KilluaGon personal page - To The Moon

KilluaGon

KilluaGon

No personal profile

4Follow

3Followers

0Topic

0Badge

2021-07-26

$Tiger Brokers(TIGR)$Why tiger only fell 5% while Futu fell 16%? Tiger should drop

2021-06-30

$Coupang, Inc.(CPNG)$Coupang will collapse tonight

2021-07-23

$Tiger Brokers(TIGR)$i will not touch this stock man. China is cracking down on all stocks listed in United States. Stay as far as u can guys

2021-07-15

$Tiger Brokers(TIGR)$GO GO GO TIGER!!!!!!!! Back to $40

2021-07-16

$Tiger Brokers(TIGR)$I am selling all my TIGR SHARES when market open

2021-07-15

$Tiger Brokers(TIGR)$Just bought yesterday

2021-07-14

$Tiger Brokers(TIGR)$Game over

2021-07-14

$Tiger Brokers(TIGR)$Goldman initiated a SELL rating today. Pls stay away

2021-06-29

$Coupang, Inc.(CPNG)$Why did coupang rise 4%

2021-07-22

$Tiger Brokers(TIGR)$Lets go

2021-07-22

$Tiger Brokers(TIGR)$Yes

2021-06-25

$Tiger Brokers(TIGR)$I think Tiger will hit $40 soon

2021-08-06

$Coupang, Inc.(CPNG)$I am very sure Coupang will report fantastic results. E commerce blow it out of the park in pandemic

2021-07-26

$Tiger Brokers(TIGR)$Wow FUTU from -16% to +1%

2021-06-25

$Tiger Brokers(TIGR)$Come on guys $30 tonight

2021-06-24

$Tiger Brokers(TIGR)$Tiger is going to the moon $40!!!!

2021-07-22

Y

Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600

2021-06-25

$Tiger Brokers(TIGR)$Thank you

2021-08-24

$Tiger Brokers(TIGR)$When is it announce results

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3577318239276447","uuid":"3577318239276447","gmtCreate":1614646805601,"gmtModify":1617156865079,"name":"KilluaGon","pinyin":"killuagon","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":4,"tweetSize":44,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.92%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.49%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":9967937275,"gmtCreate":1670247069598,"gmtModify":1676538328495,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967937275","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834492653,"gmtCreate":1629817252072,"gmtModify":1676530141670,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>When is it announce results","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>When is it announce results","text":"$Tiger Brokers(TIGR)$When is it announce results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834492653","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893149210,"gmtCreate":1628250188830,"gmtModify":1703503939673,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>I am very sure Coupang will report fantastic results. E commerce blow it out of the park in pandemic","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>I am very sure Coupang will report fantastic results. E commerce blow it out of the park in pandemic","text":"$Coupang, Inc.(CPNG)$I am very sure Coupang will report fantastic results. E commerce blow it out of the park in pandemic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893149210","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890114112,"gmtCreate":1628086689236,"gmtModify":1703501009929,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Lets go","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Lets go","text":"$Coupang, Inc.(CPNG)$Lets go","images":[{"img":"https://static.tigerbbs.com/5812e611d27969357a72f3bddf7373bc","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890114112","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804420224,"gmtCreate":1627973433668,"gmtModify":1703498902162,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Gg","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Gg","text":"$Coupang, Inc.(CPNG)$Gg","images":[{"img":"https://static.tigerbbs.com/88052d2210b3ab8614b598c44c075422","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804420224","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800577775,"gmtCreate":1627310297097,"gmtModify":1703487405303,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Wow FUTU from -16% to +1%","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Wow FUTU from -16% to +1%","text":"$Tiger Brokers(TIGR)$Wow FUTU from -16% to +1%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800577775","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800509235,"gmtCreate":1627307248327,"gmtModify":1703487261569,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Why tiger only fell 5% while Futu fell 16%? Tiger should drop&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Why tiger only fell 5% while Futu fell 16%? Tiger should drop&nbsp;","text":"$Tiger Brokers(TIGR)$Why tiger only fell 5% while Futu fell 16%? Tiger should drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/800509235","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800864831,"gmtCreate":1627291658423,"gmtModify":1703486909010,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I will buy when its $8","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I will buy when its $8","text":"$Tiger Brokers(TIGR)$I will buy when its $8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800864831","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175785993,"gmtCreate":1627049308712,"gmtModify":1703483333653,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i will not touch this stock man. China is cracking down on all stocks listed in United States. Stay as far as u can guys","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i will not touch this stock man. China is cracking down on all stocks listed in United States. Stay as far as u can guys","text":"$Tiger Brokers(TIGR)$i will not touch this stock man. China is cracking down on all stocks listed in United States. Stay as far as u can guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/175785993","isVote":1,"tweetType":1,"viewCount":2662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172819425,"gmtCreate":1626950531767,"gmtModify":1703481172906,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Game Over","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>Game Over","text":"$DiDi Global Inc.(DIDI)$Game Over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172819425","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172009259,"gmtCreate":1626918699271,"gmtModify":1703480553197,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172009259","repostId":"2153258706","repostType":4,"repost":{"id":"2153258706","kind":"news","pubTimestamp":1626917160,"share":"https://ttm.financial/m/news/2153258706?lang=&edition=fundamental","pubTime":"2021-07-22 09:26","market":"us","language":"en","title":"Zenvia Inc. Announces Pricing of Initial Public Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2153258706","media":"StreetInsider","summary":"SÃO PAULO, July 21, 2021 /PRNewswire/ -- Zenvia Inc. (\"Zenvia\"), a customer experience communication","content":"<p>SÃO PAULO, July 21, 2021 /PRNewswire/ -- <a href=\"https://laohu8.com/S/ZENV\">Zenvia Inc.</a> (\"Zenvia\"), a customer experience communications platform that empowers businesses to create unique journeys for their end-customers along their life cycle across a broad range of B2C verticals throughout Latin America, today announced the pricing of its initial public offering of 11,538,461 Class A common shares at a public offering price of US$13.00 per share (the \"Offering\"). The underwriters have the option to purchase up to an additional 1,730,769 Class A common shares from Zenvia at the initial public offering price, less underwriting discounts and commissions.</p>\n<p><img src=\"https://static.tigerbbs.com/39372f4c01915b0e0f566f2a12a77abd\" tg-width=\"400\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Zenvia Class A common shares are expected to begin trading on the Nasdaq Capital Market on July 22, 2021 under the ticker symbol \"ZENV,\" and the offering is expected to close on July 26, 2021, subject to customary closing conditions.</p>\n<p>Concurrently with and contingent upon the completion of the Offering, <a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a>. has agreed to purchase 3,846,153 additional Class A common shares to be issued by Zenvia in a private placement exempt from registration under the Securities Act of 1933, as amended, at a price equal to US$13.00 per Class A common share. We expect that this concurrent private placement will close shortly after the consummation of the Offering.</p>\n<p>A registration statement relating to this Offering has been filed with and declared effective by the Securities and Exchange Commission on July 21, 2021. Copies of the registration statement can be accessed through the Securities and Exchange Commission's website at www.sec.gov.</p>\n<p>Goldman Sachs &amp; Co. LLC, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> &amp; Co. LLC, Banco Bradesco BBI S.A., Itau BBA USA Securities, Inc. and UBS Securities LLC are acting as global coordinators for the proposed Offering and XP Investments US, LLC is acting as joint bookrunner for the proposed Offering.</p>\n<p>The Offering of these securities is being made only by means of a written prospectus forming part of the effective registration statement, copies of which may be obtained from any of the following sources:</p>\n<ul>\n <li>Goldman Sachs &amp; Co. LLC, Attention: Prospectus Department, 200 West Street, New York, New York 10282, by telephone at 1-866-471-2526, facsimile: 212-902-9316 or by email at prospectus-ny@ny.email.gs.com; or</li>\n <li>Morgan Stanley &amp; Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, NY 10014 or by email to: prospectus@morganstanley.com.</li>\n</ul>\n<p>This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.</p>\n<p><b>About Zenvia</b></p>\n<p>Zenvia is driven by the purpose of empowering companies to create unique experiences for customer communications through its unified end-to-end platform. Zenvia empowers companies to transform their existing customer communications from non-scalable, physical and impersonal interactions into highly scalable, digital first and hyper contextualized experiences across the customer journey. Zenvia's unified end-to-end CX communications platform provides a combination of (i) SaaS focused on campaigns, sales teams, customer service and engagement, (ii) tools, such as software application programming interfaces, or APIs, chatbots, single customer view, journey designer, documents composer and authentication and (iii) channels, such as SMS, Voice, WhatsApp, Instagram and Webchat. Its comprehensive platform assists customers across multiple use cases, including marketing campaigns, customer acquisition, customer onboarding, warnings, customer services, fraud control, cross-selling and customer retention, among others. As of March 31, 2021, Zenvia served more than 10,100 active customers throughout Latin America.</p>","source":"highlight_streetinsider","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>Zenvia Inc. Announces Pricing of Initial Public Offering</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\">\nZenvia Inc. Announces Pricing of Initial Public Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 09:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18705707><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SÃO PAULO, July 21, 2021 /PRNewswire/ -- Zenvia Inc. (\"Zenvia\"), a customer experience communications platform that empowers businesses to create unique journeys for their end-customers along their ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18705707\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZENV":"Zenvia Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=18705707","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153258706","content_text":"SÃO PAULO, July 21, 2021 /PRNewswire/ -- Zenvia Inc. (\"Zenvia\"), a customer experience communications platform that empowers businesses to create unique journeys for their end-customers along their life cycle across a broad range of B2C verticals throughout Latin America, today announced the pricing of its initial public offering of 11,538,461 Class A common shares at a public offering price of US$13.00 per share (the \"Offering\"). The underwriters have the option to purchase up to an additional 1,730,769 Class A common shares from Zenvia at the initial public offering price, less underwriting discounts and commissions.\n\nZenvia Class A common shares are expected to begin trading on the Nasdaq Capital Market on July 22, 2021 under the ticker symbol \"ZENV,\" and the offering is expected to close on July 26, 2021, subject to customary closing conditions.\nConcurrently with and contingent upon the completion of the Offering, Twilio Inc. has agreed to purchase 3,846,153 additional Class A common shares to be issued by Zenvia in a private placement exempt from registration under the Securities Act of 1933, as amended, at a price equal to US$13.00 per Class A common share. We expect that this concurrent private placement will close shortly after the consummation of the Offering.\nA registration statement relating to this Offering has been filed with and declared effective by the Securities and Exchange Commission on July 21, 2021. Copies of the registration statement can be accessed through the Securities and Exchange Commission's website at www.sec.gov.\nGoldman Sachs & Co. LLC, Morgan Stanley & Co. LLC, Banco Bradesco BBI S.A., Itau BBA USA Securities, Inc. and UBS Securities LLC are acting as global coordinators for the proposed Offering and XP Investments US, LLC is acting as joint bookrunner for the proposed Offering.\nThe Offering of these securities is being made only by means of a written prospectus forming part of the effective registration statement, copies of which may be obtained from any of the following sources:\n\nGoldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, New York 10282, by telephone at 1-866-471-2526, facsimile: 212-902-9316 or by email at prospectus-ny@ny.email.gs.com; or\nMorgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, NY 10014 or by email to: prospectus@morganstanley.com.\n\nThis press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.\nAbout Zenvia\nZenvia is driven by the purpose of empowering companies to create unique experiences for customer communications through its unified end-to-end platform. Zenvia empowers companies to transform their existing customer communications from non-scalable, physical and impersonal interactions into highly scalable, digital first and hyper contextualized experiences across the customer journey. Zenvia's unified end-to-end CX communications platform provides a combination of (i) SaaS focused on campaigns, sales teams, customer service and engagement, (ii) tools, such as software application programming interfaces, or APIs, chatbots, single customer view, journey designer, documents composer and authentication and (iii) channels, such as SMS, Voice, WhatsApp, Instagram and Webchat. Its comprehensive platform assists customers across multiple use cases, including marketing campaigns, customer acquisition, customer onboarding, warnings, customer services, fraud control, cross-selling and customer retention, among others. As of March 31, 2021, Zenvia served more than 10,100 active customers throughout Latin America.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176774839,"gmtCreate":1626918583421,"gmtModify":1703480548953,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Lets go","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Lets go","text":"$Tiger Brokers(TIGR)$Lets go","images":[{"img":"https://static.tigerbbs.com/10fc60fef21af949d7a6428cfc314b0e","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176774839","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176205918,"gmtCreate":1626883824234,"gmtModify":1703479991477,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176205918","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176202678,"gmtCreate":1626883798894,"gmtModify":1703479990985,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>go","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>go","text":"$Coupang, Inc.(CPNG)$go","images":[{"img":"https://static.tigerbbs.com/14b7d47567e4487f026090e21b9f47ae","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176202678","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176206473,"gmtCreate":1626883727592,"gmtModify":1703479989983,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Yes","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Yes","text":"$Tiger Brokers(TIGR)$Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176206473","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170687712,"gmtCreate":1626427171436,"gmtModify":1703759971075,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I am selling all my TIGR SHARES when market open","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I am selling all my TIGR SHARES when market open","text":"$Tiger Brokers(TIGR)$I am selling all my TIGR SHARES when market open","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170687712","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170351371,"gmtCreate":1626406615493,"gmtModify":1703759565025,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Tiger is going to keep falling to $4?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Tiger is going to keep falling to $4?","text":"$Tiger Brokers(TIGR)$Tiger is going to keep falling to $4?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170351371","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170932993,"gmtCreate":1626398987513,"gmtModify":1703759355298,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Game over","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Game over","text":"$Tiger Brokers(TIGR)$Game over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170932993","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147625011,"gmtCreate":1626356919533,"gmtModify":1703758569611,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>GO GO GO TIGER!!!!!!!! Back to $40","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>GO GO GO TIGER!!!!!!!! Back to $40","text":"$Tiger Brokers(TIGR)$GO GO GO TIGER!!!!!!!! Back to $40","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147625011","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147371299,"gmtCreate":1626338059711,"gmtModify":1703758179741,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Just bought yesterday","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Just bought yesterday","text":"$Tiger Brokers(TIGR)$Just bought yesterday","images":[{"img":"https://static.tigerbbs.com/7aebea4a425cb198848cd551c5516c4b","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147371299","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":800509235,"gmtCreate":1627307248327,"gmtModify":1703487261569,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Why tiger only fell 5% while Futu fell 16%? Tiger should drop&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Why tiger only fell 5% while Futu fell 16%? Tiger should drop&nbsp;","text":"$Tiger Brokers(TIGR)$Why tiger only fell 5% while Futu fell 16%? Tiger should drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/800509235","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153713510,"gmtCreate":1625049959930,"gmtModify":1703734849431,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Coupang will collapse tonight","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Coupang will collapse tonight","text":"$Coupang, Inc.(CPNG)$Coupang will collapse tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/153713510","isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570666495099072","authorId":"3570666495099072","name":"Mozu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570666495099072","authorIdStr":"3570666495099072"},"content":"Maybe covering the shorts by buying back, you can observe from the charts that the price came all the way down from far. 9.35% or 54.5 million of total trades are shorts","text":"Maybe covering the shorts by buying back, you can observe from the charts that the price came all the way down from far. 9.35% or 54.5 million of total trades are shorts","html":"Maybe covering the shorts by buying back, you can observe from the charts that the price came all the way down from far. 9.35% or 54.5 million of total trades are shorts"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175785993,"gmtCreate":1627049308712,"gmtModify":1703483333653,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i will not touch this stock man. China is cracking down on all stocks listed in United States. Stay as far as u can guys","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>i will not touch this stock man. China is cracking down on all stocks listed in United States. Stay as far as u can guys","text":"$Tiger Brokers(TIGR)$i will not touch this stock man. China is cracking down on all stocks listed in United States. Stay as far as u can guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/175785993","isVote":1,"tweetType":1,"viewCount":2662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147625011,"gmtCreate":1626356919533,"gmtModify":1703758569611,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>GO GO GO TIGER!!!!!!!! Back to $40","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>GO GO GO TIGER!!!!!!!! Back to $40","text":"$Tiger Brokers(TIGR)$GO GO GO TIGER!!!!!!!! Back to $40","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147625011","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170687712,"gmtCreate":1626427171436,"gmtModify":1703759971075,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I am selling all my TIGR SHARES when market open","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I am selling all my TIGR SHARES when market open","text":"$Tiger Brokers(TIGR)$I am selling all my TIGR SHARES when market open","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170687712","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147371299,"gmtCreate":1626338059711,"gmtModify":1703758179741,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Just bought yesterday","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Just bought yesterday","text":"$Tiger Brokers(TIGR)$Just bought yesterday","images":[{"img":"https://static.tigerbbs.com/7aebea4a425cb198848cd551c5516c4b","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147371299","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144372958,"gmtCreate":1626270280974,"gmtModify":1703756757679,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Game over","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Game over","text":"$Tiger Brokers(TIGR)$Game over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/144372958","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145650205,"gmtCreate":1626222330307,"gmtModify":1703755726821,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Goldman initiated a SELL rating today. Pls stay away","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Goldman initiated a SELL rating today. Pls stay away","text":"$Tiger Brokers(TIGR)$Goldman initiated a SELL rating today. Pls stay away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145650205","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159433664,"gmtCreate":1624976287458,"gmtModify":1703849299618,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Why did coupang rise 4%","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>Why did coupang rise 4%","text":"$Coupang, Inc.(CPNG)$Why did coupang rise 4%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/159433664","isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570666495099072","authorId":"3570666495099072","name":"Mozu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570666495099072","authorIdStr":"3570666495099072"},"content":"Maybe covering the shorts by buying back, you can observe from the charts that the price came all the way down from far. 9.35% or 54.5 million of total trades are shorts","text":"Maybe covering the shorts by buying back, you can observe from the charts that the price came all the way down from far. 9.35% or 54.5 million of total trades are shorts","html":"Maybe covering the shorts by buying back, you can observe from the charts that the price came all the way down from far. 9.35% or 54.5 million of total trades are shorts"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176774839,"gmtCreate":1626918583421,"gmtModify":1703480548953,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Lets go","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Lets go","text":"$Tiger Brokers(TIGR)$Lets go","images":[{"img":"https://static.tigerbbs.com/10fc60fef21af949d7a6428cfc314b0e","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176774839","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176206473,"gmtCreate":1626883727592,"gmtModify":1703479989983,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Yes","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Yes","text":"$Tiger Brokers(TIGR)$Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176206473","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122629642,"gmtCreate":1624618283186,"gmtModify":1703841836340,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I think Tiger will hit $40 soon","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I think Tiger will hit $40 soon","text":"$Tiger Brokers(TIGR)$I think Tiger will hit $40 soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122629642","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893149210,"gmtCreate":1628250188830,"gmtModify":1703503939673,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>I am very sure Coupang will report fantastic results. E commerce blow it out of the park in pandemic","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>I am very sure Coupang will report fantastic results. E commerce blow it out of the park in pandemic","text":"$Coupang, Inc.(CPNG)$I am very sure Coupang will report fantastic results. E commerce blow it out of the park in pandemic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893149210","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800577775,"gmtCreate":1627310297097,"gmtModify":1703487405303,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Wow FUTU from -16% to +1%","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Wow FUTU from -16% to +1%","text":"$Tiger Brokers(TIGR)$Wow FUTU from -16% to +1%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800577775","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122522150,"gmtCreate":1624628478370,"gmtModify":1703842124885,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on guys $30 tonight","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Come on guys $30 tonight","text":"$Tiger Brokers(TIGR)$Come on guys $30 tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122522150","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126068783,"gmtCreate":1624538088042,"gmtModify":1703839702165,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Tiger is going to the moon $40!!!!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Tiger is going to the moon $40!!!!","text":"$Tiger Brokers(TIGR)$Tiger is going to the moon $40!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126068783","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176205918,"gmtCreate":1626883824234,"gmtModify":1703479991477,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176205918","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122449208,"gmtCreate":1624631258904,"gmtModify":1703842287921,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Thank you","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Thank you","text":"$Tiger Brokers(TIGR)$Thank you","images":[{"img":"https://static.tigerbbs.com/f60c644dc96d6cf25bd3ed8c3f606ae0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122449208","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":834492653,"gmtCreate":1629817252072,"gmtModify":1676530141670,"author":{"id":"3577318239276447","authorId":"3577318239276447","name":"KilluaGon","avatar":"https://static.tigerbbs.com/78f7b516629841da6cdebe4eb7c8954a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577318239276447","authorIdStr":"3577318239276447"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>When is it announce results","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>When is it announce results","text":"$Tiger Brokers(TIGR)$When is it announce results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834492653","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}