ET88 personal page - To The Moon

ET88

ET88

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06-27

$NVIDIA Corp(NVDA)$

03-25

BABA

2022-06-10

Good chance to average down

Bank Stocks Slid in Morning Trading

2022-04-24

might be good to include the different geopolitical environments that both businesses are operating in.

Sorry, the original content has been removed

2022-02-20

Tough times ahead

Death cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market

2022-01-30

join Tiger ski.

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-08-26

I am right here waiting NVDA. ❤️

Nvidia Is Too Far Ahead of Competitors AMD and Intel

2021-08-19

Like a rocket!

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2021-08-05

Yay!

Sorry, the original content has been removed

2021-08-01

Time for bargain hunting!

Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year

2021-08-01

Go Goog!

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2021-08-01

?

Amazon Needs to Invest Billions In Warehouse System To Keep Up With Demand: Reuters

2021-07-31

Pumping more $$$

Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It

2021-07-31

?

SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch

2021-07-27

Yay!

AMD Reports Earnings Tuesday. It’s All About the Data Center.

2021-07-24

Go FB!

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2021-07-21

Oh no…

Netflix Slides After Subscriber Guidance Misses Estimates

2021-07-21

I ❤️ ?

Apple’s Earnings Are Next Week. Analysts Are Expecting More.

2021-07-20

I am ready.

Sorry, the original content has been removed

2021-07-20

Go for gold [Miser]

Worried about inflation? Here’s how investments did in the 1970s

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA 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chance to average down","listText":"Good chance to average down","text":"Good chance to average down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058410020","repostId":"1197284502","repostType":4,"repost":{"id":"1197284502","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":1654868844,"share":"https://www.laohu8.com/m/news/1197284502?lang=&edition=full","pubTime":"2022-06-10 21:47","market":"us","language":"en","title":"Bank Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1197284502","media":"Tiger Newspress","summary":"Bank Stocks Slid in Morning Trading.JPMorgan, Bank Of America, Wells Fargo, Morgan Stanley, Goldman 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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\">\nBank Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-10 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bank Stocks Slid in Morning Trading.</p><p>JPMorgan, Bank Of America, <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> and <a href=\"https://laohu8.com/S/C\">Citigroup</a> fell between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/77e298a8b1448eb1a7104997fd167ba3\" tg-width=\"437\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","DB":"德意志银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197284502","content_text":"Bank Stocks Slid in Morning Trading.JPMorgan, Bank Of America, Wells Fargo, Morgan Stanley, Goldman Sachs and Citigroup fell between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085791117,"gmtCreate":1650764098909,"gmtModify":1676534787904,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"might be good to include the different geopolitical environments that both businesses are operating in.","listText":"might be good to include the different geopolitical environments that both businesses are operating in.","text":"might be good to include the different geopolitical environments that both businesses are operating in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085791117","repostId":"2229416577","repostType":2,"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":5,"crmLevelSwitch":1},"content":"yes, not enough importance is talked about for the geopolitical risk. It had being one of the main driver for the fall of BABA price.","text":"yes, not enough importance is talked about for the geopolitical risk. It had being one of the main driver for the fall of BABA price.","html":"yes, not enough importance is talked about for the geopolitical risk. It had being one of the main driver for the fall of BABA price."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097352114,"gmtCreate":1645351308867,"gmtModify":1676534020895,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tough times ahead&nbsp;","listText":"Tough times ahead&nbsp;","text":"Tough times ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097352114","repostId":"2212622457","repostType":2,"repost":{"id":"2212622457","pubTimestamp":1645322543,"share":"https://www.laohu8.com/m/news/2212622457?lang=&edition=full","pubTime":"2022-02-20 10:02","market":"us","language":"en","title":"Death cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2212622457","media":"MarketWatch","summary":"The Nasdaq Composite index has produced a \"death cross\" chart pattern on Friday, a bearish chart pat","content":"<html><head></head><body><p>The Nasdaq Composite index has produced a &#34;death cross&#34; chart pattern on Friday, a bearish chart pattern for an asset.</p><p>History suggests this occurrence could weigh on the broader stock market over the shorter term, however, it is unclear if the formation of the downbeat pattern, closely followed by market technicians, signals more pain ahead or simply affirms a downtrend that has taken shape in markets.</p><p>A death cross appears when the 50-day moving average crosses below the 200-day moving average, an event that many chart watchers view as marking the spot a shorter-term correction morphs into a longer-term downtrend.</p><p>On Friday morning, the Nasdaq Composite&#39;s 50-day moving average was at 14,710.76, while the its 200-day moving average stood at 14,740.44 (see attached chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dcd09b437518341a25b40e8363c0605\" tg-width=\"700\" tg-height=\"333\" width=\"100%\" height=\"auto\"/><span>FactSet</span></p><p>The last time a death cross formed in the Nasdaq Composite was April 16, 2020, according to Dow Jones Market Data.</p><p>It is worth noting that such crosses aren&#39;t necessarily good market-timing indicators, however, as they are well telegraphed, but they can help put a selloff in historical perspective, technicians say.</p><p>U.S. stocks, and specifically once-highflying technology stocks, have been buffeted by expectations of a new regime of higher interest rates to be ushered in by the Federal Reserve as it combats surging inflation.</p><p>Concerns about military conflict in Europe also have provoked anxieties among bullish investors and driven down the value in stocks in speculative and yield-sensitive areas of the market, which makes up a large chunk of the Nasdaq Composite constituents.</p><p>On Friday, stocks ended lower, with the Nasdaq Composite down 1.2%, while the S&amp;P 500 index down 0.7% and the Dow Jones Industrial Average was trading 0.7% lower.</p><p>Neither the Dow nor the S&amp;P 500 are close to seeing death crosses. However, a death cross materialized in the small-capitalization oriented Russell 2000 index at the start of 2022, FactSet data show.</p></body></html>","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>Death cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market</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\">\nDeath cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/death-cross-crystallizes-in-nasdaq-composite-on-friday-for-first-time-in-2-years-in-a-bearish-sign-for-the-stock-market-11645196858?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq Composite index has produced a \"death cross\" chart pattern on Friday, a bearish chart pattern for an asset.History suggests this occurrence could weigh on the broader stock market over the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/death-cross-crystallizes-in-nasdaq-composite-on-friday-for-first-time-in-2-years-in-a-bearish-sign-for-the-stock-market-11645196858?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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/death-cross-crystallizes-in-nasdaq-composite-on-friday-for-first-time-in-2-years-in-a-bearish-sign-for-the-stock-market-11645196858?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212622457","content_text":"The Nasdaq Composite index has produced a \"death cross\" chart pattern on Friday, a bearish chart pattern for an asset.History suggests this occurrence could weigh on the broader stock market over the shorter term, however, it is unclear if the formation of the downbeat pattern, closely followed by market technicians, signals more pain ahead or simply affirms a downtrend that has taken shape in markets.A death cross appears when the 50-day moving average crosses below the 200-day moving average, an event that many chart watchers view as marking the spot a shorter-term correction morphs into a longer-term downtrend.On Friday morning, the Nasdaq Composite's 50-day moving average was at 14,710.76, while the its 200-day moving average stood at 14,740.44 (see attached chart).FactSetThe last time a death cross formed in the Nasdaq Composite was April 16, 2020, according to Dow Jones Market Data.It is worth noting that such crosses aren't necessarily good market-timing indicators, however, as they are well telegraphed, but they can help put a selloff in historical perspective, technicians say.U.S. stocks, and specifically once-highflying technology stocks, have been buffeted by expectations of a new regime of higher interest rates to be ushered in by the Federal Reserve as it combats surging inflation.Concerns about military conflict in Europe also have provoked anxieties among bullish investors and driven down the value in stocks in speculative and yield-sensitive areas of the market, which makes up a large chunk of the Nasdaq Composite constituents.On Friday, stocks ended lower, with the Nasdaq Composite down 1.2%, while the S&P 500 index down 0.7% and the Dow Jones Industrial Average was trading 0.7% lower.Neither the Dow nor the S&P 500 are close to seeing death crosses. However, a death cross materialized in the small-capitalization oriented Russell 2000 index at the start of 2022, FactSet data show.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093347268,"gmtCreate":1643534599339,"gmtModify":1676533829362,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"join&nbsp;Tiger ski.","listText":"join&nbsp;Tiger ski.","text":"join Tiger ski.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093347268","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810670442,"gmtCreate":1629976160886,"gmtModify":1676530189291,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I am right here waiting NVDA. ❤️","listText":"I am right here waiting NVDA. ❤️","text":"I am right here waiting NVDA. ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810670442","repostId":"1155499213","repostType":4,"repost":{"id":"1155499213","pubTimestamp":1629971329,"share":"https://www.laohu8.com/m/news/1155499213?lang=&edition=full","pubTime":"2021-08-26 17:48","market":"us","language":"en","title":"Nvidia Is Too Far Ahead of Competitors AMD and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=1155499213","media":"InvestorPlace","summary":"NVDA stock is diverging from its fundamental merit. Today’s note may come across as bearish toward Nvidia. In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a ","content":"<p>NVDA stock is diverging from its fundamental merit</p>\n<p>Today’s note may come across as bearish toward&nbsp;<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.</p>\n<p>At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.</p>\n<p>Nvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.</p>\n<p>Committing new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.</p>\n<p>At the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?</p>\n<p>The macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.</p>\n<p><b>NVDA Stock Is Up for Some Good Reasons</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33617756f3ca229ffa5a50cbda84bf90\" tg-width=\"1542\" tg-height=\"808\" width=\"100%\" height=\"auto\"><span>Source: Charts by TradingView</span></p>\n<p>Now that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>).<b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) is miles behind — that’s a whole other story.</p>\n<p>This week, we learned that&nbsp;NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.</p>\n<p>However, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.</p>\n<p>Since 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.</p>\n<p><b>The Beginning of the End of QE</b></p>\n<p>Frankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.</p>\n<p>I don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.</p>\n<p>Meanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?</p>\n<p>To be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.</p>","source":"lsy1606302653667","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>Nvidia Is Too Far Ahead of Competitors AMD and Intel</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\">\nNvidia Is Too Far Ahead of Competitors AMD and Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price ...</p>\n\n<a href=\"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155499213","content_text":"NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.\nAt these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.\nNvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.\nCommitting new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.\nAt the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?\nThe macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.\nNVDA Stock Is Up for Some Good Reasons\nSource: Charts by TradingView\nNow that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than Advanced Micro Devices(NASDAQ:AMD).Intel(NASDAQ:INTC) is miles behind — that’s a whole other story.\nThis week, we learned that NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.\nHowever, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.\nSince 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.\nThe Beginning of the End of QE\nFrankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.\nI don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.\nMeanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?\nTo be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838843416,"gmtCreate":1629387047835,"gmtModify":1676530026130,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like a rocket!&nbsp;","listText":"Like a rocket!&nbsp;","text":"Like a rocket!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838843416","repostId":"1150522255","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890530433,"gmtCreate":1628122909722,"gmtModify":1703501549247,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yay!&nbsp;","listText":"Yay!&nbsp;","text":"Yay!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890530433","repostId":"1116782530","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802477421,"gmtCreate":1627801078163,"gmtModify":1703496095593,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Time for bargain hunting!&nbsp;","listText":"Time for bargain hunting!&nbsp;","text":"Time for bargain hunting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802477421","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","pubTimestamp":1627787240,"share":"https://www.laohu8.com/m/news/1142925544?lang=&edition=full","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p>\n<p>But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p>\n<p>August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p>\n<p>This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p>\n<p>August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p>\n<p>Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p>\n<p>Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p>\n<p>The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p>\n<p>Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p>\n<p>To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p>\n<p>But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p>\n<p>How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p>\n<p>Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p>\n<p>Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p>\n<p></p>","source":"lsy1610680873436","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>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year</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\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802477346,"gmtCreate":1627801036385,"gmtModify":1703496095089,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go Goog!&nbsp;","listText":"Go Goog!&nbsp;","text":"Go Goog!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802477346","repostId":"1122171439","repostType":4,"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802585089,"gmtCreate":1627788531041,"gmtModify":1703495885825,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802585089","repostId":"2156166889","repostType":4,"repost":{"id":"2156166889","pubTimestamp":1627763885,"share":"https://www.laohu8.com/m/news/2156166889?lang=&edition=full","pubTime":"2021-08-01 04:38","market":"us","language":"en","title":"Amazon Needs to Invest Billions In Warehouse System To Keep Up With Demand: Reuters","url":"https://stock-news.laohu8.com/highlight/detail?id=2156166889","media":"Benzinga","summary":"What happened: A new report indicates Amazon.com Inc. (NASDAQ: AMZN) needs to invest billions of dol","content":"<p><img src=\"https://static.tigerbbs.com/bb648ac8e53084e7b409da47f87ab0c9\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>What happened:</b> A new report indicates <b>Amazon.com Inc.</b> (NASDAQ: AMZN)&nbsp;needs to invest billions of dollars into the expansion of its warehouse and delivery system to keep up with consumer demand. Reuters reports the online retailer is running out of space and available labor.</p>\n<p>Amazon has almost doubled its network of warehouses in an 18 month period, although more investments are&nbsp;being planned.</p>\n<p><b>Why it’s important:</b> Amazon is “running out of labor,” according to Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at the company. A job posting for employees for an Amazon warehouse in Montgomery NY, 60 miles northwest of New York City, was offering a $3,000 bonus for recruits to begin working before July 1.</p>\n<p>The company currently employs 1,335,00 full and part-time workers.</p>\n<p><b>What’s next:</b> Amazon is set to add 517 facilities to its global distribution network in the years ahead, that’s 176 million additional square feet being added to 402 million square feet the company currently utilizes, according to logistics consultancy MWPVL International.</p>\n<p>Over the past 12 months Amazon has increased capital expenditures and equipment leases by 74% to $54.5 billion.</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>Amazon Needs to Invest Billions In Warehouse System To Keep Up With Demand: Reuters</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 Needs to Invest Billions In Warehouse System To Keep Up With Demand: Reuters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 04:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amazon-needs-invest-billions-warehouse-203805695.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened: A new report indicates Amazon.com Inc. (NASDAQ: AMZN) needs to invest billions of dollars into the expansion of its warehouse and delivery system to keep up with consumer demand. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-needs-invest-billions-warehouse-203805695.html\">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://finance.yahoo.com/news/amazon-needs-invest-billions-warehouse-203805695.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2156166889","content_text":"What happened: A new report indicates Amazon.com Inc. (NASDAQ: AMZN) needs to invest billions of dollars into the expansion of its warehouse and delivery system to keep up with consumer demand. Reuters reports the online retailer is running out of space and available labor.\nAmazon has almost doubled its network of warehouses in an 18 month period, although more investments are being planned.\nWhy it’s important: Amazon is “running out of labor,” according to Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at the company. A job posting for employees for an Amazon warehouse in Montgomery NY, 60 miles northwest of New York City, was offering a $3,000 bonus for recruits to begin working before July 1.\nThe company currently employs 1,335,00 full and part-time workers.\nWhat’s next: Amazon is set to add 517 facilities to its global distribution network in the years ahead, that’s 176 million additional square feet being added to 402 million square feet the company currently utilizes, according to logistics consultancy MWPVL International.\nOver the past 12 months Amazon has increased capital expenditures and equipment leases by 74% to $54.5 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802399668,"gmtCreate":1627714555754,"gmtModify":1703495140949,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pumping more $$$","listText":"Pumping more $$$","text":"Pumping more $$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802399668","repostId":"1186334150","repostType":4,"repost":{"id":"1186334150","pubTimestamp":1627713845,"share":"https://www.laohu8.com/m/news/1186334150?lang=&edition=full","pubTime":"2021-07-31 14:44","market":"us","language":"en","title":"Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It","url":"https://stock-news.laohu8.com/highlight/detail?id=1186334150","media":"Barron's","summary":"U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investme","content":"<p>U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investment bill, totaling some $1 trillion.</p>\n<p>The legislation should be a boost to businesses like<a href=\"https://laohu8.com/S/VMC\">Vulcan Materials</a>(ticker: VMC) and<a href=\"https://laohu8.com/S/MLM\">Martin Marietta Materials</a>(MLM), which make concrete and asphalt;<a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(CAT) and<a href=\"https://laohu8.com/S/TEX\">Terex</a>(TEX), which make construction equipment; and<a href=\"https://laohu8.com/S/URI\">United Rentals</a>(URI), which rents the machinery. Most of their stocks have already jumped on theprospect of infrastructure spending.</p>\n<p>But <a href=\"https://laohu8.com/S/AONE.U\">one</a> infrastructure play has been overlooked:<a href=\"https://laohu8.com/S/AFH\">Atlas</a> Technical Consultants(ATCX) provides engineering and design services, inspection and certification of buildings and public works, and other construction-related services. More construction means more plans and designs for Atlas to review. These eventually become finished projects that need annual inspections, paying dividends for years.</p>\n<p>And yet Atlas shares have stalled. At a recent $9, the stock trades for just eight times enterprise value to estimated 2022 earnings before interest, taxes, depreciation, and amortization, or Ebitda. That multiple is a significant discount to companies in related inspection businesses, such asMontrose Environmental Group(MEG) andTetra Tech(TTEK), which trade for more than 22 times EV/2022 Ebitda.</p>\n<p><img src=\"https://static.tigerbbs.com/19ad62f427fb70a25aa96068bc5d1756\" tg-width=\"442\" tg-height=\"364\" referrerpolicy=\"no-referrer\">“Right now, part of the valuation discount is due to the debt, but I would say there are companies like Atlas where the debt is appropriate,” says Kevin Silverman, chief investment officer and portfolio manager at small-cap–focused <a href=\"https://laohu8.com/S/STL\">Sterling</a> Partners <a href=\"https://laohu8.com/S/EQR\">Equity</a> Advisors, which owns more than $2 million worth of Atlas stock, accounting for about 2% of its assets under management. “The debt helps equity holders if you have steady profit margins and can use it for growth.”</p>\n<p>And Atlas has substantial opportunities for growth. Beyond the infrastructure-bill boost, Atlas has a long-term strategy of consolidating the fragmented U.S. inspection-services market while reducing its debt levels. Both should increase its appeal to investors and earn it a higher valuation multiple.</p>\n<p>The Austin, Texas–headquartered company went public inearly 2020via a merger with a special-purpose acquisition company, or SPAC. The deal saddled the company with a convoluted capital structure, including multiple share classes, outstanding warrants, and other complications. That complexity has probably kept some investors away, as has Atlas’ relatively high debt load, which comes to 5.5 times net debt to 2021 Ebitda.</p>\n<p><img src=\"https://static.tigerbbs.com/99bb73a7c212bfed6d0890b8b14fbc15\" tg-width=\"607\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>Atlas has reduced that complexity—redeeming its preferred equity, buying out warrants, and increasing the stock’s publicly traded float—and is focused on bringing its net debt below three times Ebitda.</p>\n<p>Atlas is forecast to grow sales 13% this year, to $530 million, with Ebitda up 21%, to $76 million.</p>\n<p>Its customers include state departments of transportation, private building owners, electric and water utilities, airports, schools, hospitals, and more. Its national presence and leading scale helps win and retain marquee projects and big clients, including the U.S. Postal <a href=\"https://laohu8.com/S/SCI\">Service</a>, the Environmental Protection Agency, the <a href=\"https://laohu8.com/S/NWY\">New York</a> <a href=\"https://laohu8.com/S/CHCO\">City</a> Housing Authority, Stanford University,Walmart(WMT), and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL).</p>\n<p>Atlas earned $64 million in adjusted Ebitda over the past four reported quarters, while it had a net loss of $18 million. As of the end of the first quarter, the company had a backlog of $689 million, or more than 140% of its last 12 months’ revenue of $482 million. “I’ve been in this business for 30 years, and it’s by far the highest I’ve seen,” Atlas CEO Joe Boyer tells<i>Barron’s</i>.</p>\n<p>About 70% of the company’s revenue comes from work on existing buildings, pipes, roads, and bridges. Those jobs are nondiscretionary: As we’ve tragically learned at times, infrastructure needs to be inspected and brought up to code at regular intervals, no matter what the economic or pandemic situation is.</p>\n<p>The remaining 30% of Atlas’ sales are tied to new construction, which dipped during the pandemic but is nearly back to pre-Covid-19 levels, according to Boyer.</p>\n<p>A long-term trend toward outsourcing services by cities and states, stricter environmental standards, and aging infrastructure in the U.S. have been drivers of Atlas’ organic growth in recent years.</p>\n<p>That trend has been responsible for about half of Atlas’ 20% compound annual growth in sales since 2016, when it was owned by private-equity firm Bernhard Capital Partners. The other avenue for growth has been Atlas’ acquisition strategy.</p>\n<p>“The idea is to find a company in a geography or a service that we don’t dominate in, bring it onto our platform, and cross-sell across our network,” Boyer says.</p>\n<p>Atlas’ sweet spot for acquisition targets is about $5 million to $20 million in Ebitda, The company typically pays four to six times Ebitda in a mix of cash and stock. That makes each deal immediately accretive to earnings.</p>\n<p>As a small and relatively young public company, Atlas gets minimal coverage from Wall Street, but the three analysts who cover the firm are bullish. “We think the company is in end markets that are strong or recovering; they’ve been winning large contracts, and its backlog has been growing,” says <a href=\"https://laohu8.com/S/SF\">Stifel</a> analyst Noelle Dilts. “So, we feel good about the fundamental revenue outlook.”</p>\n<p>She rates Atlas a Buy, with a $14.50 price target, or 11 times her estimate of 2022 Ebitda, which doesn’t include any upside from a potential infrastructure bill. Using a 15 times Ebitda multiple, Sterling’s Silverman sees shares going to $43 three years from now, as debt paydown continues and earnings rise.</p>\n<p>Atlas’ balance sheet remains a fixer-upper, but the company has the right foundation.</p>\n<p></p>","source":"lsy1610680873436","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>Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It</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\">\nInfrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 14:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/infrastructure-buy-atlas-technical-consultants-stock-51627684191?mod=hp_LEAD_2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investment bill, totaling some $1 trillion.\nThe legislation should be a boost to businesses likeVulcan ...</p>\n\n<a href=\"https://www.barrons.com/articles/infrastructure-buy-atlas-technical-consultants-stock-51627684191?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/infrastructure-buy-atlas-technical-consultants-stock-51627684191?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186334150","content_text":"U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investment bill, totaling some $1 trillion.\nThe legislation should be a boost to businesses likeVulcan Materials(ticker: VMC) andMartin Marietta Materials(MLM), which make concrete and asphalt;Caterpillar(CAT) andTerex(TEX), which make construction equipment; andUnited Rentals(URI), which rents the machinery. Most of their stocks have already jumped on theprospect of infrastructure spending.\nBut one infrastructure play has been overlooked:Atlas Technical Consultants(ATCX) provides engineering and design services, inspection and certification of buildings and public works, and other construction-related services. More construction means more plans and designs for Atlas to review. These eventually become finished projects that need annual inspections, paying dividends for years.\nAnd yet Atlas shares have stalled. At a recent $9, the stock trades for just eight times enterprise value to estimated 2022 earnings before interest, taxes, depreciation, and amortization, or Ebitda. That multiple is a significant discount to companies in related inspection businesses, such asMontrose Environmental Group(MEG) andTetra Tech(TTEK), which trade for more than 22 times EV/2022 Ebitda.\n“Right now, part of the valuation discount is due to the debt, but I would say there are companies like Atlas where the debt is appropriate,” says Kevin Silverman, chief investment officer and portfolio manager at small-cap–focused Sterling Partners Equity Advisors, which owns more than $2 million worth of Atlas stock, accounting for about 2% of its assets under management. “The debt helps equity holders if you have steady profit margins and can use it for growth.”\nAnd Atlas has substantial opportunities for growth. Beyond the infrastructure-bill boost, Atlas has a long-term strategy of consolidating the fragmented U.S. inspection-services market while reducing its debt levels. Both should increase its appeal to investors and earn it a higher valuation multiple.\nThe Austin, Texas–headquartered company went public inearly 2020via a merger with a special-purpose acquisition company, or SPAC. The deal saddled the company with a convoluted capital structure, including multiple share classes, outstanding warrants, and other complications. That complexity has probably kept some investors away, as has Atlas’ relatively high debt load, which comes to 5.5 times net debt to 2021 Ebitda.\n\nAtlas has reduced that complexity—redeeming its preferred equity, buying out warrants, and increasing the stock’s publicly traded float—and is focused on bringing its net debt below three times Ebitda.\nAtlas is forecast to grow sales 13% this year, to $530 million, with Ebitda up 21%, to $76 million.\nIts customers include state departments of transportation, private building owners, electric and water utilities, airports, schools, hospitals, and more. Its national presence and leading scale helps win and retain marquee projects and big clients, including the U.S. Postal Service, the Environmental Protection Agency, the New York City Housing Authority, Stanford University,Walmart(WMT), andApple(AAPL).\nAtlas earned $64 million in adjusted Ebitda over the past four reported quarters, while it had a net loss of $18 million. As of the end of the first quarter, the company had a backlog of $689 million, or more than 140% of its last 12 months’ revenue of $482 million. “I’ve been in this business for 30 years, and it’s by far the highest I’ve seen,” Atlas CEO Joe Boyer tellsBarron’s.\nAbout 70% of the company’s revenue comes from work on existing buildings, pipes, roads, and bridges. Those jobs are nondiscretionary: As we’ve tragically learned at times, infrastructure needs to be inspected and brought up to code at regular intervals, no matter what the economic or pandemic situation is.\nThe remaining 30% of Atlas’ sales are tied to new construction, which dipped during the pandemic but is nearly back to pre-Covid-19 levels, according to Boyer.\nA long-term trend toward outsourcing services by cities and states, stricter environmental standards, and aging infrastructure in the U.S. have been drivers of Atlas’ organic growth in recent years.\nThat trend has been responsible for about half of Atlas’ 20% compound annual growth in sales since 2016, when it was owned by private-equity firm Bernhard Capital Partners. The other avenue for growth has been Atlas’ acquisition strategy.\n“The idea is to find a company in a geography or a service that we don’t dominate in, bring it onto our platform, and cross-sell across our network,” Boyer says.\nAtlas’ sweet spot for acquisition targets is about $5 million to $20 million in Ebitda, The company typically pays four to six times Ebitda in a mix of cash and stock. That makes each deal immediately accretive to earnings.\nAs a small and relatively young public company, Atlas gets minimal coverage from Wall Street, but the three analysts who cover the firm are bullish. “We think the company is in end markets that are strong or recovering; they’ve been winning large contracts, and its backlog has been growing,” says Stifel analyst Noelle Dilts. “So, we feel good about the fundamental revenue outlook.”\nShe rates Atlas a Buy, with a $14.50 price target, or 11 times her estimate of 2022 Ebitda, which doesn’t include any upside from a potential infrastructure bill. Using a 15 times Ebitda multiple, Sterling’s Silverman sees shares going to $43 three years from now, as debt paydown continues and earnings rise.\nAtlas’ balance sheet remains a fixer-upper, but the company has the right foundation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802399880,"gmtCreate":1627714508640,"gmtModify":1703495140136,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802399880","repostId":"1167653033","repostType":4,"repost":{"id":"1167653033","pubTimestamp":1627706886,"share":"https://www.laohu8.com/m/news/1167653033?lang=&edition=full","pubTime":"2021-07-31 12:48","market":"sg","language":"en","title":"SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch","url":"https://stock-news.laohu8.com/highlight/detail?id=1167653033","media":"Singapore Business","summary":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, accor","content":"<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p>\n<p>This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p>\n<p>“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p>\n<p>This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p>\n<p>The SGD&nbsp;also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p>\n<p>“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p>\n<p>For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p>\n<p>Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p>","source":"lsy1618986048053","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>SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch</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\">\nSGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous ...</p>\n\n<a href=\"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167653033","content_text":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.\n“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.\nThis is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.\nThe SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.\n“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”\nFor the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.\nFitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809822515,"gmtCreate":1627359420737,"gmtModify":1703488350726,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yay!&nbsp;","listText":"Yay!&nbsp;","text":"Yay!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809822515","repostId":"1190848120","repostType":4,"repost":{"id":"1190848120","pubTimestamp":1627356244,"share":"https://www.laohu8.com/m/news/1190848120?lang=&edition=full","pubTime":"2021-07-27 11:24","market":"us","language":"en","title":"AMD Reports Earnings Tuesday. It’s All About the Data Center.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p>\n<p>Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p>\n<p>For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p>\n<p>Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p>\n<p>AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p>\n<p>Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p>\n<p>AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p>\n<p>AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p>\n<p>Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p>\n<p>AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p>\n<p>Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p>\n<p>Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Reports Earnings Tuesday. It’s All About the Data Center.</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 Reports Earnings Tuesday. It’s All About the Data Center.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip ...</p>\n\n<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">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.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174709622,"gmtCreate":1627134576366,"gmtModify":1703484674800,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go FB!&nbsp;","listText":"Go FB!&nbsp;","text":"Go FB!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174709622","repostId":"1181195967","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176982671,"gmtCreate":1626854877093,"gmtModify":1703479334060,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no…","listText":"Oh no…","text":"Oh no…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176982671","repostId":"1183563723","repostType":4,"repost":{"id":"1183563723","pubTimestamp":1626853969,"share":"https://www.laohu8.com/m/news/1183563723?lang=&edition=full","pubTime":"2021-07-21 15:52","market":"us","language":"en","title":"Netflix Slides After Subscriber Guidance Misses Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1183563723","media":"zerohedge","summary":"Recent earnings reports from streaming giant $Netflix$ have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned that\"growth is slowing\",before againplunging three quarters agowhen the company reported a huge miss in both EPS and new subs, which at 2.2 million was tied for the worst quarter in the past five years, while also reporting a worse than expected outlook for the current quarter. This reversedtwo qu","content":"<p>Recent earnings reports from streaming giant <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned that<i>\"growth is slowing\",</i>before againplunging three quarters agowhen the company reported a huge miss in both EPS and new subs, which at 2.2 million was tied for the worst quarter in the past five years, while also reporting a worse than expected outlook for the current quarter. This reversedtwo quarters agowhen Netflix reported a blowout subscriber beat and projected it would soon be cash flow positive, sending its stock soaring to an all time high - if only briefly before again reversing and then tumblinglast quarterwhen Netflix again disappointed when it reported a huge subscriber miss and giving dismal guidance.</p>\n<p><img src=\"https://static.tigerbbs.com/04fe65be48d8a2ae27f38c5f2f476d77\" tg-width=\"1223\" tg-height=\"670\" referrerpolicy=\"no-referrer\">Which brings us to today, when investors are on edge today to find out not whether the company would beat or miss expectations, but rather if the slowdown CEO Reed Hastings warned about is for real and has pulled forward even more subscribers due to covid? After all, Netflix has been warning for months that growth would slow in 2021 compared to the phenomenal signup rate at the start of the pandemic lockdown last year. And yes, brace for a huge base effect hit:<i>in the second quarter of 2020, the service added 10 million new customers, second only to the 15.77 million it added in the record first quarter of 2020.</i></p>\n<p>To be sure, despite a series of hit or miss earnings, the company has been riding a wave of optimism, its stock soaring in early 2021. Still, after hitting to a record high in January, the stock has traded rangbeound, unable to break out to a new high, for the past seven months. And while there’s no doubt that viewership has surged during the Covid-19 lockdowns in the U.S. and much of the world, there are complications: the virus has brought TV and film production to a halt, a situation that may only get more dire for Netflix as the months wear on. But the biggest question remains<b>how many future subs has covid brought to the present, and tied to that - will the panic over the Delta strain lead to another mini burst in subscribers in the coming quater(s)?</b></p>\n<p>Indicatively, consensus expects just 1.12 million new subscribers to be added in the second quarter, just above the company's own projection of 1 million new subs. Revenue are expected to come in at $7.32 billion, up from $7.16 billion last quarter, and resulting in EPS of $3.36, down slightly from last quarter's $3.75. This, as streaming video remains on a hot streak since the pandemic struck.</p>\n<p>Previewing the quarterly result, Bloomberg Intelligence analysts Geetha Ranganathan and Amine Bensaid cautioned that Netflix’s massive 2020 is leading to more muted subscriber gains this year: \"Netflix will continue to feel the aftereffects of a super-charged 1H20, with a massive pull-forward of demand prompting tempered expectations for 1 million additions in 2Q, its lowest quarterly level since 4Q11. The pull-forward may have also been amplified by price increases and pent-up demand for outdoor entertainment leading to uncertainty in 3Q guidance, though the return of several high-profile titles (‘Witcher,’ ‘Cobra Kai,’ ‘You’ and ‘Money Heist’) will be a clear catalyst for normalizing subscriber gains from 4Q and into 2022.\"</p>\n<p>LightShed Partners media analyst Rich Greenfield published what he sees as the key questions Netflix investors should ask management after its earnings report. Among them are when Netflix’s subscriber growth will normalize, whether India can be a meaningful driver of profitability, and where the company sees opportunities in video games. Greenfield asks: “Is the goal to leverage IP you create for TV/film or create original video game IP that can be leveraged into TV/film production?”</p>\n<p>Another thing to watch out for is how a slowdown in production last year is affecting the service. The filming of new shows and movies basically came to a standstill in early 2020, which curbed output in the following months.</p>\n<p>* * *</p>\n<p><b>So with all that in mind, was <a href=\"https://laohu8.com/S/QTWO\">Q2</a> the quarter that would finally unleash another repricing higher for Netflix stock?</b>Alas, it would again not be this time because despite beating on the top line, and adding more subscribers than expected, the company missed on EPS and<i>again</i>reported another dismal quarterly guidance which came in well below expectations (full letter to shareholders).</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>, the good news:</p>\n<ul>\n <li>Q2 revenue $7.34B,<i><b>beating</b></i>Est. $7.32B</li>\n <li>Q2 Streaming Paid Net Change +1.54M,<i><b>beating</b></i>Est. +1.12M</li>\n <li>Operating margin of 25.2% came in on top of estiamtes of 25.2%</li>\n</ul>\n<p>And then the bad news:</p>\n<ul>\n <li><b>Q2 EPS $2.97 missing consensus Est. $3.14</b></li>\n <li><b>Company sees Q3 Streaming Paid Net Change +3.50M, far below the Wall Street estimate of +5.86M</b></li>\n</ul>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> as bad,<b>the company reported its first decline in US/Canada paid subscribers, which shrank by 430K to 73.95MM. This was the first time NFLX lost customers domestically since 2019.</b></p>\n<p>In other words, while q2 revenue rose 19% and operating income rose 36%,<b>shares tumbled after its third-quarter subscriber forecast missed estimates.</b></p>\n<p>Here is the full breakdown of Q2 subs which saw a drop in US/Canada paid subs:</p>\n<ul>\n <li><b>UCAN streaming paid net change -430,000, estimate +52,190</b></li>\n <li>EMEA streaming paid net change +190,000, estimate +429,335</li>\n <li>LATAM streaming paid net change +760,000, estimate +128,719</li>\n <li>APAC streaming paid net change +1.02 million, estimate +524,900</li>\n <li><a href=\"https://laohu8.com/S/TSS\">Total</a> Streaming paid net change +1.54 million, estimate +1.12 million (Bloomberg Consensus)</li>\n</ul>\n<p>And visually:</p>\n<p><img src=\"https://static.tigerbbs.com/85f0ab057ffe490df75bde4db70226d4\" tg-width=\"863\" tg-height=\"842\" referrerpolicy=\"no-referrer\">Commenting on the Q2 results, NFLX said that revenue growth was driven by an 11% increase in average paid streaming memberships and 8% growth in average revenue per membership (ARM). “COVID has created some lumpiness in our membership growth (higher growth in 2020, slower growth this year), which is working its way through.”</p>\n<p>A more detailed breakdown of why the company continues to see \"choppiness\" in its earnings:</p>\n<blockquote>\n <i>\"The pandemic has created unusual choppiness in our growth and distorts year-over-year comparisons as acquisition and engagement per member household spiked in the early months of COVID. In Q2’21, our engagement per member household was, as expected, down vs. those unprecedented levels but was still up 17% compared with a more comparable Q2’19. Similarly, retention continues to be strong and better than pre-COVID Q2’19 levels, even as average revenue per membership has grown 8% over this two-year period, demonstrating how much our members value Netflix and that as we improve our service we can charge a bit more. \"</i>\n</blockquote>\n<p>NFLX also said that it added 1.5m paid memberships in Q2, \"slightly ahead of our 1.0m guidance forecast\"<b>with the APAC region representing about two-thirds of global paid net adds in the quarter</b>. Meanwhile, as noted above,<b>Q2 paid memberships in the UCAN region were down sequentially (-0.4m paid net adds):</b>\"<i>We believe our large membership base in UCAN coupled with a seasonally smaller quarter for acquisition is the main reason for this dynamic. This is similar to what we experienced in Q2’19 when our UCAN paid net adds were -0.1m; since then we’ve added nearly 7.5m paid net adds in UCAN\"</i></p>\n<p>This means that the covid pandemic in 2020 pulled forward so many subs that 2021 is shaping up to be the wirst year since at least 2016.</p>\n<p><img src=\"https://static.tigerbbs.com/b1a78edf8126b85753fd3218713aba96\" tg-width=\"820\" tg-height=\"413\" referrerpolicy=\"no-referrer\">Understandably, now that companies are comping to 2019 not to 2020 (for the dismal base effect), Netflix is urging investors to compare this year to 2019 and not to the same quarter a year ago (when the pandemic boosted subscriber growth). Oddly the company had no problem comparing 2020 to 2019 when the numbers were in its favor, but we digress... The company points out that user engagement per member household was down in the second quarter compared with “those unprecedented levels” of 2020, but it was up 17% “compared with a more comparable Q2’19.”</p>\n<p>Perhaps in an attempt to divert attention from (lack of) subscriber growth, Netflix said it was making good on its promise back in 2016 to steadily grow its operating margin. The streaming giant is targeting a 20% operating margin for 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/6f26d1f9fee9dc38cc58bff5bdc43c73\" tg-width=\"663\" tg-height=\"399\" referrerpolicy=\"no-referrer\">Some more details here:</p>\n<blockquote>\n <i><b>“Assuming we achieve our margin target this year, we will have quintupled our operating margin in the last five years and are tracking ahead of this average annual three percentage point pace..</b></i> \n <i>.. With revenue and margin both increasing, our operating profit dollars have risen dramatically as well (even as we have been investing heavily), from about $100 million per quarter in 2016 to nearly $2 billion per quarter so far in 2021.</i>\n</blockquote>\n<p>But while shareholders may excuse the decline in US subs, they were not happy with the company's overall guidance,<b>where it now sees just 3.5 million new subs in Q3, far below the 5.86 million expected.</b></p>\n<p><img src=\"https://static.tigerbbs.com/23205a0bb2f7fde61b3ef2da7b7a56bb\" tg-width=\"856\" tg-height=\"399\" referrerpolicy=\"no-referrer\">* * *</p>\n<p>Looking at its content slate, Netflix said it would be light in the first half due to Covid. The company is now playing catch-up, with spending on new TV shows and movies up 41% to $8 billion in the first half. The company is targeting $12 billion in content spending for the year, a 12% bump, to wit:</p>\n<blockquote>\n <i><b>Through the first half of 2021 we’ve already spent $8 billion in cash on content (up 41% yr-over-yr and 1.4x our content amortization)</b></i> \n <i>and we expect content amortization to be around $12 billion for the full year (+12% year over year). Our Q3 slate will include new seasons of fan favorites La Casa de Papel (aka Money Heist), Sex Education, Virgin River and Never Have I Ever as well as live action films including Sweet Girl (starring Jason Momoa), Kissing Booth 3, and Kate (starring Mary Elizabeth Winstead) and the animated feature film Vivo, featuring all-new songs from Lin-Manuel Miranda.</i>\n</blockquote>\n<p>Netflix offers shared some more details on its upcoming entrance into the gaming arena:</p>\n<blockquote>\n <i>“We’re also in the early stages of further expanding into games, building on our earlier efforts around interactivity (e.g., Black Mirror Bandersnatch) and our Stranger Things games. We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV.</i> \n <i><b>Games will be included in members’ Netflix subscription at no additional cost, similar to films and series</b></i> \n <i>. Initially, we’ll be primarily focused on games for mobile devices. We’re excited as ever about our movies and TV series offering and we expect a long runway of increasing investment and growth across all of our existing content categories, but since we are nearly a decade into our push into original programming, we think the time is right to learn more about how our members value games.”</i>\n</blockquote>\n<p>In its cursory overview of the competitive landscape, Netflix pointed out mergers like WarnerMedia/<a href=\"https://laohu8.com/S/DISCA\">Discovery</a>, saying they “don’t believe this consolidation has affected our growth much, if at all.” The company also noted that while it’s always evaluating merger opportunities: “We don’t view any assets as ‘must-have’ and we haven’t yet found any large scale ones to be sufficiently compelling to act upon.”</p>\n<p>There was more bad news in NFLX cash flow, which after last quarter's surge reversed again, and dropped by $175 million, vs a positive cash flow of $899 million a year ago. NFLX notes that it is \"still expecting full year 2021 free cash flow to be approximately break even.\" The company also believes it no longer needs to raise external financing to fund our day-to-day operations. We'll see if at least that promise pans out.</p>\n<p><img src=\"https://static.tigerbbs.com/4ceb3aed0130e94558eb4acfb4ed6369\" tg-width=\"1022\" tg-height=\"676\" referrerpolicy=\"no-referrer\">In other news, during Q2, NFLX increased its revolving credit facility (which remains undrawn) to $1 billion from $750 million and extended the maturity from 2024 to 2026. The company also repurchased 1 million shares for $500 million (at an average per share price of about $500) under our $5 billion share authorization: the company said its \"main priority is to invest in the organic growth of our business while maintaining strong liquidity and retaining financial flexibility for strategic investments.\"</p>\n<p>After all that, the market was unimpressed but it could have been worse: after initially plunging below $500 briefly, the stock has since stabilized down 2% around $515. Among stocks that are down in sympathy, video-streaming platform Roku falls 1.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/cd7e85e2830bd58f17652f92dedb29b4\" tg-width=\"1280\" tg-height=\"663\" referrerpolicy=\"no-referrer\">Netflix Slides&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/304dae8666ce15371c9686fbd96d32bb\" tg-width=\"704\" tg-height=\"486\" width=\"100%\" height=\"auto\"></p>","source":"lsy1583725640930","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>Netflix Slides After Subscriber Guidance Misses Estimates</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\">\nNetflix Slides After Subscriber Guidance Misses Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 15:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/netflix-slides-after-subscriber-guidance-misses-estimates><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent earnings reports from streaming giant Netflix have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/netflix-slides-after-subscriber-guidance-misses-estimates\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.zerohedge.com/markets/netflix-slides-after-subscriber-guidance-misses-estimates","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183563723","content_text":"Recent earnings reports from streaming giant Netflix have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned that\"growth is slowing\",before againplunging three quarters agowhen the company reported a huge miss in both EPS and new subs, which at 2.2 million was tied for the worst quarter in the past five years, while also reporting a worse than expected outlook for the current quarter. This reversedtwo quarters agowhen Netflix reported a blowout subscriber beat and projected it would soon be cash flow positive, sending its stock soaring to an all time high - if only briefly before again reversing and then tumblinglast quarterwhen Netflix again disappointed when it reported a huge subscriber miss and giving dismal guidance.\nWhich brings us to today, when investors are on edge today to find out not whether the company would beat or miss expectations, but rather if the slowdown CEO Reed Hastings warned about is for real and has pulled forward even more subscribers due to covid? After all, Netflix has been warning for months that growth would slow in 2021 compared to the phenomenal signup rate at the start of the pandemic lockdown last year. And yes, brace for a huge base effect hit:in the second quarter of 2020, the service added 10 million new customers, second only to the 15.77 million it added in the record first quarter of 2020.\nTo be sure, despite a series of hit or miss earnings, the company has been riding a wave of optimism, its stock soaring in early 2021. Still, after hitting to a record high in January, the stock has traded rangbeound, unable to break out to a new high, for the past seven months. And while there’s no doubt that viewership has surged during the Covid-19 lockdowns in the U.S. and much of the world, there are complications: the virus has brought TV and film production to a halt, a situation that may only get more dire for Netflix as the months wear on. But the biggest question remainshow many future subs has covid brought to the present, and tied to that - will the panic over the Delta strain lead to another mini burst in subscribers in the coming quater(s)?\nIndicatively, consensus expects just 1.12 million new subscribers to be added in the second quarter, just above the company's own projection of 1 million new subs. Revenue are expected to come in at $7.32 billion, up from $7.16 billion last quarter, and resulting in EPS of $3.36, down slightly from last quarter's $3.75. This, as streaming video remains on a hot streak since the pandemic struck.\nPreviewing the quarterly result, Bloomberg Intelligence analysts Geetha Ranganathan and Amine Bensaid cautioned that Netflix’s massive 2020 is leading to more muted subscriber gains this year: \"Netflix will continue to feel the aftereffects of a super-charged 1H20, with a massive pull-forward of demand prompting tempered expectations for 1 million additions in 2Q, its lowest quarterly level since 4Q11. The pull-forward may have also been amplified by price increases and pent-up demand for outdoor entertainment leading to uncertainty in 3Q guidance, though the return of several high-profile titles (‘Witcher,’ ‘Cobra Kai,’ ‘You’ and ‘Money Heist’) will be a clear catalyst for normalizing subscriber gains from 4Q and into 2022.\"\nLightShed Partners media analyst Rich Greenfield published what he sees as the key questions Netflix investors should ask management after its earnings report. Among them are when Netflix’s subscriber growth will normalize, whether India can be a meaningful driver of profitability, and where the company sees opportunities in video games. Greenfield asks: “Is the goal to leverage IP you create for TV/film or create original video game IP that can be leveraged into TV/film production?”\nAnother thing to watch out for is how a slowdown in production last year is affecting the service. The filming of new shows and movies basically came to a standstill in early 2020, which curbed output in the following months.\n* * *\nSo with all that in mind, was Q2 the quarter that would finally unleash another repricing higher for Netflix stock?Alas, it would again not be this time because despite beating on the top line, and adding more subscribers than expected, the company missed on EPS andagainreported another dismal quarterly guidance which came in well below expectations (full letter to shareholders).\nFirst, the good news:\n\nQ2 revenue $7.34B,beatingEst. $7.32B\nQ2 Streaming Paid Net Change +1.54M,beatingEst. +1.12M\nOperating margin of 25.2% came in on top of estiamtes of 25.2%\n\nAnd then the bad news:\n\nQ2 EPS $2.97 missing consensus Est. $3.14\nCompany sees Q3 Streaming Paid Net Change +3.50M, far below the Wall Street estimate of +5.86M\n\nJust as bad,the company reported its first decline in US/Canada paid subscribers, which shrank by 430K to 73.95MM. This was the first time NFLX lost customers domestically since 2019.\nIn other words, while q2 revenue rose 19% and operating income rose 36%,shares tumbled after its third-quarter subscriber forecast missed estimates.\nHere is the full breakdown of Q2 subs which saw a drop in US/Canada paid subs:\n\nUCAN streaming paid net change -430,000, estimate +52,190\nEMEA streaming paid net change +190,000, estimate +429,335\nLATAM streaming paid net change +760,000, estimate +128,719\nAPAC streaming paid net change +1.02 million, estimate +524,900\nTotal Streaming paid net change +1.54 million, estimate +1.12 million (Bloomberg Consensus)\n\nAnd visually:\nCommenting on the Q2 results, NFLX said that revenue growth was driven by an 11% increase in average paid streaming memberships and 8% growth in average revenue per membership (ARM). “COVID has created some lumpiness in our membership growth (higher growth in 2020, slower growth this year), which is working its way through.”\nA more detailed breakdown of why the company continues to see \"choppiness\" in its earnings:\n\n\"The pandemic has created unusual choppiness in our growth and distorts year-over-year comparisons as acquisition and engagement per member household spiked in the early months of COVID. In Q2’21, our engagement per member household was, as expected, down vs. those unprecedented levels but was still up 17% compared with a more comparable Q2’19. Similarly, retention continues to be strong and better than pre-COVID Q2’19 levels, even as average revenue per membership has grown 8% over this two-year period, demonstrating how much our members value Netflix and that as we improve our service we can charge a bit more. \"\n\nNFLX also said that it added 1.5m paid memberships in Q2, \"slightly ahead of our 1.0m guidance forecast\"with the APAC region representing about two-thirds of global paid net adds in the quarter. Meanwhile, as noted above,Q2 paid memberships in the UCAN region were down sequentially (-0.4m paid net adds):\"We believe our large membership base in UCAN coupled with a seasonally smaller quarter for acquisition is the main reason for this dynamic. This is similar to what we experienced in Q2’19 when our UCAN paid net adds were -0.1m; since then we’ve added nearly 7.5m paid net adds in UCAN\"\nThis means that the covid pandemic in 2020 pulled forward so many subs that 2021 is shaping up to be the wirst year since at least 2016.\nUnderstandably, now that companies are comping to 2019 not to 2020 (for the dismal base effect), Netflix is urging investors to compare this year to 2019 and not to the same quarter a year ago (when the pandemic boosted subscriber growth). Oddly the company had no problem comparing 2020 to 2019 when the numbers were in its favor, but we digress... The company points out that user engagement per member household was down in the second quarter compared with “those unprecedented levels” of 2020, but it was up 17% “compared with a more comparable Q2’19.”\nPerhaps in an attempt to divert attention from (lack of) subscriber growth, Netflix said it was making good on its promise back in 2016 to steadily grow its operating margin. The streaming giant is targeting a 20% operating margin for 2021.\nSome more details here:\n\n“Assuming we achieve our margin target this year, we will have quintupled our operating margin in the last five years and are tracking ahead of this average annual three percentage point pace..\n.. With revenue and margin both increasing, our operating profit dollars have risen dramatically as well (even as we have been investing heavily), from about $100 million per quarter in 2016 to nearly $2 billion per quarter so far in 2021.\n\nBut while shareholders may excuse the decline in US subs, they were not happy with the company's overall guidance,where it now sees just 3.5 million new subs in Q3, far below the 5.86 million expected.\n* * *\nLooking at its content slate, Netflix said it would be light in the first half due to Covid. The company is now playing catch-up, with spending on new TV shows and movies up 41% to $8 billion in the first half. The company is targeting $12 billion in content spending for the year, a 12% bump, to wit:\n\nThrough the first half of 2021 we’ve already spent $8 billion in cash on content (up 41% yr-over-yr and 1.4x our content amortization)\nand we expect content amortization to be around $12 billion for the full year (+12% year over year). Our Q3 slate will include new seasons of fan favorites La Casa de Papel (aka Money Heist), Sex Education, Virgin River and Never Have I Ever as well as live action films including Sweet Girl (starring Jason Momoa), Kissing Booth 3, and Kate (starring Mary Elizabeth Winstead) and the animated feature film Vivo, featuring all-new songs from Lin-Manuel Miranda.\n\nNetflix offers shared some more details on its upcoming entrance into the gaming arena:\n\n“We’re also in the early stages of further expanding into games, building on our earlier efforts around interactivity (e.g., Black Mirror Bandersnatch) and our Stranger Things games. We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV.\nGames will be included in members’ Netflix subscription at no additional cost, similar to films and series\n. Initially, we’ll be primarily focused on games for mobile devices. We’re excited as ever about our movies and TV series offering and we expect a long runway of increasing investment and growth across all of our existing content categories, but since we are nearly a decade into our push into original programming, we think the time is right to learn more about how our members value games.”\n\nIn its cursory overview of the competitive landscape, Netflix pointed out mergers like WarnerMedia/Discovery, saying they “don’t believe this consolidation has affected our growth much, if at all.” The company also noted that while it’s always evaluating merger opportunities: “We don’t view any assets as ‘must-have’ and we haven’t yet found any large scale ones to be sufficiently compelling to act upon.”\nThere was more bad news in NFLX cash flow, which after last quarter's surge reversed again, and dropped by $175 million, vs a positive cash flow of $899 million a year ago. NFLX notes that it is \"still expecting full year 2021 free cash flow to be approximately break even.\" The company also believes it no longer needs to raise external financing to fund our day-to-day operations. We'll see if at least that promise pans out.\nIn other news, during Q2, NFLX increased its revolving credit facility (which remains undrawn) to $1 billion from $750 million and extended the maturity from 2024 to 2026. The company also repurchased 1 million shares for $500 million (at an average per share price of about $500) under our $5 billion share authorization: the company said its \"main priority is to invest in the organic growth of our business while maintaining strong liquidity and retaining financial flexibility for strategic investments.\"\nAfter all that, the market was unimpressed but it could have been worse: after initially plunging below $500 briefly, the stock has since stabilized down 2% around $515. Among stocks that are down in sympathy, video-streaming platform Roku falls 1.4%.\nNetflix Slides in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176031718,"gmtCreate":1626844129234,"gmtModify":1703766273559,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I ❤️ ?&nbsp;","listText":"I ❤️ ?&nbsp;","text":"I ❤️ ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176031718","repostId":"1110746736","repostType":4,"repost":{"id":"1110746736","pubTimestamp":1626838936,"share":"https://www.laohu8.com/m/news/1110746736?lang=&edition=full","pubTime":"2021-07-21 11:42","market":"us","language":"en","title":"Apple’s Earnings Are Next Week. Analysts Are Expecting More.","url":"https://stock-news.laohu8.com/highlight/detail?id=1110746736","media":"Barrons","summary":"Apple shares are trading higher Tuesday as the Street continues to ratchet up expectations for the company’s June quarter earnings report, now a week away.The Wall Street consensus view is that Apple  will post revenue of $72.9 billion, up 22% from a year earlier, with profits of $1 a share. When it reported its March quarter results, Apple didn’t issue specific financial forecasts for the June quarter, but said it expects “strong double digit” revenue growth on a year-over-year basis. Managemen","content":"<p>Apple shares are trading higher Tuesday as the Street continues to ratchet up expectations for the company’s June quarter earnings report, now a week away.</p>\n<p>The Wall Street consensus view is that Apple (ticker: AAPL) will post revenue of $72.9 billion, up 22% from a year earlier, with profits of $1 a share. When it reported its March quarter results, Apple didn’t issue specific financial forecasts for the June quarter, but said it expects “strong double digit” revenue growth on a year-over-year basis. Management also predicted a bigger quarter-over-quarter decline than in prior years, due to the later launch last year of the iPhone 12 and continuing component shortages.</p>\n<p>Apple has said gross margin for the quarter will be between 41.5% and 42.5%, and that supply constraints affecting Macs and iPads will trim top-line revenue by as much as $4 billion.</p>\n<p>In a research note Tuesday, UBS analyst David Vogt lifted his outlook for the quarter, citing strong demand for both iPhones and Macs. His forecast for the quarter went to $74.7 billion in revenue and profits of $1.01 a share, from $71.3 billion and 95 cents a share. Vogt repeated his Buy rating, and raised his target for the stock price to $160, from $155. He said revenue would be higher still were it not for supply constraints.</p>\n<p>Apple shares on Tuesday were up 2.6%, to $146.15, while the S&amp;P 500 had gained 1.6%.</p>\n<p>Vogt now sees iPhone unit shipments for the September 2021 fiscal year of 227 million, up from 225 million. For fiscal 2022, he now expects shipments of 225 million phones, up from 220 million. He boosted his Mac forecast for the quarter to 6 million units, from 5.5 million.</p>\n<p>Monness Crespi Hardt analyst Brian White repeated a Buy rating and $180 stock-price target, saying that the Street consensus for the quarter is far too conservative. He expects revenue of $80.33 billion, which would be up 35% year over year, with profits of $1.16 a share. That would still be a 10% sequential decline, and slightly steeper than the average 8% dip over the past four June quarters, he noted.</p>\n<p>White’s forecasts for June quarter revenue are $39.1 billion for the iPhone (the Street consensus is $33.9 billion); $9.6 billion for Macs (way above the Street at $7.8 billion); $6.9 billion for iPads (the Street’s call is $7.2 billion); $7.5 billion for wearables, home, and accessories (consensus is $7.8 billion); and $17.2 billion for services (vs. the consensus call of $16.2 billion).</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Earnings Are Next Week. Analysts Are Expecting More.</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\">\nApple’s Earnings Are Next Week. Analysts Are Expecting More.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apples-earnings-outlook-upgrades-revenue-sales-51626805089?mod=hp_DAY_Theme_2_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares are trading higher Tuesday as the Street continues to ratchet up expectations for the company’s June quarter earnings report, now a week away.\nThe Wall Street consensus view is that Apple...</p>\n\n<a href=\"https://www.barrons.com/articles/apples-earnings-outlook-upgrades-revenue-sales-51626805089?mod=hp_DAY_Theme_2_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apples-earnings-outlook-upgrades-revenue-sales-51626805089?mod=hp_DAY_Theme_2_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110746736","content_text":"Apple shares are trading higher Tuesday as the Street continues to ratchet up expectations for the company’s June quarter earnings report, now a week away.\nThe Wall Street consensus view is that Apple (ticker: AAPL) will post revenue of $72.9 billion, up 22% from a year earlier, with profits of $1 a share. When it reported its March quarter results, Apple didn’t issue specific financial forecasts for the June quarter, but said it expects “strong double digit” revenue growth on a year-over-year basis. Management also predicted a bigger quarter-over-quarter decline than in prior years, due to the later launch last year of the iPhone 12 and continuing component shortages.\nApple has said gross margin for the quarter will be between 41.5% and 42.5%, and that supply constraints affecting Macs and iPads will trim top-line revenue by as much as $4 billion.\nIn a research note Tuesday, UBS analyst David Vogt lifted his outlook for the quarter, citing strong demand for both iPhones and Macs. His forecast for the quarter went to $74.7 billion in revenue and profits of $1.01 a share, from $71.3 billion and 95 cents a share. Vogt repeated his Buy rating, and raised his target for the stock price to $160, from $155. He said revenue would be higher still were it not for supply constraints.\nApple shares on Tuesday were up 2.6%, to $146.15, while the S&P 500 had gained 1.6%.\nVogt now sees iPhone unit shipments for the September 2021 fiscal year of 227 million, up from 225 million. For fiscal 2022, he now expects shipments of 225 million phones, up from 220 million. He boosted his Mac forecast for the quarter to 6 million units, from 5.5 million.\nMonness Crespi Hardt analyst Brian White repeated a Buy rating and $180 stock-price target, saying that the Street consensus for the quarter is far too conservative. He expects revenue of $80.33 billion, which would be up 35% year over year, with profits of $1.16 a share. That would still be a 10% sequential decline, and slightly steeper than the average 8% dip over the past four June quarters, he noted.\nWhite’s forecasts for June quarter revenue are $39.1 billion for the iPhone (the Street consensus is $33.9 billion); $9.6 billion for Macs (way above the Street at $7.8 billion); $6.9 billion for iPads (the Street’s call is $7.2 billion); $7.5 billion for wearables, home, and accessories (consensus is $7.8 billion); and $17.2 billion for services (vs. the consensus call of $16.2 billion).","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171709892,"gmtCreate":1626761132216,"gmtModify":1703764698996,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I am ready.&nbsp;","listText":"I am ready.&nbsp;","text":"I am ready.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/171709892","repostId":"1116573791","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171700661,"gmtCreate":1626761050453,"gmtModify":1703764695893,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go for gold [Miser]&nbsp;","listText":"Go for gold [Miser]&nbsp;","text":"Go for gold [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171700661","repostId":"1129846769","repostType":4,"repost":{"id":"1129846769","pubTimestamp":1626751789,"share":"https://www.laohu8.com/m/news/1129846769?lang=&edition=full","pubTime":"2021-07-20 11:29","market":"us","language":"en","title":"Worried about inflation? Here’s how investments did in the 1970s ","url":"https://stock-news.laohu8.com/highlight/detail?id=1129846769","media":"Marketwatch","summary":"In the 1990s movie The Shipping News, an old newspaperman explains to Kevin Spacey how to cover the ","content":"<p>In the 1990s movie The Shipping News, an old newspaperman explains to Kevin Spacey how to cover the news. If there is a storm visible anywhere, he explains, you write “Storm threatens the town,” even if the storm is nowhere near and is unlikely to hit. If—as expected—the storm never hits, you just write the follow up: “Town spared by storm.”</p>\n<p>Readers may be excused for thinking something similar about the latest stories about looming, threatening, surging, terrifying inflation. Yes, the inflation forecasts were surging months ago, and hit 8-year highs. Had they continued there would be grounds to worry. But they haven’t continued. On the contrary, they’ve been falling for two months. The bond market’s 5-year inflation forecast is now lower than it was in mid-March. The market sees five-year inflation running at around 2.6%. That’s higher than we’ve been used to for a decade, but it’s nothing to cause any significant alarm.</p>\n<p>That can change, of course. Maybe it will. We’ll see.</p>\n<p>But with all this talk I got to thinking about the obvious question. If serious inflation really does hit, what can we do about it? How can we protect our investments?</p>\n<p>That’s an especially key question for today’s retirees and those expecting to retire soon. When we’re older we’re generally advised to keep most of our money in more “conservative” investments, meaning things like bonds, that involve less risk. Someone in their 20s or 30s may not worry unduly if their retirement savings plunge 30% in a market rout or an inflationary spiral. For someone in their 60s, let alone older, that can become a major financial crisis.</p>\n<p>So I went back and dug up the information from the last, infamous inflationary spiral in the 1970s, when consumer price inflation often topped 10% a year. The Greek philosopher Heraclitus pointed out that no one ever walks through the same stream twice, because the second time it’s not the same stream, and we’re not the same person. Everything changes. There is no guarantee the next inflationary boom, even if it happens, will look anything like the last one — any more than we should assume that it will be accompanied by outbreaks of disco music and flared jeans.</p>\n<p>Nonetheless the chart above shows the total returns, after adjusting for inflation, of various asset classes from December 1971 to December 1981. (I used those dates because the National Association of Real Estate Investment Trusts, or NAREIT, starts their data series then.) The data on energy stocks came from data compiled by professor Ken French at Dartmouth College’s Tuck School of Business.</p>\n<p>This is what happened to your purchasing power if you invested in these assets and hung on for 10 years. (I’ve excluded gold, which is a different story.)</p>\n<p>The key standout is that you really didn’t want to own Treasury bonds. The near 40% loss of purchasing power over 10 years is somewhat notional—it is derived from the compound annual returns on 10 Year Treasurys compiled by New York University’s Stern School of Business, divided by the consumer-price index—but tells a story nonetheless. (In Great Britain, where inflation was even worse, government bonds during the 1970s became known as “certificates of confiscation.” Ouch.)</p>\n<p>Holding them cost you money. Lots of it.</p>\n<p>You could argue that the danger today is even greater, simply because the yields on long-term Treasury bonds are so low. Federal Reserve quantitative easing, bond buying, and zero interest-rate policies have left Treasury yields at their lowest on record—which means the turns would be a disaster if inflation reared its head.</p>\n<p>Corporate bonds and the S&amp;P 500&nbsp;were also terrible investments. It’s worth remembering that these are real term losses over a decade, which means investors didn’t just lose a lot of money—they also lost a lot of time.</p>\n<p>Utility stocks weren’t great, but they held up better. And Treasury bills—short-term paper—did better still. But once again you were going backward when you needed to be going forwards.</p>\n<p>No one who remembers the 1970s will be surprised that energy companies boomed. Less well-remembered, maybe, is that REITs also did pretty well. These numbers, incidentally, represented property-owning REITs and excluded mortgage REITs, which own loans.</p>\n<p>But there are two caveats to this. The first is that of course energy stocks did well, because a key driver of inflation in the 1970s was the rise of OPEC and two oil embargoes it imposed on the West for political reasons. Cue Heraclitus. There is no particular reason to assume that the next inflationary surge will be the same.</p>\n<p>The second caveat is that although REITs ended up doing well, they were volatile along the way. In particular, REIT prices collapsed in the OPEC-driven recession of 1972-4. And according to FactSet, U.S. REITs today already look pretty expensive on some measures. For instance it reckons that the forecast dividend yield on the Vanguard Real Estate ETF (a reasonable benchmark for the industry) is just 2.9% — by far the lowest since it was launched in 2004. Looking through NAREIT data, I can’t find a moment since 1971 when the overall yield on REITs was this low. During the real estate bubble in 2007, incidentally, the yield bottomed out no lower than 3.6%</p>\n<p>So it may be that REITs offer less inflation protection today than we would hope.</p>\n<p>One key difference in the 1970s is that there were no “inflation-protected” Treasury bonds to keep investors protected. So-called TIPS are in theory almost the perfect investment for retirees. They are issued by the U.S. government and their coupons are safe against default. Meanwhile their coupons effectively adjust to reflect changes in consumer prices.</p>\n<p>The problem today is that TIPS—like almost everything else in the bond market—look incredibly expensive. Most TIPS already lock in an actual loss of purchasing power if you buy them today. For example if you buy 5 year TIPS bonds and hold them for 5 years you’ll end up losing 9% of your purchasing power. And 30-year TIPS bonds offer the same 9% loss, though stretched out over 30 years.</p>\n<p>It’s not very compelling. And it shows the risks that the government’s policy responses have created for those in retirement and near it.</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>Worried about inflation? Here’s how investments did in the 1970s </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\">\nWorried about inflation? Here’s how investments did in the 1970s \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/worried-about-inflation-heres-how-investments-did-in-the-1970s-11626658251?siteid=yhoof2><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the 1990s movie The Shipping News, an old newspaperman explains to Kevin Spacey how to cover the news. If there is a storm visible anywhere, he explains, you write “Storm threatens the town,” even ...</p>\n\n<a href=\"https://www.marketwatch.com/story/worried-about-inflation-heres-how-investments-did-in-the-1970s-11626658251?siteid=yhoof2\">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","XOM":"埃克森美孚"},"source_url":"https://www.marketwatch.com/story/worried-about-inflation-heres-how-investments-did-in-the-1970s-11626658251?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1129846769","content_text":"In the 1990s movie The Shipping News, an old newspaperman explains to Kevin Spacey how to cover the news. If there is a storm visible anywhere, he explains, you write “Storm threatens the town,” even if the storm is nowhere near and is unlikely to hit. If—as expected—the storm never hits, you just write the follow up: “Town spared by storm.”\nReaders may be excused for thinking something similar about the latest stories about looming, threatening, surging, terrifying inflation. Yes, the inflation forecasts were surging months ago, and hit 8-year highs. Had they continued there would be grounds to worry. But they haven’t continued. On the contrary, they’ve been falling for two months. The bond market’s 5-year inflation forecast is now lower than it was in mid-March. The market sees five-year inflation running at around 2.6%. That’s higher than we’ve been used to for a decade, but it’s nothing to cause any significant alarm.\nThat can change, of course. Maybe it will. We’ll see.\nBut with all this talk I got to thinking about the obvious question. If serious inflation really does hit, what can we do about it? How can we protect our investments?\nThat’s an especially key question for today’s retirees and those expecting to retire soon. When we’re older we’re generally advised to keep most of our money in more “conservative” investments, meaning things like bonds, that involve less risk. Someone in their 20s or 30s may not worry unduly if their retirement savings plunge 30% in a market rout or an inflationary spiral. For someone in their 60s, let alone older, that can become a major financial crisis.\nSo I went back and dug up the information from the last, infamous inflationary spiral in the 1970s, when consumer price inflation often topped 10% a year. The Greek philosopher Heraclitus pointed out that no one ever walks through the same stream twice, because the second time it’s not the same stream, and we’re not the same person. Everything changes. There is no guarantee the next inflationary boom, even if it happens, will look anything like the last one — any more than we should assume that it will be accompanied by outbreaks of disco music and flared jeans.\nNonetheless the chart above shows the total returns, after adjusting for inflation, of various asset classes from December 1971 to December 1981. (I used those dates because the National Association of Real Estate Investment Trusts, or NAREIT, starts their data series then.) The data on energy stocks came from data compiled by professor Ken French at Dartmouth College’s Tuck School of Business.\nThis is what happened to your purchasing power if you invested in these assets and hung on for 10 years. (I’ve excluded gold, which is a different story.)\nThe key standout is that you really didn’t want to own Treasury bonds. The near 40% loss of purchasing power over 10 years is somewhat notional—it is derived from the compound annual returns on 10 Year Treasurys compiled by New York University’s Stern School of Business, divided by the consumer-price index—but tells a story nonetheless. (In Great Britain, where inflation was even worse, government bonds during the 1970s became known as “certificates of confiscation.” Ouch.)\nHolding them cost you money. Lots of it.\nYou could argue that the danger today is even greater, simply because the yields on long-term Treasury bonds are so low. Federal Reserve quantitative easing, bond buying, and zero interest-rate policies have left Treasury yields at their lowest on record—which means the turns would be a disaster if inflation reared its head.\nCorporate bonds and the S&P 500 were also terrible investments. It’s worth remembering that these are real term losses over a decade, which means investors didn’t just lose a lot of money—they also lost a lot of time.\nUtility stocks weren’t great, but they held up better. And Treasury bills—short-term paper—did better still. But once again you were going backward when you needed to be going forwards.\nNo one who remembers the 1970s will be surprised that energy companies boomed. Less well-remembered, maybe, is that REITs also did pretty well. These numbers, incidentally, represented property-owning REITs and excluded mortgage REITs, which own loans.\nBut there are two caveats to this. The first is that of course energy stocks did well, because a key driver of inflation in the 1970s was the rise of OPEC and two oil embargoes it imposed on the West for political reasons. Cue Heraclitus. There is no particular reason to assume that the next inflationary surge will be the same.\nThe second caveat is that although REITs ended up doing well, they were volatile along the way. In particular, REIT prices collapsed in the OPEC-driven recession of 1972-4. And according to FactSet, U.S. REITs today already look pretty expensive on some measures. For instance it reckons that the forecast dividend yield on the Vanguard Real Estate ETF (a reasonable benchmark for the industry) is just 2.9% — by far the lowest since it was launched in 2004. Looking through NAREIT data, I can’t find a moment since 1971 when the overall yield on REITs was this low. During the real estate bubble in 2007, incidentally, the yield bottomed out no lower than 3.6%\nSo it may be that REITs offer less inflation protection today than we would hope.\nOne key difference in the 1970s is that there were no “inflation-protected” Treasury bonds to keep investors protected. So-called TIPS are in theory almost the perfect investment for retirees. They are issued by the U.S. government and their coupons are safe against default. Meanwhile their coupons effectively adjust to reflect changes in consumer prices.\nThe problem today is that TIPS—like almost everything else in the bond market—look incredibly expensive. Most TIPS already lock in an actual loss of purchasing power if you buy them today. For example if you buy 5 year TIPS bonds and hold them for 5 years you’ll end up losing 9% of your purchasing power. And 30-year TIPS bonds offer the same 9% loss, though stretched out over 30 years.\nIt’s not very compelling. And it shows the risks that the government’s policy responses have created for those in retirement and near it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":373969301,"gmtCreate":1618812154303,"gmtModify":1704715224940,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bears coming?","listText":"Bears coming?","text":"Bears coming?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/373969301","repostId":"2128525488","repostType":4,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838843416,"gmtCreate":1629387047835,"gmtModify":1676530026130,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like a rocket!&nbsp;","listText":"Like a rocket!&nbsp;","text":"Like a rocket!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838843416","repostId":"1150522255","repostType":4,"repost":{"id":"1150522255","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":1629386895,"share":"https://www.laohu8.com/m/news/1150522255?lang=&edition=full","pubTime":"2021-08-19 23:28","market":"us","language":"en","title":"NVDA soars over 6% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150522255","media":"Tiger Newspress","summary":"(Aug 19) Nvidia(NASDAQ:NVDA) shares rose over 6% Thursday to a record high following the chipmaker's","content":"<p>(Aug&nbsp;19)&nbsp;Nvidia(NASDAQ:NVDA)&nbsp;shares rose&nbsp;over 6%&nbsp;Thursday&nbsp;to&nbsp;a&nbsp;record&nbsp;high following the chipmaker's second-quarter results that were highlighted by strength in the company's data center business.</p>\n<p>Data center revenue rose 35% from a year ago, to $2.37 billion. Bank of America Securities analyst Vivek Arya said that with regards to its data center offerings, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> (NVDA) showed growth in hyperscale, vertical markets and high-performance computing, which Arya said should help the company's data center business grow by at least 30% a year over the long-term. Arya has a buy rating and $260-a-share price target on Nvidia's (NVDA) stock.</p>\n<p>But, it was the gaming that produced the largest share of the company's revenue in the most-recent quarter. Gaming totaled $3.06 billion, up 85% from a year ago, led by demand for GeForce graphics processors and system-on-a-chip offerings for game consoles.</p>\n<p>Timothy Arcuri, of UBS, said Nvidia's (NVDA) gaming business is \"trending more in-line\" heading into what is typically a strong fall quarter for the company. Arcuri has a buy rating and $230-a-share price target on the chipmaker's stock.</p>\n<p>For the quarter, Nvidia (NVDA) reported a profit of $1.04 a share, on total revenue of $6.51 billion. Wall Street analysts had forecast the chipmaker to earn $1.02 a share on $6.34 billion in sales.</p>\n<p><img src=\"https://static.tigerbbs.com/9901d7947e5f939784f513f994e97469\" tg-width=\"885\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<ul></ul>","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>NVDA soars over 6% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVDA soars over 6% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-19 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;19)&nbsp;Nvidia(NASDAQ:NVDA)&nbsp;shares rose&nbsp;over 6%&nbsp;Thursday&nbsp;to&nbsp;a&nbsp;record&nbsp;high following the chipmaker's second-quarter results that were highlighted by strength in the company's data center business.</p>\n<p>Data center revenue rose 35% from a year ago, to $2.37 billion. Bank of America Securities analyst Vivek Arya said that with regards to its data center offerings, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> (NVDA) showed growth in hyperscale, vertical markets and high-performance computing, which Arya said should help the company's data center business grow by at least 30% a year over the long-term. Arya has a buy rating and $260-a-share price target on Nvidia's (NVDA) stock.</p>\n<p>But, it was the gaming that produced the largest share of the company's revenue in the most-recent quarter. Gaming totaled $3.06 billion, up 85% from a year ago, led by demand for GeForce graphics processors and system-on-a-chip offerings for game consoles.</p>\n<p>Timothy Arcuri, of UBS, said Nvidia's (NVDA) gaming business is \"trending more in-line\" heading into what is typically a strong fall quarter for the company. Arcuri has a buy rating and $230-a-share price target on the chipmaker's stock.</p>\n<p>For the quarter, Nvidia (NVDA) reported a profit of $1.04 a share, on total revenue of $6.51 billion. Wall Street analysts had forecast the chipmaker to earn $1.02 a share on $6.34 billion in sales.</p>\n<p><img src=\"https://static.tigerbbs.com/9901d7947e5f939784f513f994e97469\" tg-width=\"885\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<ul></ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150522255","content_text":"(Aug 19) Nvidia(NASDAQ:NVDA) shares rose over 6% Thursday to a record high following the chipmaker's second-quarter results that were highlighted by strength in the company's data center business.\nData center revenue rose 35% from a year ago, to $2.37 billion. Bank of America Securities analyst Vivek Arya said that with regards to its data center offerings, NVIDIA Corp (NVDA) showed growth in hyperscale, vertical markets and high-performance computing, which Arya said should help the company's data center business grow by at least 30% a year over the long-term. Arya has a buy rating and $260-a-share price target on Nvidia's (NVDA) stock.\nBut, it was the gaming that produced the largest share of the company's revenue in the most-recent quarter. Gaming totaled $3.06 billion, up 85% from a year ago, led by demand for GeForce graphics processors and system-on-a-chip offerings for game consoles.\nTimothy Arcuri, of UBS, said Nvidia's (NVDA) gaming business is \"trending more in-line\" heading into what is typically a strong fall quarter for the company. Arcuri has a buy rating and $230-a-share price target on the chipmaker's stock.\nFor the quarter, Nvidia (NVDA) reported a profit of $1.04 a share, on total revenue of $6.51 billion. Wall Street analysts had forecast the chipmaker to earn $1.02 a share on $6.34 billion in sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171709892,"gmtCreate":1626761132216,"gmtModify":1703764698996,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I am ready.&nbsp;","listText":"I am ready.&nbsp;","text":"I am ready.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/171709892","repostId":"1116573791","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085791117,"gmtCreate":1650764098909,"gmtModify":1676534787904,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"might be good to include the different geopolitical environments that both businesses are operating in.","listText":"might be good to include the different geopolitical environments that both businesses are operating in.","text":"might be good to include the different geopolitical environments that both businesses are operating in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085791117","repostId":"2229416577","repostType":2,"repost":{"id":"2229416577","pubTimestamp":1650684004,"share":"https://www.laohu8.com/m/news/2229416577?lang=&edition=full","pubTime":"2022-04-23 11:20","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA&#39;s stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN&#39;s stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA&#39;s EBIT profit margin is almost twice that of Amazon - not only shows BABA&#39;s superior profitability (and AMZN&#39;s concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&amp;D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&amp;D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>.</p><p>So let&#39;s first see how well and sustainably BABA and AMZN can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&amp;D in recent years. AMZN didn&#39;t spend meaningfully on R&amp;D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&amp;D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&amp;D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett&#39;s $1 test on R&amp;D expenses. Advised by Buffett, we do not only listen to CEOs&#39; pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN&#39;s cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&amp;D yield for both has been remarkably consistent although at different levels. In BABA&#39;s case, its R&amp;D yield has been steady around an average of $3.3 in recent years. This level of R&amp;D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&amp;D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&amp;D yield in this group is Apple (AAPL), which generates an R&amp;D yield of $4.7 of profit output from every $1 of R&amp;D expenses.</p><p>AMZN&#39;s R&amp;D yield of $0.9, on the other hand, is substantially lower than BABA&#39;s and is also the lowest among the FAAMG group. And note that since AMZN didn&#39;t spend meaningfully on R&amp;D before 2016, we only started reporting its R&amp;D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&amp;D efforts sustainably and also dive into some of the specific R&amp;D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China&#39;s tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN&#39;s ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it&#39;s not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it&#39;s easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it&#39;s projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure &#34;pay per use&#34; model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA&#39;s case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&amp;D yield and high ROCE. Similarly, AMZN&#39;s AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN&#39;s also announced the planned $8.45 billion purchase of MGM Movie Studios, and I&#39;m optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world&#39;s unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&amp;D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA&#39;s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (&#34;FCF&#34;) deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA&#39;s price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&amp;D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. Amazon Stock: Back To Fundamentals</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 Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":5,"crmLevelSwitch":1},"content":"yes, not enough importance is talked about for the geopolitical risk. It had being one of the main driver for the fall of BABA price.","text":"yes, not enough importance is talked about for the geopolitical risk. It had being one of the main driver for the fall of BABA price.","html":"yes, not enough importance is talked about for the geopolitical risk. It had being one of the main driver for the fall of BABA price."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802477346,"gmtCreate":1627801036385,"gmtModify":1703496095089,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go Goog!&nbsp;","listText":"Go Goog!&nbsp;","text":"Go Goog!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802477346","repostId":"1122171439","repostType":4,"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123068221,"gmtCreate":1624403942863,"gmtModify":1703835450386,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sweet!&nbsp;","listText":"Sweet!&nbsp;","text":"Sweet!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/123068221","repostId":"1118580429","repostType":4,"repost":{"id":"1118580429","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624376537,"share":"https://www.laohu8.com/m/news/1118580429?lang=&edition=full","pubTime":"2021-06-22 23:42","market":"us","language":"en","title":"Krispy Kreme eyes near $4 bln valuation in U.S. IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1118580429","media":"Reuters","summary":"June 22 (Reuters) - Krispy Kreme Inc is looking to raise as much as $640 million through a U.S. init","content":"<p>June 22 (Reuters) - Krispy Kreme Inc is looking to raise as much as $640 million through a U.S. initial public offering, according to a regulatory filing on Tuesday, valuing the donut chain at nearly $4 billion. (Reporting by Sohini Podder in Bengaluru; Editing by Krishna Chandra Eluri)</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>Krispy Kreme eyes near $4 bln valuation in U.S. IPO</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\">\nKrispy Kreme eyes near $4 bln valuation in U.S. IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-22 23:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 22 (Reuters) - Krispy Kreme Inc is looking to raise as much as $640 million through a U.S. initial public offering, according to a regulatory filing on Tuesday, valuing the donut chain at nearly $4 billion. (Reporting by Sohini Podder in Bengaluru; Editing by Krishna Chandra Eluri)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DNUT":"Krispy Kreme, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118580429","content_text":"June 22 (Reuters) - Krispy Kreme Inc is looking to raise as much as $640 million through a U.S. initial public offering, according to a regulatory filing on Tuesday, valuing the donut chain at nearly $4 billion. (Reporting by Sohini Podder in Bengaluru; Editing by Krishna Chandra Eluri)","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802399880,"gmtCreate":1627714508640,"gmtModify":1703495140136,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802399880","repostId":"1167653033","repostType":4,"repost":{"id":"1167653033","pubTimestamp":1627706886,"share":"https://www.laohu8.com/m/news/1167653033?lang=&edition=full","pubTime":"2021-07-31 12:48","market":"sg","language":"en","title":"SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch","url":"https://stock-news.laohu8.com/highlight/detail?id=1167653033","media":"Singapore Business","summary":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, accor","content":"<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p>\n<p>This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p>\n<p>“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p>\n<p>This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p>\n<p>The SGD&nbsp;also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p>\n<p>“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p>\n<p>For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p>\n<p>Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p>","source":"lsy1618986048053","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>SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch</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\">\nSGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous ...</p>\n\n<a href=\"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167653033","content_text":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.\n“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.\nThis is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.\nThe SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.\n“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”\nFor the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.\nFitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058410020,"gmtCreate":1654875770860,"gmtModify":1676535526966,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good chance to average down","listText":"Good chance to average down","text":"Good chance to average down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058410020","repostId":"1197284502","repostType":4,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802399668,"gmtCreate":1627714555754,"gmtModify":1703495140949,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pumping more $$$","listText":"Pumping more $$$","text":"Pumping more $$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802399668","repostId":"1186334150","repostType":4,"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147275458,"gmtCreate":1626361556174,"gmtModify":1703758755219,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147275458","repostId":"1125623556","repostType":4,"repost":{"id":"1125623556","pubTimestamp":1626360370,"share":"https://www.laohu8.com/m/news/1125623556?lang=&edition=full","pubTime":"2021-07-15 22:46","market":"us","language":"en","title":"GM Warns Some Bolt EV Owners To Park Vehicles Outside Due to Spontaneous Combustion Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=1125623556","media":"Benzinga","summary":"General Motors has asked the owners of 2017-2019 Chevrolet Bolt EVs to park their vehicles outside a","content":"<p><b>General Motors</b>&nbsp;has asked the owners of&nbsp;<b>2017-2019 Chevrolet Bolt EVs</b>&nbsp;to park their vehicles outside and away from homes due to a risk of unexpectedly catching fire. The auto manufacturer has also warned vehicle owners not to leave their Bolt EV charging unattended overnight.</p>\n<p><b>What Happened:</b>The National Highway Traffic Safety Administration (NHTSA) issued astatement&nbsp;that explained the Bolt EVs’ cell packs “have the potential to smoke and ignite internally, which could spread to the rest of the vehicle and cause a structure fire if parked inside a garage or near a house.”</p>\n<p>The NHTSA added the vehicles in question were originally recalled last November due to the potential of unattended fires sparking from the high-voltage battery pack underneath the backseat’s bottom cushion. Approximately 50,000 Bolt vehicles are impacted by this warning.</p>\n<p><b>What Else Happened:</b>CNBC&nbsp;reported that GM said it has bought back some of the recalled vehicles, although it did not state the quantity involved.</p>\n<p>“At GM, safety is our highest priority, and we are moving as quickly as we can to investigate this issue,” said the company in a statement.</p>\n<p>The new warning follows a pair of spontaneous combustion blazes created earlier this month by the Bolt, including one at the home of Vermont state Rep.<b>Timothy Briglin,</b>who is the chairman of the state House Committee on Energy and Technology and a vocal EV advocate.</p>\n<p>The new warning comes one month after General Motors Chairwoman and CEO&nbsp;<b>Mary Barra</b>&nbsp;announced that the company was “targeting annual global EV sales of more than 1 million by 2025, and we are increasing our investment to scale faster because we see momentum building in the United States for electrification, along with customer demand for our product portfolio.”</p>","source":"lsy1606299360108","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>GM Warns Some Bolt EV Owners To Park Vehicles Outside Due to Spontaneous Combustion Risk</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\">\nGM Warns Some Bolt EV Owners To Park Vehicles Outside Due to Spontaneous Combustion Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/government/21/07/21998256/gm-warns-some-bolt-ev-owners-to-park-vehicles-outside-due-to-spontaneous-combustion-risk><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>General Motors has asked the owners of 2017-2019 Chevrolet Bolt EVs to park their vehicles outside and away from homes due to a risk of unexpectedly catching fire. The auto manufacturer has also ...</p>\n\n<a href=\"https://www.benzinga.com/government/21/07/21998256/gm-warns-some-bolt-ev-owners-to-park-vehicles-outside-due-to-spontaneous-combustion-risk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车"},"source_url":"https://www.benzinga.com/government/21/07/21998256/gm-warns-some-bolt-ev-owners-to-park-vehicles-outside-due-to-spontaneous-combustion-risk","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125623556","content_text":"General Motors has asked the owners of 2017-2019 Chevrolet Bolt EVs to park their vehicles outside and away from homes due to a risk of unexpectedly catching fire. The auto manufacturer has also warned vehicle owners not to leave their Bolt EV charging unattended overnight.\nWhat Happened:The National Highway Traffic Safety Administration (NHTSA) issued astatement that explained the Bolt EVs’ cell packs “have the potential to smoke and ignite internally, which could spread to the rest of the vehicle and cause a structure fire if parked inside a garage or near a house.”\nThe NHTSA added the vehicles in question were originally recalled last November due to the potential of unattended fires sparking from the high-voltage battery pack underneath the backseat’s bottom cushion. Approximately 50,000 Bolt vehicles are impacted by this warning.\nWhat Else Happened:CNBC reported that GM said it has bought back some of the recalled vehicles, although it did not state the quantity involved.\n“At GM, safety is our highest priority, and we are moving as quickly as we can to investigate this issue,” said the company in a statement.\nThe new warning follows a pair of spontaneous combustion blazes created earlier this month by the Bolt, including one at the home of Vermont state Rep.Timothy Briglin,who is the chairman of the state House Committee on Energy and Technology and a vocal EV advocate.\nThe new warning comes one month after General Motors Chairwoman and CEO Mary Barra announced that the company was “targeting annual global EV sales of more than 1 million by 2025, and we are increasing our investment to scale faster because we see momentum building in the United States for electrification, along with customer demand for our product portfolio.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142737345,"gmtCreate":1626175753787,"gmtModify":1703754822602,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon!&nbsp;","listText":"To the moon!&nbsp;","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142737345","repostId":"1191858541","repostType":4,"repost":{"id":"1191858541","pubTimestamp":1626175065,"share":"https://www.laohu8.com/m/news/1191858541?lang=&edition=full","pubTime":"2021-07-13 19:17","market":"us","language":"en","title":"Earnings season starts with sky-high stock prices and soaring expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1191858541","media":"CNBC","summary":"Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper,","content":"<div>\n<p>Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper, second-quarter earnings season looks like the mother of all earnings reports, with estimates having...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings season starts with sky-high stock prices and soaring expectations</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\">\nEarnings season starts with sky-high stock prices and soaring expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 19:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper, second-quarter earnings season looks like the mother of all earnings reports, with estimates having...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/07/13/earnings-season-starts-with-sky-high-stock-prices-and-sky-high-expectations.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1191858541","content_text":"Earnings season begins with two major tailwinds: sky-high prices and soaring expectations.\nOn paper, second-quarter earnings season looks like the mother of all earnings reports, with estimates having risen steadily for the past six months, from expected 45% growth in January to 65% growth today compared to the same period last year.\nIt's the strongest rate of growth since 2009, when earnings were just starting to recover from the disaster of the Great Financial Crisis.\nBut the gap between earnings expectations and the actual reported growth rates has been huge for nearly a year — and the market is beginning to (mistakenly) believe it is a permanent feature of the reporting landscape.\nHistorically, reported earnings tend to beat expectations by 3% to 5%, that is, companies usually manage to eke out a small positive surprise in their earnings reports.\nBut the last four quarters have blown apart those historical averages.\nEarnings blowout\n(difference between end of quarter estimates vs. reported estimates)\n\nQ2 20     12.6%\nQ3 20      15.5%\nQ420       13.2%\nQ121       28.7%\n\nSource:  FactSet\nPut it all together, and the average \"beat\" for the last four quarters is about 18 percentage points above analyst estimates.\nCan the market pull off yet another 18% to 20% earnings beat?  It looks like the market is anticipating exactly that. The second quarter dollar estimates are below the first quarter, even though corporate profits are clearly stronger, implying analysts are wrong again.\n2021 earnings\n($ per share, rounded)\n\nQ1:  $49 (up 52%)\nQ2:  $45 (up 65%)\nQ3:  $48 (up 25%)\nQ4:  $50 (up 18%)\n\nSource:  Refinitiv\nThe per share dollar gain is $49 for Q1, but only $45 for Q2.  The dollar value of the S&P earnings for the second quarter is well below the first quarter, which makes no sense if the second quarter economy is even stronger than the first quarter.\nThe market seems to be clearly implying another quarter of big earnings beats, higher than the even 65% growth analysts are already expected.\n\"Markets clearly believe Q2 earnings reports will far exceed expectations,\" Nicholas Colas from DataTrek said in a recent note to clients.  \"The 'right' earnings growth rate for Q2 is likely closer to 80 percent assuming S&P EPS is only the same as Q1 2021...It could be closer to 100 percent if US corporate earnings power has improved since then.\"\nNearly two dozen companies have already reported earnings, and many of the largest have indeed pulled off impressive earnings beats:\nEarly performers\n(% beat)\n\nNike          82%\nKroger       18%\nCostco       18%\nOracle        17%\nFedEx         in-line\n\nThe exception, FedEx, reported merely in-line earnings on June 24th after the close, and has traded below its price on that day ever since.\nAre earnings really that good?\nA 65% increase in earnings sounds titanic, but it's only because the Covid crisis reached its peak in the second quarter last year, and earnings predictably collapsed, as Christine Short from Wall Street Horizon noted.\n\"In this regard, because Q2 2020 is an easy YoY comparison, it's best to compare to years prior,\" she said in a recent note. \"For example, Q2 2021 growth is only 8.3% when compared to Q2 2019, which seems like a more realistic picture of the current rebound phase and growth trajectory we're on. But don't get me wrong, 8.3% is still a great growth rate in any quarter, well above the 5-year average earnings growth rate of 4.1%.\"\nBottom line: Earnings growth is still above historic norms, even after accounting for Covid.\nWhat's up with costs?\nBesides sky-high expectations, higher costs and pricing power are a major flashpoint for second quarter earnings.\nTake MSC Industrial Direct, a distributor of industrial supplies.  It recently reported strong earnings and said demand was \"robust\" but also reported much higher costs.  \"The industrial economy is experiencing very real supply chain shortages and disruptions,\" the company said on a conference call. \"These disruptions are evidencing themselves in product scarcity, freight delays, and extreme labor shortages that are resulting in significant availability and inflationary pressures.\"\nHowever, the company has also been raising prices as costs have increased.\n\"What's going to be important in this earnings season is who can have revenue growth and keep their operating margins,\" Sarat Sethi, managing partner and portfolio manager at DCLA and a CNBC contributor, said on our air. \"If you can't raise your prices or you can't raise revenue, you can't expand, I think those stocks that have already reflected really good futures could get hurt.\"\n Are big earnings beats here to stay?\nDon't bet on it.\nFortunately, earnings estimates for the third quarter have also been rising.  \"Q3 earnings estimates have risen fairly close in tandem with Q2 estimates,\" CNBC's Robert Humreports.\nBut don't expect earnings beats of 20% to become the new normal.\n\"This [20% earnings beats] will not be a permanent feature,\" Nick Raich, who tracks corporate earnings at Earnings Scout, told me.  \"Long-term the beat rate will come down to the more historic norm of five percent. But it could take a year to get back to normal.  What will bring that down is more guidance from the companies.  Those 20% beats are only happening because the guidance has been fuzzy.  Once it gets sharper, analyst estimates will get closer to the actual guidance.\"\nRaich is urging investors to focus less on the beat rate, and more on the revisions.  You want estimates to keep rising.\n\"The peak percentage rate of growth is likely in the second quarter.  But I am looking for peak optimism, which is based on how much the estimates are going up after companies report.  It's not just the direction, it's the magnitude.  If estimates go up at a decreasing rate, that's when we know we hit peak optimism,\" he said.\nFor Nick Colas, it's a lot simpler:  \"U.S. earnings season needs to be awesome\" to keep prices up, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100729858,"gmtCreate":1619651856674,"gmtModify":1704727280503,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Way to go ?!&nbsp;","listText":"Way to go ?!&nbsp;","text":"Way to go ?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100729858","repostId":"1137964402","repostType":4,"repost":{"id":"1137964402","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":1619651546,"share":"https://www.laohu8.com/m/news/1137964402?lang=&edition=full","pubTime":"2021-04-29 07:12","market":"us","language":"en","title":"Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks","url":"https://stock-news.laohu8.com/highlight/detail?id=1137964402","media":"Tiger Newspress","summary":"Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65","content":"<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</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>Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks</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\">\nApple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks\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\">2021-04-29 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul><p>Apple&nbsp;reported&nbsp;a blowout quarter&nbsp;on Wednesday, announcing companywide sales up 54% higher than last year, and&nbsp;significantly stronger profits than Wall Street expected.</p><p>Apple stock rose over 4% at one point in extended trading.</p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p>Apple reported double-digit growth in every single one of its product categories, and its&nbsp;most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales&nbsp;did&nbsp;better, with its computers up 70.1% and iPad&nbsp;sales&nbsp;growing nearly 79% on an annual basis.</p><p>Apple said it would increase its dividend by 7%&nbsp;to $0.22 per share&nbsp;and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay&nbsp;and 2019′s $75 billion.</p><p>Here’s how Apple did versus Refinitiv estimates:</p><ul><li><b>EPS</b>:&nbsp;$1.40&nbsp;vs. $0.99 estimated</li><li><b>Revenue</b>:&nbsp;$89.58&nbsp;billion&nbsp;vs. $77.36&nbsp;billion&nbsp;estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>:&nbsp;$47.94 billion&nbsp;vs. $41.43&nbsp;billion&nbsp;estimated, up&nbsp;65.5% year-over-year</li><li><b>Services revenue</b>:&nbsp;$16.90 billion&nbsp;vs. $15.57&nbsp;billion&nbsp;estimated, up 26.7% year over&nbsp;year</li><li><b>Other Products revenue</b>:&nbsp;$7.83&nbsp;billion&nbsp;vs. $7.79&nbsp;billion&nbsp;estimated,&nbsp;up 24%&nbsp;year-over-year</li><li><b>Mac revenue</b>:&nbsp;$9.10&nbsp;billion&nbsp;vs. $6.86&nbsp;billion&nbsp;estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>:&nbsp;$7.80 billion&nbsp;vs. $5.58&nbsp;billion&nbsp;estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>:&nbsp;42.5% vs. 39.8%&nbsp;estimated</li></ul><p>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue&nbsp;guidance since the start of the pandemic, citing uncertainty.&nbsp;This is Apple’s second quarter in a row with double-digit growth in all product categories.&nbsp;Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers&nbsp;and businesses&nbsp;bought&nbsp;computers&nbsp;to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies&nbsp;open up.</p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this&nbsp;moment in their own lives, as well as the optimism consumers seem to feel about better days&nbsp;ahead for all of us.”</p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac&nbsp;laptops&nbsp;that used its own M1 chips&nbsp;for longer battery life, instead of processors sold by&nbsp;Intel.&nbsp;iPad sales were up&nbsp;nearly 79% year-over-year.</p><p>Neither of those&nbsp;results&nbsp;include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p>“We’re seeing strong first-time buyers on the Mac&nbsp;…&nbsp;it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that&nbsp;…&nbsp;it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan,&nbsp;Apple’s revenue increased over&nbsp;87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic.&nbsp;Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p>Apple’s&nbsp;high-margin&nbsp;services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137964402","content_text":"KEY POINTSApple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.Here’s how Apple did versus Refinitiv estimates:EPS: $1.40 vs. $0.99 estimatedRevenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-yeariPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-yearServices revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over yearOther Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-yearMac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-yeariPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-yearGross margin: 42.5% vs. 39.8% estimatedApple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097352114,"gmtCreate":1645351308867,"gmtModify":1676534020895,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tough times ahead&nbsp;","listText":"Tough times ahead&nbsp;","text":"Tough times ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097352114","repostId":"2212622457","repostType":2,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176982671,"gmtCreate":1626854877093,"gmtModify":1703479334060,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no…","listText":"Oh no…","text":"Oh no…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176982671","repostId":"1183563723","repostType":4,"repost":{"id":"1183563723","pubTimestamp":1626853969,"share":"https://www.laohu8.com/m/news/1183563723?lang=&edition=full","pubTime":"2021-07-21 15:52","market":"us","language":"en","title":"Netflix Slides After Subscriber Guidance Misses Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1183563723","media":"zerohedge","summary":"Recent earnings reports from streaming giant $Netflix$ have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned that\"growth is slowing\",before againplunging three quarters agowhen the company reported a huge miss in both EPS and new subs, which at 2.2 million was tied for the worst quarter in the past five years, while also reporting a worse than expected outlook for the current quarter. This reversedtwo qu","content":"<p>Recent earnings reports from streaming giant <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned that<i>\"growth is slowing\",</i>before againplunging three quarters agowhen the company reported a huge miss in both EPS and new subs, which at 2.2 million was tied for the worst quarter in the past five years, while also reporting a worse than expected outlook for the current quarter. This reversedtwo quarters agowhen Netflix reported a blowout subscriber beat and projected it would soon be cash flow positive, sending its stock soaring to an all time high - if only briefly before again reversing and then tumblinglast quarterwhen Netflix again disappointed when it reported a huge subscriber miss and giving dismal guidance.</p>\n<p><img src=\"https://static.tigerbbs.com/04fe65be48d8a2ae27f38c5f2f476d77\" tg-width=\"1223\" tg-height=\"670\" referrerpolicy=\"no-referrer\">Which brings us to today, when investors are on edge today to find out not whether the company would beat or miss expectations, but rather if the slowdown CEO Reed Hastings warned about is for real and has pulled forward even more subscribers due to covid? After all, Netflix has been warning for months that growth would slow in 2021 compared to the phenomenal signup rate at the start of the pandemic lockdown last year. And yes, brace for a huge base effect hit:<i>in the second quarter of 2020, the service added 10 million new customers, second only to the 15.77 million it added in the record first quarter of 2020.</i></p>\n<p>To be sure, despite a series of hit or miss earnings, the company has been riding a wave of optimism, its stock soaring in early 2021. Still, after hitting to a record high in January, the stock has traded rangbeound, unable to break out to a new high, for the past seven months. And while there’s no doubt that viewership has surged during the Covid-19 lockdowns in the U.S. and much of the world, there are complications: the virus has brought TV and film production to a halt, a situation that may only get more dire for Netflix as the months wear on. But the biggest question remains<b>how many future subs has covid brought to the present, and tied to that - will the panic over the Delta strain lead to another mini burst in subscribers in the coming quater(s)?</b></p>\n<p>Indicatively, consensus expects just 1.12 million new subscribers to be added in the second quarter, just above the company's own projection of 1 million new subs. Revenue are expected to come in at $7.32 billion, up from $7.16 billion last quarter, and resulting in EPS of $3.36, down slightly from last quarter's $3.75. This, as streaming video remains on a hot streak since the pandemic struck.</p>\n<p>Previewing the quarterly result, Bloomberg Intelligence analysts Geetha Ranganathan and Amine Bensaid cautioned that Netflix’s massive 2020 is leading to more muted subscriber gains this year: \"Netflix will continue to feel the aftereffects of a super-charged 1H20, with a massive pull-forward of demand prompting tempered expectations for 1 million additions in 2Q, its lowest quarterly level since 4Q11. The pull-forward may have also been amplified by price increases and pent-up demand for outdoor entertainment leading to uncertainty in 3Q guidance, though the return of several high-profile titles (‘Witcher,’ ‘Cobra Kai,’ ‘You’ and ‘Money Heist’) will be a clear catalyst for normalizing subscriber gains from 4Q and into 2022.\"</p>\n<p>LightShed Partners media analyst Rich Greenfield published what he sees as the key questions Netflix investors should ask management after its earnings report. Among them are when Netflix’s subscriber growth will normalize, whether India can be a meaningful driver of profitability, and where the company sees opportunities in video games. Greenfield asks: “Is the goal to leverage IP you create for TV/film or create original video game IP that can be leveraged into TV/film production?”</p>\n<p>Another thing to watch out for is how a slowdown in production last year is affecting the service. The filming of new shows and movies basically came to a standstill in early 2020, which curbed output in the following months.</p>\n<p>* * *</p>\n<p><b>So with all that in mind, was <a href=\"https://laohu8.com/S/QTWO\">Q2</a> the quarter that would finally unleash another repricing higher for Netflix stock?</b>Alas, it would again not be this time because despite beating on the top line, and adding more subscribers than expected, the company missed on EPS and<i>again</i>reported another dismal quarterly guidance which came in well below expectations (full letter to shareholders).</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>, the good news:</p>\n<ul>\n <li>Q2 revenue $7.34B,<i><b>beating</b></i>Est. $7.32B</li>\n <li>Q2 Streaming Paid Net Change +1.54M,<i><b>beating</b></i>Est. +1.12M</li>\n <li>Operating margin of 25.2% came in on top of estiamtes of 25.2%</li>\n</ul>\n<p>And then the bad news:</p>\n<ul>\n <li><b>Q2 EPS $2.97 missing consensus Est. $3.14</b></li>\n <li><b>Company sees Q3 Streaming Paid Net Change +3.50M, far below the Wall Street estimate of +5.86M</b></li>\n</ul>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> as bad,<b>the company reported its first decline in US/Canada paid subscribers, which shrank by 430K to 73.95MM. This was the first time NFLX lost customers domestically since 2019.</b></p>\n<p>In other words, while q2 revenue rose 19% and operating income rose 36%,<b>shares tumbled after its third-quarter subscriber forecast missed estimates.</b></p>\n<p>Here is the full breakdown of Q2 subs which saw a drop in US/Canada paid subs:</p>\n<ul>\n <li><b>UCAN streaming paid net change -430,000, estimate +52,190</b></li>\n <li>EMEA streaming paid net change +190,000, estimate +429,335</li>\n <li>LATAM streaming paid net change +760,000, estimate +128,719</li>\n <li>APAC streaming paid net change +1.02 million, estimate +524,900</li>\n <li><a href=\"https://laohu8.com/S/TSS\">Total</a> Streaming paid net change +1.54 million, estimate +1.12 million (Bloomberg Consensus)</li>\n</ul>\n<p>And visually:</p>\n<p><img src=\"https://static.tigerbbs.com/85f0ab057ffe490df75bde4db70226d4\" tg-width=\"863\" tg-height=\"842\" referrerpolicy=\"no-referrer\">Commenting on the Q2 results, NFLX said that revenue growth was driven by an 11% increase in average paid streaming memberships and 8% growth in average revenue per membership (ARM). “COVID has created some lumpiness in our membership growth (higher growth in 2020, slower growth this year), which is working its way through.”</p>\n<p>A more detailed breakdown of why the company continues to see \"choppiness\" in its earnings:</p>\n<blockquote>\n <i>\"The pandemic has created unusual choppiness in our growth and distorts year-over-year comparisons as acquisition and engagement per member household spiked in the early months of COVID. In Q2’21, our engagement per member household was, as expected, down vs. those unprecedented levels but was still up 17% compared with a more comparable Q2’19. Similarly, retention continues to be strong and better than pre-COVID Q2’19 levels, even as average revenue per membership has grown 8% over this two-year period, demonstrating how much our members value Netflix and that as we improve our service we can charge a bit more. \"</i>\n</blockquote>\n<p>NFLX also said that it added 1.5m paid memberships in Q2, \"slightly ahead of our 1.0m guidance forecast\"<b>with the APAC region representing about two-thirds of global paid net adds in the quarter</b>. Meanwhile, as noted above,<b>Q2 paid memberships in the UCAN region were down sequentially (-0.4m paid net adds):</b>\"<i>We believe our large membership base in UCAN coupled with a seasonally smaller quarter for acquisition is the main reason for this dynamic. This is similar to what we experienced in Q2’19 when our UCAN paid net adds were -0.1m; since then we’ve added nearly 7.5m paid net adds in UCAN\"</i></p>\n<p>This means that the covid pandemic in 2020 pulled forward so many subs that 2021 is shaping up to be the wirst year since at least 2016.</p>\n<p><img src=\"https://static.tigerbbs.com/b1a78edf8126b85753fd3218713aba96\" tg-width=\"820\" tg-height=\"413\" referrerpolicy=\"no-referrer\">Understandably, now that companies are comping to 2019 not to 2020 (for the dismal base effect), Netflix is urging investors to compare this year to 2019 and not to the same quarter a year ago (when the pandemic boosted subscriber growth). Oddly the company had no problem comparing 2020 to 2019 when the numbers were in its favor, but we digress... The company points out that user engagement per member household was down in the second quarter compared with “those unprecedented levels” of 2020, but it was up 17% “compared with a more comparable Q2’19.”</p>\n<p>Perhaps in an attempt to divert attention from (lack of) subscriber growth, Netflix said it was making good on its promise back in 2016 to steadily grow its operating margin. The streaming giant is targeting a 20% operating margin for 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/6f26d1f9fee9dc38cc58bff5bdc43c73\" tg-width=\"663\" tg-height=\"399\" referrerpolicy=\"no-referrer\">Some more details here:</p>\n<blockquote>\n <i><b>“Assuming we achieve our margin target this year, we will have quintupled our operating margin in the last five years and are tracking ahead of this average annual three percentage point pace..</b></i> \n <i>.. With revenue and margin both increasing, our operating profit dollars have risen dramatically as well (even as we have been investing heavily), from about $100 million per quarter in 2016 to nearly $2 billion per quarter so far in 2021.</i>\n</blockquote>\n<p>But while shareholders may excuse the decline in US subs, they were not happy with the company's overall guidance,<b>where it now sees just 3.5 million new subs in Q3, far below the 5.86 million expected.</b></p>\n<p><img src=\"https://static.tigerbbs.com/23205a0bb2f7fde61b3ef2da7b7a56bb\" tg-width=\"856\" tg-height=\"399\" referrerpolicy=\"no-referrer\">* * *</p>\n<p>Looking at its content slate, Netflix said it would be light in the first half due to Covid. The company is now playing catch-up, with spending on new TV shows and movies up 41% to $8 billion in the first half. The company is targeting $12 billion in content spending for the year, a 12% bump, to wit:</p>\n<blockquote>\n <i><b>Through the first half of 2021 we’ve already spent $8 billion in cash on content (up 41% yr-over-yr and 1.4x our content amortization)</b></i> \n <i>and we expect content amortization to be around $12 billion for the full year (+12% year over year). Our Q3 slate will include new seasons of fan favorites La Casa de Papel (aka Money Heist), Sex Education, Virgin River and Never Have I Ever as well as live action films including Sweet Girl (starring Jason Momoa), Kissing Booth 3, and Kate (starring Mary Elizabeth Winstead) and the animated feature film Vivo, featuring all-new songs from Lin-Manuel Miranda.</i>\n</blockquote>\n<p>Netflix offers shared some more details on its upcoming entrance into the gaming arena:</p>\n<blockquote>\n <i>“We’re also in the early stages of further expanding into games, building on our earlier efforts around interactivity (e.g., Black Mirror Bandersnatch) and our Stranger Things games. We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV.</i> \n <i><b>Games will be included in members’ Netflix subscription at no additional cost, similar to films and series</b></i> \n <i>. Initially, we’ll be primarily focused on games for mobile devices. We’re excited as ever about our movies and TV series offering and we expect a long runway of increasing investment and growth across all of our existing content categories, but since we are nearly a decade into our push into original programming, we think the time is right to learn more about how our members value games.”</i>\n</blockquote>\n<p>In its cursory overview of the competitive landscape, Netflix pointed out mergers like WarnerMedia/<a href=\"https://laohu8.com/S/DISCA\">Discovery</a>, saying they “don’t believe this consolidation has affected our growth much, if at all.” The company also noted that while it’s always evaluating merger opportunities: “We don’t view any assets as ‘must-have’ and we haven’t yet found any large scale ones to be sufficiently compelling to act upon.”</p>\n<p>There was more bad news in NFLX cash flow, which after last quarter's surge reversed again, and dropped by $175 million, vs a positive cash flow of $899 million a year ago. NFLX notes that it is \"still expecting full year 2021 free cash flow to be approximately break even.\" The company also believes it no longer needs to raise external financing to fund our day-to-day operations. We'll see if at least that promise pans out.</p>\n<p><img src=\"https://static.tigerbbs.com/4ceb3aed0130e94558eb4acfb4ed6369\" tg-width=\"1022\" tg-height=\"676\" referrerpolicy=\"no-referrer\">In other news, during Q2, NFLX increased its revolving credit facility (which remains undrawn) to $1 billion from $750 million and extended the maturity from 2024 to 2026. The company also repurchased 1 million shares for $500 million (at an average per share price of about $500) under our $5 billion share authorization: the company said its \"main priority is to invest in the organic growth of our business while maintaining strong liquidity and retaining financial flexibility for strategic investments.\"</p>\n<p>After all that, the market was unimpressed but it could have been worse: after initially plunging below $500 briefly, the stock has since stabilized down 2% around $515. Among stocks that are down in sympathy, video-streaming platform Roku falls 1.4%.</p>\n<p><img src=\"https://static.tigerbbs.com/cd7e85e2830bd58f17652f92dedb29b4\" tg-width=\"1280\" tg-height=\"663\" referrerpolicy=\"no-referrer\">Netflix Slides&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/304dae8666ce15371c9686fbd96d32bb\" tg-width=\"704\" tg-height=\"486\" width=\"100%\" height=\"auto\"></p>","source":"lsy1583725640930","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>Netflix Slides After Subscriber Guidance Misses Estimates</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\">\nNetflix Slides After Subscriber Guidance Misses Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 15:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/netflix-slides-after-subscriber-guidance-misses-estimates><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent earnings reports from streaming giant Netflix have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/netflix-slides-after-subscriber-guidance-misses-estimates\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.zerohedge.com/markets/netflix-slides-after-subscriber-guidance-misses-estimates","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183563723","content_text":"Recent earnings reports from streaming giant Netflix have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full \"post Corona\" quarter and warned that\"growth is slowing\",before againplunging three quarters agowhen the company reported a huge miss in both EPS and new subs, which at 2.2 million was tied for the worst quarter in the past five years, while also reporting a worse than expected outlook for the current quarter. This reversedtwo quarters agowhen Netflix reported a blowout subscriber beat and projected it would soon be cash flow positive, sending its stock soaring to an all time high - if only briefly before again reversing and then tumblinglast quarterwhen Netflix again disappointed when it reported a huge subscriber miss and giving dismal guidance.\nWhich brings us to today, when investors are on edge today to find out not whether the company would beat or miss expectations, but rather if the slowdown CEO Reed Hastings warned about is for real and has pulled forward even more subscribers due to covid? After all, Netflix has been warning for months that growth would slow in 2021 compared to the phenomenal signup rate at the start of the pandemic lockdown last year. And yes, brace for a huge base effect hit:in the second quarter of 2020, the service added 10 million new customers, second only to the 15.77 million it added in the record first quarter of 2020.\nTo be sure, despite a series of hit or miss earnings, the company has been riding a wave of optimism, its stock soaring in early 2021. Still, after hitting to a record high in January, the stock has traded rangbeound, unable to break out to a new high, for the past seven months. And while there’s no doubt that viewership has surged during the Covid-19 lockdowns in the U.S. and much of the world, there are complications: the virus has brought TV and film production to a halt, a situation that may only get more dire for Netflix as the months wear on. But the biggest question remainshow many future subs has covid brought to the present, and tied to that - will the panic over the Delta strain lead to another mini burst in subscribers in the coming quater(s)?\nIndicatively, consensus expects just 1.12 million new subscribers to be added in the second quarter, just above the company's own projection of 1 million new subs. Revenue are expected to come in at $7.32 billion, up from $7.16 billion last quarter, and resulting in EPS of $3.36, down slightly from last quarter's $3.75. This, as streaming video remains on a hot streak since the pandemic struck.\nPreviewing the quarterly result, Bloomberg Intelligence analysts Geetha Ranganathan and Amine Bensaid cautioned that Netflix’s massive 2020 is leading to more muted subscriber gains this year: \"Netflix will continue to feel the aftereffects of a super-charged 1H20, with a massive pull-forward of demand prompting tempered expectations for 1 million additions in 2Q, its lowest quarterly level since 4Q11. The pull-forward may have also been amplified by price increases and pent-up demand for outdoor entertainment leading to uncertainty in 3Q guidance, though the return of several high-profile titles (‘Witcher,’ ‘Cobra Kai,’ ‘You’ and ‘Money Heist’) will be a clear catalyst for normalizing subscriber gains from 4Q and into 2022.\"\nLightShed Partners media analyst Rich Greenfield published what he sees as the key questions Netflix investors should ask management after its earnings report. Among them are when Netflix’s subscriber growth will normalize, whether India can be a meaningful driver of profitability, and where the company sees opportunities in video games. Greenfield asks: “Is the goal to leverage IP you create for TV/film or create original video game IP that can be leveraged into TV/film production?”\nAnother thing to watch out for is how a slowdown in production last year is affecting the service. The filming of new shows and movies basically came to a standstill in early 2020, which curbed output in the following months.\n* * *\nSo with all that in mind, was Q2 the quarter that would finally unleash another repricing higher for Netflix stock?Alas, it would again not be this time because despite beating on the top line, and adding more subscribers than expected, the company missed on EPS andagainreported another dismal quarterly guidance which came in well below expectations (full letter to shareholders).\nFirst, the good news:\n\nQ2 revenue $7.34B,beatingEst. $7.32B\nQ2 Streaming Paid Net Change +1.54M,beatingEst. +1.12M\nOperating margin of 25.2% came in on top of estiamtes of 25.2%\n\nAnd then the bad news:\n\nQ2 EPS $2.97 missing consensus Est. $3.14\nCompany sees Q3 Streaming Paid Net Change +3.50M, far below the Wall Street estimate of +5.86M\n\nJust as bad,the company reported its first decline in US/Canada paid subscribers, which shrank by 430K to 73.95MM. This was the first time NFLX lost customers domestically since 2019.\nIn other words, while q2 revenue rose 19% and operating income rose 36%,shares tumbled after its third-quarter subscriber forecast missed estimates.\nHere is the full breakdown of Q2 subs which saw a drop in US/Canada paid subs:\n\nUCAN streaming paid net change -430,000, estimate +52,190\nEMEA streaming paid net change +190,000, estimate +429,335\nLATAM streaming paid net change +760,000, estimate +128,719\nAPAC streaming paid net change +1.02 million, estimate +524,900\nTotal Streaming paid net change +1.54 million, estimate +1.12 million (Bloomberg Consensus)\n\nAnd visually:\nCommenting on the Q2 results, NFLX said that revenue growth was driven by an 11% increase in average paid streaming memberships and 8% growth in average revenue per membership (ARM). “COVID has created some lumpiness in our membership growth (higher growth in 2020, slower growth this year), which is working its way through.”\nA more detailed breakdown of why the company continues to see \"choppiness\" in its earnings:\n\n\"The pandemic has created unusual choppiness in our growth and distorts year-over-year comparisons as acquisition and engagement per member household spiked in the early months of COVID. In Q2’21, our engagement per member household was, as expected, down vs. those unprecedented levels but was still up 17% compared with a more comparable Q2’19. Similarly, retention continues to be strong and better than pre-COVID Q2’19 levels, even as average revenue per membership has grown 8% over this two-year period, demonstrating how much our members value Netflix and that as we improve our service we can charge a bit more. \"\n\nNFLX also said that it added 1.5m paid memberships in Q2, \"slightly ahead of our 1.0m guidance forecast\"with the APAC region representing about two-thirds of global paid net adds in the quarter. Meanwhile, as noted above,Q2 paid memberships in the UCAN region were down sequentially (-0.4m paid net adds):\"We believe our large membership base in UCAN coupled with a seasonally smaller quarter for acquisition is the main reason for this dynamic. This is similar to what we experienced in Q2’19 when our UCAN paid net adds were -0.1m; since then we’ve added nearly 7.5m paid net adds in UCAN\"\nThis means that the covid pandemic in 2020 pulled forward so many subs that 2021 is shaping up to be the wirst year since at least 2016.\nUnderstandably, now that companies are comping to 2019 not to 2020 (for the dismal base effect), Netflix is urging investors to compare this year to 2019 and not to the same quarter a year ago (when the pandemic boosted subscriber growth). Oddly the company had no problem comparing 2020 to 2019 when the numbers were in its favor, but we digress... The company points out that user engagement per member household was down in the second quarter compared with “those unprecedented levels” of 2020, but it was up 17% “compared with a more comparable Q2’19.”\nPerhaps in an attempt to divert attention from (lack of) subscriber growth, Netflix said it was making good on its promise back in 2016 to steadily grow its operating margin. The streaming giant is targeting a 20% operating margin for 2021.\nSome more details here:\n\n“Assuming we achieve our margin target this year, we will have quintupled our operating margin in the last five years and are tracking ahead of this average annual three percentage point pace..\n.. With revenue and margin both increasing, our operating profit dollars have risen dramatically as well (even as we have been investing heavily), from about $100 million per quarter in 2016 to nearly $2 billion per quarter so far in 2021.\n\nBut while shareholders may excuse the decline in US subs, they were not happy with the company's overall guidance,where it now sees just 3.5 million new subs in Q3, far below the 5.86 million expected.\n* * *\nLooking at its content slate, Netflix said it would be light in the first half due to Covid. The company is now playing catch-up, with spending on new TV shows and movies up 41% to $8 billion in the first half. The company is targeting $12 billion in content spending for the year, a 12% bump, to wit:\n\nThrough the first half of 2021 we’ve already spent $8 billion in cash on content (up 41% yr-over-yr and 1.4x our content amortization)\nand we expect content amortization to be around $12 billion for the full year (+12% year over year). Our Q3 slate will include new seasons of fan favorites La Casa de Papel (aka Money Heist), Sex Education, Virgin River and Never Have I Ever as well as live action films including Sweet Girl (starring Jason Momoa), Kissing Booth 3, and Kate (starring Mary Elizabeth Winstead) and the animated feature film Vivo, featuring all-new songs from Lin-Manuel Miranda.\n\nNetflix offers shared some more details on its upcoming entrance into the gaming arena:\n\n“We’re also in the early stages of further expanding into games, building on our earlier efforts around interactivity (e.g., Black Mirror Bandersnatch) and our Stranger Things games. We view gaming as another new content category for us, similar to our expansion into original films, animation and unscripted TV.\nGames will be included in members’ Netflix subscription at no additional cost, similar to films and series\n. Initially, we’ll be primarily focused on games for mobile devices. We’re excited as ever about our movies and TV series offering and we expect a long runway of increasing investment and growth across all of our existing content categories, but since we are nearly a decade into our push into original programming, we think the time is right to learn more about how our members value games.”\n\nIn its cursory overview of the competitive landscape, Netflix pointed out mergers like WarnerMedia/Discovery, saying they “don’t believe this consolidation has affected our growth much, if at all.” The company also noted that while it’s always evaluating merger opportunities: “We don’t view any assets as ‘must-have’ and we haven’t yet found any large scale ones to be sufficiently compelling to act upon.”\nThere was more bad news in NFLX cash flow, which after last quarter's surge reversed again, and dropped by $175 million, vs a positive cash flow of $899 million a year ago. NFLX notes that it is \"still expecting full year 2021 free cash flow to be approximately break even.\" The company also believes it no longer needs to raise external financing to fund our day-to-day operations. We'll see if at least that promise pans out.\nIn other news, during Q2, NFLX increased its revolving credit facility (which remains undrawn) to $1 billion from $750 million and extended the maturity from 2024 to 2026. The company also repurchased 1 million shares for $500 million (at an average per share price of about $500) under our $5 billion share authorization: the company said its \"main priority is to invest in the organic growth of our business while maintaining strong liquidity and retaining financial flexibility for strategic investments.\"\nAfter all that, the market was unimpressed but it could have been worse: after initially plunging below $500 briefly, the stock has since stabilized down 2% around $515. Among stocks that are down in sympathy, video-streaming platform Roku falls 1.4%.\nNetflix Slides in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373969283,"gmtCreate":1618812188642,"gmtModify":1704715225586,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373969283","repostId":"1114523776","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379443944,"gmtCreate":1618791662588,"gmtModify":1704714854312,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"❤️ ?&nbsp;","listText":"❤️ ?&nbsp;","text":"❤️ ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379443944","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","pubTimestamp":1618762645,"share":"https://www.laohu8.com/m/news/1162662309?lang=&edition=full","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</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>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 00:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810670442,"gmtCreate":1629976160886,"gmtModify":1676530189291,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I am right here waiting NVDA. ❤️","listText":"I am right here waiting NVDA. ❤️","text":"I am right here waiting NVDA. ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810670442","repostId":"1155499213","repostType":4,"repost":{"id":"1155499213","pubTimestamp":1629971329,"share":"https://www.laohu8.com/m/news/1155499213?lang=&edition=full","pubTime":"2021-08-26 17:48","market":"us","language":"en","title":"Nvidia Is Too Far Ahead of Competitors AMD and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=1155499213","media":"InvestorPlace","summary":"NVDA stock is diverging from its fundamental merit. Today’s note may come across as bearish toward Nvidia. In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a ","content":"<p>NVDA stock is diverging from its fundamental merit</p>\n<p>Today’s note may come across as bearish toward&nbsp;<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.</p>\n<p>At these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.</p>\n<p>Nvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.</p>\n<p>Committing new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.</p>\n<p>At the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?</p>\n<p>The macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.</p>\n<p><b>NVDA Stock Is Up for Some Good Reasons</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33617756f3ca229ffa5a50cbda84bf90\" tg-width=\"1542\" tg-height=\"808\" width=\"100%\" height=\"auto\"><span>Source: Charts by TradingView</span></p>\n<p>Now that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>).<b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) is miles behind — that’s a whole other story.</p>\n<p>This week, we learned that&nbsp;NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.</p>\n<p>However, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.</p>\n<p>Since 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.</p>\n<p><b>The Beginning of the End of QE</b></p>\n<p>Frankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.</p>\n<p>I don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.</p>\n<p>Meanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?</p>\n<p>To be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.</p>","source":"lsy1606302653667","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>Nvidia Is Too Far Ahead of Competitors AMD and Intel</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\">\nNvidia Is Too Far Ahead of Competitors AMD and Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price ...</p>\n\n<a href=\"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://investorplace.com/2021/08/nvidia-nvda-stock-is-too-far-ahead-of-competitors-amd-and-intel/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155499213","content_text":"NVDA stock is diverging from its fundamental merit\nToday’s note may come across as bearish toward Nvidia(NASDAQ:NVDA). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it doesn’t trade in a vacuum, so we have to consider the big picture.\nAt these altitudes, it is vulnerable to sharp drops, and those could come from extrinsic reasons. With that in mind, let’s move on to evaluating what is going right now. Let’s also take a look at what could be better for NVDA moving forward.\nNvidia has been in a breakout since April from around $155 per share. Along the way it really took flight mid May when it rallied 50% in 50 days. NVDA stock recently broke out again. This time from $206 per share.\nCommitting new longs for an investment from here is less than obvious. Those who are in it for the momentum trade are fine. I only worry about investors looking to initiate new, sizable positions.\nAt the risk of sounding repetitive and somewhat bearish, I would wait it out a few days. This is an incredible company, but I still would rather find proper entry points. Traditionally, long-term investors say that they don’t try to time the market. If that’s true, then waiting it out is just as logical as jumping in. Why not err on the side of caution with Nvidia stock?\nThe macroeconomic conditions are unique. Wall Street has never gone through these circumstances before. We’ve rallied so long that the mathematical downside potential is much larger than the upside opportunity. One hiccup can turn into a serious crash. I am confident that we will have better entry points than up here. Missing out on a few upside bucks is a small price to pay for caution.\nNVDA Stock Is Up for Some Good Reasons\nSource: Charts by TradingView\nNow that the ugly part is out of the way, let’s talk about the good points. This company is firing on all cylinders and setting trends. It is one of three major chip suppliers and it’s reigning supreme. This year, NVDA stock is up three times more than Advanced Micro Devices(NASDAQ:AMD).Intel(NASDAQ:INTC) is miles behind — that’s a whole other story.\nThis week, we learned that NVDA and AMD chips could wiggle their way into government super-computer applications. The reason? INTC is literally late delivering its offering.\nHowever, from a fundamental perspective, the stock is expensive. The premium is not crazy, since investors are getting the growth they seek. Besides I don’t need it to be cheap at this stage, so that’s not the concern. But when I compare it to AMD, I see dislocations.\nSince 2018, NVDA almost doubled its revenues and grew the net income 75%. Meanwhile, AMD more than doubled revenues and grew net income ten-fold. Clearly AMD has done more, and its financial metrics are twice as cheap compared to NVDA’s. It’s a better choice from that perspective.\nThe Beginning of the End of QE\nFrankly, I would stay out of both unless I’m using options. There, I can sell puts to be long the stocks and leave a 30% buffer zone. Chasing markets at all-time highs with starter investment positions is wrong. Moreover, we are going into the end of a 3-year old QE program.\nI don’t anticipate the Federal Reserve actively wanting to devastate markets. However, losing huge tailwinds could create a stall on Wall Street. The Jackson Hole Fed meeting is coming up, so that could also create short-term turbulence in NVDA stock. I think they will drag their feet until November to announce the taper.\nMeanwhile, there are trading opportunities in Nvidia. My guess is that the markets are looking for the Fed event to pass, so they can rally more. Sharp dips are buy-able for an attempt at fast profits. However, this is different than the earlier discussion of long-term investments. This is where it’s important for us to know our objective — to trade or invest?\nTo be clear, my comments about waiting things out for better entries are for investors, not traders. Nvidia stock is a monster because the company is executing flawlessly. We can’t short such a scenario, so it’s a matter of finding an appropriate entry point for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890530433,"gmtCreate":1628122909722,"gmtModify":1703501549247,"author":{"id":"3577096177015881","authorId":"3577096177015881","name":"ET88","avatar":"https://static.tigerbbs.com/972aa6dd92772d6bf44c97a3096c29b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yay!&nbsp;","listText":"Yay!&nbsp;","text":"Yay!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890530433","repostId":"1116782530","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}