Matthew Loh personal page - To The Moon

Matthew Loh

Matthew Loh

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2022-01-04

It is already 2022! Stop the fake news of delisting.

Hot Chinese ADRs Dipped in Morning Trading

2021-12-29

Apple will not even see Tesla rubber burn.

Apple: The Real Player In Autonomous Vehicles

2021-12-28

Competition is stiff.

Sea Limited: A Deep Dive To Understand The Recent Selloff

2022-01-04

United we stand, Divided we fall. Unity is the way to go!

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2021-12-28

McRocket!! 🚀🚀🚀

5 Stocks With Immense Earnings Growth Prospects in 2022

2022-02-18

Legend!

Sorry, the original content has been removed

2022-01-12

Baba! LFG!

Hot Chinese ADRs Gained in Premarket Trading

2022-01-10

Co-living is never a good idea!

Stocks Can Live Happily Alongside Rising Yields, JPMorgan Says

2021-12-30

A toast to 2021!

Sorry, the original content has been removed

2022-01-06

The ark will not lead you home!

Cathie Wood Sells Another $21M In Tesla On Wednesday — Here's What She Bought Instead

Go to Tiger App to see more news

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LFG!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002699596","repostId":"1156280261","repostType":4,"repost":{"id":"1156280261","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641978741,"share":"https://ttm.financial/m/news/1156280261?lang=en_US&edition=fundamental","pubTime":"2022-01-12 17:12","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156280261","media":"Tiger Newspress","summary":"Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.","content":"<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/8cf73c49625b23ceb41fcda110098199\" tg-width=\"1426\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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\">\nHot Chinese ADRs Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-12 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/8cf73c49625b23ceb41fcda110098199\" tg-width=\"1426\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BABA":"阿里巴巴","TME":"腾讯音乐","BILI":"哔哩哔哩","IQ":"爱奇艺","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156280261","content_text":"Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.","news_type":1,"symbols_score_info":{"NIO":0.9,"TME":0.9,"JD":0.9,"IQ":0.9,"BABA":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006496226,"gmtCreate":1641811120496,"gmtModify":1676533649779,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Co-living is never a good idea!","listText":"Co-living is never a good idea!","text":"Co-living is never a good idea!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006496226","repostId":"1114739146","repostType":4,"repost":{"id":"1114739146","kind":"news","pubTimestamp":1641809244,"share":"https://ttm.financial/m/news/1114739146?lang=en_US&edition=fundamental","pubTime":"2022-01-10 18:07","market":"us","language":"en","title":"Stocks Can Live Happily Alongside Rising Yields, JPMorgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1114739146","media":"Bloomberg","summary":"Equities should be able to withstand the recent increase in bond yields, which still has a way to go","content":"<html><head></head><body><p>Equities should be able to withstand the recent increase in bond yields, which still has a way to go, according to JPMorgan Chase &amp; Co. strategists.</p><p>“As long as yields are rising for the right reasons, including better growth, we believe that equities should be able to tolerate the move,” Mislav Matejka and colleagues wrote in a note. “The rise in real rates should not be hurting equity markets, or economic activity, at least until they move into positive territory, or even as long as real rates are below the real potential growth.”</p><p>Signs that the Federal Reserve may tighten its policy more aggressively than previously expected have made for a bumpy start to the year for equities. The Nasdaq 100 index lost 4.5% in the first week of 2022 as rapidly rising yields dealt a blow to more expensive stocks valued on future growth expectations.</p><p>JPMorgan strategists expect yields to keep rising, not least because demand for bonds will drop as the Fed winds down stimulus and the European Central Bank tapers asset purchases. While this means that sectors such as technology will “struggle to outperform going forward,” it spells good news for banks, autos and other cyclical areas of the equity market, they say.</p><p>“At the overall market level, we don’t see higher yields canceling the upside,” the JPMorgan strategists said, citing above-trend growth in developed markets and a looming economic rebound in China.</p><p>Not everyone is as sanguine. Goldman Sachs Group Inc. strategists led by David Kostin say equities typically struggle when the pace of the move in bond markets is too abrupt, as has been the case over the past week. And Morgan Stanley’s Michael Wilson feels the rout isn’t done playing out.</p><p>“We’ve never seen stocks this expensive for the overall market which means valuations are likely to come down more before we’re through with this correction,” Wilson wrote in a note.</p></body></html>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Can Live Happily Alongside Rising Yields, JPMorgan Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Can Live Happily Alongside Rising Yields, JPMorgan Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 18:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stocks-live-happily-alongside-rising-092350100.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equities should be able to withstand the recent increase in bond yields, which still has a way to go, according to JPMorgan Chase & Co. strategists.“As long as yields are rising for the right reasons,...</p>\n\n<a href=\"https://finance.yahoo.com/news/stocks-live-happily-alongside-rising-092350100.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/stocks-live-happily-alongside-rising-092350100.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114739146","content_text":"Equities should be able to withstand the recent increase in bond yields, which still has a way to go, according to JPMorgan Chase & Co. strategists.“As long as yields are rising for the right reasons, including better growth, we believe that equities should be able to tolerate the move,” Mislav Matejka and colleagues wrote in a note. “The rise in real rates should not be hurting equity markets, or economic activity, at least until they move into positive territory, or even as long as real rates are below the real potential growth.”Signs that the Federal Reserve may tighten its policy more aggressively than previously expected have made for a bumpy start to the year for equities. The Nasdaq 100 index lost 4.5% in the first week of 2022 as rapidly rising yields dealt a blow to more expensive stocks valued on future growth expectations.JPMorgan strategists expect yields to keep rising, not least because demand for bonds will drop as the Fed winds down stimulus and the European Central Bank tapers asset purchases. While this means that sectors such as technology will “struggle to outperform going forward,” it spells good news for banks, autos and other cyclical areas of the equity market, they say.“At the overall market level, we don’t see higher yields canceling the upside,” the JPMorgan strategists said, citing above-trend growth in developed markets and a looming economic rebound in China.Not everyone is as sanguine. Goldman Sachs Group Inc. strategists led by David Kostin say equities typically struggle when the pace of the move in bond markets is too abrupt, as has been the case over the past week. And Morgan Stanley’s Michael Wilson feels the rout isn’t done playing out.“We’ve never seen stocks this expensive for the overall market which means valuations are likely to come down more before we’re through with this correction,” Wilson wrote in a note.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008254477,"gmtCreate":1641469827791,"gmtModify":1676533618165,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"The ark will not lead you home!","listText":"The ark will not lead you home!","text":"The ark will not lead you home!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008254477","repostId":"1199722121","repostType":2,"repost":{"id":"1199722121","kind":"news","pubTimestamp":1641466602,"share":"https://ttm.financial/m/news/1199722121?lang=en_US&edition=fundamental","pubTime":"2022-01-06 18:56","market":"us","language":"en","title":"Cathie Wood Sells Another $21M In Tesla On Wednesday — Here's What She Bought Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1199722121","media":"benzinga","summary":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), ","content":"<div>\n<p>Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), selling 19,212 shares — estimated to be worth $20.9 million based on the latest closing price — in ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $21M In Tesla On Wednesday — Here's What She Bought Instead</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\">\nCathie Wood Sells Another $21M In Tesla On Wednesday — Here's What She Bought Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 18:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), selling 19,212 shares — estimated to be worth $20.9 million based on the latest closing price — in ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","ROKU":"Roku Inc","ARKQ":"ARK Autonomous Technology & Robotics ETF","TSLA":"特斯拉","JD":"京东"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199722121","content_text":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), selling 19,212 shares — estimated to be worth $20.9 million based on the latest closing price — in the electric vehicle maker.The Elon Musk-led company’s stock, which had risen about 50% in 2021, closed 5.3% lower at $1,088.1 a share on Wednesday.Tesla stock has erased all the gains it accumulated on Monday after it reported fourth-quarter delivery volumes that far surpassed expectations.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF (NYSE:ARKK), the Ark Autonomous Technology & Robotics ETF (NYSE:ARKQ) and the Ark Next Generation Internet ETF (NYSE:ARKW).The three ETFs held about 1.64 million shares worth $1.89 billion in Tesla, prior to Wednesday’s trade.Tesla on Sunday smashed fourth-quarter delivery records, posting its biggest quarterly and full-year delivery volume.A Tesla super-bull, Wood has long favored the Musk-led company and set a $3,000 price target for the electric vehicle stock for 2025.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc (NYSE:XPEV).Here are some other key Ark Invest trades from Wednesday:Bought 166,101 shares — estimated to be worth $32.7 million — in Roku Inc (NASDAQ:ROKU) on the dip. The stock closed about 12% lower at $196.7 a share.Sold 28,300 shares — estimated to be worth $1.8 million — in JD.com Inc (NASDAQ:JD). The stock closed 1.8% lower at $63 a share on Wednesday.","news_type":1,"symbols_score_info":{"JD":0.9,"TSLA":0.9,"ARKW":0.9,"ROKU":0.9,"ARKQ":0.9,"XPEV":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008219354,"gmtCreate":1641452007041,"gmtModify":1676533616808,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Buying Time!","listText":"Buying Time!","text":"Buying Time!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008219354","repostId":"2201253265","repostType":4,"repost":{"id":"2201253265","kind":"news","pubTimestamp":1641424296,"share":"https://ttm.financial/m/news/2201253265?lang=en_US&edition=fundamental","pubTime":"2022-01-06 07:11","market":"us","language":"en","title":"Heaviest Tech Selling in a Decade Fueled Stock-Market Rate Rout","url":"https://stock-news.laohu8.com/highlight/detail?id=2201253265","media":"Bloomberg","summary":"Hedge funds are dumping their expensive software wagersExtreme valuations are pressure point as Fed ","content":"<div>\n<p>Hedge funds are dumping their expensive software wagersExtreme valuations are pressure point as Fed rate hikes loomThe hammering in technology stocks that began to spread into the broader market ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-05/heaviest-tech-selling-in-a-decade-fueled-stock-market-rate-rout?srnd=premium-asia\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Heaviest Tech Selling in a Decade Fueled Stock-Market Rate Rout</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\">\nHeaviest Tech Selling in a Decade Fueled Stock-Market Rate Rout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-05/heaviest-tech-selling-in-a-decade-fueled-stock-market-rate-rout?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds are dumping their expensive software wagersExtreme valuations are pressure point as Fed rate hikes loomThe hammering in technology stocks that began to spread into the broader market ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-05/heaviest-tech-selling-in-a-decade-fueled-stock-market-rate-rout?srnd=premium-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4135":"资产管理与托管银行","GSBD":"高盛BDC基金","GS":"高盛"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-05/heaviest-tech-selling-in-a-decade-fueled-stock-market-rate-rout?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201253265","content_text":"Hedge funds are dumping their expensive software wagersExtreme valuations are pressure point as Fed rate hikes loomThe hammering in technology stocks that began to spread into the broader market Wednesday is being fueled by one of the most intense bouts of selling by professional speculators since the financial crisis.Hedge funds, which spent December unloading high-growth, high-valuation stocks, began the new year by jettisoning software and chipmakers at a furious pace. During the four sessions through Tuesday, these sales reached the highest level in dollar terms in more than 10 years, data compiled by Goldman Sachs Group Inc.’s prime broker show.The tech carnage worsened after minutes of the Federal Reserve’s last policy meeting pointed to earlier and faster rate hikes, uncovering “a more hawkish Fed than some may have expected,” said Mike Loewengart, managing director of investment strategy at E*Trade Financial.The Nasdaq 100 Index dropped more than 3%, rounding out its worst two-day drop since March. Stocks boasting nose-bleed valuations bore the brunt of selling, with a Goldman basket of expensive software sinking 6.3% to the lowest level since last May.“The Fed is going to be raising rates this year, perhaps more aggressively than many thought,” said Mark Freeman, chief investment officer at Socorro Asset Management LP. “In many of these tech names, there is little support from the long-only community so it doesn’t take much selling pressure to push the names sharply lower, which in turn forces more selling by the hedge funds.”The specter of higher borrowing costs prompted traders to rethink their long-held affection for tech firms. The rush for the exits created trouble for hedge funds whose concentrated bets on speculative software were still elevated even after unwinding some of those positions late last year. On Tuesday, Goldman’s long-short fund clients suffered their worst alpha drawdown, or below-market returns, in a year.Even before the Fed minutes were released, the tech drubbing began as a rotation, with big investors selling one-time highfliers to buy companies poised to benefit from an improving economy. Before Wednesday, Goldman’s hedge-fund clients snapped up airlines, energy and industrial shares during the previous four sessions. As a result, their technology exposure relative to the S&P 500 dropped to the lowest ever recorded by the bank.With the Fed turning more hawkish and Treasury yields rising, overly stretched stocks may have a hard time to justify their valuations. According to data compiled by Bernstein, about one-third of all tech stocks were recently traded at more than 10 times their revenues. The S&P 500 was valued at 3.2 times sales, Bloomberg data show.“When there’s no valuation support for a full third of the sector, these unwinds are ultimately a function of positioning and pain,” said Benjamin Dunn, president at Alpha Theory Advisors LLC.","news_type":1,"symbols_score_info":{"GS":0.6,"GSBD":0.9}},"isVote":1,"tweetType":1,"viewCount":2973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008159033,"gmtCreate":1641393693342,"gmtModify":1676533609712,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"The Legend Had Spoken!&nbsp;","listText":"The Legend Had Spoken!&nbsp;","text":"The Legend Had Spoken!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008159033","repostId":"1192862864","repostType":2,"repost":{"id":"1192862864","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641393489,"share":"https://ttm.financial/m/news/1192862864?lang=en_US&edition=fundamental","pubTime":"2022-01-05 22:38","market":"us","language":"en","title":"Alibaba Rose Over 2% in Morning Trading after Charlie Munger's Daily Journal Nearly Doubled Its Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1192862864","media":"Tiger Newspress","summary":"Alibaba rose over 2% in morning trading after Charlie Munger's Daily Journal nearly doubled its stak","content":"<html><head></head><body><p>Alibaba rose over 2% in morning trading after Charlie Munger&#39;s Daily Journal nearly doubled its stake.<img src=\"https://static.tigerbbs.com/3b4b3b183dcc8a9b20e6cf6d585bd5b4\" tg-width=\"767\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Stop the fake news of delisting.","listText":"It is already 2022! Stop the fake news of delisting.","text":"It is already 2022! Stop the fake news of delisting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001454945","repostId":"1185467865","repostType":2,"repost":{"id":"1185467865","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641307136,"share":"https://ttm.financial/m/news/1185467865?lang=en_US&edition=fundamental","pubTime":"2022-01-04 22:38","market":"us","language":"en","title":"Hot Chinese ADRs Dipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1185467865","media":"Tiger Newspress","summary":"Hot Chinese ADRs dipped in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,","content":"<html><head></head><body><p>Hot Chinese ADRs dipped in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,Bilibili and iQIYI fell between 1% and 6%.<img src=\"https://static.tigerbbs.com/502db1655042cd93fb8386f281dc92af\" tg-width=\"376\" tg-height=\"781\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Unity is the way to go!","listText":"United we stand, Divided we fall. Unity is the way to go!","text":"United we stand, Divided we fall. Unity is the way to go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001430806","repostId":"2200657421","repostType":4,"isVote":1,"tweetType":1,"viewCount":3438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003971242,"gmtCreate":1640865533833,"gmtModify":1676533549075,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"A toast to 2021!&nbsp;","listText":"A toast to 2021!&nbsp;","text":"A toast to 2021!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003971242","repostId":"1125254281","repostType":4,"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003971137,"gmtCreate":1640865381355,"gmtModify":1676533549059,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Roll the dice!&nbsp;","listText":"Roll the dice!&nbsp;","text":"Roll the dice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003971137","repostId":"1192237290","repostType":4,"repost":{"id":"1192237290","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640855030,"share":"https://ttm.financial/m/news/1192237290?lang=en_US&edition=fundamental","pubTime":"2021-12-30 17:03","market":"us","language":"en","title":"JD.com Stock Rallied Nearly 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1192237290","media":"Tiger Newspress","summary":"JD.com stock rallied nearly 3% in premarket trading as the company increased repurchase authorizatio","content":"<html><head></head><body><p>JD.com stock rallied nearly 3% in premarket trading as the company increased repurchase authorization from $2B to $3B and had been extended until March 17, 2024.</p><p><img src=\"https://static.tigerbbs.com/4dafe6134584e4dd00eb96b8ac7cea79\" tg-width=\"841\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/></p><p>JD.com, Inc. (Nasdaq: JD; HKEX: 9618), a leading supply chain-based technology and service provider, yesterday announced that the Company’s Board of Directors has approved modifications to its existing share repurchase program adopted in March 2020, pursuant to which the repurchase authorization has increased from US$2.0 billion to US$3.0 billion and has been extended until March 17, 2024.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com Stock Rallied Nearly 3% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD.com Stock Rallied Nearly 3% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-30 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>JD.com stock rallied nearly 3% in premarket trading as the company increased repurchase authorization from $2B to $3B and had been extended until March 17, 2024.</p><p><img src=\"https://static.tigerbbs.com/4dafe6134584e4dd00eb96b8ac7cea79\" tg-width=\"841\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/></p><p>JD.com, Inc. (Nasdaq: JD; HKEX: 9618), a leading supply chain-based technology and service provider, yesterday announced that the Company’s Board of Directors has approved modifications to its existing share repurchase program adopted in March 2020, pursuant to which the repurchase authorization has increased from US$2.0 billion to US$3.0 billion and has been extended until March 17, 2024.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192237290","content_text":"JD.com stock rallied nearly 3% in premarket trading as the company increased repurchase authorization from $2B to $3B and had been extended until March 17, 2024.JD.com, Inc. (Nasdaq: JD; HKEX: 9618), a leading supply chain-based technology and service provider, yesterday announced that the Company’s Board of Directors has approved modifications to its existing share repurchase program adopted in March 2020, pursuant to which the repurchase authorization has increased from US$2.0 billion to US$3.0 billion and has been extended until March 17, 2024.","news_type":1,"symbols_score_info":{"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009473214,"gmtCreate":1640780026426,"gmtModify":1676533540930,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Apple will not even see&nbsp;Tesla rubber burn.&nbsp;","listText":"Apple will not even see&nbsp;Tesla rubber burn.&nbsp;","text":"Apple will not even see Tesla rubber burn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009473214","repostId":"1148298060","repostType":4,"repost":{"id":"1148298060","kind":"news","pubTimestamp":1640778370,"share":"https://ttm.financial/m/news/1148298060?lang=en_US&edition=fundamental","pubTime":"2021-12-29 19:46","market":"us","language":"en","title":"Apple: The Real Player In Autonomous Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1148298060","media":"Seeking Alpha","summary":"SummaryApple has now officially been working on autonomous vehicle technology and they have a specia","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has now officially been working on autonomous vehicle technology and they have a special advantage over other tech giants developing the same technologies.</li><li>As Tesla will certainly hold an early monopoly on the industry, Apple has the potential to be the first major disrupter to their status.</li><li>As a result, I reiterate my bullish long-term stance on the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22f5522fb2a61b32ce63039b9a04d8b\" tg-width=\"1536\" tg-height=\"1022\" width=\"100%\" height=\"auto\"/><span>AdrianHancu/iStock Editorial via Getty Images</span></p><p>Apple (AAPL) is the only real potential rival to Tesla&#39;s (TSLA) autonomous tech deployment potential.</p><p>Tesla has built a second-to-none system for autonomous driving through the hundreds of thousands of vehicles they have out there on the road analyzing and gathering information in a human-style collection of data system, and as a result I believe that they are miles ahead of any potential competition in the area by Alphabet&#39;s Google&#39;s Waymo (GOOG) (GOOGL) and the likes.</p><p>The reason for this is that once regulators approve any of this tech, it&#39;ll take months or years before this technology can be used in enough vehicles on the road or installed in existing ones while Tesla can convert their hundreds of thousands of vehicles to self-driving ones at the flick of a metaphorical switch.</p><p>But what Apple now has the ability to do is leverage their hundreds of millions of loyal users to quickly ramp up the use of any potential technology given the superior interconnectivity of their devices like the iPhone, iPad and MacBook. Leveraging this will provide them the opportunity to quickly scale up - whether they end up releasing just the tech for autonomous driving or their own car, independently or in partnership with auto manufacturers.</p><p>As a result, even though I&#39;ve been slightly bearish on Apple&#39;s near-term prospects due to valuation concerns as well as what I predict will be a slower upgrade cycle, the company&#39;s long term prospects, on which I am bullish, are heavily reliant on new tech such as this one hitting the market somewhere between 2025 and 2030 in order to aid the company&#39;s long term growth.</p><p><b>Tesla Advantage Breeds Apple Opportunity</b></p><p>For the sake of this argument, let&#39;s say that tomorrow morning we all wake up and the federal government and regulators have fully approved self-driving, or autonomous, driving technologies. What that means is that virtually all the vehicles on the road today, with several exceptions, won&#39;t be immediately equipped to handle that tech but Tesla vehicles will. So the real question is how fast can any given company ramp up production of self-driving tech adaptable vehicles and how fast can they deploy them.</p><p>For the first several months, there&#39;s no doubt that Tesla will have a monopoly on this market based on the sheer number of vehicles they have on the road right now with those capabilities but the real question becomes who will be able to deploy this tech to capable vehicles the fastest. My answer is Apple.</p><p>Apple, as we&#39;ve seen over the past few years, has a strong and large global base of loyal customers who like their products and enjoy their interconnectivity. This means that if one of them owns an iPhone and a MacBook, chances are that they&#39;ll get smart home devices made or adaptable by Apple - driving what I believe will be a big growth avenue for them in the IoT (internet of things) space.</p><p>The same will happen with autonomous vehicle tech. Apple currently has ambitions to deploy a fully autonomous all-electric vehicle in 4 years, by 2025. This means that the actual tech will likely be around sooner and it remains unclear if or who they will end up working with to make the actual car, which leads me to think of 2 scenarios.</p><p><b>Apple&#39;s Deployment Options</b></p><p>The company&#39;s first scenario is <b>to develop the vehicle with an established automobile manufacturer</b>. There have been rumors in the past that Apple can use its massive cash pile to outright buy a company like Ford (F), however ridiculous that may sound. But the more likely path, which according to Seeking Alpha News Editor Clark Schultzhas become general consensus, is for them to partner with a company like Ford or General Motors (GM) to develop and manufacture the car with their technology.</p><p>In this scenario, in theory, their technology being available earlier than 2025 can mean that part of the deal with the auto manufacturer can be to rapidly deploy this technology to their existing capable vehicles before or right after the launch of their own car, which can put a big dent in Tesla&#39;s advantage and make Apple a leading autonomous driving titan.</p><p>The company&#39;s second scenario is <b>to fully develop this all-electric vehicle on their own</b> which will mean that they get to enjoy much higher margins and exclusivity among their consumer base. Sharing their loyal consumer base with an established manufacturer may increase revenues but it&#39;ll put a damper on their current exclusivity business model and margins will be much lower.</p><p>In this scenario, the main advantage is what comes next. Uber (UBER), as an example, ordering 1M vehicles will have Apple with a pretty big liquidity advantage since they can use the massive cash flows from their other businesses to subsidize the sale of these vehicles and then find another way to capitalize off the already-deployed vehicles.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43edb98d143e5eed2609286d7c518d31\" tg-width=\"500\" tg-height=\"283\" width=\"100%\" height=\"auto\"/><span>Source: Technavio Industry Report</span></p><p>This does create issues though, so let&#39;s dive into them.</p><p><b>Risks Are Mostly Regulatory</b></p><p>The most obvious regulatory risk for this new tech is that it may not happen for a long time yet. People have been saying &#34;fully autonomous cars are 5 years away&#34; for about 15 years now and there seems to always be a new roadblock on the way to widespread deployment. The other part of this is that with the new tech being so sensitive to these roadblocks, every and any accident will be scrutinized and put a hold on potential future manufacturing.</p><p>Like the concord halt after 1 accident or the space shuttle holds or the more recent Tesla autonomous driver car crash that made international headlines despite it being multitudes safer than human driving.</p><p>The main Apple investment related regulatory risk, however, is monopolistic. If Apple ends up developing an all-electric autonomous vehicle of their own, the chances are that it&#39;ll be putting a lot of these other established companies out of business and will very likely be forced by regulators to be spun off into a separate company. It remains unclear how that will be handled and whether Apple investors will be rewarded through a stake in the company, earnings from investment or what and that could happen before a bulk of the growth actually comes, which may hinder the ability to capture it.</p><p><b>Another Long-Term Growth Factor</b></p><p>Apple will very clearly continue to sell millions and millions of iPhones as well as iPads, MacBook&#39;s and other devices for years and possibly decades to come, not to mention any other futuristic devices they or others come up with. But it&#39;s clear that the same growth we&#39;ve seen over the past almost 20 years will not continue at the same rate from these devices alone.</p><p>As I&#39;ve written before, I believe that interconnected devices in the IoT space will enable longer term growth as it becomes more integrated into everyday life.</p><p>But beyond that, the rumor and reality of the company&#39;s autonomous driving technologies and vehicle have been quite volatile in past years with the company closing down its operation and reopening it and now announcing that they&#39;ve gone full throttle to develop this new tech and vehicle in the next 4 years.</p><p>The reason why I am so bullish about their prospects to do so is that so far, it seems like industry experts have not fully appreciated the scope of which the company will be able to quickly deploy these technologies once they either become good enough for people to trust and / or when regulatory agencies adapt to this futuristic technology and allow for open adaptation on the roads.</p><p>Right now, with forecasts for the global autonomous vehicle market calling for the industry to grow from $23 billion in 2020 to $65 billion by 2028, this represents just a 0.7% market share within the nearly $3.6 trillion industry. If we assume a 5% market share by 2030, which is where I believe the figure is going to be given the adaptation in local global cities and communities, that represents a market of roughly $200 billion by 2030, which is higher than current forecasts by nearly double.</p><p>I&#39;m not going to venture what Apple&#39;s market share will be in 2030 given all the uncertainty within this industry but it&#39;s clear to me that industry experts are underestimating how fast companies like Tesla and Apple can deploy these technologies and how much demand there will be once they pass the final regulatory and usage hurdles, which industry experts expect by 2030.</p><p><b>Long-Term Bullish Stance Remains</b></p><p>Them venturing into this yet untapped and massive growth potential industry will help sustain the company&#39;s growth in the longer run and their ability to deploy fast to a loyal customer base if a main reason I continue to be bullish on the company&#39;s long term prospects despite a neutral to slightly bearish short term one.</p><p>This article was written by Pinxter Analytics.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: The Real Player In Autonomous Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: The Real Player In Autonomous Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 19:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477156-apple-the-real-player-in-autonomous-vehicles><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has now officially been working on autonomous vehicle technology and they have a special advantage over other tech giants developing the same technologies.As Tesla will certainly hold an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477156-apple-the-real-player-in-autonomous-vehicles\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4477156-apple-the-real-player-in-autonomous-vehicles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148298060","content_text":"SummaryApple has now officially been working on autonomous vehicle technology and they have a special advantage over other tech giants developing the same technologies.As Tesla will certainly hold an early monopoly on the industry, Apple has the potential to be the first major disrupter to their status.As a result, I reiterate my bullish long-term stance on the company.AdrianHancu/iStock Editorial via Getty ImagesApple (AAPL) is the only real potential rival to Tesla's (TSLA) autonomous tech deployment potential.Tesla has built a second-to-none system for autonomous driving through the hundreds of thousands of vehicles they have out there on the road analyzing and gathering information in a human-style collection of data system, and as a result I believe that they are miles ahead of any potential competition in the area by Alphabet's Google's Waymo (GOOG) (GOOGL) and the likes.The reason for this is that once regulators approve any of this tech, it'll take months or years before this technology can be used in enough vehicles on the road or installed in existing ones while Tesla can convert their hundreds of thousands of vehicles to self-driving ones at the flick of a metaphorical switch.But what Apple now has the ability to do is leverage their hundreds of millions of loyal users to quickly ramp up the use of any potential technology given the superior interconnectivity of their devices like the iPhone, iPad and MacBook. Leveraging this will provide them the opportunity to quickly scale up - whether they end up releasing just the tech for autonomous driving or their own car, independently or in partnership with auto manufacturers.As a result, even though I've been slightly bearish on Apple's near-term prospects due to valuation concerns as well as what I predict will be a slower upgrade cycle, the company's long term prospects, on which I am bullish, are heavily reliant on new tech such as this one hitting the market somewhere between 2025 and 2030 in order to aid the company's long term growth.Tesla Advantage Breeds Apple OpportunityFor the sake of this argument, let's say that tomorrow morning we all wake up and the federal government and regulators have fully approved self-driving, or autonomous, driving technologies. What that means is that virtually all the vehicles on the road today, with several exceptions, won't be immediately equipped to handle that tech but Tesla vehicles will. So the real question is how fast can any given company ramp up production of self-driving tech adaptable vehicles and how fast can they deploy them.For the first several months, there's no doubt that Tesla will have a monopoly on this market based on the sheer number of vehicles they have on the road right now with those capabilities but the real question becomes who will be able to deploy this tech to capable vehicles the fastest. My answer is Apple.Apple, as we've seen over the past few years, has a strong and large global base of loyal customers who like their products and enjoy their interconnectivity. This means that if one of them owns an iPhone and a MacBook, chances are that they'll get smart home devices made or adaptable by Apple - driving what I believe will be a big growth avenue for them in the IoT (internet of things) space.The same will happen with autonomous vehicle tech. Apple currently has ambitions to deploy a fully autonomous all-electric vehicle in 4 years, by 2025. This means that the actual tech will likely be around sooner and it remains unclear if or who they will end up working with to make the actual car, which leads me to think of 2 scenarios.Apple's Deployment OptionsThe company's first scenario is to develop the vehicle with an established automobile manufacturer. There have been rumors in the past that Apple can use its massive cash pile to outright buy a company like Ford (F), however ridiculous that may sound. But the more likely path, which according to Seeking Alpha News Editor Clark Schultzhas become general consensus, is for them to partner with a company like Ford or General Motors (GM) to develop and manufacture the car with their technology.In this scenario, in theory, their technology being available earlier than 2025 can mean that part of the deal with the auto manufacturer can be to rapidly deploy this technology to their existing capable vehicles before or right after the launch of their own car, which can put a big dent in Tesla's advantage and make Apple a leading autonomous driving titan.The company's second scenario is to fully develop this all-electric vehicle on their own which will mean that they get to enjoy much higher margins and exclusivity among their consumer base. Sharing their loyal consumer base with an established manufacturer may increase revenues but it'll put a damper on their current exclusivity business model and margins will be much lower.In this scenario, the main advantage is what comes next. Uber (UBER), as an example, ordering 1M vehicles will have Apple with a pretty big liquidity advantage since they can use the massive cash flows from their other businesses to subsidize the sale of these vehicles and then find another way to capitalize off the already-deployed vehicles.Source: Technavio Industry ReportThis does create issues though, so let's dive into them.Risks Are Mostly RegulatoryThe most obvious regulatory risk for this new tech is that it may not happen for a long time yet. People have been saying \"fully autonomous cars are 5 years away\" for about 15 years now and there seems to always be a new roadblock on the way to widespread deployment. The other part of this is that with the new tech being so sensitive to these roadblocks, every and any accident will be scrutinized and put a hold on potential future manufacturing.Like the concord halt after 1 accident or the space shuttle holds or the more recent Tesla autonomous driver car crash that made international headlines despite it being multitudes safer than human driving.The main Apple investment related regulatory risk, however, is monopolistic. If Apple ends up developing an all-electric autonomous vehicle of their own, the chances are that it'll be putting a lot of these other established companies out of business and will very likely be forced by regulators to be spun off into a separate company. It remains unclear how that will be handled and whether Apple investors will be rewarded through a stake in the company, earnings from investment or what and that could happen before a bulk of the growth actually comes, which may hinder the ability to capture it.Another Long-Term Growth FactorApple will very clearly continue to sell millions and millions of iPhones as well as iPads, MacBook's and other devices for years and possibly decades to come, not to mention any other futuristic devices they or others come up with. But it's clear that the same growth we've seen over the past almost 20 years will not continue at the same rate from these devices alone.As I've written before, I believe that interconnected devices in the IoT space will enable longer term growth as it becomes more integrated into everyday life.But beyond that, the rumor and reality of the company's autonomous driving technologies and vehicle have been quite volatile in past years with the company closing down its operation and reopening it and now announcing that they've gone full throttle to develop this new tech and vehicle in the next 4 years.The reason why I am so bullish about their prospects to do so is that so far, it seems like industry experts have not fully appreciated the scope of which the company will be able to quickly deploy these technologies once they either become good enough for people to trust and / or when regulatory agencies adapt to this futuristic technology and allow for open adaptation on the roads.Right now, with forecasts for the global autonomous vehicle market calling for the industry to grow from $23 billion in 2020 to $65 billion by 2028, this represents just a 0.7% market share within the nearly $3.6 trillion industry. If we assume a 5% market share by 2030, which is where I believe the figure is going to be given the adaptation in local global cities and communities, that represents a market of roughly $200 billion by 2030, which is higher than current forecasts by nearly double.I'm not going to venture what Apple's market share will be in 2030 given all the uncertainty within this industry but it's clear to me that industry experts are underestimating how fast companies like Tesla and Apple can deploy these technologies and how much demand there will be once they pass the final regulatory and usage hurdles, which industry experts expect by 2030.Long-Term Bullish Stance RemainsThem venturing into this yet untapped and massive growth potential industry will help sustain the company's growth in the longer run and their ability to deploy fast to a loyal customer base if a main reason I continue to be bullish on the company's long term prospects despite a neutral to slightly bearish short term one.This article was written by Pinxter Analytics.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009254918,"gmtCreate":1640703524179,"gmtModify":1676533535283,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Fake Elitism!","listText":"Fake Elitism!","text":"Fake Elitism!","images":[{"img":"https://static.itradeup.com/news/40bd1893ef4f3506c3f4826c3147b8cc","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009254918","isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9009255615,"gmtCreate":1640703390255,"gmtModify":1676533535267,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"McRocket!! 🚀🚀🚀","listText":"McRocket!! 🚀🚀🚀","text":"McRocket!! 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009255615","repostId":"1112783815","repostType":4,"repost":{"id":"1112783815","kind":"news","pubTimestamp":1640701708,"share":"https://ttm.financial/m/news/1112783815?lang=en_US&edition=fundamental","pubTime":"2021-12-28 22:28","market":"us","language":"en","title":"5 Stocks With Immense Earnings Growth Prospects in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1112783815","media":"Zacks","summary":"The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of","content":"<p>The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of the Delta variant and supply-chain mishaps in 2021, have prepared investors for all possible situations. As investors look forward to 2022, their investments will be focused on the recovering sectors. Investors will bank on the stocks that not only have the potential to benefit from the accelerating economic recovery but also are capable of withstanding the newer COVID-related disruptions, including the rise of the Omicron variant.</p>\n<p>The overall outlook for the markets remains good for 2022, with strong growth seen throughout 2021, as most companies rebound from the lockdown-led declines of 2020. Notably, the S&amp;P 500 raked in 23.2% growth in the past year, the Dow Jones grew 14.6% and Nasdaq rose 21.3%. The mass inoculation drive, stimulus payments, improved labor market, the Federal Reserve’s (“Fed”) accommodative monetary policy and the resumption of business activities did the magic for the markets after slowed growth in early 2021.</p>\n<p>However, investors will be mindful of factors that may threaten their portfolios, including inflation and Fed’s policies. Inflation is likely to be a significant drawback in 2022, as the Fed’s low-rate policies are expected to fade, with a rate hike expected soon. Amid the current supply-chain woes and rising inflation, companies are expecting to maintain their earnings growth scores with price increases. Therefore, companies with strong earnings growth potential can be good investment options.</p>\n<p><b>How Can a Focus on Earnings Benefit?</b></p>\n<p>Even if the economic dynamics go south, companies with earnings growth potential are expected to be lucrative picks. Notably, earnings growth has been remarkably high in 2021 than the pandemic-driven 2020. Per the latest Zacks&nbsp;Earnings Trends&nbsp;report, the S&amp;P 500 index’s earnings are estimated to increase 45.4% year over year, whereas it witnessed a 13% earnings decline in 2020.</p>\n<p>Companies have benefited from the reopening of businesses and offices with the rollout of vaccines, resulting in smoother economic recovery in most sectors. Robust earnings growth in 2021 resulted in strong shareholder returns as the markets continued to pick up.</p>\n<p>The Zacks Earnings Trend report suggests the S&amp;P 500 index’s earnings growth of 8.7% for 2022 on a 7.4% increase in revenues.</p>\n<p>As the government withdraws the stimulus payments that made life easier for people amid the pandemic, experts expect slowed economic growth in 2022. However, the recovery is likely to be driven by tailwinds like the strong cash position of consumers and pent-up demand. Not to mention, businesses are expected to benefit from high liquidity and lower debt levels along with the gradual easing of supply bottlenecks as 2021 comes to an end. These factors are anticipated to aid earnings growth of companies to a large extent.</p>\n<p><b>Our Picks</b></p>\n<p>Given the current tricky environment, investors will need to be vigilant in picking stocks that position their portfolios for growth in 2022. At this time, investing in stocks with more resiliency in terms of earnings growth could be beneficial.</p>\n<p>With the help of the&nbsp;Zacks Stock Screener, we have selected a few stocks with a Zacks Rank #1 (Strong Buy) or #2 (Buy) that have robust earnings growth projections for 2022. To narrow down the list, we have taken those stocks with a market cap of more than $100 million and a&nbsp;Growth Score&nbsp;of A or B.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c315529e8c96b8d7fbd2fdc848c133b\" tg-width=\"620\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p>\n<p><b>Tesla Inc.</b>, with a market capitalization of $1,071.6 billion, has shifted from developing niche products for affluent buyers to making more affordable EVs for the masses. The electric vehicle (“EV”) leader’s three-pronged business model approach of direct sales, servicing and charging its EVs sets it apart from the other carmakers. Tesla is the market leader in battery-powered electric car sales in the United States, owning around 60% of the market share. The company’s strong earnings prospects are based on continued growth in automotive revenues as well as gains in energy generation and storage revenues.</p>\n<p>Tesla delivered an earnings surprise of 25.4%, on average, in the trailing four quarters. The Zacks Consensus Estimate for TSLA’s 2022 earnings reflects growth of 30.5% from the 2021 predicted level. The company currently sports a Zacks Rank #1. It has rallied 64.2% in a year. TSLA has a 3-5 year expected earnings growth rate of 37.5% and a Growth Score of A.</p>\n<p><b>Costco Wholesale Corporation</b>&nbsp;has a market cap of $244.1 billion. The company, based in Issaquah, WA, is one of the largest warehouse club operators in the United States. COST’s strategy to sell products at heavily discounted prices has helped it remain on a growth track as cash-strapped customers reckon Costco as a viable option for low-cost necessities. Costco’s growth strategies, improved price management, decent membership trends and increasing penetration of the e-commerce business have been contributing to its performance.</p>\n<p>The Zacks Consensus Estimate for Costco’s next fiscal year’s earnings mirrors a rise of 9.7% from the current year’s expected level. The company delivered an earnings surprise of 8.3%, on average, in the trailing four quarters. COST currently carries a Zacks Rank #2. The company has risen 51.2% in a year. It has a 3-5 year expected earnings growth rate of 8.8% and a Growth Score of A.</p>\n<p><b>Accenture Plc</b>&nbsp;has evolved as a trusted and viable consulting services provider through years of investment in digital, cloud and security strategy. The company has been steadily gaining traction in its outsourcing and consulting businesses, backed by high demand for services that can improve operating efficiencies and save costs. The company has been strategically enhancing its cloud and digital marketing suite through buyouts and partnerships.</p>\n<p>Accenture, with a market cap of $255 billion, delivered an earnings surprise of 5.3%, on average, in the trailing four quarters. The Zacks Consensus Estimate for ACN’s next fiscal year’s earnings indicates year-over-year growth of 10.5%. The company currently carries a Zacks Rank #2. It has rallied 61.2% in the past year. ACN has a 3-5 year expected earnings growth rate of 10% and a Growth Score of B.</p>\n<p><b>McDonald’s Corp.</b>, with a market cap of $198.7 billion, is a leading fast-food chain that currently operates more than 39,000 restaurants in above 100 countries. Robust drive-thru presence, and its investments in delivery and digitization over the past few years have aided the company in countering the pandemic. Robust digitalization will help McDonald’s drive long-term growth and capture market share.</p>\n<p>The Zacks Consensus Estimate for MCD’s 2022 earnings reflects growth of 7.3% from 2021’s anticipated level. McDonald’s delivered an earnings surprise of 6.8%, on average, in the trailing four quarters. MCD currently carries a Zacks Rank #2. It has increased 26.1% in a year. The company has a 3-5 year expected earnings growth rate of 11.4% and a Growth Score of B.</p>\n<p>With a market cap of $176.5 billion,<b>Advanced Micro Devices</b>&nbsp;has strengthened its position in the semiconductor market on the back of its evolution as an enterprise-focus company from a pure-bred consumer-PC chip provider. AMD is benefiting from strong sales of its Ryzen and EPYC server processors, owing to the increasing proliferation of AI and Machine Learning in industries like cloud, gaming and supercomputing domains. The growing clout of 7-nanometer (nm) products in the data center vertical, driven by work-from-home and online learning trends, is a key catalyst.</p>\n<p>Advanced Micro Devices delivered an earnings surprise of 14%, on average, in the trailing four quarters. The Zacks Consensus Estimate for AMD’s 2022 earnings indicates year-over-year growth of 24.4%. The company currently carries a Zacks Rank #2. It has rallied 70.4% in the past year. The company has a 3-5 year expected earnings growth rate of 46.2% and a Growth Score of A.</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>5 Stocks With Immense Earnings Growth Prospects in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks With Immense Earnings Growth Prospects in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1844208/5-stocks-with-immense-earnings-growth-prospects-in-2022?art_rec=home-home-investment_ideas_stocks-ID03-txt-1457924><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of the Delta variant and supply-chain mishaps in 2021, have prepared investors for all possible ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1844208/5-stocks-with-immense-earnings-growth-prospects-in-2022?art_rec=home-home-investment_ideas_stocks-ID03-txt-1457924\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSLA":"特斯拉","ACN":"埃森哲","MCD":"麦当劳","COST":"好市多"},"source_url":"https://www.zacks.com/stock/news/1844208/5-stocks-with-immense-earnings-growth-prospects-in-2022?art_rec=home-home-investment_ideas_stocks-ID03-txt-1457924","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112783815","content_text":"The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of the Delta variant and supply-chain mishaps in 2021, have prepared investors for all possible situations. As investors look forward to 2022, their investments will be focused on the recovering sectors. Investors will bank on the stocks that not only have the potential to benefit from the accelerating economic recovery but also are capable of withstanding the newer COVID-related disruptions, including the rise of the Omicron variant.\nThe overall outlook for the markets remains good for 2022, with strong growth seen throughout 2021, as most companies rebound from the lockdown-led declines of 2020. Notably, the S&P 500 raked in 23.2% growth in the past year, the Dow Jones grew 14.6% and Nasdaq rose 21.3%. The mass inoculation drive, stimulus payments, improved labor market, the Federal Reserve’s (“Fed”) accommodative monetary policy and the resumption of business activities did the magic for the markets after slowed growth in early 2021.\nHowever, investors will be mindful of factors that may threaten their portfolios, including inflation and Fed’s policies. Inflation is likely to be a significant drawback in 2022, as the Fed’s low-rate policies are expected to fade, with a rate hike expected soon. Amid the current supply-chain woes and rising inflation, companies are expecting to maintain their earnings growth scores with price increases. Therefore, companies with strong earnings growth potential can be good investment options.\nHow Can a Focus on Earnings Benefit?\nEven if the economic dynamics go south, companies with earnings growth potential are expected to be lucrative picks. Notably, earnings growth has been remarkably high in 2021 than the pandemic-driven 2020. Per the latest Zacks Earnings Trends report, the S&P 500 index’s earnings are estimated to increase 45.4% year over year, whereas it witnessed a 13% earnings decline in 2020.\nCompanies have benefited from the reopening of businesses and offices with the rollout of vaccines, resulting in smoother economic recovery in most sectors. Robust earnings growth in 2021 resulted in strong shareholder returns as the markets continued to pick up.\nThe Zacks Earnings Trend report suggests the S&P 500 index’s earnings growth of 8.7% for 2022 on a 7.4% increase in revenues.\nAs the government withdraws the stimulus payments that made life easier for people amid the pandemic, experts expect slowed economic growth in 2022. However, the recovery is likely to be driven by tailwinds like the strong cash position of consumers and pent-up demand. Not to mention, businesses are expected to benefit from high liquidity and lower debt levels along with the gradual easing of supply bottlenecks as 2021 comes to an end. These factors are anticipated to aid earnings growth of companies to a large extent.\nOur Picks\nGiven the current tricky environment, investors will need to be vigilant in picking stocks that position their portfolios for growth in 2022. At this time, investing in stocks with more resiliency in terms of earnings growth could be beneficial.\nWith the help of the Zacks Stock Screener, we have selected a few stocks with a Zacks Rank #1 (Strong Buy) or #2 (Buy) that have robust earnings growth projections for 2022. To narrow down the list, we have taken those stocks with a market cap of more than $100 million and a Growth Score of A or B.\nImage Source: Zacks Investment Research\nTesla Inc., with a market capitalization of $1,071.6 billion, has shifted from developing niche products for affluent buyers to making more affordable EVs for the masses. The electric vehicle (“EV”) leader’s three-pronged business model approach of direct sales, servicing and charging its EVs sets it apart from the other carmakers. Tesla is the market leader in battery-powered electric car sales in the United States, owning around 60% of the market share. The company’s strong earnings prospects are based on continued growth in automotive revenues as well as gains in energy generation and storage revenues.\nTesla delivered an earnings surprise of 25.4%, on average, in the trailing four quarters. The Zacks Consensus Estimate for TSLA’s 2022 earnings reflects growth of 30.5% from the 2021 predicted level. The company currently sports a Zacks Rank #1. It has rallied 64.2% in a year. TSLA has a 3-5 year expected earnings growth rate of 37.5% and a Growth Score of A.\nCostco Wholesale Corporation has a market cap of $244.1 billion. The company, based in Issaquah, WA, is one of the largest warehouse club operators in the United States. COST’s strategy to sell products at heavily discounted prices has helped it remain on a growth track as cash-strapped customers reckon Costco as a viable option for low-cost necessities. Costco’s growth strategies, improved price management, decent membership trends and increasing penetration of the e-commerce business have been contributing to its performance.\nThe Zacks Consensus Estimate for Costco’s next fiscal year’s earnings mirrors a rise of 9.7% from the current year’s expected level. The company delivered an earnings surprise of 8.3%, on average, in the trailing four quarters. COST currently carries a Zacks Rank #2. The company has risen 51.2% in a year. It has a 3-5 year expected earnings growth rate of 8.8% and a Growth Score of A.\nAccenture Plc has evolved as a trusted and viable consulting services provider through years of investment in digital, cloud and security strategy. The company has been steadily gaining traction in its outsourcing and consulting businesses, backed by high demand for services that can improve operating efficiencies and save costs. The company has been strategically enhancing its cloud and digital marketing suite through buyouts and partnerships.\nAccenture, with a market cap of $255 billion, delivered an earnings surprise of 5.3%, on average, in the trailing four quarters. The Zacks Consensus Estimate for ACN’s next fiscal year’s earnings indicates year-over-year growth of 10.5%. The company currently carries a Zacks Rank #2. It has rallied 61.2% in the past year. ACN has a 3-5 year expected earnings growth rate of 10% and a Growth Score of B.\nMcDonald’s Corp., with a market cap of $198.7 billion, is a leading fast-food chain that currently operates more than 39,000 restaurants in above 100 countries. Robust drive-thru presence, and its investments in delivery and digitization over the past few years have aided the company in countering the pandemic. Robust digitalization will help McDonald’s drive long-term growth and capture market share.\nThe Zacks Consensus Estimate for MCD’s 2022 earnings reflects growth of 7.3% from 2021’s anticipated level. McDonald’s delivered an earnings surprise of 6.8%, on average, in the trailing four quarters. MCD currently carries a Zacks Rank #2. It has increased 26.1% in a year. The company has a 3-5 year expected earnings growth rate of 11.4% and a Growth Score of B.\nWith a market cap of $176.5 billion,Advanced Micro Devices has strengthened its position in the semiconductor market on the back of its evolution as an enterprise-focus company from a pure-bred consumer-PC chip provider. AMD is benefiting from strong sales of its Ryzen and EPYC server processors, owing to the increasing proliferation of AI and Machine Learning in industries like cloud, gaming and supercomputing domains. The growing clout of 7-nanometer (nm) products in the data center vertical, driven by work-from-home and online learning trends, is a key catalyst.\nAdvanced Micro Devices delivered an earnings surprise of 14%, on average, in the trailing four quarters. The Zacks Consensus Estimate for AMD’s 2022 earnings indicates year-over-year growth of 24.4%. The company currently carries a Zacks Rank #2. It has rallied 70.4% in the past year. The company has a 3-5 year expected earnings growth rate of 46.2% and a Growth Score of A.","news_type":1,"symbols_score_info":{"COST":0.9,"MCD":0.9,"ACN":0.9,"TSLA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009289217,"gmtCreate":1640689822596,"gmtModify":1676533534305,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Competition is stiff.&nbsp;","listText":"Competition is stiff.&nbsp;","text":"Competition is stiff.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009289217","repostId":"1102262158","repostType":2,"repost":{"id":"1102262158","kind":"news","pubTimestamp":1640670598,"share":"https://ttm.financial/m/news/1102262158?lang=en_US&edition=fundamental","pubTime":"2021-12-28 13:49","market":"us","language":"en","title":"Sea Limited: A Deep Dive To Understand The Recent Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102262158","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li>\n <li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li>\n <li>I consider Sea one of my ten highest conviction investments.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>A by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an&nbsp;article&nbsp;highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p>\n<p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p>\n<p>It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p>\n<p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p>\n<p><b>Gaming</b></p>\n<p>Sea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p>\n<p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.</p>\n<p>With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p>\n<p>Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p>\n<p>Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"><span>Source: Earnings Call Presentation</span></p>\n<p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p>\n<p>While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p>\n<p>Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.</p>\n<p>This means Garena is worth $23.5B based on the high end of management's guidance.</p>\n<p>I believe this valuation is actually conservative for a few reasons:</p>\n<ul>\n <li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li>\n <li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li>\n <li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li>\n <li>Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.</li>\n</ul>\n<p><b>E-Commerce</b></p>\n<p>Sea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p>\n<p>There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.</p>\n<p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from Alexa</span></p>\n<p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from AppAnnie</span></p>\n<p>On the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p>\n<p>Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p>\n<p>So why would a company with so much potential sell off?</p>\n<p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.</p>\n<p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.</p>\n<p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.</p>\n<p>Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p>\n<p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p>\n<p>To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p>\n<p>If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p>\n<p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.</p>\n<p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p>\n<p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.</p>\n<p><b>FinTech &amp; Investments</b></p>\n<p>The easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p>\n<p>Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.</p>\n<p>Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p>\n<p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's,&nbsp;Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.</p>\n<p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.</p>\n<p>Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.</p>\n<p><b>Conclusion</b></p>\n<p>Looking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p>\n<p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p>\n<p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</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>Sea Limited: A Deep Dive To Understand The Recent Selloff</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\">\nSea Limited: A Deep Dive To Understand The Recent Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102262158","content_text":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff and justify the current valuation.\nI consider Sea one of my ten highest conviction investments.\n\nkokkai/iStock Unreleased via Getty Images\nThesis\nA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.\nIntroduction\nI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.\nFurthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.\nIt's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.\nBecause Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.\nGaming\nSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.\nThe game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.\nWith the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.\nRegardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.\nThus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.\nSource: Earnings Call Presentation\nIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.\nWhile 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).\nGarena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.\nThis means Garena is worth $23.5B based on the high end of management's guidance.\nI believe this valuation is actually conservative for a few reasons:\n\nNext year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.\nThe peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.\nGarena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.\nAlthough I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.\n\nE-Commerce\nSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.\nThere's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.\nOne neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.\nSource: The Author, compiled from Alexa\nShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.\nSource: The Author, compiled from AppAnnie\nOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.\nOf course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.\nSo why would a company with so much potential sell off?\nAfter the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.\nAnother complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.\nThe company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.\nDespite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.\nFor unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).\nTo understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.\nIf Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.\nGiven this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.\nSo I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.\nThus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.\nFinTech & Investments\nThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.\nThen there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.\nDespite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.\nIf one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.\nOne way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.\nFinally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.\nConclusion\nLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.\nThis optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.\nOnly fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009031343,"gmtCreate":1640351667918,"gmtModify":1676533517703,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Real Trader…. 😅","listText":"Real Trader…. 😅","text":"Real Trader…. 😅","images":[{"img":"https://static.itradeup.com/news/d50236e26dc04b4b298bb5f379f026c4","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009031343","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9000462945,"gmtCreate":1640266820514,"gmtModify":1676533513238,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000462945","repostId":"1131939728","repostType":4,"repost":{"id":"1131939728","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640261575,"share":"https://ttm.financial/m/news/1131939728?lang=en_US&edition=fundamental","pubTime":"2021-12-23 20:12","market":"us","language":"en","title":"Intel's France, Germany, Italy Plans: All You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1131939728","media":"Benzinga","summary":"Intel aims to bring more production back to the U.S. and Europe, counterbalancing Asia’s manufacturi","content":"<p>Intel aims to bring more production back to the U.S. and Europe, counterbalancing Asia’s manufacturing dominance.</p>\n<ul>\n <li><b>Intel Corp</b>&nbsp;looks to add facilities in France and Italy and put a critical production site in Germany in its bid to go global,&nbsp;Bloomberg reports.</li>\n <li>France will be home to a research and design center, and Italy will be the location of a test and assembly factory.</li>\n <li>The central wafer fabrication plant, or fab, will likely be built in Germany.</li>\n <li>State-of-the-art chip production plants cost over $20 billion, and their most expensive component, machinery, is usually obsolete within five years.</li>\n <li>The German plant could have a price tag in that range. Meanwhile, the report added that the Italian test and assembly plant would cost around $10 billion.</li>\n <li>Intel and government officials are still negotiating on the site, with Sicily being one area under consideration.</li>\n <li>Intel may build the French R&amp;D center in either Paris or Grenoble. Such facilities typically cost only a fraction of the amount needed to make a factory.</li>\n <li>Even with the potential government help, Intel is budgeting up to $28 billion for new plants and equipment in 2022, up from roughly $18 billion this year.</li>\n <li>The report added that Intel looks to build factories that make chips for other companies, directly rivaling&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;in the so-called foundry business.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel's France, Germany, Italy Plans: All You Need To Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel's France, Germany, Italy Plans: All You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-23 20:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intel aims to bring more production back to the U.S. and Europe, counterbalancing Asia’s manufacturing dominance.</p>\n<ul>\n <li><b>Intel Corp</b>&nbsp;looks to add facilities in France and Italy and put a critical production site in Germany in its bid to go global,&nbsp;Bloomberg reports.</li>\n <li>France will be home to a research and design center, and Italy will be the location of a test and assembly factory.</li>\n <li>The central wafer fabrication plant, or fab, will likely be built in Germany.</li>\n <li>State-of-the-art chip production plants cost over $20 billion, and their most expensive component, machinery, is usually obsolete within five years.</li>\n <li>The German plant could have a price tag in that range. Meanwhile, the report added that the Italian test and assembly plant would cost around $10 billion.</li>\n <li>Intel and government officials are still negotiating on the site, with Sicily being one area under consideration.</li>\n <li>Intel may build the French R&amp;D center in either Paris or Grenoble. Such facilities typically cost only a fraction of the amount needed to make a factory.</li>\n <li>Even with the potential government help, Intel is budgeting up to $28 billion for new plants and equipment in 2022, up from roughly $18 billion this year.</li>\n <li>The report added that Intel looks to build factories that make chips for other companies, directly rivaling&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;in the so-called foundry business.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131939728","content_text":"Intel aims to bring more production back to the U.S. and Europe, counterbalancing Asia’s manufacturing dominance.\n\nIntel Corp looks to add facilities in France and Italy and put a critical production site in Germany in its bid to go global, Bloomberg reports.\nFrance will be home to a research and design center, and Italy will be the location of a test and assembly factory.\nThe central wafer fabrication plant, or fab, will likely be built in Germany.\nState-of-the-art chip production plants cost over $20 billion, and their most expensive component, machinery, is usually obsolete within five years.\nThe German plant could have a price tag in that range. Meanwhile, the report added that the Italian test and assembly plant would cost around $10 billion.\nIntel and government officials are still negotiating on the site, with Sicily being one area under consideration.\nIntel may build the French R&D center in either Paris or Grenoble. Such facilities typically cost only a fraction of the amount needed to make a factory.\nEven with the potential government help, Intel is budgeting up to $28 billion for new plants and equipment in 2022, up from roughly $18 billion this year.\nThe report added that Intel looks to build factories that make chips for other companies, directly rivaling Taiwan Semiconductor Manufacturing Co Ltd in the so-called foundry business.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327161327,"gmtCreate":1616070830769,"gmtModify":1704790498680,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577319149726586","idStr":"3577319149726586"},"themes":[],"htmlText":"Bitcoin to the moon!","listText":"Bitcoin to the moon!","text":"Bitcoin to the moon!","images":[{"img":"https://static.tigerbbs.com/20676d75ae8ba68584759e16e7b37942","width":"564","height":"1003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327161327","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9001454945,"gmtCreate":1641307628556,"gmtModify":1676533595855,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"It is already 2022! Stop the fake news of delisting.","listText":"It is already 2022! Stop the fake news of delisting.","text":"It is already 2022! Stop the fake news of delisting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001454945","repostId":"1185467865","repostType":2,"repost":{"id":"1185467865","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641307136,"share":"https://ttm.financial/m/news/1185467865?lang=en_US&edition=fundamental","pubTime":"2022-01-04 22:38","market":"us","language":"en","title":"Hot Chinese ADRs Dipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1185467865","media":"Tiger Newspress","summary":"Hot Chinese ADRs dipped in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,","content":"<html><head></head><body><p>Hot Chinese ADRs dipped in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,Bilibili and iQIYI fell between 1% and 6%.<img src=\"https://static.tigerbbs.com/502db1655042cd93fb8386f281dc92af\" tg-width=\"376\" tg-height=\"781\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Dipped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dipped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-04 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs dipped in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,Bilibili and iQIYI fell between 1% and 6%.<img src=\"https://static.tigerbbs.com/502db1655042cd93fb8386f281dc92af\" tg-width=\"376\" tg-height=\"781\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185467865","content_text":"Hot Chinese ADRs dipped in morning trading. Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,Bilibili and iQIYI fell between 1% and 6%.","news_type":1,"symbols_score_info":{"JD":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009473214,"gmtCreate":1640780026426,"gmtModify":1676533540930,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"Apple will not even see&nbsp;Tesla rubber burn.&nbsp;","listText":"Apple will not even see&nbsp;Tesla rubber burn.&nbsp;","text":"Apple will not even see Tesla rubber burn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009473214","repostId":"1148298060","repostType":4,"repost":{"id":"1148298060","kind":"news","pubTimestamp":1640778370,"share":"https://ttm.financial/m/news/1148298060?lang=en_US&edition=fundamental","pubTime":"2021-12-29 19:46","market":"us","language":"en","title":"Apple: The Real Player In Autonomous Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1148298060","media":"Seeking Alpha","summary":"SummaryApple has now officially been working on autonomous vehicle technology and they have a specia","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has now officially been working on autonomous vehicle technology and they have a special advantage over other tech giants developing the same technologies.</li><li>As Tesla will certainly hold an early monopoly on the industry, Apple has the potential to be the first major disrupter to their status.</li><li>As a result, I reiterate my bullish long-term stance on the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22f5522fb2a61b32ce63039b9a04d8b\" tg-width=\"1536\" tg-height=\"1022\" width=\"100%\" height=\"auto\"/><span>AdrianHancu/iStock Editorial via Getty Images</span></p><p>Apple (AAPL) is the only real potential rival to Tesla&#39;s (TSLA) autonomous tech deployment potential.</p><p>Tesla has built a second-to-none system for autonomous driving through the hundreds of thousands of vehicles they have out there on the road analyzing and gathering information in a human-style collection of data system, and as a result I believe that they are miles ahead of any potential competition in the area by Alphabet&#39;s Google&#39;s Waymo (GOOG) (GOOGL) and the likes.</p><p>The reason for this is that once regulators approve any of this tech, it&#39;ll take months or years before this technology can be used in enough vehicles on the road or installed in existing ones while Tesla can convert their hundreds of thousands of vehicles to self-driving ones at the flick of a metaphorical switch.</p><p>But what Apple now has the ability to do is leverage their hundreds of millions of loyal users to quickly ramp up the use of any potential technology given the superior interconnectivity of their devices like the iPhone, iPad and MacBook. Leveraging this will provide them the opportunity to quickly scale up - whether they end up releasing just the tech for autonomous driving or their own car, independently or in partnership with auto manufacturers.</p><p>As a result, even though I&#39;ve been slightly bearish on Apple&#39;s near-term prospects due to valuation concerns as well as what I predict will be a slower upgrade cycle, the company&#39;s long term prospects, on which I am bullish, are heavily reliant on new tech such as this one hitting the market somewhere between 2025 and 2030 in order to aid the company&#39;s long term growth.</p><p><b>Tesla Advantage Breeds Apple Opportunity</b></p><p>For the sake of this argument, let&#39;s say that tomorrow morning we all wake up and the federal government and regulators have fully approved self-driving, or autonomous, driving technologies. What that means is that virtually all the vehicles on the road today, with several exceptions, won&#39;t be immediately equipped to handle that tech but Tesla vehicles will. So the real question is how fast can any given company ramp up production of self-driving tech adaptable vehicles and how fast can they deploy them.</p><p>For the first several months, there&#39;s no doubt that Tesla will have a monopoly on this market based on the sheer number of vehicles they have on the road right now with those capabilities but the real question becomes who will be able to deploy this tech to capable vehicles the fastest. My answer is Apple.</p><p>Apple, as we&#39;ve seen over the past few years, has a strong and large global base of loyal customers who like their products and enjoy their interconnectivity. This means that if one of them owns an iPhone and a MacBook, chances are that they&#39;ll get smart home devices made or adaptable by Apple - driving what I believe will be a big growth avenue for them in the IoT (internet of things) space.</p><p>The same will happen with autonomous vehicle tech. Apple currently has ambitions to deploy a fully autonomous all-electric vehicle in 4 years, by 2025. This means that the actual tech will likely be around sooner and it remains unclear if or who they will end up working with to make the actual car, which leads me to think of 2 scenarios.</p><p><b>Apple&#39;s Deployment Options</b></p><p>The company&#39;s first scenario is <b>to develop the vehicle with an established automobile manufacturer</b>. There have been rumors in the past that Apple can use its massive cash pile to outright buy a company like Ford (F), however ridiculous that may sound. But the more likely path, which according to Seeking Alpha News Editor Clark Schultzhas become general consensus, is for them to partner with a company like Ford or General Motors (GM) to develop and manufacture the car with their technology.</p><p>In this scenario, in theory, their technology being available earlier than 2025 can mean that part of the deal with the auto manufacturer can be to rapidly deploy this technology to their existing capable vehicles before or right after the launch of their own car, which can put a big dent in Tesla&#39;s advantage and make Apple a leading autonomous driving titan.</p><p>The company&#39;s second scenario is <b>to fully develop this all-electric vehicle on their own</b> which will mean that they get to enjoy much higher margins and exclusivity among their consumer base. Sharing their loyal consumer base with an established manufacturer may increase revenues but it&#39;ll put a damper on their current exclusivity business model and margins will be much lower.</p><p>In this scenario, the main advantage is what comes next. Uber (UBER), as an example, ordering 1M vehicles will have Apple with a pretty big liquidity advantage since they can use the massive cash flows from their other businesses to subsidize the sale of these vehicles and then find another way to capitalize off the already-deployed vehicles.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43edb98d143e5eed2609286d7c518d31\" tg-width=\"500\" tg-height=\"283\" width=\"100%\" height=\"auto\"/><span>Source: Technavio Industry Report</span></p><p>This does create issues though, so let&#39;s dive into them.</p><p><b>Risks Are Mostly Regulatory</b></p><p>The most obvious regulatory risk for this new tech is that it may not happen for a long time yet. People have been saying &#34;fully autonomous cars are 5 years away&#34; for about 15 years now and there seems to always be a new roadblock on the way to widespread deployment. The other part of this is that with the new tech being so sensitive to these roadblocks, every and any accident will be scrutinized and put a hold on potential future manufacturing.</p><p>Like the concord halt after 1 accident or the space shuttle holds or the more recent Tesla autonomous driver car crash that made international headlines despite it being multitudes safer than human driving.</p><p>The main Apple investment related regulatory risk, however, is monopolistic. If Apple ends up developing an all-electric autonomous vehicle of their own, the chances are that it&#39;ll be putting a lot of these other established companies out of business and will very likely be forced by regulators to be spun off into a separate company. It remains unclear how that will be handled and whether Apple investors will be rewarded through a stake in the company, earnings from investment or what and that could happen before a bulk of the growth actually comes, which may hinder the ability to capture it.</p><p><b>Another Long-Term Growth Factor</b></p><p>Apple will very clearly continue to sell millions and millions of iPhones as well as iPads, MacBook&#39;s and other devices for years and possibly decades to come, not to mention any other futuristic devices they or others come up with. But it&#39;s clear that the same growth we&#39;ve seen over the past almost 20 years will not continue at the same rate from these devices alone.</p><p>As I&#39;ve written before, I believe that interconnected devices in the IoT space will enable longer term growth as it becomes more integrated into everyday life.</p><p>But beyond that, the rumor and reality of the company&#39;s autonomous driving technologies and vehicle have been quite volatile in past years with the company closing down its operation and reopening it and now announcing that they&#39;ve gone full throttle to develop this new tech and vehicle in the next 4 years.</p><p>The reason why I am so bullish about their prospects to do so is that so far, it seems like industry experts have not fully appreciated the scope of which the company will be able to quickly deploy these technologies once they either become good enough for people to trust and / or when regulatory agencies adapt to this futuristic technology and allow for open adaptation on the roads.</p><p>Right now, with forecasts for the global autonomous vehicle market calling for the industry to grow from $23 billion in 2020 to $65 billion by 2028, this represents just a 0.7% market share within the nearly $3.6 trillion industry. If we assume a 5% market share by 2030, which is where I believe the figure is going to be given the adaptation in local global cities and communities, that represents a market of roughly $200 billion by 2030, which is higher than current forecasts by nearly double.</p><p>I&#39;m not going to venture what Apple&#39;s market share will be in 2030 given all the uncertainty within this industry but it&#39;s clear to me that industry experts are underestimating how fast companies like Tesla and Apple can deploy these technologies and how much demand there will be once they pass the final regulatory and usage hurdles, which industry experts expect by 2030.</p><p><b>Long-Term Bullish Stance Remains</b></p><p>Them venturing into this yet untapped and massive growth potential industry will help sustain the company&#39;s growth in the longer run and their ability to deploy fast to a loyal customer base if a main reason I continue to be bullish on the company&#39;s long term prospects despite a neutral to slightly bearish short term one.</p><p>This article was written by Pinxter Analytics.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: The Real Player In Autonomous Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: The Real Player In Autonomous Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 19:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477156-apple-the-real-player-in-autonomous-vehicles><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has now officially been working on autonomous vehicle technology and they have a special advantage over other tech giants developing the same technologies.As Tesla will certainly hold an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477156-apple-the-real-player-in-autonomous-vehicles\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4477156-apple-the-real-player-in-autonomous-vehicles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148298060","content_text":"SummaryApple has now officially been working on autonomous vehicle technology and they have a special advantage over other tech giants developing the same technologies.As Tesla will certainly hold an early monopoly on the industry, Apple has the potential to be the first major disrupter to their status.As a result, I reiterate my bullish long-term stance on the company.AdrianHancu/iStock Editorial via Getty ImagesApple (AAPL) is the only real potential rival to Tesla's (TSLA) autonomous tech deployment potential.Tesla has built a second-to-none system for autonomous driving through the hundreds of thousands of vehicles they have out there on the road analyzing and gathering information in a human-style collection of data system, and as a result I believe that they are miles ahead of any potential competition in the area by Alphabet's Google's Waymo (GOOG) (GOOGL) and the likes.The reason for this is that once regulators approve any of this tech, it'll take months or years before this technology can be used in enough vehicles on the road or installed in existing ones while Tesla can convert their hundreds of thousands of vehicles to self-driving ones at the flick of a metaphorical switch.But what Apple now has the ability to do is leverage their hundreds of millions of loyal users to quickly ramp up the use of any potential technology given the superior interconnectivity of their devices like the iPhone, iPad and MacBook. Leveraging this will provide them the opportunity to quickly scale up - whether they end up releasing just the tech for autonomous driving or their own car, independently or in partnership with auto manufacturers.As a result, even though I've been slightly bearish on Apple's near-term prospects due to valuation concerns as well as what I predict will be a slower upgrade cycle, the company's long term prospects, on which I am bullish, are heavily reliant on new tech such as this one hitting the market somewhere between 2025 and 2030 in order to aid the company's long term growth.Tesla Advantage Breeds Apple OpportunityFor the sake of this argument, let's say that tomorrow morning we all wake up and the federal government and regulators have fully approved self-driving, or autonomous, driving technologies. What that means is that virtually all the vehicles on the road today, with several exceptions, won't be immediately equipped to handle that tech but Tesla vehicles will. So the real question is how fast can any given company ramp up production of self-driving tech adaptable vehicles and how fast can they deploy them.For the first several months, there's no doubt that Tesla will have a monopoly on this market based on the sheer number of vehicles they have on the road right now with those capabilities but the real question becomes who will be able to deploy this tech to capable vehicles the fastest. My answer is Apple.Apple, as we've seen over the past few years, has a strong and large global base of loyal customers who like their products and enjoy their interconnectivity. This means that if one of them owns an iPhone and a MacBook, chances are that they'll get smart home devices made or adaptable by Apple - driving what I believe will be a big growth avenue for them in the IoT (internet of things) space.The same will happen with autonomous vehicle tech. Apple currently has ambitions to deploy a fully autonomous all-electric vehicle in 4 years, by 2025. This means that the actual tech will likely be around sooner and it remains unclear if or who they will end up working with to make the actual car, which leads me to think of 2 scenarios.Apple's Deployment OptionsThe company's first scenario is to develop the vehicle with an established automobile manufacturer. There have been rumors in the past that Apple can use its massive cash pile to outright buy a company like Ford (F), however ridiculous that may sound. But the more likely path, which according to Seeking Alpha News Editor Clark Schultzhas become general consensus, is for them to partner with a company like Ford or General Motors (GM) to develop and manufacture the car with their technology.In this scenario, in theory, their technology being available earlier than 2025 can mean that part of the deal with the auto manufacturer can be to rapidly deploy this technology to their existing capable vehicles before or right after the launch of their own car, which can put a big dent in Tesla's advantage and make Apple a leading autonomous driving titan.The company's second scenario is to fully develop this all-electric vehicle on their own which will mean that they get to enjoy much higher margins and exclusivity among their consumer base. Sharing their loyal consumer base with an established manufacturer may increase revenues but it'll put a damper on their current exclusivity business model and margins will be much lower.In this scenario, the main advantage is what comes next. Uber (UBER), as an example, ordering 1M vehicles will have Apple with a pretty big liquidity advantage since they can use the massive cash flows from their other businesses to subsidize the sale of these vehicles and then find another way to capitalize off the already-deployed vehicles.Source: Technavio Industry ReportThis does create issues though, so let's dive into them.Risks Are Mostly RegulatoryThe most obvious regulatory risk for this new tech is that it may not happen for a long time yet. People have been saying \"fully autonomous cars are 5 years away\" for about 15 years now and there seems to always be a new roadblock on the way to widespread deployment. The other part of this is that with the new tech being so sensitive to these roadblocks, every and any accident will be scrutinized and put a hold on potential future manufacturing.Like the concord halt after 1 accident or the space shuttle holds or the more recent Tesla autonomous driver car crash that made international headlines despite it being multitudes safer than human driving.The main Apple investment related regulatory risk, however, is monopolistic. If Apple ends up developing an all-electric autonomous vehicle of their own, the chances are that it'll be putting a lot of these other established companies out of business and will very likely be forced by regulators to be spun off into a separate company. It remains unclear how that will be handled and whether Apple investors will be rewarded through a stake in the company, earnings from investment or what and that could happen before a bulk of the growth actually comes, which may hinder the ability to capture it.Another Long-Term Growth FactorApple will very clearly continue to sell millions and millions of iPhones as well as iPads, MacBook's and other devices for years and possibly decades to come, not to mention any other futuristic devices they or others come up with. But it's clear that the same growth we've seen over the past almost 20 years will not continue at the same rate from these devices alone.As I've written before, I believe that interconnected devices in the IoT space will enable longer term growth as it becomes more integrated into everyday life.But beyond that, the rumor and reality of the company's autonomous driving technologies and vehicle have been quite volatile in past years with the company closing down its operation and reopening it and now announcing that they've gone full throttle to develop this new tech and vehicle in the next 4 years.The reason why I am so bullish about their prospects to do so is that so far, it seems like industry experts have not fully appreciated the scope of which the company will be able to quickly deploy these technologies once they either become good enough for people to trust and / or when regulatory agencies adapt to this futuristic technology and allow for open adaptation on the roads.Right now, with forecasts for the global autonomous vehicle market calling for the industry to grow from $23 billion in 2020 to $65 billion by 2028, this represents just a 0.7% market share within the nearly $3.6 trillion industry. If we assume a 5% market share by 2030, which is where I believe the figure is going to be given the adaptation in local global cities and communities, that represents a market of roughly $200 billion by 2030, which is higher than current forecasts by nearly double.I'm not going to venture what Apple's market share will be in 2030 given all the uncertainty within this industry but it's clear to me that industry experts are underestimating how fast companies like Tesla and Apple can deploy these technologies and how much demand there will be once they pass the final regulatory and usage hurdles, which industry experts expect by 2030.Long-Term Bullish Stance RemainsThem venturing into this yet untapped and massive growth potential industry will help sustain the company's growth in the longer run and their ability to deploy fast to a loyal customer base if a main reason I continue to be bullish on the company's long term prospects despite a neutral to slightly bearish short term one.This article was written by Pinxter Analytics.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009289217,"gmtCreate":1640689822596,"gmtModify":1676533534305,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"Competition is stiff.&nbsp;","listText":"Competition is stiff.&nbsp;","text":"Competition is stiff.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009289217","repostId":"1102262158","repostType":2,"repost":{"id":"1102262158","kind":"news","pubTimestamp":1640670598,"share":"https://ttm.financial/m/news/1102262158?lang=en_US&edition=fundamental","pubTime":"2021-12-28 13:49","market":"us","language":"en","title":"Sea Limited: A Deep Dive To Understand The Recent Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102262158","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li>\n <li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li>\n <li>I consider Sea one of my ten highest conviction investments.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>A by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an&nbsp;article&nbsp;highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p>\n<p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p>\n<p>It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p>\n<p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p>\n<p><b>Gaming</b></p>\n<p>Sea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p>\n<p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.</p>\n<p>With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p>\n<p>Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p>\n<p>Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"><span>Source: Earnings Call Presentation</span></p>\n<p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p>\n<p>While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p>\n<p>Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.</p>\n<p>This means Garena is worth $23.5B based on the high end of management's guidance.</p>\n<p>I believe this valuation is actually conservative for a few reasons:</p>\n<ul>\n <li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li>\n <li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li>\n <li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li>\n <li>Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.</li>\n</ul>\n<p><b>E-Commerce</b></p>\n<p>Sea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p>\n<p>There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.</p>\n<p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from Alexa</span></p>\n<p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: The Author, compiled from AppAnnie</span></p>\n<p>On the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p>\n<p>Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p>\n<p>So why would a company with so much potential sell off?</p>\n<p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.</p>\n<p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.</p>\n<p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.</p>\n<p>Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p>\n<p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p>\n<p>To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p>\n<p>If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p>\n<p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.</p>\n<p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p>\n<p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.</p>\n<p><b>FinTech &amp; Investments</b></p>\n<p>The easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p>\n<p>Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.</p>\n<p>Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p>\n<p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's,&nbsp;Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.</p>\n<p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.</p>\n<p>Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.</p>\n<p><b>Conclusion</b></p>\n<p>Looking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p>\n<p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p>\n<p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</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>Sea Limited: A Deep Dive To Understand The Recent Selloff</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\">\nSea Limited: A Deep Dive To Understand The Recent Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4476940-sea-limited-understand-the-recent-selloff","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102262158","content_text":"Summary\n\nSea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.\nI dive into each of its segments to understand the recent selloff and justify the current valuation.\nI consider Sea one of my ten highest conviction investments.\n\nkokkai/iStock Unreleased via Getty Images\nThesis\nA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.\nIntroduction\nI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.\nFurthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.\nIt's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.\nBecause Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.\nGaming\nSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.\nThe game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.\nWith the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.\nRegardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.\nThus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.\nSource: Earnings Call Presentation\nIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.\nWhile 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).\nGarena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.\nThis means Garena is worth $23.5B based on the high end of management's guidance.\nI believe this valuation is actually conservative for a few reasons:\n\nNext year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.\nThe peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.\nGarena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.\nAlthough I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.\n\nE-Commerce\nSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.\nThere's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.\nOne neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.\nSource: The Author, compiled from Alexa\nShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.\nSource: The Author, compiled from AppAnnie\nOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.\nOf course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.\nSo why would a company with so much potential sell off?\nAfter the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.\nAnother complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.\nThe company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.\nDespite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.\nFor unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).\nTo understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.\nIf Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.\nGiven this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.\nSo I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.\nThus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.\nFinTech & Investments\nThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.\nThen there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.\nDespite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.\nIf one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.\nOne way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.\nFinally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.\nConclusion\nLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.\nThis optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.\nOnly fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001430806,"gmtCreate":1641296677980,"gmtModify":1676533594070,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"United we stand, Divided we fall. Unity is the way to go!","listText":"United we stand, Divided we fall. Unity is the way to go!","text":"United we stand, Divided we fall. Unity is the way to go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001430806","repostId":"2200657421","repostType":4,"isVote":1,"tweetType":1,"viewCount":3438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009255615,"gmtCreate":1640703390255,"gmtModify":1676533535267,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"McRocket!! 🚀🚀🚀","listText":"McRocket!! 🚀🚀🚀","text":"McRocket!! 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009255615","repostId":"1112783815","repostType":4,"repost":{"id":"1112783815","kind":"news","pubTimestamp":1640701708,"share":"https://ttm.financial/m/news/1112783815?lang=en_US&edition=fundamental","pubTime":"2021-12-28 22:28","market":"us","language":"en","title":"5 Stocks With Immense Earnings Growth Prospects in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1112783815","media":"Zacks","summary":"The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of","content":"<p>The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of the Delta variant and supply-chain mishaps in 2021, have prepared investors for all possible situations. As investors look forward to 2022, their investments will be focused on the recovering sectors. Investors will bank on the stocks that not only have the potential to benefit from the accelerating economic recovery but also are capable of withstanding the newer COVID-related disruptions, including the rise of the Omicron variant.</p>\n<p>The overall outlook for the markets remains good for 2022, with strong growth seen throughout 2021, as most companies rebound from the lockdown-led declines of 2020. Notably, the S&amp;P 500 raked in 23.2% growth in the past year, the Dow Jones grew 14.6% and Nasdaq rose 21.3%. The mass inoculation drive, stimulus payments, improved labor market, the Federal Reserve’s (“Fed”) accommodative monetary policy and the resumption of business activities did the magic for the markets after slowed growth in early 2021.</p>\n<p>However, investors will be mindful of factors that may threaten their portfolios, including inflation and Fed’s policies. Inflation is likely to be a significant drawback in 2022, as the Fed’s low-rate policies are expected to fade, with a rate hike expected soon. Amid the current supply-chain woes and rising inflation, companies are expecting to maintain their earnings growth scores with price increases. Therefore, companies with strong earnings growth potential can be good investment options.</p>\n<p><b>How Can a Focus on Earnings Benefit?</b></p>\n<p>Even if the economic dynamics go south, companies with earnings growth potential are expected to be lucrative picks. Notably, earnings growth has been remarkably high in 2021 than the pandemic-driven 2020. Per the latest Zacks&nbsp;Earnings Trends&nbsp;report, the S&amp;P 500 index’s earnings are estimated to increase 45.4% year over year, whereas it witnessed a 13% earnings decline in 2020.</p>\n<p>Companies have benefited from the reopening of businesses and offices with the rollout of vaccines, resulting in smoother economic recovery in most sectors. Robust earnings growth in 2021 resulted in strong shareholder returns as the markets continued to pick up.</p>\n<p>The Zacks Earnings Trend report suggests the S&amp;P 500 index’s earnings growth of 8.7% for 2022 on a 7.4% increase in revenues.</p>\n<p>As the government withdraws the stimulus payments that made life easier for people amid the pandemic, experts expect slowed economic growth in 2022. However, the recovery is likely to be driven by tailwinds like the strong cash position of consumers and pent-up demand. Not to mention, businesses are expected to benefit from high liquidity and lower debt levels along with the gradual easing of supply bottlenecks as 2021 comes to an end. These factors are anticipated to aid earnings growth of companies to a large extent.</p>\n<p><b>Our Picks</b></p>\n<p>Given the current tricky environment, investors will need to be vigilant in picking stocks that position their portfolios for growth in 2022. At this time, investing in stocks with more resiliency in terms of earnings growth could be beneficial.</p>\n<p>With the help of the&nbsp;Zacks Stock Screener, we have selected a few stocks with a Zacks Rank #1 (Strong Buy) or #2 (Buy) that have robust earnings growth projections for 2022. To narrow down the list, we have taken those stocks with a market cap of more than $100 million and a&nbsp;Growth Score&nbsp;of A or B.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c315529e8c96b8d7fbd2fdc848c133b\" tg-width=\"620\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Image Source: Zacks Investment Research</span></p>\n<p><b>Tesla Inc.</b>, with a market capitalization of $1,071.6 billion, has shifted from developing niche products for affluent buyers to making more affordable EVs for the masses. The electric vehicle (“EV”) leader’s three-pronged business model approach of direct sales, servicing and charging its EVs sets it apart from the other carmakers. Tesla is the market leader in battery-powered electric car sales in the United States, owning around 60% of the market share. The company’s strong earnings prospects are based on continued growth in automotive revenues as well as gains in energy generation and storage revenues.</p>\n<p>Tesla delivered an earnings surprise of 25.4%, on average, in the trailing four quarters. The Zacks Consensus Estimate for TSLA’s 2022 earnings reflects growth of 30.5% from the 2021 predicted level. The company currently sports a Zacks Rank #1. It has rallied 64.2% in a year. TSLA has a 3-5 year expected earnings growth rate of 37.5% and a Growth Score of A.</p>\n<p><b>Costco Wholesale Corporation</b>&nbsp;has a market cap of $244.1 billion. The company, based in Issaquah, WA, is one of the largest warehouse club operators in the United States. COST’s strategy to sell products at heavily discounted prices has helped it remain on a growth track as cash-strapped customers reckon Costco as a viable option for low-cost necessities. Costco’s growth strategies, improved price management, decent membership trends and increasing penetration of the e-commerce business have been contributing to its performance.</p>\n<p>The Zacks Consensus Estimate for Costco’s next fiscal year’s earnings mirrors a rise of 9.7% from the current year’s expected level. The company delivered an earnings surprise of 8.3%, on average, in the trailing four quarters. COST currently carries a Zacks Rank #2. The company has risen 51.2% in a year. It has a 3-5 year expected earnings growth rate of 8.8% and a Growth Score of A.</p>\n<p><b>Accenture Plc</b>&nbsp;has evolved as a trusted and viable consulting services provider through years of investment in digital, cloud and security strategy. The company has been steadily gaining traction in its outsourcing and consulting businesses, backed by high demand for services that can improve operating efficiencies and save costs. The company has been strategically enhancing its cloud and digital marketing suite through buyouts and partnerships.</p>\n<p>Accenture, with a market cap of $255 billion, delivered an earnings surprise of 5.3%, on average, in the trailing four quarters. The Zacks Consensus Estimate for ACN’s next fiscal year’s earnings indicates year-over-year growth of 10.5%. The company currently carries a Zacks Rank #2. It has rallied 61.2% in the past year. ACN has a 3-5 year expected earnings growth rate of 10% and a Growth Score of B.</p>\n<p><b>McDonald’s Corp.</b>, with a market cap of $198.7 billion, is a leading fast-food chain that currently operates more than 39,000 restaurants in above 100 countries. Robust drive-thru presence, and its investments in delivery and digitization over the past few years have aided the company in countering the pandemic. Robust digitalization will help McDonald’s drive long-term growth and capture market share.</p>\n<p>The Zacks Consensus Estimate for MCD’s 2022 earnings reflects growth of 7.3% from 2021’s anticipated level. McDonald’s delivered an earnings surprise of 6.8%, on average, in the trailing four quarters. MCD currently carries a Zacks Rank #2. It has increased 26.1% in a year. The company has a 3-5 year expected earnings growth rate of 11.4% and a Growth Score of B.</p>\n<p>With a market cap of $176.5 billion,<b>Advanced Micro Devices</b>&nbsp;has strengthened its position in the semiconductor market on the back of its evolution as an enterprise-focus company from a pure-bred consumer-PC chip provider. AMD is benefiting from strong sales of its Ryzen and EPYC server processors, owing to the increasing proliferation of AI and Machine Learning in industries like cloud, gaming and supercomputing domains. The growing clout of 7-nanometer (nm) products in the data center vertical, driven by work-from-home and online learning trends, is a key catalyst.</p>\n<p>Advanced Micro Devices delivered an earnings surprise of 14%, on average, in the trailing four quarters. The Zacks Consensus Estimate for AMD’s 2022 earnings indicates year-over-year growth of 24.4%. The company currently carries a Zacks Rank #2. It has rallied 70.4% in the past year. The company has a 3-5 year expected earnings growth rate of 46.2% and a Growth Score of A.</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>5 Stocks With Immense Earnings Growth Prospects in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks With Immense Earnings Growth Prospects in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1844208/5-stocks-with-immense-earnings-growth-prospects-in-2022?art_rec=home-home-investment_ideas_stocks-ID03-txt-1457924><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of the Delta variant and supply-chain mishaps in 2021, have prepared investors for all possible ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1844208/5-stocks-with-immense-earnings-growth-prospects-in-2022?art_rec=home-home-investment_ideas_stocks-ID03-txt-1457924\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","TSLA":"特斯拉","ACN":"埃森哲","MCD":"麦当劳","COST":"好市多"},"source_url":"https://www.zacks.com/stock/news/1844208/5-stocks-with-immense-earnings-growth-prospects-in-2022?art_rec=home-home-investment_ideas_stocks-ID03-txt-1457924","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112783815","content_text":"The hardships faced in the past two years, be it the spread of COVID-19 in 2020 or the resurgence of the Delta variant and supply-chain mishaps in 2021, have prepared investors for all possible situations. As investors look forward to 2022, their investments will be focused on the recovering sectors. Investors will bank on the stocks that not only have the potential to benefit from the accelerating economic recovery but also are capable of withstanding the newer COVID-related disruptions, including the rise of the Omicron variant.\nThe overall outlook for the markets remains good for 2022, with strong growth seen throughout 2021, as most companies rebound from the lockdown-led declines of 2020. Notably, the S&P 500 raked in 23.2% growth in the past year, the Dow Jones grew 14.6% and Nasdaq rose 21.3%. The mass inoculation drive, stimulus payments, improved labor market, the Federal Reserve’s (“Fed”) accommodative monetary policy and the resumption of business activities did the magic for the markets after slowed growth in early 2021.\nHowever, investors will be mindful of factors that may threaten their portfolios, including inflation and Fed’s policies. Inflation is likely to be a significant drawback in 2022, as the Fed’s low-rate policies are expected to fade, with a rate hike expected soon. Amid the current supply-chain woes and rising inflation, companies are expecting to maintain their earnings growth scores with price increases. Therefore, companies with strong earnings growth potential can be good investment options.\nHow Can a Focus on Earnings Benefit?\nEven if the economic dynamics go south, companies with earnings growth potential are expected to be lucrative picks. Notably, earnings growth has been remarkably high in 2021 than the pandemic-driven 2020. Per the latest Zacks Earnings Trends report, the S&P 500 index’s earnings are estimated to increase 45.4% year over year, whereas it witnessed a 13% earnings decline in 2020.\nCompanies have benefited from the reopening of businesses and offices with the rollout of vaccines, resulting in smoother economic recovery in most sectors. Robust earnings growth in 2021 resulted in strong shareholder returns as the markets continued to pick up.\nThe Zacks Earnings Trend report suggests the S&P 500 index’s earnings growth of 8.7% for 2022 on a 7.4% increase in revenues.\nAs the government withdraws the stimulus payments that made life easier for people amid the pandemic, experts expect slowed economic growth in 2022. However, the recovery is likely to be driven by tailwinds like the strong cash position of consumers and pent-up demand. Not to mention, businesses are expected to benefit from high liquidity and lower debt levels along with the gradual easing of supply bottlenecks as 2021 comes to an end. These factors are anticipated to aid earnings growth of companies to a large extent.\nOur Picks\nGiven the current tricky environment, investors will need to be vigilant in picking stocks that position their portfolios for growth in 2022. At this time, investing in stocks with more resiliency in terms of earnings growth could be beneficial.\nWith the help of the Zacks Stock Screener, we have selected a few stocks with a Zacks Rank #1 (Strong Buy) or #2 (Buy) that have robust earnings growth projections for 2022. To narrow down the list, we have taken those stocks with a market cap of more than $100 million and a Growth Score of A or B.\nImage Source: Zacks Investment Research\nTesla Inc., with a market capitalization of $1,071.6 billion, has shifted from developing niche products for affluent buyers to making more affordable EVs for the masses. The electric vehicle (“EV”) leader’s three-pronged business model approach of direct sales, servicing and charging its EVs sets it apart from the other carmakers. Tesla is the market leader in battery-powered electric car sales in the United States, owning around 60% of the market share. The company’s strong earnings prospects are based on continued growth in automotive revenues as well as gains in energy generation and storage revenues.\nTesla delivered an earnings surprise of 25.4%, on average, in the trailing four quarters. The Zacks Consensus Estimate for TSLA’s 2022 earnings reflects growth of 30.5% from the 2021 predicted level. The company currently sports a Zacks Rank #1. It has rallied 64.2% in a year. TSLA has a 3-5 year expected earnings growth rate of 37.5% and a Growth Score of A.\nCostco Wholesale Corporation has a market cap of $244.1 billion. The company, based in Issaquah, WA, is one of the largest warehouse club operators in the United States. COST’s strategy to sell products at heavily discounted prices has helped it remain on a growth track as cash-strapped customers reckon Costco as a viable option for low-cost necessities. Costco’s growth strategies, improved price management, decent membership trends and increasing penetration of the e-commerce business have been contributing to its performance.\nThe Zacks Consensus Estimate for Costco’s next fiscal year’s earnings mirrors a rise of 9.7% from the current year’s expected level. The company delivered an earnings surprise of 8.3%, on average, in the trailing four quarters. COST currently carries a Zacks Rank #2. The company has risen 51.2% in a year. It has a 3-5 year expected earnings growth rate of 8.8% and a Growth Score of A.\nAccenture Plc has evolved as a trusted and viable consulting services provider through years of investment in digital, cloud and security strategy. The company has been steadily gaining traction in its outsourcing and consulting businesses, backed by high demand for services that can improve operating efficiencies and save costs. The company has been strategically enhancing its cloud and digital marketing suite through buyouts and partnerships.\nAccenture, with a market cap of $255 billion, delivered an earnings surprise of 5.3%, on average, in the trailing four quarters. The Zacks Consensus Estimate for ACN’s next fiscal year’s earnings indicates year-over-year growth of 10.5%. The company currently carries a Zacks Rank #2. It has rallied 61.2% in the past year. ACN has a 3-5 year expected earnings growth rate of 10% and a Growth Score of B.\nMcDonald’s Corp., with a market cap of $198.7 billion, is a leading fast-food chain that currently operates more than 39,000 restaurants in above 100 countries. Robust drive-thru presence, and its investments in delivery and digitization over the past few years have aided the company in countering the pandemic. Robust digitalization will help McDonald’s drive long-term growth and capture market share.\nThe Zacks Consensus Estimate for MCD’s 2022 earnings reflects growth of 7.3% from 2021’s anticipated level. McDonald’s delivered an earnings surprise of 6.8%, on average, in the trailing four quarters. MCD currently carries a Zacks Rank #2. It has increased 26.1% in a year. The company has a 3-5 year expected earnings growth rate of 11.4% and a Growth Score of B.\nWith a market cap of $176.5 billion,Advanced Micro Devices has strengthened its position in the semiconductor market on the back of its evolution as an enterprise-focus company from a pure-bred consumer-PC chip provider. AMD is benefiting from strong sales of its Ryzen and EPYC server processors, owing to the increasing proliferation of AI and Machine Learning in industries like cloud, gaming and supercomputing domains. The growing clout of 7-nanometer (nm) products in the data center vertical, driven by work-from-home and online learning trends, is a key catalyst.\nAdvanced Micro Devices delivered an earnings surprise of 14%, on average, in the trailing four quarters. The Zacks Consensus Estimate for AMD’s 2022 earnings indicates year-over-year growth of 24.4%. The company currently carries a Zacks Rank #2. It has rallied 70.4% in the past year. The company has a 3-5 year expected earnings growth rate of 46.2% and a Growth Score of A.","news_type":1,"symbols_score_info":{"COST":0.9,"MCD":0.9,"ACN":0.9,"TSLA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094589977,"gmtCreate":1645182025400,"gmtModify":1676534006476,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"Legend!","listText":"Legend!","text":"Legend!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094589977","repostId":"2212694949","repostType":2,"isVote":1,"tweetType":1,"viewCount":2395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002699596,"gmtCreate":1641986142351,"gmtModify":1676533668989,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"Baba! LFG!","listText":"Baba! LFG!","text":"Baba! LFG!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002699596","repostId":"1156280261","repostType":4,"repost":{"id":"1156280261","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641978741,"share":"https://ttm.financial/m/news/1156280261?lang=en_US&edition=fundamental","pubTime":"2022-01-12 17:12","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156280261","media":"Tiger Newspress","summary":"Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.","content":"<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/8cf73c49625b23ceb41fcda110098199\" tg-width=\"1426\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-12 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/8cf73c49625b23ceb41fcda110098199\" tg-width=\"1426\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BABA":"阿里巴巴","TME":"腾讯音乐","BILI":"哔哩哔哩","IQ":"爱奇艺","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156280261","content_text":"Alibaba, JD.com, Pinduoduo, Bilibili, Tencent Music, IQiyi and Nio climbed between 1% and 4%.","news_type":1,"symbols_score_info":{"NIO":0.9,"TME":0.9,"JD":0.9,"IQ":0.9,"BABA":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006496226,"gmtCreate":1641811120496,"gmtModify":1676533649779,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"Co-living is never a good idea!","listText":"Co-living is never a good idea!","text":"Co-living is never a good idea!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006496226","repostId":"1114739146","repostType":4,"repost":{"id":"1114739146","kind":"news","pubTimestamp":1641809244,"share":"https://ttm.financial/m/news/1114739146?lang=en_US&edition=fundamental","pubTime":"2022-01-10 18:07","market":"us","language":"en","title":"Stocks Can Live Happily Alongside Rising Yields, JPMorgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1114739146","media":"Bloomberg","summary":"Equities should be able to withstand the recent increase in bond yields, which still has a way to go","content":"<html><head></head><body><p>Equities should be able to withstand the recent increase in bond yields, which still has a way to go, according to JPMorgan Chase &amp; Co. strategists.</p><p>“As long as yields are rising for the right reasons, including better growth, we believe that equities should be able to tolerate the move,” Mislav Matejka and colleagues wrote in a note. “The rise in real rates should not be hurting equity markets, or economic activity, at least until they move into positive territory, or even as long as real rates are below the real potential growth.”</p><p>Signs that the Federal Reserve may tighten its policy more aggressively than previously expected have made for a bumpy start to the year for equities. The Nasdaq 100 index lost 4.5% in the first week of 2022 as rapidly rising yields dealt a blow to more expensive stocks valued on future growth expectations.</p><p>JPMorgan strategists expect yields to keep rising, not least because demand for bonds will drop as the Fed winds down stimulus and the European Central Bank tapers asset purchases. While this means that sectors such as technology will “struggle to outperform going forward,” it spells good news for banks, autos and other cyclical areas of the equity market, they say.</p><p>“At the overall market level, we don’t see higher yields canceling the upside,” the JPMorgan strategists said, citing above-trend growth in developed markets and a looming economic rebound in China.</p><p>Not everyone is as sanguine. Goldman Sachs Group Inc. strategists led by David Kostin say equities typically struggle when the pace of the move in bond markets is too abrupt, as has been the case over the past week. And Morgan Stanley’s Michael Wilson feels the rout isn’t done playing out.</p><p>“We’ve never seen stocks this expensive for the overall market which means valuations are likely to come down more before we’re through with this correction,” Wilson wrote in a note.</p></body></html>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Can Live Happily Alongside Rising Yields, JPMorgan Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Can Live Happily Alongside Rising Yields, JPMorgan Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 18:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stocks-live-happily-alongside-rising-092350100.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equities should be able to withstand the recent increase in bond yields, which still has a way to go, according to JPMorgan Chase & Co. strategists.“As long as yields are rising for the right reasons,...</p>\n\n<a href=\"https://finance.yahoo.com/news/stocks-live-happily-alongside-rising-092350100.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/stocks-live-happily-alongside-rising-092350100.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114739146","content_text":"Equities should be able to withstand the recent increase in bond yields, which still has a way to go, according to JPMorgan Chase & Co. strategists.“As long as yields are rising for the right reasons, including better growth, we believe that equities should be able to tolerate the move,” Mislav Matejka and colleagues wrote in a note. “The rise in real rates should not be hurting equity markets, or economic activity, at least until they move into positive territory, or even as long as real rates are below the real potential growth.”Signs that the Federal Reserve may tighten its policy more aggressively than previously expected have made for a bumpy start to the year for equities. The Nasdaq 100 index lost 4.5% in the first week of 2022 as rapidly rising yields dealt a blow to more expensive stocks valued on future growth expectations.JPMorgan strategists expect yields to keep rising, not least because demand for bonds will drop as the Fed winds down stimulus and the European Central Bank tapers asset purchases. While this means that sectors such as technology will “struggle to outperform going forward,” it spells good news for banks, autos and other cyclical areas of the equity market, they say.“At the overall market level, we don’t see higher yields canceling the upside,” the JPMorgan strategists said, citing above-trend growth in developed markets and a looming economic rebound in China.Not everyone is as sanguine. Goldman Sachs Group Inc. strategists led by David Kostin say equities typically struggle when the pace of the move in bond markets is too abrupt, as has been the case over the past week. And Morgan Stanley’s Michael Wilson feels the rout isn’t done playing out.“We’ve never seen stocks this expensive for the overall market which means valuations are likely to come down more before we’re through with this correction,” Wilson wrote in a note.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003971242,"gmtCreate":1640865533833,"gmtModify":1676533549075,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"A toast to 2021!&nbsp;","listText":"A toast to 2021!&nbsp;","text":"A toast to 2021!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003971242","repostId":"1125254281","repostType":4,"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008254477,"gmtCreate":1641469827791,"gmtModify":1676533618165,"author":{"id":"3577319149726586","authorId":"3577319149726586","name":"Matthew Loh","avatar":"https://community-static.tradeup.com/news/8232e71cd26c1479250e4bf4ddb3b5d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577319149726586","authorIdStr":"3577319149726586"},"themes":[],"htmlText":"The ark will not lead you home!","listText":"The ark will not lead you home!","text":"The ark will not lead you home!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008254477","repostId":"1199722121","repostType":2,"repost":{"id":"1199722121","kind":"news","pubTimestamp":1641466602,"share":"https://ttm.financial/m/news/1199722121?lang=en_US&edition=fundamental","pubTime":"2022-01-06 18:56","market":"us","language":"en","title":"Cathie Wood Sells Another $21M In Tesla On Wednesday — Here's What She Bought Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1199722121","media":"benzinga","summary":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), ","content":"<div>\n<p>Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), selling 19,212 shares — estimated to be worth $20.9 million based on the latest closing price — in ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $21M In Tesla On Wednesday — Here's What She Bought Instead</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sells Another $21M In Tesla On Wednesday — Here's What She Bought Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 18:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), selling 19,212 shares — estimated to be worth $20.9 million based on the latest closing price — in ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","ROKU":"Roku Inc","ARKQ":"ARK Autonomous Technology & Robotics ETF","TSLA":"特斯拉","JD":"京东"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24921633/cathie-wood-sells-another-21m-in-tesla-on-wednesday-heres-what-she-bought-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199722121","content_text":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc (NASDAQ:TSLA), selling 19,212 shares — estimated to be worth $20.9 million based on the latest closing price — in the electric vehicle maker.The Elon Musk-led company’s stock, which had risen about 50% in 2021, closed 5.3% lower at $1,088.1 a share on Wednesday.Tesla stock has erased all the gains it accumulated on Monday after it reported fourth-quarter delivery volumes that far surpassed expectations.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF (NYSE:ARKK), the Ark Autonomous Technology & Robotics ETF (NYSE:ARKQ) and the Ark Next Generation Internet ETF (NYSE:ARKW).The three ETFs held about 1.64 million shares worth $1.89 billion in Tesla, prior to Wednesday’s trade.Tesla on Sunday smashed fourth-quarter delivery records, posting its biggest quarterly and full-year delivery volume.A Tesla super-bull, Wood has long favored the Musk-led company and set a $3,000 price target for the electric vehicle stock for 2025.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc (NYSE:XPEV).Here are some other key Ark Invest trades from Wednesday:Bought 166,101 shares — estimated to be worth $32.7 million — in Roku Inc (NASDAQ:ROKU) on the dip. The stock closed about 12% lower at $196.7 a share.Sold 28,300 shares — estimated to be worth $1.8 million — in JD.com Inc (NASDAQ:JD). The stock closed 1.8% lower at $63 a share on Wednesday.","news_type":1,"symbols_score_info":{"JD":0.9,"TSLA":0.9,"ARKW":0.9,"ROKU":0.9,"ARKQ":0.9,"XPEV":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}