" tg-height=\"387\"><span>(FACTSET)</span></p>\n<p><b>Cash and cash flow</b></p>\n<p>Big cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.</p>\n<p>Thanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.</p>\n<p>Here’s a look at AMD’s cash position and cash flow&nbsp; growth, relative to competitors. The numbers for Marvell Technology Inc.&nbsp;are through Jan. 30, 2021. The rest are for the first quarter:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798ea9650ce6e4247ba91b6912e48a82\" tg-width=\"1260\" tg-height=\"453\"><span>(FACTSET)</span></p>\n<p><b>Global reach</b></p>\n<p>AMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e42a7c55f914ecd7ddb2cbf8562253\" tg-width=\"1259\" tg-height=\"772\"><span>(FACTSET)</span></p>\n<p><b>Stock valuation and performance</b></p>\n<p>By most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b26407edc4248424b878d3024bb9ac2\" tg-width=\"1260\" tg-height=\"550\"><span>(FACTSET)</span></p>\n<p><b>Wall Street’s opinion</b></p>\n<p>As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995f76673215ab81971fbc2e8ace0641\" tg-width=\"1260\" tg-height=\"551\"><span>(FACTSET)</span></p>\n<p><b>Risks</b></p>\n<p>One big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.</p>\n<p>It recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark&nbsp;Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.</p>\n<p>AMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA)&nbsp;chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc.&nbsp;later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.</p>\n<p>Other risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.</p>\n<p><b>Important dates</b></p>\n<p><b>July 26:</b>Second-quarter earnings release.</p>\n<p><b>Oct. 25:</b>Third-quarter earnings release.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD’s stock has been left behind, but not for long — here’s why</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\">\nAMD’s stock has been left behind, but not for long — here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.\n(GETTY IMAGES)\nTechnology as a sector still looks like a buy after a recent ...</p>\n\n<a href=\"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amds-stock-has-been-left-behind-but-not-for-long-heres-why-11623343634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163127718","content_text":"Advanced Micro Devices has a slew of new cutting-edge products, not to mention a key acquisition, to accelerate growth.\n(GETTY IMAGES)\nTechnology as a sector still looks like a buy after a recent rebound, but one chip stock stands out in particular.\nWhile the iShares PHLX Semiconductor ETF and Nvidia Corp.NVDAhave recovered from their May swoons, Advanced Micro Devices Inc. hasn’t yet fully rebounded. This makes the stock look like one to own, even though it is up 517% since I last suggested itin February 2017, compared with gains of 80% for the S&P 500 and 140% for Nasdaq Composite Index.\nLet’s take a look at why, and how AMD stacks up against competitors.\nKey dynamics\nAdvanced Micro Devices designs central processing units (CPUs) and graphics processing units (GPUs) used in data center servers, PCs and videogame consoles. That makes it a play on two of the biggest trends in tech right now — migration to the cloud and videogame hardware. Historically, the company lagged Intel Corp..But it has now surpassed its rival because of innovative chip designs and manufacturing issues at Intel.\nOver the past few years, AMD has rolled out highly competitive lines of chips, thanks to the leadership of CEO Lisa Su, who took the helm in 2014, says tech analyst Peter Karazeris at Thrivent. This put AMD back in the game. AMD’s EPYC series of processors for servers has been endorsed by broad usage among the main cloud providers — including Amazon Inc.,Alphabet Inc.,Microsoft Corp.,Oracle Corp. and Tencent Holdings Ltd.AMD’s Radeon GPUs for gaming hardware and its Ryzen line of chips used in PCs and laptops are equally successful.\nBesides better chip design, AMD has pulled ahead by drawing on advanced manufacturing capabilities of Taiwan Semiconductor Manufacturing Co. Ltd.,which can pack more punch in chips through the use of smaller, 7 nanometer transistors. Intel is stuck back at 10 nanometers.\nHere’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks.\n“Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.\nShe’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.\n“We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.\nIn CPUs, sales are growing faster than those of the overall industry, which tells us AMD is gaining share from competitors.\n“We expect continued share growth through the balance of the year and into 2022,” says Goldman Sachs analyst Toshiya Hari, who has a buy rating and a $106 price target on AMD. The chip company is on Goldman’s “conviction list” of highly favored companies.\nHere’s how AMD stacks up against competitors in terms of growth in the most recent quarter, profit margins and valuation:\n(FACTSET)\nCash and cash flow\nBig cash positions and solid cash flow are positives for investors because they give companies freedom that comes from reliance on banks for financing. Strong cash positions also support investor-friendly moves, such as buybacks and dividends.\nThanks to all the growth, AMD’s cash position rose sharply last year to $2.3 billion, from $1.5 billion in 2019. AMD doesn’t pay a dividend, but its board recently approved a large $4 billion share repurchase. As the company’s first big return of cash to shareholders, this represents about 4% of AMD’s market capitalization. It also signals the company’s confidence in its business and ability to continue generating solid free cash flow despite rising concerns about intensifying competition, says Deutsche Bank analyst Ross Seymore.\nHere’s a look at AMD’s cash position and cash flow  growth, relative to competitors. The numbers for Marvell Technology Inc. are through Jan. 30, 2021. The rest are for the first quarter:\n(FACTSET)\nGlobal reach\nAMD books sales in many regions. That’s a positive when global growth is as strong as it is now — lifted by $30 trillion in fiscal and monetary stimulus worldwide. Big exposure to China could be a risk because of U.S.-China tensions, but this issue seems to be diminishing a bit under President Biden, at least so far.\n(FACTSET)\nStock valuation and performance\nBy most measures, AMD is the second-priciest stock in its group. But given the growth, it’s justified.\n(FACTSET)\nWall Street’s opinion\nAs a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc.,Marvell and Analog Devices Inc..For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name.\n(FACTSET)\nRisks\nOne big risk for AMD is that Intel stages a comeback, notes Tony Wang, a tech analyst at T. Rowe Price. Intel has done so before. But AMD still has a few tricks up its sleeve.\nIt recently launched a more advanced version of its EPYC processor, codenamed Milan. This line of server chips will ramp up sales in the second half of this year. AMD is making the leap to even more efficient 5 nanometer production with a line of chips dubbed Genoa, slated for release in 2022. These two rollouts will allow AMD to continue its market-share gains against competitors including Intel, says Jefferies analyst Mark Lipacis — one reason he has a “buy” rating and a $110 price target on the stock.\nAMD is also rolling out next-generation GPUs based on its Compute DNA (CDNA) chip architecture, for use in data centers. And AMD’s merger with Xilinx Inc. later this year should help AMD produce even more sophisticated chips by incorporating Xilinx’s field-programmable gate array (FPGA) capabilities into its chip designs. FPGA gives customers more leeway to customize chips for their own needs.\nOther risks include the cyclical nature of the chip industry and the unpredictable demand from consumers and companies as economic growth rates change. One more threat is the broader adoption of competing chips based on ARM (advanced RISC machines) technology.\nImportant dates\nJuly 26:Second-quarter earnings release.\nOct. 25:Third-quarter earnings release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182415805,"gmtCreate":1623597633207,"gmtModify":1704206800708,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182415805","repostId":"1193863762","repostType":4,"repost":{"id":"1193863762","pubTimestamp":1623334800,"share":"https://ttm.financial/m/news/1193863762?lang=&edition=fundamental","pubTime":"2021-06-10 22:20","market":"us","language":"en","title":"Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1193863762","media":"seekingalpha","summary":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer","content":"<p>(June 10)&nbsp;Semiconductor&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><a href=\"https://laohu8.com/NW/1163875762\" target=\"_blank\"><b>Related:&nbsp;Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom</b></a><b></b></p>\n<p><img src=\"https://static.tigerbbs.com/eb703ee8165d2dc48c5550db47dfebc7\" tg-width=\"303\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>According to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.</p>\n<p>The most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.</p>\n<p>In 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.</p>\n<p>For 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.</p>\n<p>Related stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI)&nbsp;+24.7%, On Semiconducter(NASDAQ:ON)&nbsp;+14.85%, Intel(NASDAQ:INTC)&nbsp;+14.4%,&nbsp; and, TSMC(NYSE:TSM)&nbsp;+6.3%.</p>\n<p>ETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022</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\">\nGlobal Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","INTC":"英特尔","TSM":"台积电","ON":"安森美半导体"},"source_url":"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193863762","content_text":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.\nThe most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.\nIn 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.\nFor 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.\nRelated stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI) +24.7%, On Semiconducter(NASDAQ:ON) +14.85%, Intel(NASDAQ:INTC) +14.4%,  and, TSMC(NYSE:TSM) +6.3%.\nETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156476316,"gmtCreate":1625235486435,"gmtModify":1703739114421,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Bam bam Nippon Paint","listText":"Bam bam Nippon Paint","text":"Bam bam Nippon Paint","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156476316","repostId":"1195364777","repostType":2,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185846151,"gmtCreate":1623643498373,"gmtModify":1704207669663,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>Gogo ASML","listText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>Gogo ASML","text":"$ASML Holding NV(ASML)$Gogo ASML","images":[{"img":"https://static.tigerbbs.com/8234b9410f823ff6b901879214e01fac","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185846151","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":182482126,"gmtCreate":1623598649665,"gmtModify":1704206811773,"author":{"id":"3575603660958830","authorId":"3575603660958830","authorIdStr":"3575603660958830","name":"LionCaleb","avatar":"https://static.tigerbbs.com/cd1f09c16d128eda9b88de93cde62337","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575603660958830"},"themes":[],"htmlText":"Not easy task","listText":"Not easy task","text":"Not easy task","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182482126","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","pubTimestamp":1623537503,"share":"https://ttm.financial/m/news/1185020128?lang=&edition=fundamental","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDCE":"PDC Energy","BBBY":"3B家居"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. 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