V K personal page - To The Moon

V K

V K

No personal profile

496Follow

107Followers

0Topic

0Badge

14:08

Goodness....

Singapore Airlines: Declining Earnings and Poor Fundamentals Make It a Sell

11-21 15:26

To the ozone!

MARA Holdings: If You Can't Beat Hyperscalers, Partner With Them

2023-11-15

$Genting Sing(G13.SI)$ to the moon!

2023-11-06

$SINGAPORE AIRLINES LTD(C6L.SI)$ to the moon!

2023-10-31

Great ariticle, would you like to share it?

@Smartkarma:SIA Placement Lockup - Time for Another Trim of Its US$7bn Stake

2023-08-07

To the ozone! Charged!!!!

@SR050321:OCBC DIVIDEND ❤️

2023-06-30

Nice

Why Dividend Investors Must Watch Bank Stocks Now

2023-06-16

Evil morgan!

Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating

2023-06-16

Charged!!!!!! To the moon!

Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating

2023-06-06

To the moon

Airlines Are Bracing For Record Summer Travel; Golden Opportunity For Investors?

2023-05-17

Good to know

DBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?

2023-05-17

Nice

Singapore Stocks to Watch: SIA, CapitaLand Ascendas Reit, ST Engineering, Delfi

2023-05-17

Nice

Maybank and RHB Analysts Maintain "Buy" Calls on ST Engineering Following 1QFY2023 Business Update

2023-05-17

$SINGAPORE AIRLINES LTD(C6L.SI)$ charged!!!! To the moon!

2023-05-10

Nice

@Star in the Sky:$SINGAPORE AIRLINES LTD(C6L.SI)$ After added up all quarter results. Expecting SIA to post a good full year results in the May. [Call] . Predicted dividend: $0.15~$0.2 [USD] [USD]

2023-04-12

Jia You!

SIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold

2023-03-29

Nice

Crypto Shares Gained in Premarket Trading, With Marathon Digital Surging over 8%

2023-03-27

Pls like tyvm[Happy]

3 Top Tech Stocks That Could Help Make You Rich by Retirement

2023-03-24

Oic

JPMorgan, Citi, BofA Tell Staff Not to Poach Clients From Stressed Banks

2023-03-22

Always great to see sg stock rise

Singapore Stocks Extend Gains on Wednesday; STI up 1.5%

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3577323914202336","uuid":"3577323914202336","gmtCreate":1614230846674,"gmtModify":1691484594989,"name":"V K","pinyin":"vkvk","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","hatId":"ca_profile_frame_ugQHMi","hatName":"LV7 头像框","vip":1,"status":2,"fanSize":107,"headSize":496,"tweetSize":1680,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":373744731652256,"gmtCreate":1732255728566,"gmtModify":1732255732639,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Goodness....","listText":"Goodness....","text":"Goodness....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373744731652256","repostId":"2485461475","repostType":2,"repost":{"id":"2485461475","pubTimestamp":1732243004,"share":"https://ttm.financial/m/news/2485461475?lang=&edition=fundamental","pubTime":"2024-11-22 10:36","market":"sg","language":"en","title":"Singapore Airlines: Declining Earnings and Poor Fundamentals Make It a Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2485461475","media":"seekingalpha","summary":"Singapore Airlines' H1 2025 results show revenue growth of 3.7%, but unit revenues are declining while operating costs rise significantly.Operating profit dropped to 795 million SGD from 1.55 billion ","content":"<html><head></head><body><ul style=\"\"><li><p>Singapore Airlines&#39; H1 2025 results show revenue growth of 3.7%, but unit revenues are declining while operating costs rise significantly.</p></li><li><p>Operating profit dropped to 795 million SGD from 1.55 billion SGD, with margins falling from 17% to 8.3%, squeezing profitability.</p></li><li><p>The stock trades at a discount to peers with no expected EBITDA growth, leading to no upward pressure on the stock price.</p></li><li><p>Given the challenging cost and revenue environment, and declining earnings estimates, I maintain a sell rating for Singapore Airlines stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b250e032213f6cb0a144ce005a685c2\" title=\"RyanFletcher\" tg-width=\"750\" tg-height=\"500\"/><span>RyanFletcher</span></p><p>In August, I downgraded <a href=\"https://laohu8.com/S/C6L.SI\">Singapore Airlines</a> stock from hold to sell due to a significantly lower profit outlook year-on-year despite healthy demand patterns. Initially, the stock climbed 10%, but it retreated and measured from the time of publication, the stock is down 0.6% compared to a 5.4% gain for the S&amp;P 500. That is not the kind of performance we are looking for, and in that sense the sell rating was a good call. In this report, I will be discussing the most recent earnings and I will be reviewing my price target and rating for Singapore Airlines stock.</p><h2 id=\"id_2161401974\">Singapore Airlines, Earnings Pressured By Lower Unit Revenues And Higher Fuel Costs</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7dbf90fe76c75ec078ccc20cf7a2bfe4\" title=\"Singapore Airlines\" tg-width=\"640\" tg-height=\"360\"/><span>Singapore Airlines</span></p><p>The H1 2025 results show that revenues increased by 3.7%. That 3.7% growth was realized by increasing capacity by 11% for the passenger services and 10.2% for the cargo services, for an overall 10.6% increase in system capacity. So, what we are seeing is that even though demand for air travel is healthy, the unit revenues continue to decline. With more capacity coming online and some economic weakness in China, it is to be expected that the unit revenues moderate. The unit revenues are still above pre-pandemic levels, but it is increasingly looking as if the unit revenues will continue to decline to pre-pandemic levels, while the cost profile of airlines is incomparable compared to pre-pandemic times.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a8b461a092d3804e8a6f84fd898f5f8f\" title=\"Singapore Airlines\" tg-width=\"640\" tg-height=\"360\"/><span>Singapore Airlines</span></p><p>When unit revenues decline as capacity increases, one has to hope that the increase in capacity helps to drive down the unit costs. For Singapore Airlines, we see that this is not the case with 14.4% growth in operating costs. Even when we strip out the fuel expenses, there was a 12.1% increase in cost. Keeping in mind the 10.6% increase in capacity, we see that staff costs rose in line with capacity expansion while depreciation costs were slightly lower and aircraft MRO costs were down 5%. All other costs were inflated beyond the capacity expansion and drove up the unit costs.</p><p>This resulted in operating profit falling to 795 million SGD from 1.55 billion SGD a year earlier. Operating margins fell from 17% to 8.3%. We are seeing that as unit rates normalize and cost head higher the margins are being squeezed significantly and that is also the reason why I previously downgraded the stock to sell.</p><h3 id=\"id_3582801193\">Singapore Airlines Stock Still Offers No Appeal</h3><p>To determine multi-year price targets, The Aerospace Forum has developed a stock screener which uses a combination of analyst consensus on EBITDA, cash flows and the most recent balance sheet data. Each quarter, we revisit those assumptions and the stock price targets accordingly. In a separate blog, I have detailed our analysis methodology.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/28fe63af8c4495169612718db871b59c\" title=\"The Aerospace Forum\" tg-width=\"640\" tg-height=\"363\"/><span>The Aerospace Forum</span></p><p>Singapore Airlines has quite a complex valuation case. The reason is that it trades at a discount to peers. However, historically, the company has also not traded in line with peers, so there might not be a strong justification for applying a peer group valuation. And even if we apply the company median EV/EBITDA multiple to value the stock, we see that there is no upside: not this year, not next year, and not in the year after. That is driven by an EBITDA that from FY23 towards FY27 shows an annual decline of 4.6%. So, there is no growth in earnings and no upward pressure on the stock. As a result, I maintain my sell rating.</p><h2 id=\"id_593283819\">Conclusion: Singapore Airlines Stock Offers No Appeal</h2><p>The H1 results showed that unit revenues are under pressure and seemingly are converging to pre-pandemic levels, while costs remain inflated. That naturally means that the margins are being pressured in the years to come and there seems to be no improvement in EBITDA. In fact, EBITDA is expected to continue trending down. As a result, I believe that Singapore Airlines stock is a sell. Airline stocks are volatile and the current cost and revenue environment is challenging. If we then see that earnings estimates are trending down and there is no upward pressure using historical valuation multiples, then there is no strong investment case at all.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines: Declining Earnings and Poor Fundamentals Make It a Sell</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\">\nSingapore Airlines: Declining Earnings and Poor Fundamentals Make It a Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-22 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739241-singapore-airlines-declining-earnings-and-poor-fundamentals-make-it-a-sell><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Airlines' H1 2025 results show revenue growth of 3.7%, but unit revenues are declining while operating costs rise significantly.Operating profit dropped to 795 million SGD from 1.55 billion ...</p>\n\n<a href=\"https://seekingalpha.com/article/4739241-singapore-airlines-declining-earnings-and-poor-fundamentals-make-it-a-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://seekingalpha.com/article/4739241-singapore-airlines-declining-earnings-and-poor-fundamentals-make-it-a-sell","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2485461475","content_text":"Singapore Airlines' H1 2025 results show revenue growth of 3.7%, but unit revenues are declining while operating costs rise significantly.Operating profit dropped to 795 million SGD from 1.55 billion SGD, with margins falling from 17% to 8.3%, squeezing profitability.The stock trades at a discount to peers with no expected EBITDA growth, leading to no upward pressure on the stock price.Given the challenging cost and revenue environment, and declining earnings estimates, I maintain a sell rating for Singapore Airlines stock.RyanFletcherIn August, I downgraded Singapore Airlines stock from hold to sell due to a significantly lower profit outlook year-on-year despite healthy demand patterns. Initially, the stock climbed 10%, but it retreated and measured from the time of publication, the stock is down 0.6% compared to a 5.4% gain for the S&P 500. That is not the kind of performance we are looking for, and in that sense the sell rating was a good call. In this report, I will be discussing the most recent earnings and I will be reviewing my price target and rating for Singapore Airlines stock.Singapore Airlines, Earnings Pressured By Lower Unit Revenues And Higher Fuel CostsSingapore AirlinesThe H1 2025 results show that revenues increased by 3.7%. That 3.7% growth was realized by increasing capacity by 11% for the passenger services and 10.2% for the cargo services, for an overall 10.6% increase in system capacity. So, what we are seeing is that even though demand for air travel is healthy, the unit revenues continue to decline. With more capacity coming online and some economic weakness in China, it is to be expected that the unit revenues moderate. The unit revenues are still above pre-pandemic levels, but it is increasingly looking as if the unit revenues will continue to decline to pre-pandemic levels, while the cost profile of airlines is incomparable compared to pre-pandemic times.Singapore AirlinesWhen unit revenues decline as capacity increases, one has to hope that the increase in capacity helps to drive down the unit costs. For Singapore Airlines, we see that this is not the case with 14.4% growth in operating costs. Even when we strip out the fuel expenses, there was a 12.1% increase in cost. Keeping in mind the 10.6% increase in capacity, we see that staff costs rose in line with capacity expansion while depreciation costs were slightly lower and aircraft MRO costs were down 5%. All other costs were inflated beyond the capacity expansion and drove up the unit costs.This resulted in operating profit falling to 795 million SGD from 1.55 billion SGD a year earlier. Operating margins fell from 17% to 8.3%. We are seeing that as unit rates normalize and cost head higher the margins are being squeezed significantly and that is also the reason why I previously downgraded the stock to sell.Singapore Airlines Stock Still Offers No AppealTo determine multi-year price targets, The Aerospace Forum has developed a stock screener which uses a combination of analyst consensus on EBITDA, cash flows and the most recent balance sheet data. Each quarter, we revisit those assumptions and the stock price targets accordingly. In a separate blog, I have detailed our analysis methodology.The Aerospace ForumSingapore Airlines has quite a complex valuation case. The reason is that it trades at a discount to peers. However, historically, the company has also not traded in line with peers, so there might not be a strong justification for applying a peer group valuation. And even if we apply the company median EV/EBITDA multiple to value the stock, we see that there is no upside: not this year, not next year, and not in the year after. That is driven by an EBITDA that from FY23 towards FY27 shows an annual decline of 4.6%. So, there is no growth in earnings and no upward pressure on the stock. As a result, I maintain my sell rating.Conclusion: Singapore Airlines Stock Offers No AppealThe H1 results showed that unit revenues are under pressure and seemingly are converging to pre-pandemic levels, while costs remain inflated. That naturally means that the margins are being pressured in the years to come and there seems to be no improvement in EBITDA. In fact, EBITDA is expected to continue trending down. As a result, I believe that Singapore Airlines stock is a sell. Airline stocks are volatile and the current cost and revenue environment is challenging. If we then see that earnings estimates are trending down and there is no upward pressure using historical valuation multiples, then there is no strong investment case at all.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373328444104816,"gmtCreate":1732174018387,"gmtModify":1732174022406,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"To the ozone!","listText":"To the ozone!","text":"To the ozone!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373328444104816","repostId":"2484193277","repostType":2,"repost":{"id":"2484193277","pubTimestamp":1732156867,"share":"https://ttm.financial/m/news/2484193277?lang=&edition=fundamental","pubTime":"2024-11-21 10:41","market":"sg","language":"en","title":"MARA Holdings: If You Can't Beat Hyperscalers, Partner With Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2484193277","media":"seekingalpha","summary":"I support the CEO's decision to avoid independent AI/HPC hosting, reducing risks tied to low margins and rapid tech obsolescence once hyperscalers fully deploy their infrastructure in 2026.The company","content":"<html><head></head><body><ul style=\"\"><li><p>I support the CEO&#39;s decision to avoid independent AI/HPC hosting, reducing risks tied to low margins and rapid tech obsolescence once hyperscalers fully deploy their infrastructure in 2026.</p></li><li><p>The company’s energy strategy, converting flared gas to electricity, significantly reduces power costs to 1 cent per kWh, aiming for over 1 GW capacity of low-cost energy.</p></li><li><p>Recent acquisitions and facility upgrades are expected to increase computing power by 70% by late 2025, with potential operational cost reductions using its 2PIC tanks.</p></li><li><p>Falling Bitcoin prices, ongoing share issuance, and negative sentiment toward non-mining expansions are some big risks to consider.</p></li><li><p>Following the 30% decline in the share price, MARA&#39;s low valuation ratios and strong growth prospects make this stock a speculative strong buy.</p></li></ul><p><a href=\"https://laohu8.com/S/MARA\">MARA Holdings, Inc.</a> has seen its share price decline by over 30% following the release of Q3 earnings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/904fddfcbefd48866cac96d192a9f7c5\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"199\"/><span>Seeking Alpha</span></p><p>With the company planning to release more details on potential partnerships with hyperscalers in the upcoming quarters, I considered reviewing in this article some of the arguments made by the CEO, Fred Thiel, against expanding into AI/HPC hosting independently, opting instead to pursue partnerships with big data center and cloud computing players.</p><p>I will advance in this introduction that I fully agree with his arguments, including the challenge of competing in price with hyperscalers like AWS, Microsoft Azure, and Google Cloud once they have fully deployed their infrastructure over the next two years.</p><p>I will also discuss the company&#39;s expansion plans, including its technology advancements and energy strategy.</p><p>Overall, considering these factors and the company&#39;s attractive valuation ratios, I rate this stock as a strong buy. As a matter of fact, I have started a long position in this company, taking advantage of the pullback following Q3 earnings.</p><p>As always, I will include a risk section where I will discuss some factors that could potentially wipe out my investment (i.e. highly speculative bet) in this company.</p><h2 id=\"id_223380449\">CEO Skeptical About Entering AI/HPC Hosting Independently</h2><p>Fred Thiel emphasized during the last earnings call that the AI/HPC hosting market will soon face a &#34;race to the bottom&#34; in terms of costs and profits, as hyperscalers dominate.</p><blockquote><p>I think anybody else trying to go into this business today is looking at a <strong>race to the bottom</strong> from a cost perspective and a very challenging capital market, <strong>once people wake up to the fact of how difficult it really is to run an AI HPC hosting business when you&#39;re not a hyperscaler yourself.</strong></p></blockquote><p>One of the key points he mentioned was the decline in GPU rentals. He used the H100 rental prices as an example. The rental prices for this high-end GPU model from NVIDIA (widely used for AI workloads) have plummeted by 75% in six months.</p><p>He also mentioned another reason for his apparent hesitation about getting into AI/HPC hosting independently: the rapid obsolescence of GPU hosting for AI tasks.</p><blockquote><p>If you think that the technology obsolescence of Bitcoin mining is aggressive, welcome to the world of GPUs. It is even more aggressive. <strong>Anybody who comes from the Bitcoin mining side</strong>, <strong>who is excited about going into the hyperscaler or large-scale data center for AI HPC hosting business is in for what I believe will be an abrupt surprise</strong> come two or three years when the hyperscalers deployments of the data centers they have in production today start coming online</p></blockquote><p>Instead, I believe Mara will focus on partnerships with large-scale AI hyperscalers.</p><p>As the old saying goes, <em>if you can&#39;t beat them, join them.</em></p><p>These partnerships with hyperscalers would allow MARA to leverage its technology, such as 2PIC immersion cooling, and its expertise in low-cost energy generation to support the needs of hyperscalers.</p><p>Although no specific details have been announced about these partnerships, the company plans to announce more specific details in the upcoming quarters.</p><p>In my opinion, an official announcement of a partnership with a major hyperscaler could be a big catalyst for the company, especially if the share price keeps its current declining path until this event happens.</p><h2 id=\"id_3543266906\">Energy Strategy And 2PIC Technological Advancements</h2><p>In October, MARA launched a 25 MW microdata center operation with NGON across wellheads in Texas and North Dakota.</p><p>These data centers convert excess flared gas, (i.e. a waste by-product in oilfield operations) into electricity to power co-located data centers.</p><p>The benefit of using excess flared gas to generate electricity is a significant reduction in cost per kWh, from the typical market price paid by miners using grid energy of 4c/kWh, down to 1c/kWh.</p><p>Aside from cost benefits, this method is highly beneficial for the environment, with a 99% methane mitigation efficiency</p><p>This initiative is part of Mara&#39;s broader strategy to identify and develop sites with high potential for on-site power generation.</p><p>Additionally, in the last shareholder letter, the company mentioned its long-term goal of expanding its gas-to-power capacity to more than a gigawatt in the next few years.</p><blockquote><p>We believe MARA&#39;s ability to pair onsite demand to onsite power (fueled by low-cost natural gas) will unlock hundreds of MW-if not more than a GW-of low-cost and long-duration gas-to-power opportunities.</p></blockquote><p>Moving on with other initiatives, by the end of this year, Mara will have installed 40 2PIC tanks across its facilities, including the new one in Ohio.</p><p>What I find encouraging about this technology is the high-power density of 1MW that can be achieved per each 2PIC tank. As a matter of fact, 2PIC tanks can achieve up to four times the power density compared to traditional cooling methods.</p><p>As a side note, the 2PIC technology offers superior thermal management by submerging equipment in a dielectric fluid. This results in up to a 60% reduction in cooling energy costs.</p><p>Additionally, in the past quarter, Mara has secured its first commercial orders for its 2PIC tanks from third-party miners and data center operators. In my view, this is a strong indication of the benefits of this proprietary technology.</p><h2 id=\"id_2266397362\">Expect a 70% Increase in Computation Capacity By the End of 2025</h2><p>Since the beginning of 2024, Mara has secured about 1 GW of nameplate capacity through acquisitions and new developments.</p><p>The company&#39;s operational footprint now spans over 15 data centers across four continents, with plans to expand further in the Middle East and Africa.</p><p>As a matter of fact, the company&#39;s total owned and operated computing capacity is expected to increase by over 70% by the end of next year.</p><p>This includes two recent acquisitions in Ohio, along with the development of a 150 MW greenfield operation that will provide 372 MW of capacity by the end of 2025.</p><p>Salman Khan, the CFO of the company, mentioned during the last earnings conference a significant reduction in operating costs for one of the newly acquired centers.</p><blockquote><p>Owning the sites will provide us with greater operational control and could further reduce our operating costs at Hopedale data center, which is part of this acquisition, up to 50%.</p></blockquote><p>I believe they will mass deploy the 2PIC tanks at this facility to achieve this cost savings.</p><p>Aside from these acquisitions, the company has upgraded and expanded the capacity of five of its existing facilities: Ellendale and Jamestown, Garden City, the Wolf Hollow facility in Texas, and the Kearney facility in Nebraska.</p><p>Overall, the company expects to achieve a fleet efficiency of 19.5 J/TH by the end of 2024. To put things in perspective, this is a 14% improvement from last quarter&#39;s efficiency of 22.7 J/TH.</p><h2 id=\"id_4242130768\">Valuation</h2><p>Considering the 30% decline in the share price following the Q3 earnings release, most valuation ratios have cooled off to attractive levels when compared to some of its direct competitors.</p><p>An example is the price to sales ratio, which trades now below RIOT&#39;s value (see table below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/df73a5159abd34150d2ddabd8da1b566\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"335\"/><span>Seeking Alpha</span></p><p>Another example is the EV/EBITDA ratio (both FWD and TTM), with Mara&#39;s value being the lowest among its competitors.</p><p>The historical chart below shows that most of the company&#39;s valuation ratios are trading close to the 5-year minimum.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eed3232f8b954b6e705198d4fbbce8d6\" alt=\"Stock Rover\" title=\"Stock Rover\" tg-width=\"640\" tg-height=\"372\"/><span>Stock Rover</span></p><p>Therefore, I believe there is solid evidence to suggest that Mara is undervalued at best, or fairly priced at worst.</p><h2 id=\"id_2910599084\">Risks</h2><p>I believe one of the biggest risks to my bull thesis, is the current negative sentiment surrounding the expansion into AI/HPC hosting.</p><p>As I already mentioned, I don&#39;t believe Mara will go into AI/HPC hosting independently. It all points out that the company will partner with hyperscalers.</p><p>However, considering that most of the shareholders support the company&#39;s Bitcoin mining operations, any news related to the expansion of their operations away from mining could drive a potential selloff.</p><p>Other risks include the high volatility of Bitcoin prices. At the end of last quarter, the company had over 27,000 BTC on its balance sheet. Therefore, a pullback in Bitcoin&#39;s price could erode the value of the company&#39;s assets.</p><p>Finally, I am not particularly encouraged by the recent dilution of shareholder value. In the past year, the company has raised a significant amount of capital ($1.5 billion TTM) by issuing shares.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea11ac894d859d7c2fa4bb85d8e65769\" alt=\"TradingView\" title=\"TradingView\" tg-width=\"640\" tg-height=\"98\"/><span>TradingView</span></p><p>The recent $850 million offering of zero-coupon convertible senior notes (due 2030) allows noteholders to convert their holdings into MARA&#39;s common stock under certain conditions. I have included here more details about this offering, although I believe this offering increases the risk of further dilution in the long term.</p><h2 id=\"id_2192525733\">Conclusion</h2><p>I rate this stock as a strong buy for highly speculative investors, like myself.</p><p>As we all know, Mara is the largest publicly traded miner in terms of market capitalization and hash rate. Therefore, I am highly encouraged by the company&#39;s decision to avoid jumping into the AI/HPC hosting business <strong>independently</strong> (emphasis on this last word), given the high obsolescence risks and low margins in this space once the hyperscalers fully deploy its infrastructure in the next 2 years.</p><p>Instead, Mara plans to partner with these hyperscalers (think of AWS, Microsoft, or Google), leveraging its advanced 2PIC cooling tanks and cheap energy solutions to support their infrastructure expansion.</p><p>Speaking about the company&#39;s energy strategy, its gas-to-power projects could cut power costs to just 1 cent per kWh. The company is scaling these projects, with a goal of exceeding 1 GW of low-cost energy capacity in the next years.</p><p>From an operational perspective, the recent acquisitions, combined with upgrades to existing facilities, are expected to increase the company&#39;s computing power by 70% by the end of 2025.</p><p>Even more encouraging is the potential for some of these facilities to cut in half their operating costs thanks to the company&#39;s 2PIC tanks.</p><p>Risks to my bull thesis include the negative shareholder sentiment to expand into AI/HPC hosting through partnerships with hyperscalers.</p><p>I think an official partnership announcement could upset investors focused solely on its mining operations. On top of that, I believe that the current dilution could continue into 2025, which could weigh on the share price.</p><p>However, I believe the company&#39;s low valuation ratios compared to its peers, combined with its growth rate and technological advantages, make it a strong buy. Nonetheless, this is a speculative play, which could take several years to potentially yield positive results.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MARA Holdings: If You Can't Beat Hyperscalers, Partner With Them</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\">\nMARA Holdings: If You Can't Beat Hyperscalers, Partner With Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4738926-mara-holdings-if-you-cant-beat-hyperscalers-partner-with-them><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I support the CEO's decision to avoid independent AI/HPC hosting, reducing risks tied to low margins and rapid tech obsolescence once hyperscalers fully deploy their infrastructure in 2026.The company...</p>\n\n<a href=\"https://seekingalpha.com/article/4738926-mara-holdings-if-you-cant-beat-hyperscalers-partner-with-them\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"Marathon Digital Holdings Inc","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4595":"比特币概念","BK4596":"哈里斯概念","BK4588":"碎股","BK4516":"特朗普概念","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4738926-mara-holdings-if-you-cant-beat-hyperscalers-partner-with-them","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2484193277","content_text":"I support the CEO's decision to avoid independent AI/HPC hosting, reducing risks tied to low margins and rapid tech obsolescence once hyperscalers fully deploy their infrastructure in 2026.The company’s energy strategy, converting flared gas to electricity, significantly reduces power costs to 1 cent per kWh, aiming for over 1 GW capacity of low-cost energy.Recent acquisitions and facility upgrades are expected to increase computing power by 70% by late 2025, with potential operational cost reductions using its 2PIC tanks.Falling Bitcoin prices, ongoing share issuance, and negative sentiment toward non-mining expansions are some big risks to consider.Following the 30% decline in the share price, MARA's low valuation ratios and strong growth prospects make this stock a speculative strong buy.MARA Holdings, Inc. has seen its share price decline by over 30% following the release of Q3 earnings.Seeking AlphaWith the company planning to release more details on potential partnerships with hyperscalers in the upcoming quarters, I considered reviewing in this article some of the arguments made by the CEO, Fred Thiel, against expanding into AI/HPC hosting independently, opting instead to pursue partnerships with big data center and cloud computing players.I will advance in this introduction that I fully agree with his arguments, including the challenge of competing in price with hyperscalers like AWS, Microsoft Azure, and Google Cloud once they have fully deployed their infrastructure over the next two years.I will also discuss the company's expansion plans, including its technology advancements and energy strategy.Overall, considering these factors and the company's attractive valuation ratios, I rate this stock as a strong buy. As a matter of fact, I have started a long position in this company, taking advantage of the pullback following Q3 earnings.As always, I will include a risk section where I will discuss some factors that could potentially wipe out my investment (i.e. highly speculative bet) in this company.CEO Skeptical About Entering AI/HPC Hosting IndependentlyFred Thiel emphasized during the last earnings call that the AI/HPC hosting market will soon face a \"race to the bottom\" in terms of costs and profits, as hyperscalers dominate.I think anybody else trying to go into this business today is looking at a race to the bottom from a cost perspective and a very challenging capital market, once people wake up to the fact of how difficult it really is to run an AI HPC hosting business when you're not a hyperscaler yourself.One of the key points he mentioned was the decline in GPU rentals. He used the H100 rental prices as an example. The rental prices for this high-end GPU model from NVIDIA (widely used for AI workloads) have plummeted by 75% in six months.He also mentioned another reason for his apparent hesitation about getting into AI/HPC hosting independently: the rapid obsolescence of GPU hosting for AI tasks.If you think that the technology obsolescence of Bitcoin mining is aggressive, welcome to the world of GPUs. It is even more aggressive. Anybody who comes from the Bitcoin mining side, who is excited about going into the hyperscaler or large-scale data center for AI HPC hosting business is in for what I believe will be an abrupt surprise come two or three years when the hyperscalers deployments of the data centers they have in production today start coming onlineInstead, I believe Mara will focus on partnerships with large-scale AI hyperscalers.As the old saying goes, if you can't beat them, join them.These partnerships with hyperscalers would allow MARA to leverage its technology, such as 2PIC immersion cooling, and its expertise in low-cost energy generation to support the needs of hyperscalers.Although no specific details have been announced about these partnerships, the company plans to announce more specific details in the upcoming quarters.In my opinion, an official announcement of a partnership with a major hyperscaler could be a big catalyst for the company, especially if the share price keeps its current declining path until this event happens.Energy Strategy And 2PIC Technological AdvancementsIn October, MARA launched a 25 MW microdata center operation with NGON across wellheads in Texas and North Dakota.These data centers convert excess flared gas, (i.e. a waste by-product in oilfield operations) into electricity to power co-located data centers.The benefit of using excess flared gas to generate electricity is a significant reduction in cost per kWh, from the typical market price paid by miners using grid energy of 4c/kWh, down to 1c/kWh.Aside from cost benefits, this method is highly beneficial for the environment, with a 99% methane mitigation efficiencyThis initiative is part of Mara's broader strategy to identify and develop sites with high potential for on-site power generation.Additionally, in the last shareholder letter, the company mentioned its long-term goal of expanding its gas-to-power capacity to more than a gigawatt in the next few years.We believe MARA's ability to pair onsite demand to onsite power (fueled by low-cost natural gas) will unlock hundreds of MW-if not more than a GW-of low-cost and long-duration gas-to-power opportunities.Moving on with other initiatives, by the end of this year, Mara will have installed 40 2PIC tanks across its facilities, including the new one in Ohio.What I find encouraging about this technology is the high-power density of 1MW that can be achieved per each 2PIC tank. As a matter of fact, 2PIC tanks can achieve up to four times the power density compared to traditional cooling methods.As a side note, the 2PIC technology offers superior thermal management by submerging equipment in a dielectric fluid. This results in up to a 60% reduction in cooling energy costs.Additionally, in the past quarter, Mara has secured its first commercial orders for its 2PIC tanks from third-party miners and data center operators. In my view, this is a strong indication of the benefits of this proprietary technology.Expect a 70% Increase in Computation Capacity By the End of 2025Since the beginning of 2024, Mara has secured about 1 GW of nameplate capacity through acquisitions and new developments.The company's operational footprint now spans over 15 data centers across four continents, with plans to expand further in the Middle East and Africa.As a matter of fact, the company's total owned and operated computing capacity is expected to increase by over 70% by the end of next year.This includes two recent acquisitions in Ohio, along with the development of a 150 MW greenfield operation that will provide 372 MW of capacity by the end of 2025.Salman Khan, the CFO of the company, mentioned during the last earnings conference a significant reduction in operating costs for one of the newly acquired centers.Owning the sites will provide us with greater operational control and could further reduce our operating costs at Hopedale data center, which is part of this acquisition, up to 50%.I believe they will mass deploy the 2PIC tanks at this facility to achieve this cost savings.Aside from these acquisitions, the company has upgraded and expanded the capacity of five of its existing facilities: Ellendale and Jamestown, Garden City, the Wolf Hollow facility in Texas, and the Kearney facility in Nebraska.Overall, the company expects to achieve a fleet efficiency of 19.5 J/TH by the end of 2024. To put things in perspective, this is a 14% improvement from last quarter's efficiency of 22.7 J/TH.ValuationConsidering the 30% decline in the share price following the Q3 earnings release, most valuation ratios have cooled off to attractive levels when compared to some of its direct competitors.An example is the price to sales ratio, which trades now below RIOT's value (see table below).Seeking AlphaAnother example is the EV/EBITDA ratio (both FWD and TTM), with Mara's value being the lowest among its competitors.The historical chart below shows that most of the company's valuation ratios are trading close to the 5-year minimum.Stock RoverTherefore, I believe there is solid evidence to suggest that Mara is undervalued at best, or fairly priced at worst.RisksI believe one of the biggest risks to my bull thesis, is the current negative sentiment surrounding the expansion into AI/HPC hosting.As I already mentioned, I don't believe Mara will go into AI/HPC hosting independently. It all points out that the company will partner with hyperscalers.However, considering that most of the shareholders support the company's Bitcoin mining operations, any news related to the expansion of their operations away from mining could drive a potential selloff.Other risks include the high volatility of Bitcoin prices. At the end of last quarter, the company had over 27,000 BTC on its balance sheet. Therefore, a pullback in Bitcoin's price could erode the value of the company's assets.Finally, I am not particularly encouraged by the recent dilution of shareholder value. In the past year, the company has raised a significant amount of capital ($1.5 billion TTM) by issuing shares.TradingViewThe recent $850 million offering of zero-coupon convertible senior notes (due 2030) allows noteholders to convert their holdings into MARA's common stock under certain conditions. I have included here more details about this offering, although I believe this offering increases the risk of further dilution in the long term.ConclusionI rate this stock as a strong buy for highly speculative investors, like myself.As we all know, Mara is the largest publicly traded miner in terms of market capitalization and hash rate. Therefore, I am highly encouraged by the company's decision to avoid jumping into the AI/HPC hosting business independently (emphasis on this last word), given the high obsolescence risks and low margins in this space once the hyperscalers fully deploy its infrastructure in the next 2 years.Instead, Mara plans to partner with these hyperscalers (think of AWS, Microsoft, or Google), leveraging its advanced 2PIC cooling tanks and cheap energy solutions to support their infrastructure expansion.Speaking about the company's energy strategy, its gas-to-power projects could cut power costs to just 1 cent per kWh. The company is scaling these projects, with a goal of exceeding 1 GW of low-cost energy capacity in the next years.From an operational perspective, the recent acquisitions, combined with upgrades to existing facilities, are expected to increase the company's computing power by 70% by the end of 2025.Even more encouraging is the potential for some of these facilities to cut in half their operating costs thanks to the company's 2PIC tanks.Risks to my bull thesis include the negative shareholder sentiment to expand into AI/HPC hosting through partnerships with hyperscalers.I think an official partnership announcement could upset investors focused solely on its mining operations. On top of that, I believe that the current dilution could continue into 2025, which could weigh on the share price.However, I believe the company's low valuation ratios compared to its peers, combined with its growth rate and technological advantages, make it a strong buy. Nonetheless, this is a speculative play, which could take several years to potentially yield positive results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241607420219448,"gmtCreate":1700014575458,"gmtModify":1700014578136,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$Genting Sing(G13.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>to the moon!","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$Genting Sing(G13.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>to the moon!","text":"$Genting Sing(G13.SI)$ to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241607420219448","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238578104967464,"gmtCreate":1699276087697,"gmtModify":1699276090129,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>to the moon!","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>to the moon!","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238578104967464","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236349279604912,"gmtCreate":1698735155912,"gmtModify":1698735159029,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236349279604912","repostId":"234535750438912","repostType":1,"repost":{"id":234535750438912,"gmtCreate":1698286744059,"gmtModify":1698286744106,"author":{"id":"4103332230805300","authorId":"4103332230805300","name":"Smartkarma","avatar":"https://community-static.tradeup.com/news/39fffba2ff205c2730b5bf07e3de6647","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103332230805300","idStr":"4103332230805300"},"themes":[],"title":"SIA Placement Lockup - Time for Another Trim of Its US$7bn Stake","htmlText":"⬇ $Singapore Airlines(C6L.SI)$ - Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sia-placement-lockup-time-for-another-trim-of-its-us-7bn-stake?utm_source=tiger_community By Sumeet Singh, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/sumeet-singh?utm_source=tiger_community On Singapore Airlines (C6L.SI):- https://www.smartkarma.com/entities/singapore-airlines-ltd?utm_source=tiger_community","listText":"⬇ $Singapore Airlines(C6L.SI)$ - Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sia-placement-lockup-time-for-another-trim-of-its-us-7bn-stake?utm_source=tiger_community By Sumeet Singh, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/sumeet-singh?utm_source=tiger_community On Singapore Airlines (C6L.SI):- https://www.smartkarma.com/entities/singapore-airlines-ltd?utm_source=tiger_community","text":"⬇ $Singapore Airlines(C6L.SI)$ - Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sia-placement-lockup-time-for-another-trim-of-its-us-7bn-stake?utm_source=tiger_community By Sumeet Singh, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/sumeet-singh?utm_source=tiger_community On Singapore Airlines (C6L.SI):- https://www.smartkarma.com/entities/singapore-airlines-ltd?utm_source=tiger_community","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234535750438912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206290621915336,"gmtCreate":1691373451472,"gmtModify":1691373455010,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"To the ozone! Charged!!!!","listText":"To the ozone! Charged!!!!","text":"To the ozone! Charged!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206290621915336","repostId":"205297576407216","repostType":1,"repost":{"id":205297576407216,"gmtCreate":1691130844996,"gmtModify":1691130850947,"author":{"id":"3577965120664925","authorId":"3577965120664925","name":"SR050321","avatar":"https://community-static.tradeup.com/news/7a02781de36c0ac0f4851adb1cee54ff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577965120664925","idStr":"3577965120664925"},"themes":[],"title":"OCBC DIVIDEND ❤️","htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>div ex date 14 August 2023, SGD 0.40 pay date 25 August 2023. Total income rose 30 per cent year on year to S$3.5 billion from S$2.7 billion, with net interest income for the quarter up 40 per cent on the year to S$2.4 billion as opposed to S$1.7 billion previously. The bank said this was underpinned by asset growth and higher net interest margin, which registered a 55 basis point increase to 2.26 per cent on the back of higher market interest rates. Non-interest income grew 11 per cent to S$1.1 billion, mainly from net gains from the sale of investment securities and higher profit from insurance, partly offset by lower fee and trading income. The bank’s non-performing loans","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>div ex date 14 August 2023, SGD 0.40 pay date 25 August 2023. Total income rose 30 per cent year on year to S$3.5 billion from S$2.7 billion, with net interest income for the quarter up 40 per cent on the year to S$2.4 billion as opposed to S$1.7 billion previously. The bank said this was underpinned by asset growth and higher net interest margin, which registered a 55 basis point increase to 2.26 per cent on the back of higher market interest rates. Non-interest income grew 11 per cent to S$1.1 billion, mainly from net gains from the sale of investment securities and higher profit from insurance, partly offset by lower fee and trading income. The bank’s non-performing loans","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$ div ex date 14 August 2023, SGD 0.40 pay date 25 August 2023. Total income rose 30 per cent year on year to S$3.5 billion from S$2.7 billion, with net interest income for the quarter up 40 per cent on the year to S$2.4 billion as opposed to S$1.7 billion previously. The bank said this was underpinned by asset growth and higher net interest margin, which registered a 55 basis point increase to 2.26 per cent on the back of higher market interest rates. Non-interest income grew 11 per cent to S$1.1 billion, mainly from net gains from the sale of investment securities and higher profit from insurance, partly offset by lower fee and trading income. The bank’s non-performing loans","images":[{"img":"https://community-static.tradeup.com/news/5478cc0000139c96b66c38012343fa36","width":"618","height":"1066"},{"img":"https://community-static.tradeup.com/news/570a54f8f24b66ad0314f56fdf0de4e2","width":"750","height":"1294"},{"img":"https://community-static.tradeup.com/news/4779a04c07c679f06c9369400afd6f28","width":"750","height":"1086"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205297576407216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192861358469272,"gmtCreate":1688114938644,"gmtModify":1688114942149,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192861358469272","repostId":"2347435112","repostType":2,"repost":{"id":"2347435112","pubTimestamp":1688020740,"share":"https://ttm.financial/m/news/2347435112?lang=&edition=fundamental","pubTime":"2023-06-29 14:39","market":"us","language":"en","title":"Why Dividend Investors Must Watch Bank Stocks Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2347435112","media":"Motley Fool","summary":"Stress test results could bring payout hikes in the near future.","content":"<html><head></head><body><div><p>The stock market moved generally higher on Thursday. However, many tech stocks took somewhat of a breather after strong gains in the recent past, allowing some other sectors of the market to lead Wall Street higher.</p><p>Investors paid close attention to the results of the Federal Reserve&#39;s stress test on banks. With favorable conclusions, many investors who look to financial stocks as sources of generous levels of dividend income are hopeful that they could see payout increases in the days to come. Here&#39;s more on what the results of the Fed stress tests were and why some bank stocks in particular are getting votes of confidence from the investing community on Thursday.</p><h2>The Fed&#39;s seal of approval</h2><p>The Federal Reserve released the findings of its annual bank stress tests late Wednesday. The conclusion it drew was that the banking system in general and large banks in particular are well-situated to handle a severe recession, and that they would be able to maintain healthy levels of lending to both individuals and businesses under tough macroeconomic conditions.</p><p>The assumptions that the Fed used anticipated a severe global recession in which commercial real estate prices would plunge 40%, with a substantial increase in office vacancies. Housing prices would plummet 38%, while unemployment would nearly triple to 10%. The result would be a massive drop in economic output.</p><p>The Fed&#39;s findings were interesting. Even though the 23 big banks subject to testing hold about 20% of office and downtown commercial real estate and would suffer heavy losses of $541 billion overall, they would still be able to continue lending and remain above their minimum capital requirements. Commercial real estate and residential mortgage lending losses were projected at around $100 billion, while credit card losses would come in at roughly $120 billion. The Fed also introduced new tests that looked at the trading books of financial institutions, concluding that rising rates wouldn&#39;t be catastrophic for big banks.</p><div><div></div></div><h2>Are dividend increases coming?</h2><p>Now, investors are looking to see how financial institutions will respond to the results. Many of those focused on dividend stocks hope that the banks will follow past practice and approve dividend increases for shareholders.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"206051\" :show_benchmark_compare=\"false\" amount_change=\"1.69\" average_volume=\"21,935,170\" company_name=\"Wells Fargo\" current_price=\"42.31\" daily_high=\"42.41\" daily_low=\"41.37\" default_period=\"FiveYear\" dividend_yield=\"2.95%\" exchange=\"NYSE\" fifty_two_week_high=\"48.84\" fifty_two_week_low=\"35.25\" gross_margin=\"0.00\" logo=\"https://g.foolcdn.com/art/companylogos/mark/WFC.png\" market_cap=\"$152B\" pe_ratio=\"11.60\" percent_change=\"4.16\" symbol=\"WFC\" volume=\"14,198,650\"></app></div><p>That would be consistent with past practice. Within days of the 2022 stress test results getting released, <strong>Wells Fargo </strong><span>(WFC<span> 4.16%</span>)</span>, <strong>Bank of America </strong><span>(BAC<span> 2.23%</span>)</span>, <strong>Morgan Stanley </strong><span>(MS<span> 1.66%</span>)</span>, and <strong>Goldman Sachs </strong><span>(GS<span> 3.19%</span>)</span> boosted their quarterly payouts. Increases ranged from modest hikes of around 5% from Bank of America to as much as 25% from Goldman Sachs.</p><p>However, investors shouldn&#39;t take it as a guarantee that higher dividends will come from all banks. For instance, <strong>JPMorgan Chase </strong><span>(JPM<span> 3.19%</span>)</span> left its dividend unchanged at $1 per share quarterly even after last year&#39;s stress tests, as it found capital requirements onerous enough not to want to take chances with a higher payout. Similarly, <strong>Citigroup </strong><span>(C<span> 0.37%</span>)</span> hasn&#39;t increased its dividend since 2019, even when it has done reasonably well on stress tests.</p><p>Still, bank shareholders seem excited about the news. At midday Thursday, Wells Fargo stock was up 4%, while JPMorgan and Goldman managed 3% gains and BofA and Morgan Stanley picked up 2% each. With the big banks already carrying dividend yields of around 3% to 4%, any further increase would only make the stocks that much more attractive to income-oriented investors.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Dividend Investors Must Watch Bank Stocks Now</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\">\nWhy Dividend Investors Must Watch Bank Stocks Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-29 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/29/why-dividend-investors-must-watch-bank-stocks-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market moved generally higher on Thursday. However, many tech stocks took somewhat of a breather after strong gains in the recent past, allowing some other sectors of the market to lead Wall...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/29/why-dividend-investors-must-watch-bank-stocks-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","BK4559":"巴菲特持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4550":"红杉资本持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4552":"Archegos爆仓风波概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","MS":"摩根士丹利","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4207":"综合性银行","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","C":"花旗","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU0251142724.SGD":"Fidelity America A-SGD","BK4127":"投资银行业与经纪业","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GS":"高盛","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4211":"区域性银行","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H"},"source_url":"https://www.fool.com/investing/2023/06/29/why-dividend-investors-must-watch-bank-stocks-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2347435112","content_text":"The stock market moved generally higher on Thursday. However, many tech stocks took somewhat of a breather after strong gains in the recent past, allowing some other sectors of the market to lead Wall Street higher.Investors paid close attention to the results of the Federal Reserve's stress test on banks. With favorable conclusions, many investors who look to financial stocks as sources of generous levels of dividend income are hopeful that they could see payout increases in the days to come. Here's more on what the results of the Fed stress tests were and why some bank stocks in particular are getting votes of confidence from the investing community on Thursday.The Fed's seal of approvalThe Federal Reserve released the findings of its annual bank stress tests late Wednesday. The conclusion it drew was that the banking system in general and large banks in particular are well-situated to handle a severe recession, and that they would be able to maintain healthy levels of lending to both individuals and businesses under tough macroeconomic conditions.The assumptions that the Fed used anticipated a severe global recession in which commercial real estate prices would plunge 40%, with a substantial increase in office vacancies. Housing prices would plummet 38%, while unemployment would nearly triple to 10%. The result would be a massive drop in economic output.The Fed's findings were interesting. Even though the 23 big banks subject to testing hold about 20% of office and downtown commercial real estate and would suffer heavy losses of $541 billion overall, they would still be able to continue lending and remain above their minimum capital requirements. Commercial real estate and residential mortgage lending losses were projected at around $100 billion, while credit card losses would come in at roughly $120 billion. The Fed also introduced new tests that looked at the trading books of financial institutions, concluding that rising rates wouldn't be catastrophic for big banks.Are dividend increases coming?Now, investors are looking to see how financial institutions will respond to the results. Many of those focused on dividend stocks hope that the banks will follow past practice and approve dividend increases for shareholders.That would be consistent with past practice. Within days of the 2022 stress test results getting released, Wells Fargo (WFC 4.16%), Bank of America (BAC 2.23%), Morgan Stanley (MS 1.66%), and Goldman Sachs (GS 3.19%) boosted their quarterly payouts. Increases ranged from modest hikes of around 5% from Bank of America to as much as 25% from Goldman Sachs.However, investors shouldn't take it as a guarantee that higher dividends will come from all banks. For instance, JPMorgan Chase (JPM 3.19%) left its dividend unchanged at $1 per share quarterly even after last year's stress tests, as it found capital requirements onerous enough not to want to take chances with a higher payout. Similarly, Citigroup (C 0.37%) hasn't increased its dividend since 2019, even when it has done reasonably well on stress tests.Still, bank shareholders seem excited about the news. At midday Thursday, Wells Fargo stock was up 4%, while JPMorgan and Goldman managed 3% gains and BofA and Morgan Stanley picked up 2% each. With the big banks already carrying dividend yields of around 3% to 4%, any further increase would only make the stocks that much more attractive to income-oriented investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187931371315328,"gmtCreate":1686907205221,"gmtModify":1686909069778,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Evil morgan!","listText":"Evil morgan!","text":"Evil morgan!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187931371315328","repostId":"1182870538","repostType":2,"repost":{"id":"1182870538","pubTimestamp":1686906712,"share":"https://ttm.financial/m/news/1182870538?lang=&edition=fundamental","pubTime":"2023-06-16 17:11","market":"sg","language":"en","title":"Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1182870538","media":"Bloomberg","summary":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target pr","content":"<html><head></head><body><ul><li><p>Stock rose 33% in the past month after reporting record profit</p></li><li><p>Morgan Stanley has bull case target price of S$9.30 on shares</p></li></ul><p>Morgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.</p><p style=\"text-align: start;\">Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e5284658a8ccf4a921df343362e3681\" tg-width=\"895\" tg-height=\"626\"/></p><p style=\"text-align: start;\">The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.</p><p style=\"text-align: start;\">Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d042311f0bc6877cea00554396ce56f5\" title=\"\" tg-width=\"698\" tg-height=\"392\"/></p><p>The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.</p><p>“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating</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\">\nSingapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-16 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182870538","content_text":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187883621634312,"gmtCreate":1686897652070,"gmtModify":1686897657067,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Charged!!!!!! To the moon!","listText":"Charged!!!!!! To the moon!","text":"Charged!!!!!! To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187883621634312","repostId":"1182870538","repostType":2,"repost":{"id":"1182870538","pubTimestamp":1686906712,"share":"https://ttm.financial/m/news/1182870538?lang=&edition=fundamental","pubTime":"2023-06-16 17:11","market":"sg","language":"en","title":"Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1182870538","media":"Bloomberg","summary":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target pr","content":"<html><head></head><body><ul><li><p>Stock rose 33% in the past month after reporting record profit</p></li><li><p>Morgan Stanley has bull case target price of S$9.30 on shares</p></li></ul><p>Morgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.</p><p style=\"text-align: start;\">Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e5284658a8ccf4a921df343362e3681\" tg-width=\"895\" tg-height=\"626\"/></p><p style=\"text-align: start;\">The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.</p><p style=\"text-align: start;\">Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d042311f0bc6877cea00554396ce56f5\" title=\"\" tg-width=\"698\" tg-height=\"392\"/></p><p>The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.</p><p>“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating</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\">\nSingapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-16 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182870538","content_text":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184390599442464,"gmtCreate":1686041614612,"gmtModify":1686041619217,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184390599442464","repostId":"2341330488","repostType":2,"repost":{"id":"2341330488","pubTimestamp":1686041215,"share":"https://ttm.financial/m/news/2341330488?lang=&edition=fundamental","pubTime":"2023-06-06 16:46","market":"us","language":"en","title":"Airlines Are Bracing For Record Summer Travel; Golden Opportunity For Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2341330488","media":"Seeking Alpha","summary":"SummaryAirlines for America predicts a 9.5% increase in airline passenger volumes this summer, surpa","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Airlines for America predicts a 9.5% increase in airline passenger volumes this summer, surpassing summer 2019 levels by around 2 million passengers.</p></li><li><p>To meet demand, airlines will employ larger aircraft and increase capacity by adding approximately 297,000 seats per day, reaching a daily average of nearly 3.4 million seats.</p></li><li><p>Shares of U.S. airlines have soared over 27% so far this year, with standout performers including United Airlines and American Airlines.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74e479696063874549a605e6dbebefe4\" alt=\"aapsky/iStock via Getty Images\" title=\"aapsky/iStock via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>aapsky/iStock via Getty Images</span></p><p>If current forecasts are accurate, this summer could mark a historic high in airline passenger volumes. The industry group Airlines for America (A4A) predicts that approximately 257 million people will travel on U.S. commercial airlines from June 1 to August 31, representing a 9.5% increase from the previous summer. That would also set a new record, as volumes are projected to surpass the summer 2019 levels by around 2 million passengers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3bd60646e26750764828090558b6a4f\" alt=\"U.S. Global Investors\" title=\"U.S. Global Investors\" tg-width=\"900\" tg-height=\"404\"/><span>U.S. Global Investors</span></p><p>To meet demand, airlines will employ larger aircraft and increase capacity by adding approximately 297,000 seats per day. A4A expects the daily average of seats this summer will reach nearly 3.4 million, an increase from 3.3 million per day during the summer of 2019. This translates to an estimated 137 seats per flight, representing a 14% rise compared to four years ago.</p><p>A4A wasn’t the only airlines industry group to issue a positive forecast for 2023. On Monday, the International Air Transport Association (IATA) raised its global airline profit outlook to $9.8 billion by year-end, more than double the previous forecast of $4.7 billion. The group expects around 4.35 billion people to fly commercial in 2023, or about 96% of 2019 levels.</p><p>Memorial Day weekend is typically viewed as the informal launch of the busy summer travel season, and this year was no different. According to data from the Transportation Security Administration (TSA), some 9.8 million people flew on commercial airlines in the U.S. from Friday to Monday of the Memorial Day weekend. This figure is slightly higher than the 9.7 million who traveled during the same holiday weekend in 2019.</p><h2>Rise In Leisure Travel Offsets Slow Recovery Of Business Travel</h2><p>I should point out that we’re seeing these new record volumes despite the fact that business travel has yet to recover to pre-pandemic levels.</p><p>Leisure travel, though, is hot right now, even with recession storm clouds gathering on the horizon. A survey conducted in late April and early May by luxury retailer Saks found that more than three quarters (77%) of American adults had plans to book or had already booked a trip in the next three months. Of those, 74% said they would buy luxury items during their trip.</p><h2>American Airlines Raises Q2 Guidance Amid Strong Demand And Lower Fuel Costs</h2><p>American Airlines, the world’s largest airline by passengers carried, upgraded its guidance for the second quarter based on what it sees as “continued strength in the demand environment.” In a regulatory filing last week, American said it now forecasts quarterly earnings per share to fall within the $1.45 to $1.65 range, an increase from its previous estimate of $1.20 to $1.40 per share.</p><p>The revision is based on not only stronger-than-expected demand but also lower fuel costs. The carrier estimates it paid between $2.55 and $2.65 per gallon on average during the quarter, or $0.10 less per gallon than its initial forecast. Fuel consumption is also down compared to years past since American is flying larger aircraft that can accommodate more passengers per flight; this approach is more efficient than operating smaller jets with fewer passengers.</p><p>Investors appear to have recognized airlines’ versatility and ability to raise capacity to meet demand. Shares of U.S. airlines have soared over 27% so far this year, more than double what the S&amp;P 500 has returned. Standout performers include United Airlines, up 27% for the year, and American, up 17%. Among the Big Four carriers, Southwest Airlines is the only one to trade in the red, as it continues to face challenges after its network meltdown during Christmas 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef7800208641e3bfc6dbab387b3aaa5\" alt=\"U.S. Global Investors\" title=\"U.S. Global Investors\" tg-width=\"900\" tg-height=\"386\"/><span>U.S. Global Investors</span></p><h2>Depressed PMIs, Falling Commodity Prices And Election-Year Investment Prospects</h2><p>A possible headwind to continued economic growth could be the depressed purchasing manager’s indexes (PMIs). In May, the Eurozone Manufacturing PMI fell to 44.8 from 45.8 in April, the steepest contraction in three years. The U.S. Manufacturing PMI also shrank in May, sliding to 48.4 from a neutral 50.2 in April. The JPMorgan Global Manufacturing PMI recorded 49.6, just below the threshold and little changed from March and April.</p><p>China was the only major economy to report month-on-month expansion in its manufacturing sector. The Caixin PMI of private Chinese firms was 50.9 in May, marking the first positive reading in three months. (China’s official state-run PMI, however, fell to 48.8 in May.)</p><p>Widespread manufacturing weakness helps explain why commodity prices have plunged this year. The energy-heavy S&amp;P GSCI lost ground for the seventh straight month in May, a streak we haven’t seen since 2014 when oil collapsed. Year-to-date, the index of raw materials is down nearly 12%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cca434500f47e7180dc13529da597009\" alt=\"U.S. Global Investors\" title=\"U.S. Global Investors\" tg-width=\"900\" tg-height=\"458\"/><span>U.S. Global Investors</span></p><p>The drop in commodity prices is obviously good for consumers as well as companies, particularly those involved in shipping and transportation.</p><p>I believe it could also be good for investors. The 2024 elections occur in 17 months. President Joe Biden’s approval rating currently stands in the high 30s and low 40s, and Congress’s is even lower at around 16%, according to the latest Gallup poll. To appeal to voters, elected officials may be more inclined to pass and enact legislation that would ignite growth and drive demand, which in turn would support asset prices.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airlines Are Bracing For Record Summer Travel; Golden Opportunity For Investors?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirlines Are Bracing For Record Summer Travel; Golden Opportunity For Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-06 16:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4609587-airlines-are-bracing-for-record-summer-travel-golden-opportunity-for-investors><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAirlines for America predicts a 9.5% increase in airline passenger volumes this summer, surpassing summer 2019 levels by around 2 million passengers.To meet demand, airlines will employ larger ...</p>\n\n<a href=\"https://seekingalpha.com/article/4609587-airlines-are-bracing-for-record-summer-travel-golden-opportunity-for-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","AAL":"美国航空","LUV":"西南航空","UAL":"联合大陆航空","DAL":"达美航空"},"source_url":"https://seekingalpha.com/article/4609587-airlines-are-bracing-for-record-summer-travel-golden-opportunity-for-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341330488","content_text":"SummaryAirlines for America predicts a 9.5% increase in airline passenger volumes this summer, surpassing summer 2019 levels by around 2 million passengers.To meet demand, airlines will employ larger aircraft and increase capacity by adding approximately 297,000 seats per day, reaching a daily average of nearly 3.4 million seats.Shares of U.S. airlines have soared over 27% so far this year, with standout performers including United Airlines and American Airlines.aapsky/iStock via Getty ImagesIf current forecasts are accurate, this summer could mark a historic high in airline passenger volumes. The industry group Airlines for America (A4A) predicts that approximately 257 million people will travel on U.S. commercial airlines from June 1 to August 31, representing a 9.5% increase from the previous summer. That would also set a new record, as volumes are projected to surpass the summer 2019 levels by around 2 million passengers.U.S. Global InvestorsTo meet demand, airlines will employ larger aircraft and increase capacity by adding approximately 297,000 seats per day. A4A expects the daily average of seats this summer will reach nearly 3.4 million, an increase from 3.3 million per day during the summer of 2019. This translates to an estimated 137 seats per flight, representing a 14% rise compared to four years ago.A4A wasn’t the only airlines industry group to issue a positive forecast for 2023. On Monday, the International Air Transport Association (IATA) raised its global airline profit outlook to $9.8 billion by year-end, more than double the previous forecast of $4.7 billion. The group expects around 4.35 billion people to fly commercial in 2023, or about 96% of 2019 levels.Memorial Day weekend is typically viewed as the informal launch of the busy summer travel season, and this year was no different. According to data from the Transportation Security Administration (TSA), some 9.8 million people flew on commercial airlines in the U.S. from Friday to Monday of the Memorial Day weekend. This figure is slightly higher than the 9.7 million who traveled during the same holiday weekend in 2019.Rise In Leisure Travel Offsets Slow Recovery Of Business TravelI should point out that we’re seeing these new record volumes despite the fact that business travel has yet to recover to pre-pandemic levels.Leisure travel, though, is hot right now, even with recession storm clouds gathering on the horizon. A survey conducted in late April and early May by luxury retailer Saks found that more than three quarters (77%) of American adults had plans to book or had already booked a trip in the next three months. Of those, 74% said they would buy luxury items during their trip.American Airlines Raises Q2 Guidance Amid Strong Demand And Lower Fuel CostsAmerican Airlines, the world’s largest airline by passengers carried, upgraded its guidance for the second quarter based on what it sees as “continued strength in the demand environment.” In a regulatory filing last week, American said it now forecasts quarterly earnings per share to fall within the $1.45 to $1.65 range, an increase from its previous estimate of $1.20 to $1.40 per share.The revision is based on not only stronger-than-expected demand but also lower fuel costs. The carrier estimates it paid between $2.55 and $2.65 per gallon on average during the quarter, or $0.10 less per gallon than its initial forecast. Fuel consumption is also down compared to years past since American is flying larger aircraft that can accommodate more passengers per flight; this approach is more efficient than operating smaller jets with fewer passengers.Investors appear to have recognized airlines’ versatility and ability to raise capacity to meet demand. Shares of U.S. airlines have soared over 27% so far this year, more than double what the S&P 500 has returned. Standout performers include United Airlines, up 27% for the year, and American, up 17%. Among the Big Four carriers, Southwest Airlines is the only one to trade in the red, as it continues to face challenges after its network meltdown during Christmas 2022.U.S. Global InvestorsDepressed PMIs, Falling Commodity Prices And Election-Year Investment ProspectsA possible headwind to continued economic growth could be the depressed purchasing manager’s indexes (PMIs). In May, the Eurozone Manufacturing PMI fell to 44.8 from 45.8 in April, the steepest contraction in three years. The U.S. Manufacturing PMI also shrank in May, sliding to 48.4 from a neutral 50.2 in April. The JPMorgan Global Manufacturing PMI recorded 49.6, just below the threshold and little changed from March and April.China was the only major economy to report month-on-month expansion in its manufacturing sector. The Caixin PMI of private Chinese firms was 50.9 in May, marking the first positive reading in three months. (China’s official state-run PMI, however, fell to 48.8 in May.)Widespread manufacturing weakness helps explain why commodity prices have plunged this year. The energy-heavy S&P GSCI lost ground for the seventh straight month in May, a streak we haven’t seen since 2014 when oil collapsed. Year-to-date, the index of raw materials is down nearly 12%.U.S. Global InvestorsThe drop in commodity prices is obviously good for consumers as well as companies, particularly those involved in shipping and transportation.I believe it could also be good for investors. The 2024 elections occur in 17 months. President Joe Biden’s approval rating currently stands in the high 30s and low 40s, and Congress’s is even lower at around 16%, according to the latest Gallup poll. To appeal to voters, elected officials may be more inclined to pass and enact legislation that would ignite growth and drive demand, which in turn would support asset prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970866612,"gmtCreate":1684288542536,"gmtModify":1684288545752,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970866612","repostId":"2336334291","repostType":2,"repost":{"id":"2336334291","pubTimestamp":1684287551,"share":"https://ttm.financial/m/news/2336334291?lang=&edition=fundamental","pubTime":"2023-05-17 09:39","market":"sg","language":"en","title":"DBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?","url":"https://stock-news.laohu8.com/highlight/detail?id=2336334291","media":"The Smart Investor","summary":"We size up the trio of local banks after their recent earnings period to tease out which qualifies as the best investment.","content":"<html><head></head><body><p>The trio of local banks have been a big beneficiary of surging interest rates as the US Federal Reserve began its aggressive rate hikes in March 2022.</p><p>Back then, no one thought that over the next year, the central bank would embark on one of its most aggressive interest-rate increases in history to combat inflation.</p><p><a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank Ltd</a>, or UOB, was the first to hand in its report card, where it announced a record net profit of S$1.6 billion.</p><p>Next, <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> turned in a similarly-stellar earnings report for fiscal 2023’s first quarter (1Q 2023) with a historical net profit of S$2.57 billion.</p><p>Not to be outdone, <a href=\"https://laohu8.com/S/O39.SI\">OCBC Ltd</a> followed up with its record net profit of S$1.88 billion, being the last of the three banks to report its results.</p><p>With all three blue-chip banks reporting impressive sets of earnings, it can be tough to decide on which bank to add to your buy watchlist.</p><p>We sized up all three banks to review their latest numbers and determine which qualifies as the best investment idea.</p><h2>Financials</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3c37d52fad6b528bbb2355b2ba4f571\" tg-width=\"796\" tg-height=\"273\"/></p><p>Looking at the financials angle, all three banks posted higher total income as their results were strongly boosted by a surge in net interest income.</p><p>Profit before allowances also surged in all three cases as the rise in expenses was dwarfed by the sharp jump in total income.</p><p>The result? A strong year on year net profit growth for all three banks allowed them to record historic levels of net profit.</p><p>Looking at the percentage increases, UOB is the winner in this round as total income, profit before allowance, and net profit all increased at the fastest pace among the trio.</p><p>This outstanding performance may also be tied to its recent acquisition of <strong>Citigroup’s</strong> (NYSE: C) consumer banking division which is now being slowly integrated into the group’s results.</p><p><strong>Winner: UOB</strong></p><h2>NIMs and loan growth</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbf49b7039501c051e2e50d97e83d4f8\" tg-width=\"795\" tg-height=\"302\"/></p><p>Moving on to the net interest margin (NIM), the surge in interest rates has helped to lift all three banks’ NIM to above 2%, levels that have not been seen in a while.</p><p>Although DBS Group has the lowest NIM of the three, it was the only bank to have displayed quarter-on-quarter growth in NIM, going from 2.05% to 2.12%.</p><p>The other two banks saw NIM dip slightly. UOB’s NIM fell by 0.08 percentage points to 2.14% from 4Q 2022 while OCBC’s slid just 0.01 percentage points to 2.3%.</p><p>This slight dip suggests that NIMs may have peaked for both UOB and OCBC, while there may still be some NIM upside for DBS Group.</p><p>For loan growth, all three banks displayed relatively flat loan growth but DBS Group takes the cake here with a 0.2% year on year increase in its loan book.</p><p><strong>Winner: DBS Group</strong></p><h2>Cost-to-income ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08185760a098096c9c0f333e2a15c9b7\" tg-width=\"797\" tg-height=\"216\"/></p><p>The cost-to-income ratio measures how efficiently a bank is run by comparing its expenses base to its total income.</p><p>OCBC has shown an amazing ability to reduce its cost base with its cost-to-income ratio jumping from 43.3% in 4Q 2022 to 37.1%, making it the lowest among the three.</p><p>It was also the largest improvement among the trio on a year on year basis as OCBC’s cost-to-income ratio stood at 45.6% in 1Q 2022.</p><p><strong>Winner: OCBC</strong></p><h2>Return on equity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5528ae35723aa3b6ce81b623921f61e4\" tg-width=\"795\" tg-height=\"215\"/></p><p>Next, we look at the important return on equity (ROE) metric that measures the profitability of each bank relative to its equity base.</p><p>DBS easily takes the trophy here with an ROE of 18.6%, with UOB and OCBC coming in relatively close to each other at 14.9% and 14.7%, respectively.</p><p>It should be noted that DBS’s ROE was already the highest in the prior quarter (4Q 2022) at 17.2%), but it has continued to maintain its lead as we head into 1Q 2023.</p><p><strong>Winner: DBS Group</strong></p><h2>Non-performing loans (NPL) ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcdda4a7ffe6a70f02d20870680da4b4\" tg-width=\"796\" tg-height=\"213\"/></p><p>As higher interest rates tend to dampen consumer spending and raise the probability of bad loans, we took a look at each bank’s non-performing loans (NPL) ratio.</p><p>DBS also comes up as the winner here with a consistently low NPL ratio of 1.1% which is down from the prior year’s 1.3%.</p><p>OCBC also fared well by reducing its NPL ratio to be on par with DBS Group, but its prior 4Q 2022’s NPL ratio was slightly higher than DBS at 1.2%.</p><p><strong>Winner: DBS Group</strong></p><h2>Valuation</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec59818676937afeff0b79c8877ddca\" tg-width=\"797\" tg-height=\"217\"/></p><p>An analysis of the three banks would not be complete without a look at their valuations.</p><p>Based on the price-to-book (P/B) for each bank, OCBC once again emerges as the cheapest of the trio at just 1.06 P/B.</p><p>DBS is, as usual, the most expensive once again at 1.45 P/B while UOB is sandwiched in the middle with a 1.11 P/B.</p><p><strong>Winner: OCBC</strong></p><h2 style=\"text-align: start;\">Get Smart: Other considerations</h2><p style=\"text-align: start;\">It seems DBS has won this round with three attributes coming up tops, compared with two for OCBC and one for UOB.</p><p style=\"text-align: start;\">Of course, investors need to consider other factors too when evaluating all three lenders.</p><p style=\"text-align: start;\">For instance, DBS Group also pays out a quarterly dividend of S$0.42 per share.</p><p style=\"text-align: start;\">Income-seeking investors could view this aspect favourably when considering which bank to buy as Singapore’s largest bank is the only bank to dole out quarterly <u>dividends</u>.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?</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\">\nDBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-17 09:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/dbs-ocbc-and-uob-all-reported-record-earnings-which-bank-qualifies-as-the-best-pick/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The trio of local banks have been a big beneficiary of surging interest rates as the US Federal Reserve began its aggressive rate hikes in March 2022.Back then, no one thought that over the next year,...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/dbs-ocbc-and-uob-all-reported-record-earnings-which-bank-qualifies-as-the-best-pick/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","O39.SI":"华侨银行","D05.SI":"星展集团控股"},"source_url":"https://thesmartinvestor.com.sg/dbs-ocbc-and-uob-all-reported-record-earnings-which-bank-qualifies-as-the-best-pick/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336334291","content_text":"The trio of local banks have been a big beneficiary of surging interest rates as the US Federal Reserve began its aggressive rate hikes in March 2022.Back then, no one thought that over the next year, the central bank would embark on one of its most aggressive interest-rate increases in history to combat inflation.United Overseas Bank Ltd, or UOB, was the first to hand in its report card, where it announced a record net profit of S$1.6 billion.Next, DBS Group turned in a similarly-stellar earnings report for fiscal 2023’s first quarter (1Q 2023) with a historical net profit of S$2.57 billion.Not to be outdone, OCBC Ltd followed up with its record net profit of S$1.88 billion, being the last of the three banks to report its results.With all three blue-chip banks reporting impressive sets of earnings, it can be tough to decide on which bank to add to your buy watchlist.We sized up all three banks to review their latest numbers and determine which qualifies as the best investment idea.FinancialsLooking at the financials angle, all three banks posted higher total income as their results were strongly boosted by a surge in net interest income.Profit before allowances also surged in all three cases as the rise in expenses was dwarfed by the sharp jump in total income.The result? A strong year on year net profit growth for all three banks allowed them to record historic levels of net profit.Looking at the percentage increases, UOB is the winner in this round as total income, profit before allowance, and net profit all increased at the fastest pace among the trio.This outstanding performance may also be tied to its recent acquisition of Citigroup’s (NYSE: C) consumer banking division which is now being slowly integrated into the group’s results.Winner: UOBNIMs and loan growthMoving on to the net interest margin (NIM), the surge in interest rates has helped to lift all three banks’ NIM to above 2%, levels that have not been seen in a while.Although DBS Group has the lowest NIM of the three, it was the only bank to have displayed quarter-on-quarter growth in NIM, going from 2.05% to 2.12%.The other two banks saw NIM dip slightly. UOB’s NIM fell by 0.08 percentage points to 2.14% from 4Q 2022 while OCBC’s slid just 0.01 percentage points to 2.3%.This slight dip suggests that NIMs may have peaked for both UOB and OCBC, while there may still be some NIM upside for DBS Group.For loan growth, all three banks displayed relatively flat loan growth but DBS Group takes the cake here with a 0.2% year on year increase in its loan book.Winner: DBS GroupCost-to-income ratioThe cost-to-income ratio measures how efficiently a bank is run by comparing its expenses base to its total income.OCBC has shown an amazing ability to reduce its cost base with its cost-to-income ratio jumping from 43.3% in 4Q 2022 to 37.1%, making it the lowest among the three.It was also the largest improvement among the trio on a year on year basis as OCBC’s cost-to-income ratio stood at 45.6% in 1Q 2022.Winner: OCBCReturn on equityNext, we look at the important return on equity (ROE) metric that measures the profitability of each bank relative to its equity base.DBS easily takes the trophy here with an ROE of 18.6%, with UOB and OCBC coming in relatively close to each other at 14.9% and 14.7%, respectively.It should be noted that DBS’s ROE was already the highest in the prior quarter (4Q 2022) at 17.2%), but it has continued to maintain its lead as we head into 1Q 2023.Winner: DBS GroupNon-performing loans (NPL) ratioAs higher interest rates tend to dampen consumer spending and raise the probability of bad loans, we took a look at each bank’s non-performing loans (NPL) ratio.DBS also comes up as the winner here with a consistently low NPL ratio of 1.1% which is down from the prior year’s 1.3%.OCBC also fared well by reducing its NPL ratio to be on par with DBS Group, but its prior 4Q 2022’s NPL ratio was slightly higher than DBS at 1.2%.Winner: DBS GroupValuationAn analysis of the three banks would not be complete without a look at their valuations.Based on the price-to-book (P/B) for each bank, OCBC once again emerges as the cheapest of the trio at just 1.06 P/B.DBS is, as usual, the most expensive once again at 1.45 P/B while UOB is sandwiched in the middle with a 1.11 P/B.Winner: OCBCGet Smart: Other considerationsIt seems DBS has won this round with three attributes coming up tops, compared with two for OCBC and one for UOB.Of course, investors need to consider other factors too when evaluating all three lenders.For instance, DBS Group also pays out a quarterly dividend of S$0.42 per share.Income-seeking investors could view this aspect favourably when considering which bank to buy as Singapore’s largest bank is the only bank to dole out quarterly dividends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970868433,"gmtCreate":1684287397322,"gmtModify":1684287400903,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970868433","repostId":"1137836171","repostType":4,"repost":{"id":"1137836171","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":1684286906,"share":"https://ttm.financial/m/news/1137836171?lang=&edition=fundamental","pubTime":"2023-05-17 09:28","market":"sg","language":"en","title":"Singapore Stocks to Watch: SIA, CapitaLand Ascendas Reit, ST Engineering, Delfi","url":"https://stock-news.laohu8.com/highlight/detail?id=1137836171","media":"Tiger Newspress","summary":"The following companies saw new developments that may affect the trading of their securities on Wedn","content":"<html><head></head><body><p>The following companies saw new developments that may affect the trading of their securities on Wednesday (May 17): </p><p>Strong demand and a continued recovery of the global aviation industry propped up the net profit of Singapore Airlines (SIA) by 32.7 percent to S$1.2 billion for the second half of the year ended March, versus a loss of S$125.2 million in the corresponding year-ago period.</p><p>Capitaland Ascendas Reit has closed its private placement at S$2.727 apiece with 183,352,000 new units issued, it was 3.1 times subscribed, raised gross proceeds of S$500 million after it was upsized.</p><p>A wholly owned subsidiary of Singapore Technologies Engineering (ST Engineering) has priced US$500 million in three-year notes with a 4.125 percent fixed-rate coupon.</p><p>Delfi on Tuesday (May 16) posted a 24.5 percent increase in its earnings before interest, taxes, depreciation and amortisation (Ebitda) for its first fiscal quarter ended March to US$25.5 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: SIA, CapitaLand Ascendas Reit, ST Engineering, Delfi</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\">\nSingapore Stocks to Watch: SIA, CapitaLand Ascendas Reit, ST Engineering, Delfi\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-05-17 09:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The following companies saw new developments that may affect the trading of their securities on Wednesday (May 17): </p><p>Strong demand and a continued recovery of the global aviation industry propped up the net profit of Singapore Airlines (SIA) by 32.7 percent to S$1.2 billion for the second half of the year ended March, versus a loss of S$125.2 million in the corresponding year-ago period.</p><p>Capitaland Ascendas Reit has closed its private placement at S$2.727 apiece with 183,352,000 new units issued, it was 3.1 times subscribed, raised gross proceeds of S$500 million after it was upsized.</p><p>A wholly owned subsidiary of Singapore Technologies Engineering (ST Engineering) has priced US$500 million in three-year notes with a 4.125 percent fixed-rate coupon.</p><p>Delfi on Tuesday (May 16) posted a 24.5 percent increase in its earnings before interest, taxes, depreciation and amortisation (Ebitda) for its first fiscal quarter ended March to US$25.5 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S63.SI":"新科工程","A17U.SI":"凯德腾飞房产信托","P34.SI":"DELFI LIMITED","C6L.SI":"新加坡航空公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137836171","content_text":"The following companies saw new developments that may affect the trading of their securities on Wednesday (May 17): Strong demand and a continued recovery of the global aviation industry propped up the net profit of Singapore Airlines (SIA) by 32.7 percent to S$1.2 billion for the second half of the year ended March, versus a loss of S$125.2 million in the corresponding year-ago period.Capitaland Ascendas Reit has closed its private placement at S$2.727 apiece with 183,352,000 new units issued, it was 3.1 times subscribed, raised gross proceeds of S$500 million after it was upsized.A wholly owned subsidiary of Singapore Technologies Engineering (ST Engineering) has priced US$500 million in three-year notes with a 4.125 percent fixed-rate coupon.Delfi on Tuesday (May 16) posted a 24.5 percent increase in its earnings before interest, taxes, depreciation and amortisation (Ebitda) for its first fiscal quarter ended March to US$25.5 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970868694,"gmtCreate":1684287312519,"gmtModify":1684287316051,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970868694","repostId":"1104822190","repostType":2,"repost":{"id":"1104822190","pubTimestamp":1684203063,"share":"https://ttm.financial/m/news/1104822190?lang=&edition=fundamental","pubTime":"2023-05-16 10:11","market":"sg","language":"en","title":"Maybank and RHB Analysts Maintain \"Buy\" Calls on ST Engineering Following 1QFY2023 Business Update","url":"https://stock-news.laohu8.com/highlight/detail?id=1104822190","media":"The Edge Singapore","summary":"Maybank Securities' Kelvin Tan has maintained his \"buy\" call and $4.10 target price on ST Engineerin","content":"<html><head></head><body><p>Maybank Securities&#39; Kelvin Tan has maintained his &#34;buy&#34; call and $4.10 target price on ST Engineering, following the engineering conglomerate&#39;s 1QFY2023 business update.</p><p style=\"text-align: start;\">For the three months to March, ST Engineering reported revenue of $2.3 billion, up 13% y-o-y, with growth across all its business segments, including TransCore, its US-based traffic management unit acquired for US$2.7 billion.</p><p style=\"text-align: start;\">However, the revenue thus far is &#34;marginally&#34; below Tan&#39;s estimates.</p><p>Nonetheless, underpinned by a record order book of $25.4 billion, he is optimistic that the current FY2023 is a turnaround point for ST Engineering as it transforms from a dividend yield play to one of &#34;durable and sustainable growth.&#34;</p><p style=\"text-align: start;\">&#34;We believe all three of STE’s business divisions are on track for margins to recover in FY2023,&#34; writes Tan in his May 16 note.</p><p style=\"text-align: start;\">Tan describes ST Engineering, which is likely to increase its order book to $27 billion by end of the year, as an inexpensive long-term entry opportunity, with reduced debt and potentially higher earnings a key re-rating catalyst.</p><p>RHB Bank Singapore&#39;s Shekhar Jaiswal, similarly, has kept his &#34;buy&#34; call on the stock, along with a target price of $4.05.</p><p style=\"text-align: start;\">&#34;We continue to like ST Engineering for its strong revenue visibility and defensive dividend outlook,&#34; says Jaiswal, who expects the company to deliver a 17% profit CAGR between FY2022 and FY2025.</p><p style=\"text-align: start;\">He is also cheered by the company&#39;s ability to produce significant free cash flow, which will lead to a gradual drop in its net debt-to-equity ratio during 2023-2025.</p><p>ST Engineering used to be debt free but took on debt to fund the acquisition of Transcore.</p><p style=\"text-align: start;\">In her May 15 note, CGS-CIMB&#39;s Lim Siew Khee expects ST Engineering to report stronger earnings for the coming second half of the year, with better contributions from urban solutions and satellite communications projects.</p><p style=\"text-align: start;\">In addition, supply chain pressure is seen to be relieved in 4QFY2023, which will further boost earnings, writes Lim, who has kept her &#34;buy&#34; call and $4 target price.</p><p>On the other hand, Citi Research&#39;s Jame Osman prefers to stay cautious. He notes the recovery seen in certain key sectors such as aerospace.</p><p style=\"text-align: start;\">However, he believes that near term risks, such as component and labour shortage, will remain a bugbear.</p><p style=\"text-align: start;\">&#34;We retain our cautious view primarily as we believe market expectations for near-term earnings growth appear too optimistic and may not adequately discount risk factors,&#34; writes Osman in his May 15 note, as he maintains his &#34;sell&#34; call.</p><p style=\"text-align: start;\">Osman believes that his target price of $3.35, tied to 22x FY2023 earnings, has already priced in &#34;positive narratives&#34; including the strong order book and air travel recovery.</p><p>Analysts at Maybank Securities and DBS Group Research have lowered their target prices on <a href=\"https://laohu8.com/S/558.SI\">UMS Holdings</a> to 94 cents and $1.20 respectively, in anticipation of a weaker quarter following the company’s 1QFY2023 ended March results announcement.</p><p style=\"text-align: start;\">For its 1QFY2023, UMS reported a patmi of $17.4 million, higher than Maybank analyst Jarick Seet’s estimate of $14.5 million. Its semiconductor integrated system sales remained strong in 1QFY2023, surging 37% y-o-y to $40.9 million. Component sales revenue, however, was down 26% to $32 million.</p><p style=\"text-align: start;\">For 2QFY2023, Seet forecast UMS to record 15%-20% decline q-o-q in sales of components and integrated systems on the back of lower demand. “We think 2QFY2023 will be the bottom as we believe demand will pick up in 2HFY2023,” he adds.</p><p style=\"text-align: start;\">DBS’s Ling Lee Keng echoes Seet’s sentiment — the analyst is hopeful of a stronger 2HFY2023 and a recovery in 2024 on the back of strong recovery in the semiconductor industry. She cites a forecast by consulting firm Gartner, which predicts a global semiconductor market rebound of 18.5% y-o-y in 2024.</p><p style=\"text-align: start;\">That said, Ling notes that the industry outlook is remaining soft in the near term, expecting the worldwide semiconductor shipments to dip further in the coming months. As at March, shipment data had eased 23% from the peak in May 2022 to US$39.8 billion. There may be another 10% to 20% drop in the months ahead based on historical trends, the analyst points out.</p><p style=\"text-align: start;\">“However, the longer-term uptrend remains intact. Drivers would include the growing semiconductor content across technology nodes, continued advancement of leading-edge technologies, increasing investment in legacy nodes and innovation and growth of new enabling technologies such as artificial intelligence,” says Ling.</p><p>Maybank’s Seet points out that UMS’s new customer may delay its ramp up due to weak semiconductor demand. As a result, he believes UMS may face higher costs pressures — coupled with a lower revenue base, the company’s margins could decline further in the quarters ahead.</p><p style=\"text-align: start;\">The slowdown in order momentum coupled with margin pressure has led DBS to cut its FY2023 and FY2024 earnings forecast for UMS by 29% and 23% respectively. Ling now expects net margins of 21.7% and 23.1% for FY2023 and FY2023, keeping her “buy” call.</p><p style=\"text-align: start;\">Although Seet remains optimistic on UMS’s longer term prospects, the analyst believes the share price has not fully priced in the weak near-term performance. Amid the uncertain outlook, Maybank keeps its “hold” call on UMS.</p><p style=\"text-align: start;\">As at 9.37am, shares in UMS are trading at an unchanged 92 cents.</p></body></html>","source":"lsy1655096814160","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>Maybank and RHB Analysts Maintain \"Buy\" Calls on ST Engineering Following 1QFY2023 Business Update</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\">\nMaybank and RHB Analysts Maintain \"Buy\" Calls on ST Engineering Following 1QFY2023 Business Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/maybank-and-rhb-analysts-maintain-buy-calls-st-engineering-following-1qfy2023><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Maybank Securities' Kelvin Tan has maintained his \"buy\" call and $4.10 target price on ST Engineering, following the engineering conglomerate's 1QFY2023 business update.For the three months to March, ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/maybank-and-rhb-analysts-maintain-buy-calls-st-engineering-following-1qfy2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S63.SI":"新科工程"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/maybank-and-rhb-analysts-maintain-buy-calls-st-engineering-following-1qfy2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104822190","content_text":"Maybank Securities' Kelvin Tan has maintained his \"buy\" call and $4.10 target price on ST Engineering, following the engineering conglomerate's 1QFY2023 business update.For the three months to March, ST Engineering reported revenue of $2.3 billion, up 13% y-o-y, with growth across all its business segments, including TransCore, its US-based traffic management unit acquired for US$2.7 billion.However, the revenue thus far is \"marginally\" below Tan's estimates.Nonetheless, underpinned by a record order book of $25.4 billion, he is optimistic that the current FY2023 is a turnaround point for ST Engineering as it transforms from a dividend yield play to one of \"durable and sustainable growth.\"\"We believe all three of STE’s business divisions are on track for margins to recover in FY2023,\" writes Tan in his May 16 note.Tan describes ST Engineering, which is likely to increase its order book to $27 billion by end of the year, as an inexpensive long-term entry opportunity, with reduced debt and potentially higher earnings a key re-rating catalyst.RHB Bank Singapore's Shekhar Jaiswal, similarly, has kept his \"buy\" call on the stock, along with a target price of $4.05.\"We continue to like ST Engineering for its strong revenue visibility and defensive dividend outlook,\" says Jaiswal, who expects the company to deliver a 17% profit CAGR between FY2022 and FY2025.He is also cheered by the company's ability to produce significant free cash flow, which will lead to a gradual drop in its net debt-to-equity ratio during 2023-2025.ST Engineering used to be debt free but took on debt to fund the acquisition of Transcore.In her May 15 note, CGS-CIMB's Lim Siew Khee expects ST Engineering to report stronger earnings for the coming second half of the year, with better contributions from urban solutions and satellite communications projects.In addition, supply chain pressure is seen to be relieved in 4QFY2023, which will further boost earnings, writes Lim, who has kept her \"buy\" call and $4 target price.On the other hand, Citi Research's Jame Osman prefers to stay cautious. He notes the recovery seen in certain key sectors such as aerospace.However, he believes that near term risks, such as component and labour shortage, will remain a bugbear.\"We retain our cautious view primarily as we believe market expectations for near-term earnings growth appear too optimistic and may not adequately discount risk factors,\" writes Osman in his May 15 note, as he maintains his \"sell\" call.Osman believes that his target price of $3.35, tied to 22x FY2023 earnings, has already priced in \"positive narratives\" including the strong order book and air travel recovery.Analysts at Maybank Securities and DBS Group Research have lowered their target prices on UMS Holdings to 94 cents and $1.20 respectively, in anticipation of a weaker quarter following the company’s 1QFY2023 ended March results announcement.For its 1QFY2023, UMS reported a patmi of $17.4 million, higher than Maybank analyst Jarick Seet’s estimate of $14.5 million. Its semiconductor integrated system sales remained strong in 1QFY2023, surging 37% y-o-y to $40.9 million. Component sales revenue, however, was down 26% to $32 million.For 2QFY2023, Seet forecast UMS to record 15%-20% decline q-o-q in sales of components and integrated systems on the back of lower demand. “We think 2QFY2023 will be the bottom as we believe demand will pick up in 2HFY2023,” he adds.DBS’s Ling Lee Keng echoes Seet’s sentiment — the analyst is hopeful of a stronger 2HFY2023 and a recovery in 2024 on the back of strong recovery in the semiconductor industry. She cites a forecast by consulting firm Gartner, which predicts a global semiconductor market rebound of 18.5% y-o-y in 2024.That said, Ling notes that the industry outlook is remaining soft in the near term, expecting the worldwide semiconductor shipments to dip further in the coming months. As at March, shipment data had eased 23% from the peak in May 2022 to US$39.8 billion. There may be another 10% to 20% drop in the months ahead based on historical trends, the analyst points out.“However, the longer-term uptrend remains intact. Drivers would include the growing semiconductor content across technology nodes, continued advancement of leading-edge technologies, increasing investment in legacy nodes and innovation and growth of new enabling technologies such as artificial intelligence,” says Ling.Maybank’s Seet points out that UMS’s new customer may delay its ramp up due to weak semiconductor demand. As a result, he believes UMS may face higher costs pressures — coupled with a lower revenue base, the company’s margins could decline further in the quarters ahead.The slowdown in order momentum coupled with margin pressure has led DBS to cut its FY2023 and FY2024 earnings forecast for UMS by 29% and 23% respectively. Ling now expects net margins of 21.7% and 23.1% for FY2023 and FY2023, keeping her “buy” call.Although Seet remains optimistic on UMS’s longer term prospects, the analyst believes the share price has not fully priced in the weak near-term performance. Amid the uncertain outlook, Maybank keeps its “hold” call on UMS.As at 9.37am, shares in UMS are trading at an unchanged 92 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970861705,"gmtCreate":1684286973508,"gmtModify":1684286976344,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>charged!!!! To the moon!","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a>charged!!!! To the moon!","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ charged!!!! To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/9970861705","isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560315761756143","authorId":"3560315761756143","name":"LeonisYH","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3560315761756143","idStr":"3560315761756143"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970007251,"gmtCreate":1683687840073,"gmtModify":1683687844237,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970007251","repostId":"9947331943","repostType":1,"repost":{"id":9947331943,"gmtCreate":1682552600383,"gmtModify":1682559711337,"author":{"id":"4145577437639082","authorId":"4145577437639082","name":"Star in the Sky","avatar":"https://community-static.tradeup.com/news/37e252252b1b80ac71983f2ee5cfe8fb","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145577437639082","idStr":"4145577437639082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> After added up all quarter results.&nbsp; Expecting SIA to post a good full year results in the May.&nbsp;[Call]&nbsp;. Predicted dividend: $0.15~$0.2&nbsp;[USD]&nbsp;[USD]&nbsp;","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> After added up all quarter results.&nbsp; Expecting SIA to post a good full year results in the May.&nbsp;[Call]&nbsp;. Predicted dividend: $0.15~$0.2&nbsp;[USD]&nbsp;[USD]&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ After added up all quarter results. Expecting SIA to post a good full year results in the May. [Call] . Predicted dividend: $0.15~$0.2 [USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947331943","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942423155,"gmtCreate":1681282684178,"gmtModify":1681282689034,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Jia You!","listText":"Jia You!","text":"Jia You!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942423155","repostId":"1143209256","repostType":2,"repost":{"id":"1143209256","pubTimestamp":1681280337,"share":"https://ttm.financial/m/news/1143209256?lang=&edition=fundamental","pubTime":"2023-04-12 14:18","market":"sg","language":"en","title":"SIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1143209256","media":"The Edge Singapore","summary":"Although SIA Engineering Company (SIAEC) is expected to enjoy further recovery in flight volumes, CG","content":"<html><head></head><body><p>Although SIA Engineering Company (SIAEC)<strong> </strong>is expected to enjoy further recovery in flight volumes, CGS-CIMB Research analysts Kenneth Tan and Lim Siew Kee believe that its profitability in the near-term is unlikely to return to pre-pandemic levels, given high staff costs.</p><p style=\"text-align: start;\">Citing data from Centre for Aviation, the analysts highlight that flight movements out of Singapore stood at 82% of pre-Covid-19 levels on Apr 2 while June forward flight movements indicate that volumes could recover to 86% of pre-Covid-19 levels by the end of the month.</p><p style=\"text-align: start;\">Tan and Lim see more meaningful volume recovery in 2HFY2023, given time lag for airlines to ramp up China-Singapore routes as well as the recent assumption of foreign visa issuance in China.</p><p style=\"text-align: start;\">CGS-CIMB expects SIAEC to report 4QFY2023 results in the first week of May 2023. For the quarter, CGS-CIMB forecasts SIAEC to report a 95% y-o-y growth in net profit to $19 million, driven by slight improvement in operating loss and continued associates recovery. The analysts also see strong growth for topline and associates as flight volumes at Changi Airport continue to recover.</p><p style=\"text-align: start;\">Staff costs, however, are expected to remain high at $122 million, a 34% increase y-o-y, continuing to be a drag on earnings. “While we do see a near y-o-y doubling in 4QFY2023 net profit, we expect net profit margin to stay weak at 8.6%,” they add.</p><p style=\"text-align: start;\">The analysts also highlight that labour shortages would be an ongoing concern in the industry. For one, maintenance, repair and overhaul (MRO) provider Lufthansa Technik in its FY2022 results mentioned labour shortage as a key near-term challenge faced, expecting it to persist in 2023 and beyond.</p><p>Aircraft engine supplier Rolls-Royce sees a similar situation, with the whole industry facing challenges in tackling labour shortage issues as flight volumes recover, the analysts add. “We see a similar tone from Oliver Wyman’s 2023 MRO outlook — the group expects mechanic headcount deficits to linger or grow over the next ten years.”</p><p style=\"text-align: start;\">To this end, CGS-CIMB believes that SIAEC will continue to face labour issues in the medium-term, given skilled workers leaving and not returning to Singapore and the time lag to develop a pipeline of young technicians.</p><p style=\"text-align: start;\">Tan and Lim have maintained “hold” on SIAEC with a target price of $2.42.</p><p style=\"text-align: start;\">As at 10.04am, shares in SIAEC are trading 3 cents lower or 1.31% down at $2.25.</p></body></html>","source":"lsy1655096814160","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>SIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold</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\">\nSIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 14:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/sia-engineerings-near-term-profitability-unlikely-return-pre-pandemic-levels><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Although SIA Engineering Company (SIAEC) is expected to enjoy further recovery in flight volumes, CGS-CIMB Research analysts Kenneth Tan and Lim Siew Kee believe that its profitability in the near-...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/sia-engineerings-near-term-profitability-unlikely-return-pre-pandemic-levels\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S59.SI":"新航工程"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/sia-engineerings-near-term-profitability-unlikely-return-pre-pandemic-levels","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143209256","content_text":"Although SIA Engineering Company (SIAEC) is expected to enjoy further recovery in flight volumes, CGS-CIMB Research analysts Kenneth Tan and Lim Siew Kee believe that its profitability in the near-term is unlikely to return to pre-pandemic levels, given high staff costs.Citing data from Centre for Aviation, the analysts highlight that flight movements out of Singapore stood at 82% of pre-Covid-19 levels on Apr 2 while June forward flight movements indicate that volumes could recover to 86% of pre-Covid-19 levels by the end of the month.Tan and Lim see more meaningful volume recovery in 2HFY2023, given time lag for airlines to ramp up China-Singapore routes as well as the recent assumption of foreign visa issuance in China.CGS-CIMB expects SIAEC to report 4QFY2023 results in the first week of May 2023. For the quarter, CGS-CIMB forecasts SIAEC to report a 95% y-o-y growth in net profit to $19 million, driven by slight improvement in operating loss and continued associates recovery. The analysts also see strong growth for topline and associates as flight volumes at Changi Airport continue to recover.Staff costs, however, are expected to remain high at $122 million, a 34% increase y-o-y, continuing to be a drag on earnings. “While we do see a near y-o-y doubling in 4QFY2023 net profit, we expect net profit margin to stay weak at 8.6%,” they add.The analysts also highlight that labour shortages would be an ongoing concern in the industry. For one, maintenance, repair and overhaul (MRO) provider Lufthansa Technik in its FY2022 results mentioned labour shortage as a key near-term challenge faced, expecting it to persist in 2023 and beyond.Aircraft engine supplier Rolls-Royce sees a similar situation, with the whole industry facing challenges in tackling labour shortage issues as flight volumes recover, the analysts add. “We see a similar tone from Oliver Wyman’s 2023 MRO outlook — the group expects mechanic headcount deficits to linger or grow over the next ten years.”To this end, CGS-CIMB believes that SIAEC will continue to face labour issues in the medium-term, given skilled workers leaving and not returning to Singapore and the time lag to develop a pipeline of young technicians.Tan and Lim have maintained “hold” on SIAEC with a target price of $2.42.As at 10.04am, shares in SIAEC are trading 3 cents lower or 1.31% down at $2.25.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941143243,"gmtCreate":1680079260183,"gmtModify":1680079264532,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941143243","repostId":"1128519490","repostType":2,"repost":{"id":"1128519490","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":1680078825,"share":"https://ttm.financial/m/news/1128519490?lang=&edition=fundamental","pubTime":"2023-03-29 16:33","market":"us","language":"en","title":"Crypto Shares Gained in Premarket Trading, With Marathon Digital Surging over 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128519490","media":"Tiger Newspress","summary":"Crypto shares gained in premarket trading.Marathon Digital rose over 8%; Riot Blockchain rose over 7","content":"<html><head></head><body><p>Crypto shares gained in premarket trading.</p><p>Marathon Digital rose over 8%; Riot Blockchain rose over 7%; Canaan rose over 5%; Coinbase rose over 3%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76266bac36fc2298690380fec40edd4e\" title=\"\" tg-width=\"426\" tg-height=\"441\"/></p><p>Bitcoin and other cryptocurrencies jumped Wednesday, rebounding from a selloff this week amid regulatory pressures on industry giant Binance and returning to a bullish streak that has defined trading for much of the year.</p><p style=\"text-align: start;\">The price of Bitcoin has risen 6% over the past 24 hours to $28,500, a level reached last week for the first time since June 2022, when the crypto crash accelerated with a string of business failures across the sector.</p><p>“Investors’ appetite for a bit more risk is returning,” said Susannah Streeter, an analyst at broker Hargreaves Lansdown. “There are growing expectations that the Federal Reserve may hike interest rates again at the next meeting, but it’s still believed to be close to the summit of peak rates, particularly as banking lending is expected to tighten, causing a drag on the economy.”</p><p>Indeed, Bitcoin has led stocks higher in recent weeks—outperforming the Dow Jones Industrial Average and S&amp;P 500 —amid expectations that the Fed will become more accommodative on monetary policy. A spate of interest-rate hikes over the past year has hammered demand for assets most sensitive to risk, like stocks and cryptos, but traders now hope the worst of this inflation-fighting campaign is done.</p><p>The regulatory backdrop is far from clear, but traders are likely to continue taking cues from the macro picture in the short term. That could offer an opportunity for Bitcoin to top the psychologically key $30,000 level—a zone prices haven’t seen since the bear market got more ferocious last summer. And there’s a road to even higher price levels.</p><p>“Bitcoin has confirmed a breakout above former resistance of around $25,200 in a positive intermediate-term development, suggesting a base is in place,” said Katie Stockton, managing partner at technical research firm Fairlead Strategies, detailing that Bitcoin now faces strong support around the $25,000 level.</p><p>“Secondary resistance is near $35,900,” Stockton said. “Long-term momentum has turned the corner in favor of Bitcoin, which is being seen as the crypto market leader.”</p><p>Beyond Bitcoin, Ether —the second-largest crypto—advanced 5% to $1,825. Smaller cryptos or altcoins were even more buoyant, with Cardano ripping 11% higher and Polygon popping 8%. It was more of the same for memecoins, with Dogecoin jumping 6% and Shiba Inu up 5%.</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>Crypto Shares Gained in Premarket Trading, With Marathon Digital Surging over 8%</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\">\nCrypto Shares Gained in Premarket Trading, With Marathon Digital Surging over 8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-29 16:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto shares gained in premarket trading.</p><p>Marathon Digital rose over 8%; Riot Blockchain rose over 7%; Canaan rose over 5%; Coinbase rose over 3%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76266bac36fc2298690380fec40edd4e\" title=\"\" tg-width=\"426\" tg-height=\"441\"/></p><p>Bitcoin and other cryptocurrencies jumped Wednesday, rebounding from a selloff this week amid regulatory pressures on industry giant Binance and returning to a bullish streak that has defined trading for much of the year.</p><p style=\"text-align: start;\">The price of Bitcoin has risen 6% over the past 24 hours to $28,500, a level reached last week for the first time since June 2022, when the crypto crash accelerated with a string of business failures across the sector.</p><p>“Investors’ appetite for a bit more risk is returning,” said Susannah Streeter, an analyst at broker Hargreaves Lansdown. “There are growing expectations that the Federal Reserve may hike interest rates again at the next meeting, but it’s still believed to be close to the summit of peak rates, particularly as banking lending is expected to tighten, causing a drag on the economy.”</p><p>Indeed, Bitcoin has led stocks higher in recent weeks—outperforming the Dow Jones Industrial Average and S&amp;P 500 —amid expectations that the Fed will become more accommodative on monetary policy. A spate of interest-rate hikes over the past year has hammered demand for assets most sensitive to risk, like stocks and cryptos, but traders now hope the worst of this inflation-fighting campaign is done.</p><p>The regulatory backdrop is far from clear, but traders are likely to continue taking cues from the macro picture in the short term. That could offer an opportunity for Bitcoin to top the psychologically key $30,000 level—a zone prices haven’t seen since the bear market got more ferocious last summer. And there’s a road to even higher price levels.</p><p>“Bitcoin has confirmed a breakout above former resistance of around $25,200 in a positive intermediate-term development, suggesting a base is in place,” said Katie Stockton, managing partner at technical research firm Fairlead Strategies, detailing that Bitcoin now faces strong support around the $25,000 level.</p><p>“Secondary resistance is near $35,900,” Stockton said. “Long-term momentum has turned the corner in favor of Bitcoin, which is being seen as the crypto market leader.”</p><p>Beyond Bitcoin, Ether —the second-largest crypto—advanced 5% to $1,825. Smaller cryptos or altcoins were even more buoyant, with Cardano ripping 11% higher and Polygon popping 8%. It was more of the same for memecoins, with Dogecoin jumping 6% and Shiba Inu up 5%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","MSTR":"MicroStrategy","CAN":"嘉楠科技","RIOT":"Riot Platforms","MARA":"Marathon Digital Holdings Inc","SQ":"Block"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128519490","content_text":"Crypto shares gained in premarket trading.Marathon Digital rose over 8%; Riot Blockchain rose over 7%; Canaan rose over 5%; Coinbase rose over 3%.Bitcoin and other cryptocurrencies jumped Wednesday, rebounding from a selloff this week amid regulatory pressures on industry giant Binance and returning to a bullish streak that has defined trading for much of the year.The price of Bitcoin has risen 6% over the past 24 hours to $28,500, a level reached last week for the first time since June 2022, when the crypto crash accelerated with a string of business failures across the sector.“Investors’ appetite for a bit more risk is returning,” said Susannah Streeter, an analyst at broker Hargreaves Lansdown. “There are growing expectations that the Federal Reserve may hike interest rates again at the next meeting, but it’s still believed to be close to the summit of peak rates, particularly as banking lending is expected to tighten, causing a drag on the economy.”Indeed, Bitcoin has led stocks higher in recent weeks—outperforming the Dow Jones Industrial Average and S&P 500 —amid expectations that the Fed will become more accommodative on monetary policy. A spate of interest-rate hikes over the past year has hammered demand for assets most sensitive to risk, like stocks and cryptos, but traders now hope the worst of this inflation-fighting campaign is done.The regulatory backdrop is far from clear, but traders are likely to continue taking cues from the macro picture in the short term. That could offer an opportunity for Bitcoin to top the psychologically key $30,000 level—a zone prices haven’t seen since the bear market got more ferocious last summer. And there’s a road to even higher price levels.“Bitcoin has confirmed a breakout above former resistance of around $25,200 in a positive intermediate-term development, suggesting a base is in place,” said Katie Stockton, managing partner at technical research firm Fairlead Strategies, detailing that Bitcoin now faces strong support around the $25,000 level.“Secondary resistance is near $35,900,” Stockton said. “Long-term momentum has turned the corner in favor of Bitcoin, which is being seen as the crypto market leader.”Beyond Bitcoin, Ether —the second-largest crypto—advanced 5% to $1,825. Smaller cryptos or altcoins were even more buoyant, with Cardano ripping 11% higher and Polygon popping 8%. It was more of the same for memecoins, with Dogecoin jumping 6% and Shiba Inu up 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941027280,"gmtCreate":1679890558040,"gmtModify":1679890561489,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941027280","repostId":"2322498949","repostType":2,"repost":{"id":"2322498949","pubTimestamp":1679880076,"share":"https://ttm.financial/m/news/2322498949?lang=&edition=fundamental","pubTime":"2023-03-27 09:21","market":"us","language":"en","title":"3 Top Tech Stocks That Could Help Make You Rich by Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=2322498949","media":"Motley Fool","summary":"Are you building a retirement portfolio? Don't miss these three must-have tech stocks.","content":"<html><head></head><body><p>Retirement may be just around the corner, or decades away. Either way, you&#39;re ready to start building a portfolio of top tech stocks that could help make you rich before you collect that gold watch to enjoy those golden years.</p><p>I have some ideas to get you started on that road to retirement prosperity. Of course, reaching this goal will be easier if you have many years left before cashing your final paycheck, but the stocks below should have enough giddy-up to make a serious difference even if your time horizon if five years or less.</p><p>So let&#39;s get going. Have you considered chip designer <b>Advanced Micro Devices</b> (AMD -2.32%), media-streaming technologist <b>Roku</b> (ROKU -5.06%), and e-commerce platform provider <b>Shopify</b> (SHOP -1.77%) yet? Each one of these robust companies is a leader in its industry of choice. All three are poised to deliver wealth-building gains for patient investors.</p><h2>AMD: premium price for premium results</h2><p>AMD used to be the eternal runner-up to sector leader <b>Intel</b> (INTC 1.14%), but the game is changing before our eyes. Intel still puts up stiff competition and AMD also faces head-to-head challenges from fellow growth phenom <b>Nvidia</b> (NVDA -1.51%) in some markets, but the company enjoys strong demand for its products from gamers and data center operators anyhow.</p><p>This company has several factors working in its favor. CEO Lisa Su is widely regarded as a visionary leader who has turned the company around from the brink of irrelevancy. Under her steady hand, AMD has made significant progress in launching consistently successful products and managing its formerly brittle financial platform.</p><p>Furthermore, the recent buyout of embedded chip veteran Xilinx gave AMD access to new technologies such as reprogrammable chip layouts and low-power computing platforms. Xilinx also added tons of greenfield customers to AMD&#39;s Rolodex, with the possibility of cross-selling chips between the two relatively separate client lists. In the long run, the $50 billion Xilinx deal could be as game-changing as the $5.6 billion ATI acquisition of 2006, which signaled the start of AMD&#39;s graphics processor business.</p><p>AMD also has a strong financial position with solid cash flows and just $2.5 billion of long-term debt, which gives it the flexibility to invest in more growth opportunities. The stock is a bit pricey, trading at 110 times trailing earnings and 50 times free cash flows, but investors embrace the premium price due to a strong track record of innovation and soaring sales. In that light, die-hard growth investors could call AMD a steal today.</p><p><img src=\"https://static.tigerbbs.com/9b6ecb71323c436c9be336b27c87990e\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD Revenue (TTM) data by YCharts</p><h2>Roku&#39;s budding media empire</h2><p>Roku&#39;s user-friendly media-streaming hardware and software is finding its way into homes around the globe. Nobody can match the company&#39;s market footprint in the trend-setting North American market, and Roku is actively expanding its reach into other geographic areas these days.</p><p>TV shows and movies have leading roles in the entertainment industry, which is shifting away from broadcast and cable TV in favor of digital media streams everywhere. Roku&#39;s target market is already massive and constantly growing. By 2030 or so, the company should own a meaningful slice of the streaming platform market in every world economy large enough to move the needle for a global media giant, with the probable exceptions of China and Russia.</p><p>Roku is making some seriously smart moves to expand its business operations and keep shareholders happy. For starters, the company runs a successful advertising service, so that more and more advertisers can reach the large and engaged audience that watches its streaming service.</p><p>That business is suffering deeper revenue cuts than the economy as a whole during this inflation crisis, as ad buyers expect low returns on their invested ad dollars in this market. However, Roku&#39;s ad business is sure to escape from the doldrums over time, unlocking another potentially massive revenue stream&#39;s full potential. The headwind should turn into a tailwind when the inflation crisis finally fades out.</p><p>The company also produces some of its own content for the Roku TV service, aiming to keep viewers hooked with a direct tie-in to the aforementioned ad service. And to top it off, Roku is expanding its international presence by launching its streaming service in new countries such as Brazil, Germany, and the UK.</p><p>All in all, Roku is a well-run company with impressive market ambitions. Yet, the stock price is down 81% in 18 months as Roku bears focused on the limited ad business and high-flying stock price. I am convinced that the price correction went too far by a long shot, giving investors a buying opportunity that should not be missed. After all, Roku is one of the binge-worthiest picks in the flourishing streaming industry.</p><h2>Shopify: retail therapy for your portfolio</h2><p>And then there&#39;s Shopify, the champ of e-commerce tools for small and medium businesses. People are getting comfortable with shopping online, and Shopify leads the charge in providing handy e-commerce tools for retailers of every stripe. The company&#39;s cloud-based shopping platform helps businesses set up and manage their online stores, quickly and easily. The package also includes payment and shipping services as well as a full set of marketing tools. Shopify is a one-stop shop for modern entrepreneurs.</p><p>Shopify has been delivering impressive revenue growth and profits. Fourth-quarter sales rose 25.7% year over year despite the ongoing inflation challenges.</p><p>The company is investing heavily in new markets and technologies to maintain its market-defining leadership in any economy. As a result, Shopify has deep-rooted partnerships with major retail and e-commerce players like <b>Amazon</b>, <b>Google</b> and <b>Walmart</b>, as well as a steady stream of new features. Shopify&#39;s innovations keep making it easier for businesses to find more customers and sell more goods online.</p><p>The company&#39;s culture of innovation and creativity is the very heart of this juggernaut. It wants to make the online shopping experience more personalized, more engaging, and more fun, giving consumers all the more reason to fill those online shopping baskets. In turn, happy customers will inspire more retailers to sign up for Shopify&#39;s tools and services. And the fast-growing customer base -- currently at 2.1 million daily active businesses serving 218 million consumers over the last year -- proves that Shopify&#39;s business plan is working.</p><p>With its impressive track record of rapid growth and game-changing innovation, this e-commerce champion should deliver pocket-padding shareholder returns over the long haul.</p><h2>Diversify your portfolio with these winners</h2><p>I&#39;m not saying that Roku, AMD, and Shopify are birds of a feather. I get it. You might think I&#39;m comparing an apple, an orange, and a banana here. But these diverse companies still have many shareholder-friendly qualities in common. Thanks to these positive attributes, one or more of them may be a good fit for your retirement portfolio.</p><p>They have strong management teams that know how to execute growth plans and deliver value to shareholders. They&#39;re well-positioned to keep riding the secular trends that fuel their respective industries, and that means they have the potential to make you rich by retirement.</p><p>There you have it. AMD, Roku, and Shopify are some of the first tech stocks that you should seriously consider adding to your retirement portfolio. With their impressive track records and bright futures, owning shares of these winners could help you retire in style.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks That Could Help Make You Rich by Retirement</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Tech Stocks That Could Help Make You Rich by Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/26/3-top-tech-stocks-to-make-you-rich-by-retirement/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Retirement may be just around the corner, or decades away. Either way, you're ready to start building a portfolio of top tech stocks that could help make you rich before you collect that gold watch to...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/26/3-top-tech-stocks-to-make-you-rich-by-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4527":"明星科技股","GFS":"GLOBALFOUNDRIES Inc.","BK4575":"芯片概念","BK4550":"红杉资本持仓","BK4588":"碎股","BK4141":"半导体产品","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4108":"电影和娱乐","TTM":"塔塔汽车","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4551":"寇图资本持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4512":"苹果概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4099":"汽车制造商","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","AMD":"美国超微公司","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4529":"IDC概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","INTC":"英特尔","BK4528":"SaaS概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4573":"虚拟现实","BK4515":"5G概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","ROKU":"Roku Inc","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","BK4523":"印度概念","BK4534":"瑞士信贷持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4579":"人工智能","BK4566":"资本集团","SHOP":"Shopify Inc","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4116":"互联网服务与基础架构","BK4524":"宅经济概念"},"source_url":"https://www.fool.com/investing/2023/03/26/3-top-tech-stocks-to-make-you-rich-by-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322498949","content_text":"Retirement may be just around the corner, or decades away. Either way, you're ready to start building a portfolio of top tech stocks that could help make you rich before you collect that gold watch to enjoy those golden years.I have some ideas to get you started on that road to retirement prosperity. Of course, reaching this goal will be easier if you have many years left before cashing your final paycheck, but the stocks below should have enough giddy-up to make a serious difference even if your time horizon if five years or less.So let's get going. Have you considered chip designer Advanced Micro Devices (AMD -2.32%), media-streaming technologist Roku (ROKU -5.06%), and e-commerce platform provider Shopify (SHOP -1.77%) yet? Each one of these robust companies is a leader in its industry of choice. All three are poised to deliver wealth-building gains for patient investors.AMD: premium price for premium resultsAMD used to be the eternal runner-up to sector leader Intel (INTC 1.14%), but the game is changing before our eyes. Intel still puts up stiff competition and AMD also faces head-to-head challenges from fellow growth phenom Nvidia (NVDA -1.51%) in some markets, but the company enjoys strong demand for its products from gamers and data center operators anyhow.This company has several factors working in its favor. CEO Lisa Su is widely regarded as a visionary leader who has turned the company around from the brink of irrelevancy. Under her steady hand, AMD has made significant progress in launching consistently successful products and managing its formerly brittle financial platform.Furthermore, the recent buyout of embedded chip veteran Xilinx gave AMD access to new technologies such as reprogrammable chip layouts and low-power computing platforms. Xilinx also added tons of greenfield customers to AMD's Rolodex, with the possibility of cross-selling chips between the two relatively separate client lists. In the long run, the $50 billion Xilinx deal could be as game-changing as the $5.6 billion ATI acquisition of 2006, which signaled the start of AMD's graphics processor business.AMD also has a strong financial position with solid cash flows and just $2.5 billion of long-term debt, which gives it the flexibility to invest in more growth opportunities. The stock is a bit pricey, trading at 110 times trailing earnings and 50 times free cash flows, but investors embrace the premium price due to a strong track record of innovation and soaring sales. In that light, die-hard growth investors could call AMD a steal today.AMD Revenue (TTM) data by YChartsRoku's budding media empireRoku's user-friendly media-streaming hardware and software is finding its way into homes around the globe. Nobody can match the company's market footprint in the trend-setting North American market, and Roku is actively expanding its reach into other geographic areas these days.TV shows and movies have leading roles in the entertainment industry, which is shifting away from broadcast and cable TV in favor of digital media streams everywhere. Roku's target market is already massive and constantly growing. By 2030 or so, the company should own a meaningful slice of the streaming platform market in every world economy large enough to move the needle for a global media giant, with the probable exceptions of China and Russia.Roku is making some seriously smart moves to expand its business operations and keep shareholders happy. For starters, the company runs a successful advertising service, so that more and more advertisers can reach the large and engaged audience that watches its streaming service.That business is suffering deeper revenue cuts than the economy as a whole during this inflation crisis, as ad buyers expect low returns on their invested ad dollars in this market. However, Roku's ad business is sure to escape from the doldrums over time, unlocking another potentially massive revenue stream's full potential. The headwind should turn into a tailwind when the inflation crisis finally fades out.The company also produces some of its own content for the Roku TV service, aiming to keep viewers hooked with a direct tie-in to the aforementioned ad service. And to top it off, Roku is expanding its international presence by launching its streaming service in new countries such as Brazil, Germany, and the UK.All in all, Roku is a well-run company with impressive market ambitions. Yet, the stock price is down 81% in 18 months as Roku bears focused on the limited ad business and high-flying stock price. I am convinced that the price correction went too far by a long shot, giving investors a buying opportunity that should not be missed. After all, Roku is one of the binge-worthiest picks in the flourishing streaming industry.Shopify: retail therapy for your portfolioAnd then there's Shopify, the champ of e-commerce tools for small and medium businesses. People are getting comfortable with shopping online, and Shopify leads the charge in providing handy e-commerce tools for retailers of every stripe. The company's cloud-based shopping platform helps businesses set up and manage their online stores, quickly and easily. The package also includes payment and shipping services as well as a full set of marketing tools. Shopify is a one-stop shop for modern entrepreneurs.Shopify has been delivering impressive revenue growth and profits. Fourth-quarter sales rose 25.7% year over year despite the ongoing inflation challenges.The company is investing heavily in new markets and technologies to maintain its market-defining leadership in any economy. As a result, Shopify has deep-rooted partnerships with major retail and e-commerce players like Amazon, Google and Walmart, as well as a steady stream of new features. Shopify's innovations keep making it easier for businesses to find more customers and sell more goods online.The company's culture of innovation and creativity is the very heart of this juggernaut. It wants to make the online shopping experience more personalized, more engaging, and more fun, giving consumers all the more reason to fill those online shopping baskets. In turn, happy customers will inspire more retailers to sign up for Shopify's tools and services. And the fast-growing customer base -- currently at 2.1 million daily active businesses serving 218 million consumers over the last year -- proves that Shopify's business plan is working.With its impressive track record of rapid growth and game-changing innovation, this e-commerce champion should deliver pocket-padding shareholder returns over the long haul.Diversify your portfolio with these winnersI'm not saying that Roku, AMD, and Shopify are birds of a feather. I get it. You might think I'm comparing an apple, an orange, and a banana here. But these diverse companies still have many shareholder-friendly qualities in common. Thanks to these positive attributes, one or more of them may be a good fit for your retirement portfolio.They have strong management teams that know how to execute growth plans and deliver value to shareholders. They're well-positioned to keep riding the secular trends that fuel their respective industries, and that means they have the potential to make you rich by retirement.There you have it. AMD, Roku, and Shopify are some of the first tech stocks that you should seriously consider adding to your retirement portfolio. With their impressive track records and bright futures, owning shares of these winners could help you retire in style.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943413160,"gmtCreate":1679623399350,"gmtModify":1679623625970,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Oic","listText":"Oic","text":"Oic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943413160","repostId":"2321135693","repostType":2,"repost":{"id":"2321135693","pubTimestamp":1679621524,"share":"https://ttm.financial/m/news/2321135693?lang=&edition=fundamental","pubTime":"2023-03-24 09:32","market":"us","language":"en","title":"JPMorgan, Citi, BofA Tell Staff Not to Poach Clients From Stressed Banks","url":"https://stock-news.laohu8.com/highlight/detail?id=2321135693","media":"StreetInsider","summary":"As a series of U.S. lenders were besieged by customers yanking out their money this month, banking b","content":"<html><head></head><body><p>As a series of U.S. lenders were besieged by customers yanking out their money this month, banking behemoths JPMorgan Chase &amp; Co, Citigroup Inc and Bank of America Corp., warned employees: do not make it worse.</p><p>JPMorgan, the nation&#39;s largest bank, told all employees they &#34;should never give the appearance of exploiting a situation of stress or uncertainty,&#34; in a March 13 memo, extracts of which were seen by Reuters. &#34;We do not make disparaging comments regarding competitors.&#34;</p><p>On the same day, the leaders of its consumer and business banking unit told branch employees: &#34;We should refrain from soliciting client business from an institution in stress,&#34; according to extracts seen by Reuters.</p><p>Citigroup has also given similar guidance to its business heads, a source familiar with the matter said. The guidance includes not speculating about other banks or market rumors.</p><p>Top executives at Bank of America Corp were also briefed that their employees should not be going after the customers of distressed firms or doing anything to exacerbate the situation, a source familiar with the matter said.</p><p>The bank runs that toppled Silicon Valley Bank (SVB) and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a>, the second and third largest lenders to fail in U.S. history, prompted customers to move about half a trillion dollars of deposits from the &#34;most vulnerable&#34; U.S. banks to bigger institutions this month, JPMorgan analysts led by Nikolaos Panigirtzoglou wrote in a note Wednesday.</p><p>As SVB teetered, billions of dollars in deposits poured into the nation&#39;s banking giants, which are required by regulators to hold more capital to withstand shocks. While lenders regularly compete for customers, the loss of confidence that shook the banking system in the last two weeks sparked concerns about contagion that could lead to a broader panic.</p><p>The turmoil prompted unprecedented moves by regulators to guarantee the deposits of SVB and Signature. President Joe Biden, Treasury Secretary Janet Yellen and Citigroup Inc. Chief Executive Jane Fraser have all made statements in recent days to reassure the public that the U.S. banking system is safe.</p><p>&#34;We all have a vested interest in keeping America&#39;s financial system strong and thriving,&#34; a JPMorgan spokesperson said. &#34;It&#39;s the envy of the world with thousands of institutions of all sizes serving every corner of the country.&#34;</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan, Citi, BofA Tell Staff Not to Poach Clients From Stressed Banks</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\">\nJPMorgan, Citi, BofA Tell Staff Not to Poach Clients From Stressed Banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-24 09:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21412333><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As a series of U.S. lenders were besieged by customers yanking out their money this month, banking behemoths JPMorgan Chase & Co, Citigroup Inc and Bank of America Corp., warned employees: do not make...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21412333\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","BAC":"美国银行","JPM":"摩根大通"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21412333","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321135693","content_text":"As a series of U.S. lenders were besieged by customers yanking out their money this month, banking behemoths JPMorgan Chase & Co, Citigroup Inc and Bank of America Corp., warned employees: do not make it worse.JPMorgan, the nation's largest bank, told all employees they \"should never give the appearance of exploiting a situation of stress or uncertainty,\" in a March 13 memo, extracts of which were seen by Reuters. \"We do not make disparaging comments regarding competitors.\"On the same day, the leaders of its consumer and business banking unit told branch employees: \"We should refrain from soliciting client business from an institution in stress,\" according to extracts seen by Reuters.Citigroup has also given similar guidance to its business heads, a source familiar with the matter said. The guidance includes not speculating about other banks or market rumors.Top executives at Bank of America Corp were also briefed that their employees should not be going after the customers of distressed firms or doing anything to exacerbate the situation, a source familiar with the matter said.The bank runs that toppled Silicon Valley Bank (SVB) and Signature Bank, the second and third largest lenders to fail in U.S. history, prompted customers to move about half a trillion dollars of deposits from the \"most vulnerable\" U.S. banks to bigger institutions this month, JPMorgan analysts led by Nikolaos Panigirtzoglou wrote in a note Wednesday.As SVB teetered, billions of dollars in deposits poured into the nation's banking giants, which are required by regulators to hold more capital to withstand shocks. While lenders regularly compete for customers, the loss of confidence that shook the banking system in the last two weeks sparked concerns about contagion that could lead to a broader panic.The turmoil prompted unprecedented moves by regulators to guarantee the deposits of SVB and Signature. President Joe Biden, Treasury Secretary Janet Yellen and Citigroup Inc. Chief Executive Jane Fraser have all made statements in recent days to reassure the public that the U.S. banking system is safe.\"We all have a vested interest in keeping America's financial system strong and thriving,\" a JPMorgan spokesperson said. \"It's the envy of the world with thousands of institutions of all sizes serving every corner of the country.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943216176,"gmtCreate":1679480434496,"gmtModify":1679480438012,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577323914202336","idStr":"3577323914202336"},"themes":[],"htmlText":"Always great to see sg stock rise","listText":"Always great to see sg stock rise","text":"Always great to see sg stock rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943216176","repostId":"1129106684","repostType":2,"repost":{"id":"1129106684","pubTimestamp":1679479556,"share":"https://ttm.financial/m/news/1129106684?lang=&edition=fundamental","pubTime":"2023-03-22 18:05","market":"sg","language":"en","title":"Singapore Stocks Extend Gains on Wednesday; STI up 1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129106684","media":"The Business Times","summary":"THE Straits Times Index (STI) recorded gains for the second straight session on Wednesday (Mar 22), ","content":"<div>\n<p>THE Straits Times Index (STI) recorded gains for the second straight session on Wednesday (Mar 22), closing 47.05 points or 1.5 per cent higher at 3,220.98.In the wider Singapore market, gainers ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/singapore-stocks-extend-gains-wednesday-sti-15\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks Extend Gains on Wednesday; STI up 1.5%</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\">\nSingapore Stocks Extend Gains on Wednesday; STI up 1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-22 18:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/singapore-stocks-extend-gains-wednesday-sti-15><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE Straits Times Index (STI) recorded gains for the second straight session on Wednesday (Mar 22), closing 47.05 points or 1.5 per cent higher at 3,220.98.In the wider Singapore market, gainers ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/singapore-stocks-extend-gains-wednesday-sti-15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/companies-markets/singapore-stocks-extend-gains-wednesday-sti-15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129106684","content_text":"THE Straits Times Index (STI) recorded gains for the second straight session on Wednesday (Mar 22), closing 47.05 points or 1.5 per cent higher at 3,220.98.In the wider Singapore market, gainers outnumbered losers 386 to 208, with 1.87 billion securities worth S$1.39 billion traded.“The absence of any negative developments in the banking sector has further brought calm to the risk environment,” said IG market analyst Yeap Jun Rong.“As we head into the Federal Reserve meeting, expectations have been rooted that the Fed will take on a reassuring stance,” he added. “The economic calendar remains quiet, pointing to some wait-and-see ahead of the upcoming Fed’s decision.”Mapletree Pan Asia Commercial Trust was the biggest winner among the constituent stocks, gaining 2.9 per cent or S$0.05 to close at S$1.77.All 30 STI constituents registered gains on Wednesday.Genting Singapore was the most actively traded blue-chip counter. The integrated resort operator closed 1.9 per cent or S$0.02 higher at S$1.09, after 65.3 million shares changed hands.The trio of local banks were among the top gainers on Wednesday. DBS rose 1.8 per cent or S$0.59 to S$33.50, OCBC gained 1.3 per cent or S$0.16 to S$12.36, while UOB jumped 2.9 per cent or S$0.82 to end at S$29.50.The improved sentiment on the banking front also saw key markets across Asia mostly finish higher.Japan’s Nikkei 225 and Hong Kong’s Hang Seng Index were the top gainers, up 1.9 per cent and 1.7 per cent, respectively. The Shanghai Composite Index, South Korea’s Kospi and the FTSE Bursa Malaysia KLCI rose between 0.3 per cent and 1.2 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":183778421,"gmtCreate":1623364749263,"gmtModify":1704201578498,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/183778421","repostId":"1195294102","repostType":4,"repost":{"id":"1195294102","pubTimestamp":1623339220,"share":"https://ttm.financial/m/news/1195294102?lang=&edition=fundamental","pubTime":"2021-06-10 23:33","market":"us","language":"en","title":"Here’s why Art Cashin says the S&P 500′s move to a new record may be ‘slightly suspect’","url":"https://stock-news.laohu8.com/highlight/detail?id=1195294102","media":"cnbc","summary":"TheS&P 500hit an all-time high early Thursday, but longtime traderArt Cashin told CNBC he’s taking a","content":"<div>\n<p>TheS&P 500hit an all-time high early Thursday, but longtime traderArt Cashin told CNBC he’s taking a wait-and-see approach before determining whether stocks are entering a steady upside move.\n“The ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/art-cashin-sp-500s-move-to-a-new-record-may-be-slightly-suspect.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s why Art Cashin says the S&P 500′s move to a new record may be ‘slightly suspect’</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s why Art Cashin says the S&P 500′s move to a new record may be ‘slightly suspect’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/art-cashin-sp-500s-move-to-a-new-record-may-be-slightly-suspect.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TheS&P 500hit an all-time high early Thursday, but longtime traderArt Cashin told CNBC he’s taking a wait-and-see approach before determining whether stocks are entering a steady upside move.\n“The ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/art-cashin-sp-500s-move-to-a-new-record-may-be-slightly-suspect.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/10/art-cashin-sp-500s-move-to-a-new-record-may-be-slightly-suspect.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1195294102","content_text":"TheS&P 500hit an all-time high early Thursday, but longtime traderArt Cashin told CNBC he’s taking a wait-and-see approach before determining whether stocks are entering a steady upside move.\n“The market is a great tease here,” Cashin said on“Squawk on the Street.”“They go up, look like they’re breaking out, and then they hesitate. They pull back into that rectangle [trading range], so we’re going to give it a couple of days of testing and see what happens.”\nThe S&P 500 was up by about 0.3% on Thursday. The broad equity index has gained about 1% in the past month, compared with a roughly 4% gain for the tech-heavyNasdaq Composite.\nCashin, who serves as director of floor operations for UBS at the New York Stock Exchange, said he’s looking for an indication of strong buying pressure to help sustain the S&P 500′s move higher.\n“You’d like to believe when you punch through the upside of a market pattern, that inspires both breakout buying and, in some cases, short covering, so you should see a kind of burst after you move out,” Cashin said. “No burst so far, and without that then you’ve got to say the moves are slightly suspect.”\nThe Wall Street veteran also weighed in on the bond market following Thursday’shotter-than-expected read on May consumer prices, the latest data point showing inflationary pressures across the economy.\nThe yield on the benchmark 10-year Treasurywas steady Thursday,trading around 1.49%. Yields, which move inversely to prices, have trended lower in recent weeks afterhitting 1.7% about a month ago.\nCashin said a critical yield level to watch is 1.35%.\n“If any of these disinflationary, deflationary moves become evident, then I would have to back up. I think we might again start to move lower,” Cashin said, noting that there’s already been a relative cooling off in some commoditiessuch as lumber.\nIf the 10-year yield slides all the way back to 1.35% and “we move through it, then that will tell me that there is something going on here, that people are saying, ‘Inflation? No. Not at all,’” Cashin said. “We’re going from transitory to possibly deflationary. The question is wide open out there.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579506230138289","authorId":"3579506230138289","name":"BigMac8885","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579506230138289","authorIdStr":"3579506230138289"},"content":"Nice, Pls help too","text":"Nice, Pls help too","html":"Nice, Pls help too"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952388083,"gmtCreate":1674460932242,"gmtModify":1676538941247,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9952388083","repostId":"2305927837","repostType":4,"repost":{"id":"2305927837","pubTimestamp":1674488141,"share":"https://ttm.financial/m/news/2305927837?lang=&edition=fundamental","pubTime":"2023-01-23 23:35","market":"us","language":"en","title":"Tesla Is Last Stronghold for Investors Buying the Dip in Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2305927837","media":"The Wall Street Journal","summary":"After a brutal year for technology stocks, individual investors have lost their appetite for buying ","content":"<html><head></head><body><p>After a brutal year for technology stocks, individual investors have lost their appetite for buying the dip, with one notable exception. They are still scooping up shares of Tesla Inc.</p><p>Individual investors’ net purchases of a basket of eight popular tech stocks hit a recent peak in November, before dropping sharply through the end of the year, according to Vanda Research. Buying has since picked up slightly in the new year as tech shares rebound.</p><p><img src=\"https://static.tigerbbs.com/b7977755e550ba4139ded487b90bb2b1\" tg-width=\"364\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/>As for Tesla, individuals have been steady buyers since the end of 2021, doubling down when the stock tumbled to close out 2022. They have spent more money on Tesla shares in the past six months than in the five years prior, Vanda found. And on Jan. 10, one-day net purchases of Tesla shares hit a record high of $316 million.</p><p>“As markets took a big hit, we saw retail investors shift into their favorite tech stock rather than investing across the whole sector,” Vanda analyst Lucas Mantle said of Tesla. “It might be the last shoe to drop.”</p><p>The Federal Reserve’s fight to tame inflation through aggressive interest-rate increases last year abruptly changed the outlook for big tech stocks, which for years had lifted the major stock indexes to new highs. Investors were forced to reassess the pros and cons of investing in companies whose appeal centered on the prospect of huge profits years down the line.</p><p>Tesla shares dropped 65% in 2022, their worst year on record.</p><p>In the coming week, investors are awaiting quarterly earnings reports from Tesla, along with Microsoft, Intel.</p><p>Even as skeptics cite concerns about production disruptions, demand worries and Chief Executive Elon Musk’s divided attention after his acquisition of Twitter Inc., Tesla’s most ardent supporters keep their faith in a long-term payout.</p><p>Abhas Gupta, a 41-year-old entrepreneur in Irvine, Calif., said he moved his whole equity portfolio into Tesla shares in 2018, enamored by its electric cars and promise of disruptive innovation. Last year, he lost his entire seven-figure retirement fund after taking out margin loans and using options to turbocharge his bets on Tesla, he said. Still, he said he is far from calling it quits.</p><p>“I basically burned a lifetime’s worth of wealth, but none of this has shaken my confidence in the company. There is just no company even remotely close to Tesla on innovation,” Mr. Gupta said.</p><p>“Why would I invest in a basket of dinosaurs?” he said of the S&amp;P 500.</p><p>Mr. Gupta said he is aggressively buying long-dated call options on Tesla. Call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while put options grant the right to sell.</p><p>Overall, options volume in Tesla has grown in the past few months, according to Cboe Global Markets. One of the largest options bets on Tesla is that shares will reach $825 in the next three years; the stock closed at $133.42 per share Friday.</p><p><img src=\"https://static.tigerbbs.com/f3eff7c1cdd74a431339a1d06138e4d1\" tg-width=\"361\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p>Gabriel Wilson, a 52-year-old physician who splits his time between Texas and New York, said the Fed remains his primary concern in the market. After first leasing Tesla’s Model X in 2018, he said he moved all of his investments into Tesla. Although he cashed out his holdings around the end of 2021 due to concerns about near-term market weakness, he is looking to buy Tesla shares again soon, he said.</p><p>Despite last year’s market turmoil, he hasn’t touched a roughly $100,000 trust fund for his son held solely in Tesla shares, he said.</p><p>“No one can compete with Tesla,” Dr. Wilson said. “I have absolutely no doubt Tesla is the future.”</p><p>Many professional investors remain cautious on tech stocks to start the new year. Fund managers rotated out of technology stocks in January and are more underweight the sector than their historical positioning, according to Bank of America Corp.’s latest global fund manager survey.</p><p>But some individuals are betting that tech could reign supreme again if the Fed signals plans to pivot from raising interest rates. Federal-funds futures, used to wager on the course of interest rates, show traders expect the central bank to cut rates later this year, even though Fed officials have repeatedly said their work to cool the economy isn’t done.</p><p>Nicki Bourlioufas, 51, said she bought shares of Advanced Micro Devices Inc. and Nvidia Corp. last year, then refrained from adding new positions as those semiconductor stocks struggled. The financial public-relations consultant in Sydney said she is looking for opportunities to pick up shares of Tesla, along with Microsoft, Apple Inc. and Alphabet Inc.</p><p>“As soon as there’s any hint that interest rates will be cut, then I expect tech stocks will rally and I’d like to be there and positioned,” she said. “I use their products and I’d like to also reap their profits.”</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Last Stronghold for Investors Buying the Dip in Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Last Stronghold for Investors Buying the Dip in Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-23 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tesla-is-last-stronghold-for-investors-buying-the-dip-in-tech-stocks-11674345465?mod=hp_lead_pos6><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a brutal year for technology stocks, individual investors have lost their appetite for buying the dip, with one notable exception. They are still scooping up shares of Tesla Inc.Individual ...</p>\n\n<a href=\"https://www.wsj.com/articles/tesla-is-last-stronghold-for-investors-buying-the-dip-in-tech-stocks-11674345465?mod=hp_lead_pos6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/tesla-is-last-stronghold-for-investors-buying-the-dip-in-tech-stocks-11674345465?mod=hp_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305927837","content_text":"After a brutal year for technology stocks, individual investors have lost their appetite for buying the dip, with one notable exception. They are still scooping up shares of Tesla Inc.Individual investors’ net purchases of a basket of eight popular tech stocks hit a recent peak in November, before dropping sharply through the end of the year, according to Vanda Research. Buying has since picked up slightly in the new year as tech shares rebound.As for Tesla, individuals have been steady buyers since the end of 2021, doubling down when the stock tumbled to close out 2022. They have spent more money on Tesla shares in the past six months than in the five years prior, Vanda found. And on Jan. 10, one-day net purchases of Tesla shares hit a record high of $316 million.“As markets took a big hit, we saw retail investors shift into their favorite tech stock rather than investing across the whole sector,” Vanda analyst Lucas Mantle said of Tesla. “It might be the last shoe to drop.”The Federal Reserve’s fight to tame inflation through aggressive interest-rate increases last year abruptly changed the outlook for big tech stocks, which for years had lifted the major stock indexes to new highs. Investors were forced to reassess the pros and cons of investing in companies whose appeal centered on the prospect of huge profits years down the line.Tesla shares dropped 65% in 2022, their worst year on record.In the coming week, investors are awaiting quarterly earnings reports from Tesla, along with Microsoft, Intel.Even as skeptics cite concerns about production disruptions, demand worries and Chief Executive Elon Musk’s divided attention after his acquisition of Twitter Inc., Tesla’s most ardent supporters keep their faith in a long-term payout.Abhas Gupta, a 41-year-old entrepreneur in Irvine, Calif., said he moved his whole equity portfolio into Tesla shares in 2018, enamored by its electric cars and promise of disruptive innovation. Last year, he lost his entire seven-figure retirement fund after taking out margin loans and using options to turbocharge his bets on Tesla, he said. Still, he said he is far from calling it quits.“I basically burned a lifetime’s worth of wealth, but none of this has shaken my confidence in the company. There is just no company even remotely close to Tesla on innovation,” Mr. Gupta said.“Why would I invest in a basket of dinosaurs?” he said of the S&P 500.Mr. Gupta said he is aggressively buying long-dated call options on Tesla. Call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while put options grant the right to sell.Overall, options volume in Tesla has grown in the past few months, according to Cboe Global Markets. One of the largest options bets on Tesla is that shares will reach $825 in the next three years; the stock closed at $133.42 per share Friday.Gabriel Wilson, a 52-year-old physician who splits his time between Texas and New York, said the Fed remains his primary concern in the market. After first leasing Tesla’s Model X in 2018, he said he moved all of his investments into Tesla. Although he cashed out his holdings around the end of 2021 due to concerns about near-term market weakness, he is looking to buy Tesla shares again soon, he said.Despite last year’s market turmoil, he hasn’t touched a roughly $100,000 trust fund for his son held solely in Tesla shares, he said.“No one can compete with Tesla,” Dr. Wilson said. “I have absolutely no doubt Tesla is the future.”Many professional investors remain cautious on tech stocks to start the new year. Fund managers rotated out of technology stocks in January and are more underweight the sector than their historical positioning, according to Bank of America Corp.’s latest global fund manager survey.But some individuals are betting that tech could reign supreme again if the Fed signals plans to pivot from raising interest rates. Federal-funds futures, used to wager on the course of interest rates, show traders expect the central bank to cut rates later this year, even though Fed officials have repeatedly said their work to cool the economy isn’t done.Nicki Bourlioufas, 51, said she bought shares of Advanced Micro Devices Inc. and Nvidia Corp. last year, then refrained from adding new positions as those semiconductor stocks struggled. The financial public-relations consultant in Sydney said she is looking for opportunities to pick up shares of Tesla, along with Microsoft, Apple Inc. and Alphabet Inc.“As soon as there’s any hint that interest rates will be cut, then I expect tech stocks will rally and I’d like to be there and positioned,” she said. “I use their products and I’d like to also reap their profits.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952388175,"gmtCreate":1674460972998,"gmtModify":1676538941255,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952388175","repostId":"2305604719","repostType":4,"repost":{"id":"2305604719","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674488021,"share":"https://ttm.financial/m/news/2305604719?lang=&edition=fundamental","pubTime":"2023-01-23 23:33","market":"us","language":"en","title":"Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305604719","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not t","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now</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\">\nWells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-23 23:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","MO":"奥驰亚","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","DIS":"迪士尼","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4207":"综合性银行","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","HAL":"哈里伯顿","BK4581":"高盛持仓","ET":"Energy Transfer LP","DNOW":"NOW Inc.","SG9999002232.USD":"Allianz Global High Payout USD","BK4138":"石油与天然气的炼制和营销","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4548":"巴美列捷福持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","NEX":"NexTier Oilfield Solutions Inc.","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4554":"元宇宙及AR概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1046421795.USD":"富达环球科技A-ACC","PM":"菲利普莫里斯","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4585":"ETF&股票定投概念","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","COP":"康菲石油","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4507":"流媒体概念","BK4108":"电影和娱乐","CLMT":"卡路美","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","CVI":"CVR能源","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305604719","content_text":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not to go. \n\n\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney $(DIS)$, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n\n\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase $(JPM)$, which lacks the same drama -- and that makes it attractive. \n\n\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n\n\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix $(NFLX)$ results eased concerns around streaming, but is still down 30% over the past 12 months. \n\n\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners $(CLMT)$ refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer $(ET)$ owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n\n\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International $(PM)$ and Altria Group $(MO)$, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n\n\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips $(COP)$, with Halliburton $(HAL.UK)$ also in the portfolio. Frank owns shares of refiner CVR Energy $(CVI)$, oil-field services companies NOW $(DNOW)$, and NexTier Oilfield Solutions $(NEX)$. \n\n\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n\n\n     There's value there. \n\n\n     Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2023 15:27 ET (20:27 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922106087,"gmtCreate":1671708746249,"gmtModify":1676538579800,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9922106087","repostId":"1102116872","repostType":4,"repost":{"id":"1102116872","pubTimestamp":1671722826,"share":"https://ttm.financial/m/news/1102116872?lang=&edition=fundamental","pubTime":"2022-12-22 23:27","market":"us","language":"en","title":"Is a 2023 Stock-Market Rebound in Store After 2022 Selloff?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102116872","media":"MarketWatch","summary":"History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop ","content":"<html><head></head><body><p>History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop in 2022 with no sign the Federal Reserve is ready to ride to the rescue means investors should beware, analysts warned.</p><p>With just a handful of trading days left in what is shaping up to be the worst year for the U.S. stock market in over a decade, the S&amp;P 500 index is on track to close out the year down more than 18.5%.</p><p>That is the large-cap index’s first double-digit percentage loss since 2008, when it slid 36.6% during the global financial crisis, according to Dow Jones Market Data.</p><p>However, it is extremely rare for the S&amp;P 500 to post back-to-back down years. The S&amp;P has fallen for two straight years less than 10% of the time from 1928 to 2021. In the year after a negative total annual return for the S&amp;P, the index is up by 12.6% on average and is positive 17 out of 25 years, according to data compiled by DataTrek Research.</p><p>But the market’s performance after posting a double-digit percentage drop has been less straightforward.</p><p>“The S&amp;P 500 has a much better win rate (79% vs 55%) and average performance (up 17.5% vs. 6.4%) in the 12 months following a down calendar year of less than 10% than one that does worse than that, and 2022 is shaping up to be in the latter camp,” said Jessica Rabe, co-founder of DataTrek Research, in a Tuesday note.</p><p>Rabe, however, noted that in the few instances when the S&amp;P 500 has dropped consecutive calendar years, it’s been due to a major economic event, such as the Great Depression between 1929 and 1939, or a geopolitical shock, such as the World War II and the oil crisis in 1972, or both, in the case of the early 2000s when there was the bursting of the dot-com bubble, the Sept. 11, 2001, terror attacks and the subsequent U.S. invasion of Iraq.</p><p>She argued that there would likely need to be another major economic or geopolitical crisis for the S&amp;P 500 to fall for a second consecutive year in 2023. However, help from the Federal Reserve in the form of lowering interest rates or a rise in federal government spending would be crucial for a bounce in the U.S. equities after a hard year.</p><p>“The Financial Crisis is a useful example to show that when times get truly difficult, fiscal and monetary policy stimulus can help the S&amp;P rebound after a horrible year,” Rabe wrote.</p><p>The S&amp;P 500 booked an annual loss of over 36% in 2008 after Lehman Brothers went bankrupt under the weight of $619 billion in debt due to investments in subprime mortgages. The index was up 25.9% in the following year after the Federal Open Market Committee decided to increase the size of the Fed’s balance sheet by purchasing additional government-sponsored agency mortgage-backed securities, in response to the severity of the economic contraction.</p><p>However, Wall Street strategists warned stock-market investors that they should not expect any form of “Fed put” next year.</p><p>Investors have talked of a figurative Fed put since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Victoria Fernandez, chief market strategist at Crossmark Global Investments, thinks the Fed is going to let the market work through the “shallow recession” in 2023 and not immediately jump in and cut rates.</p><p>“Historically we assumed and knew that we would have a ‘Fed put’, that immediately Fed steps in and handles it for us. But what Powell is trying to make markets understand is, hey, we are not going to be doing this,” Fernandez told MarketWatch on Tuesday.</p><p>“They’re just willy-nilly trying to drive us over the cliff,” she added.</p><p>“That’s why U.S. equities are so volatile just now, as no one knows when the Fed will pivot to being more accommodative. Chair Powell is solely focused on bringing down inflation to the Fed’s 2% target and he has the latitude to do so given the strength of the U.S. labor market,” said Rabe at DataTrek.</p><p>U.S. stocks rallied on Wednesday after snapping four-day losing streak in the previous session. The Dow Jones Industrial Average ended 1.6% higher, but was on pace to book an annual loss of 8.2%. The Nasdaq Composite climbed 1.5%, but has decreased by 31.5% year-to-date. The S&amp;P 500 gained 56.82 points, or 1.5%, finishing at 3,878.44.</p><p>David Wagner, portfolio manager for Aptus Capital Advisors in Cincinnati, told MarketWatch that he expects the stock market to experience less pain and less price volatility next year, but that doesn’t mean investors will see positive market returns.</p><p>“We believe that a policy error has already been committed by the Fed. The real and long-lasting policy error would be if inflation were to become unanchored, thus the emphasis on the market focusing on price stability, specifically wage inflation, in the near-term,” Wagner said.</p><p>“History shows us that markets are a sprint lower and a marathon higher. With the potential for slowing global growth and a less accommodative Fed, this marathon may include more hills than plains, which could create constant volatility in the market,” he said.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is a 2023 Stock-Market Rebound in Store After 2022 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\">\nIs a 2023 Stock-Market Rebound in Store After 2022 Selloff? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/is-a-2023-stock-market-rebound-in-store-after-2022-selloff-what-history-says-about-back-to-back-losing-years-11671650574?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1671693265><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop in 2022 with no sign the Federal Reserve is ready to ride to the rescue means investors should ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-a-2023-stock-market-rebound-in-store-after-2022-selloff-what-history-says-about-back-to-back-losing-years-11671650574?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1671693265\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/is-a-2023-stock-market-rebound-in-store-after-2022-selloff-what-history-says-about-back-to-back-losing-years-11671650574?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1671693265","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102116872","content_text":"History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop in 2022 with no sign the Federal Reserve is ready to ride to the rescue means investors should beware, analysts warned.With just a handful of trading days left in what is shaping up to be the worst year for the U.S. stock market in over a decade, the S&P 500 index is on track to close out the year down more than 18.5%.That is the large-cap index’s first double-digit percentage loss since 2008, when it slid 36.6% during the global financial crisis, according to Dow Jones Market Data.However, it is extremely rare for the S&P 500 to post back-to-back down years. The S&P has fallen for two straight years less than 10% of the time from 1928 to 2021. In the year after a negative total annual return for the S&P, the index is up by 12.6% on average and is positive 17 out of 25 years, according to data compiled by DataTrek Research.But the market’s performance after posting a double-digit percentage drop has been less straightforward.“The S&P 500 has a much better win rate (79% vs 55%) and average performance (up 17.5% vs. 6.4%) in the 12 months following a down calendar year of less than 10% than one that does worse than that, and 2022 is shaping up to be in the latter camp,” said Jessica Rabe, co-founder of DataTrek Research, in a Tuesday note.Rabe, however, noted that in the few instances when the S&P 500 has dropped consecutive calendar years, it’s been due to a major economic event, such as the Great Depression between 1929 and 1939, or a geopolitical shock, such as the World War II and the oil crisis in 1972, or both, in the case of the early 2000s when there was the bursting of the dot-com bubble, the Sept. 11, 2001, terror attacks and the subsequent U.S. invasion of Iraq.She argued that there would likely need to be another major economic or geopolitical crisis for the S&P 500 to fall for a second consecutive year in 2023. However, help from the Federal Reserve in the form of lowering interest rates or a rise in federal government spending would be crucial for a bounce in the U.S. equities after a hard year.“The Financial Crisis is a useful example to show that when times get truly difficult, fiscal and monetary policy stimulus can help the S&P rebound after a horrible year,” Rabe wrote.The S&P 500 booked an annual loss of over 36% in 2008 after Lehman Brothers went bankrupt under the weight of $619 billion in debt due to investments in subprime mortgages. The index was up 25.9% in the following year after the Federal Open Market Committee decided to increase the size of the Fed’s balance sheet by purchasing additional government-sponsored agency mortgage-backed securities, in response to the severity of the economic contraction.However, Wall Street strategists warned stock-market investors that they should not expect any form of “Fed put” next year.Investors have talked of a figurative Fed put since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Victoria Fernandez, chief market strategist at Crossmark Global Investments, thinks the Fed is going to let the market work through the “shallow recession” in 2023 and not immediately jump in and cut rates.“Historically we assumed and knew that we would have a ‘Fed put’, that immediately Fed steps in and handles it for us. But what Powell is trying to make markets understand is, hey, we are not going to be doing this,” Fernandez told MarketWatch on Tuesday.“They’re just willy-nilly trying to drive us over the cliff,” she added.“That’s why U.S. equities are so volatile just now, as no one knows when the Fed will pivot to being more accommodative. Chair Powell is solely focused on bringing down inflation to the Fed’s 2% target and he has the latitude to do so given the strength of the U.S. labor market,” said Rabe at DataTrek.U.S. stocks rallied on Wednesday after snapping four-day losing streak in the previous session. The Dow Jones Industrial Average ended 1.6% higher, but was on pace to book an annual loss of 8.2%. The Nasdaq Composite climbed 1.5%, but has decreased by 31.5% year-to-date. The S&P 500 gained 56.82 points, or 1.5%, finishing at 3,878.44.David Wagner, portfolio manager for Aptus Capital Advisors in Cincinnati, told MarketWatch that he expects the stock market to experience less pain and less price volatility next year, but that doesn’t mean investors will see positive market returns.“We believe that a policy error has already been committed by the Fed. The real and long-lasting policy error would be if inflation were to become unanchored, thus the emphasis on the market focusing on price stability, specifically wage inflation, in the near-term,” Wagner said.“History shows us that markets are a sprint lower and a marathon higher. With the potential for slowing global growth and a less accommodative Fed, this marathon may include more hills than plains, which could create constant volatility in the market,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958891633,"gmtCreate":1673674562223,"gmtModify":1676538873976,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958891633","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","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":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</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>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</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\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162675047,"gmtCreate":1624063462289,"gmtModify":1703827846612,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Like and comment tyvm","listText":"Like and comment tyvm","text":"Like and comment tyvm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/162675047","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","pubTimestamp":1624063306,"share":"https://ttm.financial/m/news/1156696708?lang=&edition=fundamental","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow falls more than 500 points to close out its worst week since October</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\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576144712207106","authorId":"3576144712207106","name":"ahdog","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576144712207106","authorIdStr":"3576144712207106"},"content":"like and reply please, thanks","text":"like and reply please, thanks","html":"like and reply please, thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920757030,"gmtCreate":1670552261120,"gmtModify":1676538392271,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9920757030","repostId":"2290422271","repostType":4,"repost":{"id":"2290422271","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670536748,"share":"https://ttm.financial/m/news/2290422271?lang=&edition=fundamental","pubTime":"2022-12-09 05:59","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2290422271","media":"Reuters","summary":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investor","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street&#39;s main indexes had come under pressure in recent days, with the S&amp;P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday&#39;s advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday&#39;s producer price index and the University of Michigan&#39;s consumer sentiment survey will likely dictate whether Wall Street can build on Thursday&#39;s rally.</p><p>&#34;The market has to adjust to the fact that we&#39;re moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that&#39;s what we&#39;re grappling with right now,&#34; said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&amp;P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&amp;P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant&#39;s $69 billion bid to buy Activision Blizzard Inc. The &#34;Call of Duty&#34; games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</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>US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise</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\">\nUS STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-09 05:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street&#39;s main indexes had come under pressure in recent days, with the S&amp;P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday&#39;s advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday&#39;s producer price index and the University of Michigan&#39;s consumer sentiment survey will likely dictate whether Wall Street can build on Thursday&#39;s rally.</p><p>&#34;The market has to adjust to the fact that we&#39;re moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that&#39;s what we&#39;re grappling with right now,&#34; said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&amp;P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&amp;P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant&#39;s $69 billion bid to buy Activision Blizzard Inc. The &#34;Call of Duty&#34; games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290422271","content_text":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.Wall Street's main indexes had come under pressure in recent days, with the S&P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday's advance on the tech-heavy index.Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.Such behavior means Friday's producer price index and the University of Michigan's consumer sentiment survey will likely dictate whether Wall Street can build on Thursday's rally.\"The market has to adjust to the fact that we're moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that's what we're grappling with right now,\" said Wiley Angell, chief market strategist at Ziegler Capital Management.The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.Nine of the 11 major S&P 500 sectors rose, led by a 1.6% gain in technology stocks.Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant's $69 billion bid to buy Activision Blizzard Inc. The \"Call of Duty\" games maker closed 1.5% lower.The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares    gained 5.6%.Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.The S&P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957985002,"gmtCreate":1676901154106,"gmtModify":1676901158669,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957985002","repostId":"2312226304","repostType":4,"repost":{"id":"2312226304","pubTimestamp":1676880253,"share":"https://ttm.financial/m/news/2312226304?lang=&edition=fundamental","pubTime":"2023-02-20 16:04","market":"us","language":"en","title":"Fed’s Preferred Inflation Gauges Seen Running Hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2312226304","media":"Bloomberg","summary":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealan","content":"<html><head></head><body><ul><li>Another gauge of US prices will likely focus investors again</li><li>Central-bank decisions due in New Zealand and South Korea</li></ul><p>The Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.</p><p>The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.</p><p><img src=\"https://static.tigerbbs.com/09dfd31c5b7e3c57b241022ccc73a243\" tg-width=\"973\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.</p><p>This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.</p><p>In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.</p><blockquote><b>What Bloomberg Economics Says:</b></blockquote><blockquote>“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”</blockquote><blockquote>—Anna Wong, Eliza Winger and Stuart Paul. For full analysis</blockquote><p>Investors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.</p><p>Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.</p><p>Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.</p><p>January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.</p><p>Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.</p><p>Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.</p><p><img src=\"https://static.tigerbbs.com/9d4f54e18ea45f323904b5b58fcb1abe\" tg-width=\"970\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><h2>Asia</h2><p>In a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.</p><p><img src=\"https://static.tigerbbs.com/426a4d49595f8ac904138c2aaec3fd46\" tg-width=\"991\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><p>That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.</p><p>The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.</p><p>Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.</p><p>Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.</p><p>And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.</p><h2>Europe, Middle East, Africa</h2><p>Euro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.</p><p>The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.</p><p>In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.</p><p><img src=\"https://static.tigerbbs.com/0a3e77a7e6e7f953c61b74d324f0e9ab\" tg-width=\"970\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.</p><p>Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.</p><p><img src=\"https://static.tigerbbs.com/6f64ad16e96db82fb803c88610951dc7\" tg-width=\"961\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.</p><p>South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.</p><p>Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.</p><p>Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.</p><h2>Latin America</h2><p>In Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.</p><p>The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.</p><p><img src=\"https://static.tigerbbs.com/3957d2cd38542301d6ca0ffd3933026a\" tg-width=\"971\" tg-height=\"571\" referrerpolicy=\"no-referrer\"/></p><p>December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.</p><p>Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/3f2d42304664e37aaaa28dfa22da31d1\" tg-width=\"967\" tg-height=\"497\" referrerpolicy=\"no-referrer\"/></p><p>Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Inflation Gauges Seen Running Hot</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\">\nFed’s Preferred Inflation Gauges Seen Running Hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4142":"酒店、度假村与豪华游轮",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312226304","content_text":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.What Bloomberg Economics Says:“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”—Anna Wong, Eliza Winger and Stuart Paul. For full analysisInvestors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.AsiaIn a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.Europe, Middle East, AfricaEuro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.Latin AmericaIn Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078660270,"gmtCreate":1657678452690,"gmtModify":1676536044986,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078660270","repostId":"2251976297","repostType":4,"repost":{"id":"2251976297","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657677894,"share":"https://ttm.financial/m/news/2251976297?lang=&edition=fundamental","pubTime":"2022-07-13 10:04","market":"us","language":"en","title":"Netflix Seeks to Renegotiate Deals to Show Ads Next to Popular Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=2251976297","media":"Dow Jones","summary":"Netflix Inc. is seeking to amend its programming deals with major entertainment studios to allow the","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> is seeking to amend its programming deals with major entertainment studios to allow the streaming giant to put content on an advertising-supported version of the service, people familiar with the matter said.</p><p>Among the studios Netflix has begun talks with are Warner Bros., which makes the hit stalker drama &#34;You&#34;; Universal, producer of the dark comedy &#34;Russian Doll&#34;; and Sony Pictures Television, producer of &#34;The Crown&#34; and &#34;Cobra Kai,&#34; the people said.</p><p>In addition to shows created specifically for Netflix, the company also will need to renegotiate agreements for the old television shows it carries, such as &#34;Breaking Bad&#34; from Sony and &#34;NCIS&#34; from <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>.</p><p>Obtaining such permissions is crucial for Netflix if it wants an ad-supported tier to offer a catalog of programming as robust as the lineup in its commercial-free plans. While Netflix makes a large amount of its own content, it also licenses many of its original shows and acquires content from other companies.</p><p>Studios likely will seek a premium of 15% to 30% over existing contracts to grant Netflix the right to put their content on an ad-supported platform, some entertainment executives said.</p><p>&#34;Any distributor being approached by Netflix is going to take steps to ensure they get proper value,&#34; said Jeffrey Schlesinger, a former president of Warner Bros. Worldwide Television Distribution who now heads the media advisory firm Former Bros. Media LLC.</p><p>A Netflix spokeswoman said, &#34;We are still in the early days of deciding how to launch a lower-priced, ad-supported option, and no decisions have been made.&#34;</p><p>Amending deals isn&#39;t unheard of in the industry. When Netflix wanted to offer customers the ability to download content, it had to renegotiate its licensing agreements with outside suppliers. The price tag for download rights was an additional 10% to 15% of the agreement, one studio executive said.</p><p>Netflix has told content suppliers it wants to debut an ad-supported version of its service by the fourth quarter of this year. The move comes as the world&#39;s biggest streaming service seeks a new revenue stream and source of subscriber growth. In April, the company posted its first subscriber loss in more than a decade.</p><p>Netflix has discussed joining with Alphabet Inc.&#39;s Google and Comcast Corp&#39;s NBCUniversal to provide technology or sales help for the effort.</p><p>In discussions with content providers, Netflix has declined to provide details on its advertising plans, including where it will place commercials, what content will be on the platform or what it will charge consumers for the service, studio executives said. Netflix has enlisted its content-acquisition team to lead discussions for the streamer.</p><p>Typically, Netflix shares very little data about how many people watch the service. Studio executives have long complained about the lack of transparency, arguing that it puts them at a disadvantage in negotiating fair value for content.</p><p>One potential issue in the negotiations is whether Netflix will need to obtain permission for every show or if it will claim it has rights to show ads in certain programming under existing deals.</p><p>One executive whose studio makes several original shows for Netflix said its contracts with the streamer are ambiguous and don&#39;t spell out whether ads can be part of the content. Talent involved in some shows and movies believed the content was meant for a commercial-free video platform, studio executives said.</p><p>Entertainment-industry attorney John Berlinski said if Netflix doesn&#39;t have an explicit agreement allowing it to place ads in and around content, it could face risks in doing so. &#34;I definitely think there is a significant legal issue there,&#34; Mr. Berlinski said. A principal at the firm Bird, Marella and a former NBCUniversal litigation executive, Mr. Berlinski represented Scarlett Johansson in her contract fight with Walt Disney Co.</p><p>The contracts for older movies and reruns are much more specific with regards to Netflix&#39;s ability to put that content on an ad-supported platform, studio executives say. Shows that Netflix has rights for on its commercial-free platform, such as &#34;Seinfeld,&#34; have deals on other ad-supported platforms. That could make moving them to a new Netflix service with commercials a challenge.</p><p>Since top talent and producers often get a share of profits from successful shows, they will be keenly interested in whether studios collect bigger paychecks from Netflix after amending their deals.</p><p>&#34;Every major profit participant is going to be very interested in how additional consideration paid to the studios for these rights gets allocated to specific titles,&#34; Mr. Berlinski said.</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>Netflix Seeks to Renegotiate Deals to Show Ads Next to Popular Shows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Seeks to Renegotiate Deals to Show Ads Next to Popular Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-13 10:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> is seeking to amend its programming deals with major entertainment studios to allow the streaming giant to put content on an advertising-supported version of the service, people familiar with the matter said.</p><p>Among the studios Netflix has begun talks with are Warner Bros., which makes the hit stalker drama &#34;You&#34;; Universal, producer of the dark comedy &#34;Russian Doll&#34;; and Sony Pictures Television, producer of &#34;The Crown&#34; and &#34;Cobra Kai,&#34; the people said.</p><p>In addition to shows created specifically for Netflix, the company also will need to renegotiate agreements for the old television shows it carries, such as &#34;Breaking Bad&#34; from Sony and &#34;NCIS&#34; from <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>.</p><p>Obtaining such permissions is crucial for Netflix if it wants an ad-supported tier to offer a catalog of programming as robust as the lineup in its commercial-free plans. While Netflix makes a large amount of its own content, it also licenses many of its original shows and acquires content from other companies.</p><p>Studios likely will seek a premium of 15% to 30% over existing contracts to grant Netflix the right to put their content on an ad-supported platform, some entertainment executives said.</p><p>&#34;Any distributor being approached by Netflix is going to take steps to ensure they get proper value,&#34; said Jeffrey Schlesinger, a former president of Warner Bros. Worldwide Television Distribution who now heads the media advisory firm Former Bros. Media LLC.</p><p>A Netflix spokeswoman said, &#34;We are still in the early days of deciding how to launch a lower-priced, ad-supported option, and no decisions have been made.&#34;</p><p>Amending deals isn&#39;t unheard of in the industry. When Netflix wanted to offer customers the ability to download content, it had to renegotiate its licensing agreements with outside suppliers. The price tag for download rights was an additional 10% to 15% of the agreement, one studio executive said.</p><p>Netflix has told content suppliers it wants to debut an ad-supported version of its service by the fourth quarter of this year. The move comes as the world&#39;s biggest streaming service seeks a new revenue stream and source of subscriber growth. In April, the company posted its first subscriber loss in more than a decade.</p><p>Netflix has discussed joining with Alphabet Inc.&#39;s Google and Comcast Corp&#39;s NBCUniversal to provide technology or sales help for the effort.</p><p>In discussions with content providers, Netflix has declined to provide details on its advertising plans, including where it will place commercials, what content will be on the platform or what it will charge consumers for the service, studio executives said. Netflix has enlisted its content-acquisition team to lead discussions for the streamer.</p><p>Typically, Netflix shares very little data about how many people watch the service. Studio executives have long complained about the lack of transparency, arguing that it puts them at a disadvantage in negotiating fair value for content.</p><p>One potential issue in the negotiations is whether Netflix will need to obtain permission for every show or if it will claim it has rights to show ads in certain programming under existing deals.</p><p>One executive whose studio makes several original shows for Netflix said its contracts with the streamer are ambiguous and don&#39;t spell out whether ads can be part of the content. Talent involved in some shows and movies believed the content was meant for a commercial-free video platform, studio executives said.</p><p>Entertainment-industry attorney John Berlinski said if Netflix doesn&#39;t have an explicit agreement allowing it to place ads in and around content, it could face risks in doing so. &#34;I definitely think there is a significant legal issue there,&#34; Mr. Berlinski said. A principal at the firm Bird, Marella and a former NBCUniversal litigation executive, Mr. Berlinski represented Scarlett Johansson in her contract fight with Walt Disney Co.</p><p>The contracts for older movies and reruns are much more specific with regards to Netflix&#39;s ability to put that content on an ad-supported platform, studio executives say. Shows that Netflix has rights for on its commercial-free platform, such as &#34;Seinfeld,&#34; have deals on other ad-supported platforms. That could make moving them to a new Netflix service with commercials a challenge.</p><p>Since top talent and producers often get a share of profits from successful shows, they will be keenly interested in whether studios collect bigger paychecks from Netflix after amending their deals.</p><p>&#34;Every major profit participant is going to be very interested in how additional consideration paid to the studios for these rights gets allocated to specific titles,&#34; Mr. Berlinski said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251976297","content_text":"Netflix Inc. is seeking to amend its programming deals with major entertainment studios to allow the streaming giant to put content on an advertising-supported version of the service, people familiar with the matter said.Among the studios Netflix has begun talks with are Warner Bros., which makes the hit stalker drama \"You\"; Universal, producer of the dark comedy \"Russian Doll\"; and Sony Pictures Television, producer of \"The Crown\" and \"Cobra Kai,\" the people said.In addition to shows created specifically for Netflix, the company also will need to renegotiate agreements for the old television shows it carries, such as \"Breaking Bad\" from Sony and \"NCIS\" from Paramount Global.Obtaining such permissions is crucial for Netflix if it wants an ad-supported tier to offer a catalog of programming as robust as the lineup in its commercial-free plans. While Netflix makes a large amount of its own content, it also licenses many of its original shows and acquires content from other companies.Studios likely will seek a premium of 15% to 30% over existing contracts to grant Netflix the right to put their content on an ad-supported platform, some entertainment executives said.\"Any distributor being approached by Netflix is going to take steps to ensure they get proper value,\" said Jeffrey Schlesinger, a former president of Warner Bros. Worldwide Television Distribution who now heads the media advisory firm Former Bros. Media LLC.A Netflix spokeswoman said, \"We are still in the early days of deciding how to launch a lower-priced, ad-supported option, and no decisions have been made.\"Amending deals isn't unheard of in the industry. When Netflix wanted to offer customers the ability to download content, it had to renegotiate its licensing agreements with outside suppliers. The price tag for download rights was an additional 10% to 15% of the agreement, one studio executive said.Netflix has told content suppliers it wants to debut an ad-supported version of its service by the fourth quarter of this year. The move comes as the world's biggest streaming service seeks a new revenue stream and source of subscriber growth. In April, the company posted its first subscriber loss in more than a decade.Netflix has discussed joining with Alphabet Inc.'s Google and Comcast Corp's NBCUniversal to provide technology or sales help for the effort.In discussions with content providers, Netflix has declined to provide details on its advertising plans, including where it will place commercials, what content will be on the platform or what it will charge consumers for the service, studio executives said. Netflix has enlisted its content-acquisition team to lead discussions for the streamer.Typically, Netflix shares very little data about how many people watch the service. Studio executives have long complained about the lack of transparency, arguing that it puts them at a disadvantage in negotiating fair value for content.One potential issue in the negotiations is whether Netflix will need to obtain permission for every show or if it will claim it has rights to show ads in certain programming under existing deals.One executive whose studio makes several original shows for Netflix said its contracts with the streamer are ambiguous and don't spell out whether ads can be part of the content. Talent involved in some shows and movies believed the content was meant for a commercial-free video platform, studio executives said.Entertainment-industry attorney John Berlinski said if Netflix doesn't have an explicit agreement allowing it to place ads in and around content, it could face risks in doing so. \"I definitely think there is a significant legal issue there,\" Mr. Berlinski said. A principal at the firm Bird, Marella and a former NBCUniversal litigation executive, Mr. Berlinski represented Scarlett Johansson in her contract fight with Walt Disney Co.The contracts for older movies and reruns are much more specific with regards to Netflix's ability to put that content on an ad-supported platform, studio executives say. Shows that Netflix has rights for on its commercial-free platform, such as \"Seinfeld,\" have deals on other ad-supported platforms. That could make moving them to a new Netflix service with commercials a challenge.Since top talent and producers often get a share of profits from successful shows, they will be keenly interested in whether studios collect bigger paychecks from Netflix after amending their deals.\"Every major profit participant is going to be very interested in how additional consideration paid to the studios for these rights gets allocated to specific titles,\" Mr. Berlinski said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007881880,"gmtCreate":1642824289579,"gmtModify":1676533750781,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007881880","repostId":"2205042784","repostType":4,"repost":{"id":"2205042784","pubTimestamp":1642807833,"share":"https://ttm.financial/m/news/2205042784?lang=&edition=fundamental","pubTime":"2022-01-22 07:30","market":"us","language":"en","title":"3 Top Mid-Cap Stocks That Are Wildly Undervalued Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2205042784","media":"Motley Fool","summary":"These small-ish companies look like deals given their expected growth rates.","content":"<html><head></head><body><p>While the market overall had a pretty good year in 2021 (the <b>S&amp;P 500</b>, slanted toward large-cap stocks, was up 27%), the performance of small- and mid-cap stocks was mixed. Some tech stocks suffered sharp pullbacks after skyrocketing earlier on in the pandemic, even though the businesses themselves continue to grow at a healthy pace.</p><p>After a wild year, <b>Magnite </b>(NASDAQ:MGNI), <b>Redfin </b>(NASDAQ:RDFN), and <b>Crocs </b>(NASDAQ:CROX) look way undervalued right now based on their future potential. Here&#39;s why these three mid-cap stocks are worth a closer look.</p><p><img src=\"https://static.tigerbbs.com/13b42bccb0c636f436c818b5b3d7813f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Magnite: Steadily expanding with streaming TV</h2><p>Magnite stock hasn&#39;t been able to catch a break since quickly doubling in value in the first couple months of 2021. Share prices are down 77% from their all-time high posted nearly a year ago, valuing the software company at a mere $2.4 billion (as measured by enterprise value).</p><p>In hindsight, Magnite was way overpriced 12 months ago. Over-optimism had set in, driven by the company&#39;s fast-growing platform, which helps video publishers sell advertising slots. Connected TV (CTV) is taking over the at-home entertainment space as a myriad of new streaming services pick up subscribers and traditional video moves to an internet-delivered format. Magnite is the largest independent CTV software company. Hundreds of publishers rely on it to automate the selling of ads and maximize value for their content.</p><p>But a company that expects to grow sales at an average of 25% per year in each of the next five years didn&#39;t deserve to trade at a trailing 12-month sales multiple of over 20 (which is where Magnite was early in 2021). Now shares trade for a mere 4.5 times trailing 12-month sales, which seems incredibly cheap considering this is a highly profitable <i>and </i>growing business. Adjusted EBITDA profit margin was 35% in Q3 2021, and management expects it to be at over 40% in the coming years.</p><p>Of course, the digital ad software space is highly competitive, and Magnite has a lot of debt due to a couple of acquisitions ($719 million as of the end of September 2021). But Magnite generates plenty of cash to service its debt, and is poised to continue expanding with the CTV industry in the coming years. Even management thinks its stock is a pretty good deal right now. It announced a $50 million share repurchase program in December. I like this CTV ad stock at these levels too.</p><h2>2. Redfin: A full-service tech-powered brokerage firm</h2><p>The real estate brokerage business is a cyclical <a href=\"https://laohu8.com/S/AONE.U\">one</a>, and Redfin&#39;s stock has been suffering on fears of a too-hot residential housing market. Supply of homes available for sale has been thin during the pandemic as Americans relocate en masse, and now with interest rates set to rise this year, there&#39;s another reason to worry. Redfin stock is down nearly 60% in the last year, giving it an enterprise value of $4.2 billion.</p><p>Redfin won&#39;t be an appropriate stock for every investor. The company is spending heavily to maximize sales growth right now, and generated negative free cash flow of $429 million over the last 12-month stretch. But at just 2.2 times trailing 12-month sales, a substantial amount of negativity has been priced in at this point.</p><p>After all, Redfin is still steadily winning market share (1.16% of U.S. existing home value in Q3 2021, compared to 1.04% the year prior). It&#39;s still expanding its services into new cities, acquired an online rental listing site last spring, and recently announced it&#39;s purchasing Bay Equity Home Loans to expand on its mortgage services. Redfin has a full-service technology stack to help home buyers and sellers, and it has lots of potential avenues for growth ahead -- regardless of where the real estate market goes next.</p><p>Management had said to expect year-over-year revenue growth of as much as 148% in Q4 2021, a torrid pace that is unlikely to continue in the new year. Nevertheless, with shares depressed in value and Redfin still making progress in the residential real estate market, now looks like a pretty good time to nibble on this tech stock.</p><h2>3. Crocs: Comfort and utility for the win</h2><p>Crocs sales have been soaring during the pandemic, bucking the trend of overall declines elsewhere in the apparel and clothing department. In 2021 alone, the company stated it&#39;s expecting record full-year sales topping $2.3 billion, growth of 67% over 2020. In spite of this, share prices have dropped a third in value in recent months. Crocs has an enterprise value of $7.2 billion.</p><p>Comfort and utility are in vogue as the pandemic reshapes consumer behavior. As a result of this and a push into new markets in Asia, Crocs thinks it will remain a fast-growing shoe company for years. Management&#39;s goal is to reach $5 billion in annual sales by 2026. 2022 is off to a good start working toward that milestone. Excluding the recent acquisition of small casual shoe brand Hey Dude, Crocs expects sales growth to exceed 20%, all while maintaining an adjusted operating profit margin of about 28%. That makes this quirky shoe business one of the most profitable in the industry.</p><p>When Crocs announced it was acquiring Hey Dude last month for $2.5 billion, I was initially skeptical. However, it was revealed the small casual brand should bring in as much as $750 million in sales in 2022, with an adjusted operating margin of 26%. Plugged into Crocs&#39; existing distribution channels, this could be a new growth lever for Crocs in the years ahead.</p><p>Considering Crocs&#39; 2022 outlook, shares currently trade for just 7 times adjusted operating income (assuming Crocs generates that 28% margin, and Hey Dude 26%). Of course, Crocs will need to prove it&#39;s the real deal and deliver the goods. But if it does, this looks like one overlooked cheap shoe stock right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Mid-Cap Stocks That Are Wildly Undervalued Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Mid-Cap Stocks That Are Wildly Undervalued Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/mid-cap-stocks-wildly-undervalued-magnite-redfin/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the market overall had a pretty good year in 2021 (the S&P 500, slanted toward large-cap stocks, was up 27%), the performance of small- and mid-cap stocks was mixed. Some tech stocks suffered ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/mid-cap-stocks-wildly-undervalued-magnite-redfin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MGNI":"Magnite, Inc.","CTV":"Innovid","CROX":"卡骆驰","BK4079":"房地产服务","BK4146":"鞋类","RDFN":"Redfin Corp","BK4009":"广告","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/01/21/mid-cap-stocks-wildly-undervalued-magnite-redfin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205042784","content_text":"While the market overall had a pretty good year in 2021 (the S&P 500, slanted toward large-cap stocks, was up 27%), the performance of small- and mid-cap stocks was mixed. Some tech stocks suffered sharp pullbacks after skyrocketing earlier on in the pandemic, even though the businesses themselves continue to grow at a healthy pace.After a wild year, Magnite (NASDAQ:MGNI), Redfin (NASDAQ:RDFN), and Crocs (NASDAQ:CROX) look way undervalued right now based on their future potential. Here's why these three mid-cap stocks are worth a closer look.Image source: Getty Images.1. Magnite: Steadily expanding with streaming TVMagnite stock hasn't been able to catch a break since quickly doubling in value in the first couple months of 2021. Share prices are down 77% from their all-time high posted nearly a year ago, valuing the software company at a mere $2.4 billion (as measured by enterprise value).In hindsight, Magnite was way overpriced 12 months ago. Over-optimism had set in, driven by the company's fast-growing platform, which helps video publishers sell advertising slots. Connected TV (CTV) is taking over the at-home entertainment space as a myriad of new streaming services pick up subscribers and traditional video moves to an internet-delivered format. Magnite is the largest independent CTV software company. Hundreds of publishers rely on it to automate the selling of ads and maximize value for their content.But a company that expects to grow sales at an average of 25% per year in each of the next five years didn't deserve to trade at a trailing 12-month sales multiple of over 20 (which is where Magnite was early in 2021). Now shares trade for a mere 4.5 times trailing 12-month sales, which seems incredibly cheap considering this is a highly profitable and growing business. Adjusted EBITDA profit margin was 35% in Q3 2021, and management expects it to be at over 40% in the coming years.Of course, the digital ad software space is highly competitive, and Magnite has a lot of debt due to a couple of acquisitions ($719 million as of the end of September 2021). But Magnite generates plenty of cash to service its debt, and is poised to continue expanding with the CTV industry in the coming years. Even management thinks its stock is a pretty good deal right now. It announced a $50 million share repurchase program in December. I like this CTV ad stock at these levels too.2. Redfin: A full-service tech-powered brokerage firmThe real estate brokerage business is a cyclical one, and Redfin's stock has been suffering on fears of a too-hot residential housing market. Supply of homes available for sale has been thin during the pandemic as Americans relocate en masse, and now with interest rates set to rise this year, there's another reason to worry. Redfin stock is down nearly 60% in the last year, giving it an enterprise value of $4.2 billion.Redfin won't be an appropriate stock for every investor. The company is spending heavily to maximize sales growth right now, and generated negative free cash flow of $429 million over the last 12-month stretch. But at just 2.2 times trailing 12-month sales, a substantial amount of negativity has been priced in at this point.After all, Redfin is still steadily winning market share (1.16% of U.S. existing home value in Q3 2021, compared to 1.04% the year prior). It's still expanding its services into new cities, acquired an online rental listing site last spring, and recently announced it's purchasing Bay Equity Home Loans to expand on its mortgage services. Redfin has a full-service technology stack to help home buyers and sellers, and it has lots of potential avenues for growth ahead -- regardless of where the real estate market goes next.Management had said to expect year-over-year revenue growth of as much as 148% in Q4 2021, a torrid pace that is unlikely to continue in the new year. Nevertheless, with shares depressed in value and Redfin still making progress in the residential real estate market, now looks like a pretty good time to nibble on this tech stock.3. Crocs: Comfort and utility for the winCrocs sales have been soaring during the pandemic, bucking the trend of overall declines elsewhere in the apparel and clothing department. In 2021 alone, the company stated it's expecting record full-year sales topping $2.3 billion, growth of 67% over 2020. In spite of this, share prices have dropped a third in value in recent months. Crocs has an enterprise value of $7.2 billion.Comfort and utility are in vogue as the pandemic reshapes consumer behavior. As a result of this and a push into new markets in Asia, Crocs thinks it will remain a fast-growing shoe company for years. Management's goal is to reach $5 billion in annual sales by 2026. 2022 is off to a good start working toward that milestone. Excluding the recent acquisition of small casual shoe brand Hey Dude, Crocs expects sales growth to exceed 20%, all while maintaining an adjusted operating profit margin of about 28%. That makes this quirky shoe business one of the most profitable in the industry.When Crocs announced it was acquiring Hey Dude last month for $2.5 billion, I was initially skeptical. However, it was revealed the small casual brand should bring in as much as $750 million in sales in 2022, with an adjusted operating margin of 26%. Plugged into Crocs' existing distribution channels, this could be a new growth lever for Crocs in the years ahead.Considering Crocs' 2022 outlook, shares currently trade for just 7 times adjusted operating income (assuming Crocs generates that 28% margin, and Hey Dude 26%). Of course, Crocs will need to prove it's the real deal and deliver the goods. But if it does, this looks like one overlooked cheap shoe stock right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954941807,"gmtCreate":1675955012909,"gmtModify":1675955016711,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954941807","repostId":"1170031481","repostType":4,"repost":{"id":"1170031481","pubTimestamp":1675956493,"share":"https://ttm.financial/m/news/1170031481?lang=&edition=fundamental","pubTime":"2023-02-09 23:28","market":"us","language":"en","title":"The 7 Best Beaten-Down Warren Buffett Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1170031481","media":"InvestorPlace","summary":"Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy","content":"<html><head></head><body><ul><li>Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy.</li><li><b>Paramount Global</b>(<b><u>PARA</u></b>): This stock is cheap, cheap, cheap.</li><li><b>Bank of America</b>(<b><u>BAC</u></b>): In BofA, Buffett trusts.</li><li><b>Taiwan Semiconductor Manufacturing</b> (<b><u>TSM</u></b>): The iPhone-related stock is cheaper than it’s been in four years.</li><li><b>DaVita</b>(<b><u>DVA</u></b>): Its free cash flow yield is deep in value territory.</li><li><b>HP</b>(<b><u>HPQ</u></b>): PC demand is down but not out.</li><li><b>Bank of New York Mellon</b>(<b><u>BK</u></b>): This women-led bank is battling a challenging banking environment.</li><li><b>Apple</b>(<b><u>AAPL</u></b>): Services continue to be the business’ shining star.</li></ul><p>When it comes to Warren Buffett stocks to buy, the quintessential purchase is <b>Berkshire Hathaway</b>(NYSE:<b><u>BRK-B</u></b>). After all, when you buy shares in Berkshire, you not only get a bunch of great operating businesses like <b>BNSF Railway</b>, <b>Geico</b>, <b>Berkshire Energy</b> and so many more, but you also get an equity portfolio currently worth more than $350.5 billion.</p><p>When I wrote about the portfolio in March 2021, it was worth $279 billion, so it grew by $71 billion, or 25.6%, in less than 24 months. During the same period, the <b>S&amp;P 500</b> is up 6.4%.Of course, I’d have to go back and subtract the funds added to the portfolio over the past 24 months, but I think you’ll find that even then, Buffett and his two other portfolio managers — Todd Combs and Ted Weschler — have outperformed the index. This is why I’ve always said that buying BRK-B is better than owning a market-beating low-cost ETF.</p><p>After a tough year for the markets, a number of the 52 publicly traded U.S. stocks owned by Berkshire Hathaway are lower. For instance, <b>Apple</b>(NASDAQ: <b><u>AAPL</u></b>), the holding company’s largest holding accounting for 39.7% of the equity portfolio, is down 13.4% over the past 52 weeks.</p><p>Of course, Buffett didn’t get where he is today by worrying about short-term gyrations in the market. He buys stocks for the long haul. For average investors, the past year’s weakness may present a great opportunity to pick up some of Buffett’s favorite stocks at a discount.</p><p>Each of the seven names on this list is down more than the S&amp;P 500 over the past year. So, without further ado, here are the best beaten-down Warren Buffett stocks to buy.</p><p><b>Paramount Global (PARA)</b></p><p><b>Paramount Global</b>(NASDAQ: <b><u>PARA</u></b>), Berkshire’s 21st-largest holding, accounts for 0.6% of the portfolio. It owns 15% of the company created after the 2019 merger that brought together CBS and Viacom.</p><p>I’ve been a subscriber to Paramount+ for several months. I find its content far more compelling than Disney+, but I don’t have kids, so I’m probably not the demographic Disney is after.</p><p>Paramount’s stock has lost more than any of Berkshire’s top 20 holdings over the past year, down 33.1%. Buffett bought more PARA shares in Q3 2022. It will be interesting to see if the holding company added to the position in the fourth quarter, which we will learn mid-month. If so, it would almost certainly boost Paramount’s share price in the near term.</p><p>In late January, the company said it would merge Paramount+ and Showtime. There have also been rumblings that Paramount+ and Peacock could join into one streaming platform to take on <b>Netflix</b>(NASDAQ: <b><u>NFLX</u></b>), <b>Disney</b>(NYSE: <b><u>DIS</u></b>), <b>Amazon</b>(NASDAQ: <b><u>AMZN</u></b>) Prime, and Apple.</p><p>Whatever happens, PARA remains cheap with an enterprise value of$29.2 billion, less than six times earnings before interest, taxes, depreciation and amortization (EBITDA).</p><p><b>Bank of America (BAC)</b></p><p><b>Bank of America</b>(NYSE: <b><u>BAC</u></b>) is Berkshire’s biggest financial services holding, accounting for 10.8% of its equity portfolio. The 1.03 billion shares held are good for a 12.9% stake in the bank.</p><p>In April 2020, Berkshire got approval from the Federal Reserve Bank of Richmond to buy up to a 24.9% stake in BAC. Berkshire started investing in Bank of America in 2011 by purchasing $5 billion in preferred stock that came with warrants to buy 700 million common shares.</p><p>It’s estimated to have paid an average price of $25.52 a share over the past decade. The stock is 43% above that price despite a 24% decline in its share price over the past year.</p><p>In addition to long-term capital appreciation, Bank of America pays a 22-cent quarterly dividend for a yield of 2.4%. Based on Berkshire’s 1.03 billion shares held at the end of the third quarter, BAC supplied the company with more than $226.6 million in passive income for the quarter.</p><p>Analysts are mixed on BAC stock. Of the 28 covering it, just 15 rates it “overweight” or “buy,” with an average target price of $40.81, a few dollars higher than where it’s currently trading. Ignore the analysts and go with Buffett instead.</p><p><b>Taiwan Semiconductor Manufacturing (TSM)</b></p><p><b>Taiwan Semiconductor Manufacturing</b>(NYSE: <b><u>TSM</u></b>) is one of Berkshire’s newest positions and one of the largest new positions, accounting for 1.6% of the portfolio.</p><p>Buffett bought the entire 60.1 million shares in the third quarter of 2022. Berkshire paid an estimated average of $68.56 a share, about 15% above the stock’s 52-week low. Currently, shares are trading 37.5% above Berkshire’s average purchase price.</p><p>TSM supplies an estimated 90% of the world’s super-advanced computer chips. Apple is a big customer. Buffett’s gotten very familiar with Apple’s operations. So it made sense to buy shares in a beaten-down supplier. If Apple succeeds, so too does Taiwan Semiconductor.</p><p>TSM finished 2022 as the largest company in the Asia Supply Chain Market Cap 100 ranking despite losing nearly$200 billion in market cap last year. It’s got a big chunk of that back in the first six weeks of 2023.</p><p>By most financial metrics, TSM’svaluationremains lower than it has been at almost any time over the past four years.</p><p><b>DaVita (DVA)</b></p><p><b>DaVita</b>(NYSE: <b><u>DVA</u></b>) is Berkshire’s largest position in terms of its ownership stake. The holding company owns 40.1% of the operator of dialysis centers. Its next largest ownership stake is <b>Kraft Heinz</b>(NASDAQ: <b><u>KHC</u></b>) at 26.6%.</p><p>Buffett first acquired shares in Q4 2011. Its estimated average price paid per share is$48.85. So, despite some difficulties at the company over the past decade, Berkshire is comfortably in the black on its bet.</p><p>If you look at DaVita’s Q3 2022 results, you’ll notice that the revenue per treatment in the first nine months of 2022 was$6.47higher at $364.89. However, the patient care costs per treatment were $12.64 higher at $251.88. As a result, the company’s adjusted operating margin was 13%, 340 basis points lower than a year ago in the same period. Can you say inflation?</p><p>Free cash flow is one place the company managed to keep pace with last year. In the first nine months of 2022, it was $1.032 billion, just $22 million less than a year ago. Its trailing 12-month free cash flow is$1.15 billion. Based on its $7.53 billion market cap, it has a free cash flow yield of 15.3%. I consider anything above 8% to be in value territory.</p><p>DVA remains an excellent long-term buy.</p><p><b>HP (HPQ)</b></p><p><b>HP</b>(NYSE: <b><u>HPQ</u></b>) stock has fallen 20.5% in the past year and 29% from its April 2022 high of $41.47. Warren Buffett can thank the post-Covid-19 PC demand slowdown for the price correction. According to <b>Gartner</b>, Q4 global PC shipments fell by more than 28%. For its part, HP experienced a 26% decline in notebook sales during the quarter.</p><p>However, HP CEO Enrique Lores believes that demand will pick up in a year or two once work-at-home employees need to refresh their equipment.</p><p>“We really think that people are going to continue to work in a hybrid way, which means sometimes working from home and sometimes working from the office, doing different things in different locations,” Lores said. “And clearly, this is a big opportunity for us.”</p><p>HP is Berkshire’s 12th-largest holding with a current market value of $3.6 billion, good for 12.3% of the company and 1% of Berkshire’s equity portfolio. Berkshire is HP’slargest shareholder. It first acquired shares in the PC maker inQ1 2022, paying an estimated average price of $36.94 a share.</p><p>Yes, it’s underwater on its investment, but given Berkshire gets more than $127 million in dividends annually, it’s getting paid to wait for the rebound.</p><p><b>Bank of New York Mellon (BK)</b></p><p><b>Bank of New York Mellon</b>(NYSE: <b><u>BK</u></b>) is the second of two banks on my list of beaten-down Warren Buffett stocks to buy. Berkshire owns 7.7%, accounting for 0.9% of the holding company’s equity portfolio.</p><p>The bank’s CEO, Hanneke Smits, just got named chairwoman of the 30% Club. The 30% Club are CEOs and executives from around the world working on getting female representation on large companies’ boards and executive committees to 30%, hence the name.</p><p>I’ve long felt that women often make better leaders than men. In 2018, I recommended seven women-led companies to invest in for long-term returns. Except for <b>Ventas</b>(NYSE: <b><u>VTR</u></b>)and <b>Kohl’s</b>(NYSE: <b><u>KSS</u></b>), they’ve seriously outperformed the S&amp;P 500.</p><p>However, like many banks, Bank of New York Mellon had to make some adjustments to its business given the current economic environment. On Jan. 13, when it announced its Q4 2022 results, it said it would cut 1,500 jobs, or 3% of its workforce.</p><p>However, it earned $1.30 a share on an adjusted basis,7%higher than in Q3 2022 and 25% above Q4 2021. It also beat the consensus estimate by eight cents.</p><p>It’s got a healthy 2.9% dividend yield to help tide shareholders over during this challenging time.</p><p><b>Apple (AAPL)</b></p><p>I’d be a wealthy man if I had a dollar for every time a story was written about Warren Buffett and Apple. Because most readers already know the whole story of Berkshire’s investment in the iPhone maker, I won’t bother retelling it.</p><p>Apple recently delivered a rare stinker of a quarter, missing on almost every metric for its fiscal first quarter. Even the best companies aren’t going to hit their mark 100% of the time.</p><p>Revenue fell by 5% to $117.2 billion, with services providing one of the few bright spots. Services sales during the first quarter were $20.77 billion, 6.4% higher than a year ago. However, sales for iPhones fell 8.2% to $65.78 billion, accounting for 56% of its overall revenue. On the bottom line, EPS of $1.88 was 10.5% lower than a year ago.</p><p>However, someone as patient as Buffett will focus on the words of Apple CFO Luca Maestri.</p><p>“We set an all-time revenue record of $20.8 billion in our Services business, and in spite of a difficult macroeconomic environment and significant supply constraints, we grew total company revenue on a constant currency basis,” Maestri said. “We generated $34 billion in operating cash flow and returned over $25 billion to shareholders during the quarter while continuing to invest in our long-term growth plans.”</p><p>With more than $51 billion in net cash on its balance sheet, Apple can afford to have a bad quarter or two. That’s why Buffett’s got so much invested in the company.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 7 Best Beaten-Down Warren Buffett Stocks to Buy </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\">\nThe 7 Best Beaten-Down Warren Buffett Stocks to Buy \n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/the-7-best-beaten-down-warren-buffett-stocks-to-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy.Paramount Global(PARA): This stock is cheap, cheap, cheap.Bank of America(BAC): In BofA, Buffett ...</p>\n\n<a href=\"https://investorplace.com/2023/02/the-7-best-beaten-down-warren-buffett-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PARA":"Paramount Global","BAC":"美国银行","BK":"纽约梅隆银行","TSM":"台积电","AAPL":"苹果","DVA":"达维塔保健","HPQ":"惠普"},"source_url":"https://investorplace.com/2023/02/the-7-best-beaten-down-warren-buffett-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170031481","content_text":"Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy.Paramount Global(PARA): This stock is cheap, cheap, cheap.Bank of America(BAC): In BofA, Buffett trusts.Taiwan Semiconductor Manufacturing (TSM): The iPhone-related stock is cheaper than it’s been in four years.DaVita(DVA): Its free cash flow yield is deep in value territory.HP(HPQ): PC demand is down but not out.Bank of New York Mellon(BK): This women-led bank is battling a challenging banking environment.Apple(AAPL): Services continue to be the business’ shining star.When it comes to Warren Buffett stocks to buy, the quintessential purchase is Berkshire Hathaway(NYSE:BRK-B). After all, when you buy shares in Berkshire, you not only get a bunch of great operating businesses like BNSF Railway, Geico, Berkshire Energy and so many more, but you also get an equity portfolio currently worth more than $350.5 billion.When I wrote about the portfolio in March 2021, it was worth $279 billion, so it grew by $71 billion, or 25.6%, in less than 24 months. During the same period, the S&P 500 is up 6.4%.Of course, I’d have to go back and subtract the funds added to the portfolio over the past 24 months, but I think you’ll find that even then, Buffett and his two other portfolio managers — Todd Combs and Ted Weschler — have outperformed the index. This is why I’ve always said that buying BRK-B is better than owning a market-beating low-cost ETF.After a tough year for the markets, a number of the 52 publicly traded U.S. stocks owned by Berkshire Hathaway are lower. For instance, Apple(NASDAQ: AAPL), the holding company’s largest holding accounting for 39.7% of the equity portfolio, is down 13.4% over the past 52 weeks.Of course, Buffett didn’t get where he is today by worrying about short-term gyrations in the market. He buys stocks for the long haul. For average investors, the past year’s weakness may present a great opportunity to pick up some of Buffett’s favorite stocks at a discount.Each of the seven names on this list is down more than the S&P 500 over the past year. So, without further ado, here are the best beaten-down Warren Buffett stocks to buy.Paramount Global (PARA)Paramount Global(NASDAQ: PARA), Berkshire’s 21st-largest holding, accounts for 0.6% of the portfolio. It owns 15% of the company created after the 2019 merger that brought together CBS and Viacom.I’ve been a subscriber to Paramount+ for several months. I find its content far more compelling than Disney+, but I don’t have kids, so I’m probably not the demographic Disney is after.Paramount’s stock has lost more than any of Berkshire’s top 20 holdings over the past year, down 33.1%. Buffett bought more PARA shares in Q3 2022. It will be interesting to see if the holding company added to the position in the fourth quarter, which we will learn mid-month. If so, it would almost certainly boost Paramount’s share price in the near term.In late January, the company said it would merge Paramount+ and Showtime. There have also been rumblings that Paramount+ and Peacock could join into one streaming platform to take on Netflix(NASDAQ: NFLX), Disney(NYSE: DIS), Amazon(NASDAQ: AMZN) Prime, and Apple.Whatever happens, PARA remains cheap with an enterprise value of$29.2 billion, less than six times earnings before interest, taxes, depreciation and amortization (EBITDA).Bank of America (BAC)Bank of America(NYSE: BAC) is Berkshire’s biggest financial services holding, accounting for 10.8% of its equity portfolio. The 1.03 billion shares held are good for a 12.9% stake in the bank.In April 2020, Berkshire got approval from the Federal Reserve Bank of Richmond to buy up to a 24.9% stake in BAC. Berkshire started investing in Bank of America in 2011 by purchasing $5 billion in preferred stock that came with warrants to buy 700 million common shares.It’s estimated to have paid an average price of $25.52 a share over the past decade. The stock is 43% above that price despite a 24% decline in its share price over the past year.In addition to long-term capital appreciation, Bank of America pays a 22-cent quarterly dividend for a yield of 2.4%. Based on Berkshire’s 1.03 billion shares held at the end of the third quarter, BAC supplied the company with more than $226.6 million in passive income for the quarter.Analysts are mixed on BAC stock. Of the 28 covering it, just 15 rates it “overweight” or “buy,” with an average target price of $40.81, a few dollars higher than where it’s currently trading. Ignore the analysts and go with Buffett instead.Taiwan Semiconductor Manufacturing (TSM)Taiwan Semiconductor Manufacturing(NYSE: TSM) is one of Berkshire’s newest positions and one of the largest new positions, accounting for 1.6% of the portfolio.Buffett bought the entire 60.1 million shares in the third quarter of 2022. Berkshire paid an estimated average of $68.56 a share, about 15% above the stock’s 52-week low. Currently, shares are trading 37.5% above Berkshire’s average purchase price.TSM supplies an estimated 90% of the world’s super-advanced computer chips. Apple is a big customer. Buffett’s gotten very familiar with Apple’s operations. So it made sense to buy shares in a beaten-down supplier. If Apple succeeds, so too does Taiwan Semiconductor.TSM finished 2022 as the largest company in the Asia Supply Chain Market Cap 100 ranking despite losing nearly$200 billion in market cap last year. It’s got a big chunk of that back in the first six weeks of 2023.By most financial metrics, TSM’svaluationremains lower than it has been at almost any time over the past four years.DaVita (DVA)DaVita(NYSE: DVA) is Berkshire’s largest position in terms of its ownership stake. The holding company owns 40.1% of the operator of dialysis centers. Its next largest ownership stake is Kraft Heinz(NASDAQ: KHC) at 26.6%.Buffett first acquired shares in Q4 2011. Its estimated average price paid per share is$48.85. So, despite some difficulties at the company over the past decade, Berkshire is comfortably in the black on its bet.If you look at DaVita’s Q3 2022 results, you’ll notice that the revenue per treatment in the first nine months of 2022 was$6.47higher at $364.89. However, the patient care costs per treatment were $12.64 higher at $251.88. As a result, the company’s adjusted operating margin was 13%, 340 basis points lower than a year ago in the same period. Can you say inflation?Free cash flow is one place the company managed to keep pace with last year. In the first nine months of 2022, it was $1.032 billion, just $22 million less than a year ago. Its trailing 12-month free cash flow is$1.15 billion. Based on its $7.53 billion market cap, it has a free cash flow yield of 15.3%. I consider anything above 8% to be in value territory.DVA remains an excellent long-term buy.HP (HPQ)HP(NYSE: HPQ) stock has fallen 20.5% in the past year and 29% from its April 2022 high of $41.47. Warren Buffett can thank the post-Covid-19 PC demand slowdown for the price correction. According to Gartner, Q4 global PC shipments fell by more than 28%. For its part, HP experienced a 26% decline in notebook sales during the quarter.However, HP CEO Enrique Lores believes that demand will pick up in a year or two once work-at-home employees need to refresh their equipment.“We really think that people are going to continue to work in a hybrid way, which means sometimes working from home and sometimes working from the office, doing different things in different locations,” Lores said. “And clearly, this is a big opportunity for us.”HP is Berkshire’s 12th-largest holding with a current market value of $3.6 billion, good for 12.3% of the company and 1% of Berkshire’s equity portfolio. Berkshire is HP’slargest shareholder. It first acquired shares in the PC maker inQ1 2022, paying an estimated average price of $36.94 a share.Yes, it’s underwater on its investment, but given Berkshire gets more than $127 million in dividends annually, it’s getting paid to wait for the rebound.Bank of New York Mellon (BK)Bank of New York Mellon(NYSE: BK) is the second of two banks on my list of beaten-down Warren Buffett stocks to buy. Berkshire owns 7.7%, accounting for 0.9% of the holding company’s equity portfolio.The bank’s CEO, Hanneke Smits, just got named chairwoman of the 30% Club. The 30% Club are CEOs and executives from around the world working on getting female representation on large companies’ boards and executive committees to 30%, hence the name.I’ve long felt that women often make better leaders than men. In 2018, I recommended seven women-led companies to invest in for long-term returns. Except for Ventas(NYSE: VTR)and Kohl’s(NYSE: KSS), they’ve seriously outperformed the S&P 500.However, like many banks, Bank of New York Mellon had to make some adjustments to its business given the current economic environment. On Jan. 13, when it announced its Q4 2022 results, it said it would cut 1,500 jobs, or 3% of its workforce.However, it earned $1.30 a share on an adjusted basis,7%higher than in Q3 2022 and 25% above Q4 2021. It also beat the consensus estimate by eight cents.It’s got a healthy 2.9% dividend yield to help tide shareholders over during this challenging time.Apple (AAPL)I’d be a wealthy man if I had a dollar for every time a story was written about Warren Buffett and Apple. Because most readers already know the whole story of Berkshire’s investment in the iPhone maker, I won’t bother retelling it.Apple recently delivered a rare stinker of a quarter, missing on almost every metric for its fiscal first quarter. Even the best companies aren’t going to hit their mark 100% of the time.Revenue fell by 5% to $117.2 billion, with services providing one of the few bright spots. Services sales during the first quarter were $20.77 billion, 6.4% higher than a year ago. However, sales for iPhones fell 8.2% to $65.78 billion, accounting for 56% of its overall revenue. On the bottom line, EPS of $1.88 was 10.5% lower than a year ago.However, someone as patient as Buffett will focus on the words of Apple CFO Luca Maestri.“We set an all-time revenue record of $20.8 billion in our Services business, and in spite of a difficult macroeconomic environment and significant supply constraints, we grew total company revenue on a constant currency basis,” Maestri said. “We generated $34 billion in operating cash flow and returned over $25 billion to shareholders during the quarter while continuing to invest in our long-term growth plans.”With more than $51 billion in net cash on its balance sheet, Apple can afford to have a bad quarter or two. That’s why Buffett’s got so much invested in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962598787,"gmtCreate":1669799202649,"gmtModify":1676538245721,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm guys [Happy]&nbsp;","listText":"Pls like tyvm guys [Happy]&nbsp;","text":"Pls like tyvm guys [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9962598787","repostId":"1106229901","repostType":4,"repost":{"id":"1106229901","pubTimestamp":1669821685,"share":"https://ttm.financial/m/news/1106229901?lang=&edition=fundamental","pubTime":"2022-11-30 23:21","market":"us","language":"en","title":"SQQQ, TQQQ: Leveraged ETFs Can Be A (Short-Term) Home Run Or A (Long-Term) Loaded Gun","url":"https://stock-news.laohu8.com/highlight/detail?id=1106229901","media":"Seeking Alpha","summary":"SummaryLeveraged ETFs are explosive securities with the ability/potential to give your portfolio a b","content":"<html><head></head><body><h3>Summary</h3><ul><li>Leveraged ETFs are explosive securities with the ability/potential to give your portfolio a big boost (&#39;home run&#39;) or to cause severe damage (&#39;loaded gun&#39;).</li><li>&#39;Home run&#39; allows the batter (investor) to make a complete circuit (whole), and score a big r(et)u(r)n (as well as hedging) for the team (portfolio).</li><li>&#39;Loaded gun&#39; refers to something dangerous, an accident waiting to happen. Playing (investing) with something (leverage) that shouldn&#39;t be messed with.</li><li>In this article, we try to cover all the bases you may find within the leveraged ETFs pitch, particularly 3x-leveraged NASDAQ-100 and Semiconductor ETFs.</li></ul><h3>Prologue</h3><p>Nearly two weeks ago we wrote about &#39;hedging through shorting&#39;, while presenting our short positions in two 3x-leveraged ETFs: ProShares UltraPro QQQ ETF (NASDAQ:TQQQ) and Direxion Daily Semiconductor 3x Bull Shares ETF (SOXL).</p><p>In this article, we wish to remain within the same theme (hedging through shorting) and elaborate on this topic, particularly touching upon two very important aspects that are (not only related but) crucial to the theme:</p><p>1) Leveraged ETFs (in general): Buy vs. Sell, Pros and Cons, Risk and Reward.</p><p>2) Live demonstration of how leveraged ETFs&#39; mechanics work (or don&#39;t work...): Specific examples using two pairs of growth/tech leveraged ETFs:</p><ul><li>Big Tech: ProShares UltraPro QQQ (TQQQ) vs ProShares UltraPro Short QQQ (NASDAQ:SQQQ)</li><li>Semiconductors: Direxion Daily Semiconductor 3X Bull Shares ETF (SOXL) vs Direxion Daily Semiconductor 3X Bear Shares ETF (SOXS)</li></ul><h3>Leveraged ETFs - Key Features</h3><p><b>Buy vs Sell</b></p><p>This is likely the most important aspect to keep in mind.</p><p>Since leveraged ETFs use options/derivatives to achieve the magnifying element (leveraging) - any leveraged ETF, by definition, suffers from time decay, aka &#34;Theta&#34;.</p><blockquote>Time decay is a measure of the rate of decline in the value of an options contract due to the passage of time. Time decay accelerates as an option&#39;s time to expiration draws closer since there&#39;s less time to realize a profit from the trade. - [Source]</blockquote><p>What you need to know:</p><p>1. The closer an option is to its expiry date - the more rapidly it&#39;s losing money (to time decay).</p><p>2. An &#34;At The Money&#34; (&#34;ATM&#34;) option will receive the biggest premium at the start, but will lose the most, at an accelerating pace, towards the end.</p><p>3. An &#34;In The Money&#34; (&#34;ITM&#34;) option will receive the smallest premium at the start, and it will lose that premium, at a fairly steady pace, along its life.</p><p><img src=\"https://static.tigerbbs.com/368ed5a08b21ab35157fd2dafd062adb\" tg-width=\"1126\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/>From a pure Theta perspective, it&#39;s categorically better to sell a leveraged ETF than to buy one, because the (loss of) time decay is working in the investor&#39;s favor.</p><h3>Pros and Cons</h3><p>Leveraged ETFs are risky instruments.</p><p>Therefore, there are certain features one must be aware of, and there are certain rules one would be better off adhering to.</p><ul><li>Leverage (of a benchmark)</li></ul><p>Principally, all leveraged ETFs are aiming to amplify the return of a non-leveraged instrument, usually an index. For example:</p><p><img src=\"https://static.tigerbbs.com/150dbfc8472af659f2d4d0944b5e98c5\" tg-width=\"639\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3aacda8b59c69aea79e6571fb0afcdde\" tg-width=\"623\" tg-height=\"688\" referrerpolicy=\"no-referrer\"/>It&#39;s important to remain within one&#39;s comfort zone, and to ensure that the use of a leveraged ETF fits the investor&#39;s profile, needs, and risk aversion.</p><ul><li>Volatility</li></ul><p>Looking at the 30-Day Rolling Volatility, you can see that the leverage is amplifying not only the return, but also the volatility. A 3x-leveraged ETF is 3x as volatile as the benchmark it&#39;s looking to copy.</p><p>Semis:</p><p><img src=\"https://static.tigerbbs.com/d9d915744f2a6776e745da15b2cecab4\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Tech:</p><p><img src=\"https://static.tigerbbs.com/dfac9d30f417c667d74397fc29f1dcdd\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><ul><li><b>Daily performance</b></li></ul><p>This is one of the features many investors miss or fail to understand.</p><p>Leveraged ETFs are trying to mimic the daily performance of a certain benchmark. As such, when you look at the daily (or short-term for that matter) performance - the leveraged ETF is likely to show a very/fairly close return to the leverage it offers (be it a long or a short mechanism). For example:</p><p>Semis&#39; 1-day price change: Daily returns of SOXL and SOXS are about +3x and -3x, respectively, the daily return of SOXX.</p><p><img src=\"https://static.tigerbbs.com/08ca1f40fcd06f5ad9537f02af6ffe76\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Tech&#39;s 1-day price change: Daily returns of TQQQ and SQQQ are about +3x and -3x, respectively, the daily return of QQQ.</p><p><img src=\"https://static.tigerbbs.com/a55a842f81460cba9dc1a6938d472d92\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Nonetheless, if we move to a longer period, say 2022, the math isn&#39;t as straight as it&#39;s when we look at the short-term.</p><p>Semis&#39; YTD price change: YTD returns of SOXL and SOXS are about +2.65x and -0.07x, respectively, the YTD return of SOXX.</p><p><img src=\"https://static.tigerbbs.com/92d1ddfcba6984ae9d30559901dfc14c\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Tech&#39;s YTD price change: YTD returns of TQQQ and SQQQ are about +2.61x and -2.87x [=(52.59+28.13)/-28.13], respectively, the daily return of QQQ.</p><p><img src=\"https://static.tigerbbs.com/411ddaf98aa8aa072f20f9953bac8e26\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Over time, and assuming the benchmark/index doesn&#39;t move in a (fairly) straight line - the performance of a leveraged ETF may differ significantly from the performance of the underlying benchmark.</p><h3>Risk and Reward</h3><ul><li>Phenomenal/Horrendous Total Returns</li></ul><p>First and foremost, as you may well understand, the main risk is the (quite reasonable) scenario of losing a lot of money, quickly.</p><p>Of course, there&#39;s always the flip-side of that coin, and leveraged ETFs may also deliver significant returns (during short periods).</p><p>If &#34;Timing is Everything&#34;, generally speaking, it&#39;s even more crucial when it comes to buying leveraged ETFs. One must have a high conviction, a near-perfect timing, a short-term trading view/mentality, and an exit (including stop loss) strategy. [We elaborate on these elements at the end of this article.]</p><p>Below you can see the total returns of the leveraged ETFs we focus on during two very different periods.</p><p>1) Bear Market: Total Return since Dec. 27, 2021</p><p>Semis:</p><p><img src=\"https://static.tigerbbs.com/6894a55ca17620f94b6c167ef6402e40\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Tech:</p><p><img src=\"https://static.tigerbbs.com/1101bbe95e105d513c3e3ea4558a48fd\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Clearly, there&#39;s a lot of money to be lost (or made) during a bear market with any instrument, let alone 3x-leveraged ETFs. While the benchmarks (SOXX, QQQ) have lost ~30%, the ultra long ETFs (SOXL, TQQQ) have lost over 3/4 of their value, and the ultra short ETFs (SOXS, SQQQ) have actually gained.</p><p>Pay attention to the divergence between SOXS (a gain of only 4.5%) and SQQQ (a gain of 59.3%), a result of the recent speedy recovery of Semis (relative to Tech) in recent weeks.</p><p>2) Bull Market: Total Return from Mar. 23, 2020 to Dec. 27, 2021</p><p>Semis:</p><p><img src=\"https://static.tigerbbs.com/92b8f1a0c1b82b3cb1e5ad23e4896cd7\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Tech:</p><p><img src=\"https://static.tigerbbs.com/b74788301b08e6b05cb21c07a2bf633e\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Clearly, there&#39;s a lot of money to be lost (or made) during a bull market with any instrument, let alone 3x-leveraged ETFs. While the benchmarks (SOXX, QQQ) have gained low triple-digit %, the ultra long ETFs (SOXL, TQQQ) have delivered stunning returns. At the same time, the ultra short ETFs (SOXS, SQQQ) have practically vanished, leaving investors with (nearly) nothing out of their initial investments.</p><ul><li>The Longer the Tenure - the Higher the Risk of Losing Big</li></ul><p>Secondly, and regardless of the (bull or bear) type of market we&#39;re in and/or the total return over a certain period, leveraged ETFs are guaranteed to lose value over time. Putting it differently, the longer you stick to these instruments - the higher the odds of a significant drawdown.</p><p>Below you can see how deep is the decline that leveraged ETFs have (thus may) suffered from (% off-high) over different tenures.</p><ul><li>3 years: While the long versions (SOXL, TQQQ) have lost 75%-80%, the short versions (SOXS, SQQQ) have lost nearly their entire value.</li></ul><p><img src=\"https://static.tigerbbs.com/8a6e0590652f7807dac6b79902906e56\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>10 years: While the long versions (SOXL, TQQQ) have lost 75%-80%, the short versions (SOXS, SQQQ) have lost nearly their entire value.</p><p><img src=\"https://static.tigerbbs.com/06cfda7540359bd9cc38adb53f3c0ce5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Although the past decade can definitely be described as a bull market (overall), leveraged ETFs have been hammered, no matter whether they were long or short the underlying benchmarks.</p><p>This, once again, proves that these instruments can&#39;t be held (long position) over the long run. You can be long, but not for too long.</p><ul><li>&#34;The Road is Long With Many a Winding Turn&#34; [Source]</li></ul><p>Finally, it&#39;s important to understand that both time and slope play a major role in determining the return, therefore worthiness, of trading a leveraged ETF.</p><p>It&#39;s very unlikely, almost impossible, for your long (short) leveraged ETF position to deliver a return equal to the (inverse) return of the underlying, non-leveraged, benchmark.</p><p>To explain this, let&#39;s use the S&amp;P 500 and its +/-1/2/3 leveraged versions.</p><p>Naturally, the 2x- (SSO, SDS) and 3x- (SPXL, SPXU) leveraged versions are 2x and 3x as volatile as the non-leveraged versions (SPY, SH).</p><p><img src=\"https://static.tigerbbs.com/bad8a8d33cac5ca5325d1e87252fcc57\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>But does the extra volatility usually/automatically translate into higher returns? Not necessarily.</p><p>YTD: While the returns of the long versions (SPY, SSO, SPXL) make sense (from a leverage/volatility perspective), those of the short versions (SH, SDS, SPXS) don&#39;t.</p><p>As a matter of fact, the 2x-leveraged SDS and the 3x-leveraged SPXS have delivered nearly the same total returns. If so, why would one pick the more risky SPXS over the less risky SDS!?</p><p><img src=\"https://static.tigerbbs.com/70c1d7bf3df268038e733ac481808cfd\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>3-Year: The 2x-leveraged SSO has returned twice as much as the 3x-leveraged SPXL. Moreover, the non-leveraged SPY is only ~4.4% short of SSO&#39;s total return.</p><p>In both cases, the extra risk (volatility) hasn&#39;t resulted in a better performance; quite the contrary.</p><p><img src=\"https://static.tigerbbs.com/8fb13320549920cff3809ee8726cb761\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>5-Year: Once again, the 2x-leveraged SSO has returned more than the 3x-leveraged SPXL. Moreover, the 2x-leveraged SDS hasn&#39;t performed a lot better than the 3x-leveraged SPXS.</p><p><img src=\"https://static.tigerbbs.com/cdad0968ee275882b1bde91148e5adc6\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>10-Year: The short ETFs, whether leveraged or not, got battered. The long ETFs, however, are looking as good as how you wish a leveraged ETF (that you buy) to be.</p><p>SPXL and SSO have returned more than 4x and ~2.5x, respectively, what SPY has.</p><h3><img src=\"https://static.tigerbbs.com/f1fa1010c919a4c479c723f41feca151\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Macro Trading Factory - Trading Alerts</h3><p>Here is some of the information that we posted when we issued the most recent trading alerts (&#34;TAs&#34;) to our subscribers.</p><p>We are happy to share this information here, as we believe it&#39;s relevant and allows for a better understanding of the topic.</p><p><b>TA dated Nov. 14, 2022:</b></p><p>These TAs were discussed and explained in the piece that we&#39;ve published Nov. 14.</p><p>The main message: With the SPX reaching the 4000 mark, we wish to employ some anti-tech/growth hedging again, and by doing so we&#39;re (once again) reducing our net long exposure (back to the low 60s% area).</p><p>Recall that there are two pairs we&#39;re referring to:</p><ul><li>Direxion Daily Semiconductor 3X Bull Shares ETF (SOXL) vs. Direxion Daily Semiconductor 3X Bear Shares ETF (SOXS) &gt;&gt;&gt; We&#39;re shorting SOXL, but one may buy SOXS for a similar (though not equivalent) effect.</li><li>ProShares UltraPro QQQ (TQQQ) vs ProShares UltraPro Short QQQ (SQQQ) &gt;&gt;&gt; We&#39;re shorting TQQQ, but one may buy SQQQ for a similar (though not equivalent) effect.</li></ul><p>Key points to keep in mind:</p><p><b>Total Assets Under Management:</b></p><p>The 3x-bullish ETFs (SOXL, TQQQ) are attracting a lot more money than their 3x-bearish counterparts (SOXS, SQQQ).</p><p>Having said that, last week no less than $658M was funneled into SQQQ. Per Bloomberg, that’s the largest-ever inflow for a product that aims to deliver 3x the opposite performance of the US benchmark for major technology companies.</p><p><img src=\"https://static.tigerbbs.com/9724d5357aacd21faca67fa41303f501\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>When looking at the Daily Price Change the movements are fairly close in absolute terms, i.e. SOXL is moving like SOXS and TQQQ is moving like SQQQ.</p><p><img src=\"https://static.tigerbbs.com/4c47be4c766220c701899bf0d6a101de\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>Nevertheless, things are changing over time.</p><p>The longer the period - the greater the (potential) divergence.</p><p>It&#39;s not guaranteed, but shorting the 3x-bullish ETFs is likely to deliver a better return than buying the 3x-bearish ETFs.</p><p><img src=\"https://static.tigerbbs.com/3bd04a6dd22233fa049980c445da8fe1\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><b>TA dated Nov. 15, 2022:</b></p><p>Nothing to add to what we wrote Nov. 14, but still - we would like to show you how even the technical analysis supports the fundamentals and risk aversion mode we see ahead.</p><p>Recall that it&#39;s not advisable to do technical analysis using leveraged instruments. Leverage is just a &#34;wrapper&#34; not the base &#34;package&#34; which is the non-leveraged instrument.</p><p>Having that in mind, here are the two, relevant, non-leveraged instruments on which we conduct some technical analysis. [Note that they&#39;re very similar in terms of nature and the message they deliver.]</p><p>SOXX is currently hitting (or just about to hit) three resistance levels:</p><ul><li>200-DMA</li><li>Long-term down-trending red line</li><li>Short-term (horizontal) green line</li></ul><p><img src=\"https://static.tigerbbs.com/b6eee7104e4db90857447d7d121ae952\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>QQQ is coming close to hit three resistance levels:</p><ul><li>200-DMA</li><li>Long-term down-trending red line</li><li>Short-term (horizontal) green line</li></ul><h3><img src=\"https://static.tigerbbs.com/e598be9ef4639bb84d081b6c7683223a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Epilogue</h3><p>A leveraged ETF can be your best friend when you get the direction and timing right, but it can be your worst nightmare when you get the direction and timing wrong.</p><p>We hope that through this article, we&#39;ve managed to assist you with better understanding the Dr. Jekyll (&#39;Home Run&#39;) and Mr. Hyde (&#39;Loaded Gun&#39;) natures (characteristics) of these instruments.</p><p>As we mentioned above, when buying a leveraged ETF, it&#39;s very important to keep the pros and cons, risk and reward, in mind but it&#39;s not enough. In addition to all these attributes, one musts also have the following:</p><p><b>1) High Conviction</b>: Buying a leveraged ETF requires a higher-than-usual conviction, in line with the significantly higher volatility. &#34;Feeling good&#34; about the upside potential of an investing idea isn&#39;t enough and an in-depth analysis regarding the downside risk is key.</p><p>If we believe the downside risk of the underlying (non-leveraged) to be significant (usually 20%), we&#39;re less likely to move in, even if the upside is way more significant.</p><p>Unlike a non-leveraged security that we may buy (if the risk/reward is very attractive) even if the downside risk is significant, when it comes to a leveraged ETF downside risk rules (overcoming the risk/reward profile, no matter how attractive the latter is).</p><p><b>2) Near-perfect timing</b>: It&#39;s very hard to find the &#34;right moment&#34;, surely the &#34;perfect timing&#34;. The latter is based on pure luck and only retrospectively we are in position to know whether our timing was good or not.</p><p>Therefore, when we say &#34;near perfect timing&#34; we actually refer to maximum hesitation and patience. Take your time, don&#39;t rush, and let the stabilization, consolidation, and/or capitulation periods show their pretty, and more important: less risky, face.</p><p>In line with that, it&#39;s strongly advisable to build a position involving a leveraged ETF over time. Indeed, it&#39;s likely going to be a relatively short time, in order to match the &#34;hit the iron while it&#39;s hot&#34; concept. Still, it&#39;s better to &#39;hit&#39; a leveraged &#39;iron&#39; several times rather than only once or twice.</p><p><b>3) Short-term trading view/mentality</b>: We believe that investors mustn&#39;t &#34;get married&#34; with any position, surely not with a leveraged ETF.</p><p>Any position has a (stretched) valuation where it warrants a sale, and when it comes to leveraged ETFs - quick &#34;love affairs&#34; is the name of the game.</p><p>Leveraged ETFs aren&#39;t the type of instrument you wish to get older with. They are only suitable for certain times and there&#39;s no reason to extend their hospitality for too long.</p><p>Best is to pre-set levels and targets, and once those get fulfilled - kiss the leveraged ETF goodbye. No hard feelings, and no need to shed tears.</p><p><b>4) An exit (including stop loss) strategy</b>:</p><p>Not every encounter we have in life results in a pleasant experience. Some encounters are very enjoyable/profitable, some less, and a few may suck big time.</p><p>The idea is to minimize the latter type and to avoid stretching the former type.</p><p>If it works out quickly - say goodbye quickly.</p><p>If you still wish to examine the relationship - let it be, as long as the examining period doesn&#39;t come at the expense of other, possibly better, encounters.</p><p>But if it looks as if there&#39;s no future here - there&#39;s really no reason to stick around. Cut your losses and move on.</p><p>Obviously, easier said (or written) than done, but here&#39;s an example of all the trades we suggested involving SOXL, one of the leveraged ETF we were active with this year on both LONG and SHORT fronts.</p><p><img src=\"https://static.tigerbbs.com/c0fceeac15e08c937192dbffd184eb9a\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/>I don&#39;t think we had perfect timing, but we did have pretty good timing.</p><p>More importantly, we had a high conviction [Note: different times = different directions!], we surely had/have a short-term trading view/mentality, and we certainly didn&#39;t/don&#39;t fall in love with the position - be it a LONG or a SHORT one.</p><p>Last but not least, keep in mind that we use leveraged ETFs as part of our HEDGING strategy, which means that there are LONG positions (we wish to protect) against the SHORT positions (if and when we open such positions).</p><p>This isn&#39;t something we suggest the average investor do without having the necessary ingredients (knowledge, experience, guts/risk aversion) and tools (risk analysis, portfolio management, modeling) to support such an activity.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SQQQ, TQQQ: Leveraged ETFs Can Be A (Short-Term) Home Run Or A (Long-Term) Loaded Gun</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\">\nSQQQ, TQQQ: Leveraged ETFs Can Be A (Short-Term) Home Run Or A (Long-Term) Loaded Gun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561075-sqqq-tqqq-leveraged-etfs-home-run-or-loaded-gun><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLeveraged ETFs are explosive securities with the ability/potential to give your portfolio a big boost ('home run') or to cause severe damage ('loaded gun').'Home run' allows the batter (...</p>\n\n<a href=\"https://seekingalpha.com/article/4561075-sqqq-tqqq-leveraged-etfs-home-run-or-loaded-gun\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"https://seekingalpha.com/article/4561075-sqqq-tqqq-leveraged-etfs-home-run-or-loaded-gun","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1106229901","content_text":"SummaryLeveraged ETFs are explosive securities with the ability/potential to give your portfolio a big boost ('home run') or to cause severe damage ('loaded gun').'Home run' allows the batter (investor) to make a complete circuit (whole), and score a big r(et)u(r)n (as well as hedging) for the team (portfolio).'Loaded gun' refers to something dangerous, an accident waiting to happen. Playing (investing) with something (leverage) that shouldn't be messed with.In this article, we try to cover all the bases you may find within the leveraged ETFs pitch, particularly 3x-leveraged NASDAQ-100 and Semiconductor ETFs.PrologueNearly two weeks ago we wrote about 'hedging through shorting', while presenting our short positions in two 3x-leveraged ETFs: ProShares UltraPro QQQ ETF (NASDAQ:TQQQ) and Direxion Daily Semiconductor 3x Bull Shares ETF (SOXL).In this article, we wish to remain within the same theme (hedging through shorting) and elaborate on this topic, particularly touching upon two very important aspects that are (not only related but) crucial to the theme:1) Leveraged ETFs (in general): Buy vs. Sell, Pros and Cons, Risk and Reward.2) Live demonstration of how leveraged ETFs' mechanics work (or don't work...): Specific examples using two pairs of growth/tech leveraged ETFs:Big Tech: ProShares UltraPro QQQ (TQQQ) vs ProShares UltraPro Short QQQ (NASDAQ:SQQQ)Semiconductors: Direxion Daily Semiconductor 3X Bull Shares ETF (SOXL) vs Direxion Daily Semiconductor 3X Bear Shares ETF (SOXS)Leveraged ETFs - Key FeaturesBuy vs SellThis is likely the most important aspect to keep in mind.Since leveraged ETFs use options/derivatives to achieve the magnifying element (leveraging) - any leveraged ETF, by definition, suffers from time decay, aka \"Theta\".Time decay is a measure of the rate of decline in the value of an options contract due to the passage of time. Time decay accelerates as an option's time to expiration draws closer since there's less time to realize a profit from the trade. - [Source]What you need to know:1. The closer an option is to its expiry date - the more rapidly it's losing money (to time decay).2. An \"At The Money\" (\"ATM\") option will receive the biggest premium at the start, but will lose the most, at an accelerating pace, towards the end.3. An \"In The Money\" (\"ITM\") option will receive the smallest premium at the start, and it will lose that premium, at a fairly steady pace, along its life.From a pure Theta perspective, it's categorically better to sell a leveraged ETF than to buy one, because the (loss of) time decay is working in the investor's favor.Pros and ConsLeveraged ETFs are risky instruments.Therefore, there are certain features one must be aware of, and there are certain rules one would be better off adhering to.Leverage (of a benchmark)Principally, all leveraged ETFs are aiming to amplify the return of a non-leveraged instrument, usually an index. For example:It's important to remain within one's comfort zone, and to ensure that the use of a leveraged ETF fits the investor's profile, needs, and risk aversion.VolatilityLooking at the 30-Day Rolling Volatility, you can see that the leverage is amplifying not only the return, but also the volatility. A 3x-leveraged ETF is 3x as volatile as the benchmark it's looking to copy.Semis:Tech:Daily performanceThis is one of the features many investors miss or fail to understand.Leveraged ETFs are trying to mimic the daily performance of a certain benchmark. As such, when you look at the daily (or short-term for that matter) performance - the leveraged ETF is likely to show a very/fairly close return to the leverage it offers (be it a long or a short mechanism). For example:Semis' 1-day price change: Daily returns of SOXL and SOXS are about +3x and -3x, respectively, the daily return of SOXX.Tech's 1-day price change: Daily returns of TQQQ and SQQQ are about +3x and -3x, respectively, the daily return of QQQ.Nonetheless, if we move to a longer period, say 2022, the math isn't as straight as it's when we look at the short-term.Semis' YTD price change: YTD returns of SOXL and SOXS are about +2.65x and -0.07x, respectively, the YTD return of SOXX.Tech's YTD price change: YTD returns of TQQQ and SQQQ are about +2.61x and -2.87x [=(52.59+28.13)/-28.13], respectively, the daily return of QQQ.Over time, and assuming the benchmark/index doesn't move in a (fairly) straight line - the performance of a leveraged ETF may differ significantly from the performance of the underlying benchmark.Risk and RewardPhenomenal/Horrendous Total ReturnsFirst and foremost, as you may well understand, the main risk is the (quite reasonable) scenario of losing a lot of money, quickly.Of course, there's always the flip-side of that coin, and leveraged ETFs may also deliver significant returns (during short periods).If \"Timing is Everything\", generally speaking, it's even more crucial when it comes to buying leveraged ETFs. One must have a high conviction, a near-perfect timing, a short-term trading view/mentality, and an exit (including stop loss) strategy. [We elaborate on these elements at the end of this article.]Below you can see the total returns of the leveraged ETFs we focus on during two very different periods.1) Bear Market: Total Return since Dec. 27, 2021Semis:Tech:Clearly, there's a lot of money to be lost (or made) during a bear market with any instrument, let alone 3x-leveraged ETFs. While the benchmarks (SOXX, QQQ) have lost ~30%, the ultra long ETFs (SOXL, TQQQ) have lost over 3/4 of their value, and the ultra short ETFs (SOXS, SQQQ) have actually gained.Pay attention to the divergence between SOXS (a gain of only 4.5%) and SQQQ (a gain of 59.3%), a result of the recent speedy recovery of Semis (relative to Tech) in recent weeks.2) Bull Market: Total Return from Mar. 23, 2020 to Dec. 27, 2021Semis:Tech:Clearly, there's a lot of money to be lost (or made) during a bull market with any instrument, let alone 3x-leveraged ETFs. While the benchmarks (SOXX, QQQ) have gained low triple-digit %, the ultra long ETFs (SOXL, TQQQ) have delivered stunning returns. At the same time, the ultra short ETFs (SOXS, SQQQ) have practically vanished, leaving investors with (nearly) nothing out of their initial investments.The Longer the Tenure - the Higher the Risk of Losing BigSecondly, and regardless of the (bull or bear) type of market we're in and/or the total return over a certain period, leveraged ETFs are guaranteed to lose value over time. Putting it differently, the longer you stick to these instruments - the higher the odds of a significant drawdown.Below you can see how deep is the decline that leveraged ETFs have (thus may) suffered from (% off-high) over different tenures.3 years: While the long versions (SOXL, TQQQ) have lost 75%-80%, the short versions (SOXS, SQQQ) have lost nearly their entire value.10 years: While the long versions (SOXL, TQQQ) have lost 75%-80%, the short versions (SOXS, SQQQ) have lost nearly their entire value.Although the past decade can definitely be described as a bull market (overall), leveraged ETFs have been hammered, no matter whether they were long or short the underlying benchmarks.This, once again, proves that these instruments can't be held (long position) over the long run. You can be long, but not for too long.\"The Road is Long With Many a Winding Turn\" [Source]Finally, it's important to understand that both time and slope play a major role in determining the return, therefore worthiness, of trading a leveraged ETF.It's very unlikely, almost impossible, for your long (short) leveraged ETF position to deliver a return equal to the (inverse) return of the underlying, non-leveraged, benchmark.To explain this, let's use the S&P 500 and its +/-1/2/3 leveraged versions.Naturally, the 2x- (SSO, SDS) and 3x- (SPXL, SPXU) leveraged versions are 2x and 3x as volatile as the non-leveraged versions (SPY, SH).But does the extra volatility usually/automatically translate into higher returns? Not necessarily.YTD: While the returns of the long versions (SPY, SSO, SPXL) make sense (from a leverage/volatility perspective), those of the short versions (SH, SDS, SPXS) don't.As a matter of fact, the 2x-leveraged SDS and the 3x-leveraged SPXS have delivered nearly the same total returns. If so, why would one pick the more risky SPXS over the less risky SDS!?3-Year: The 2x-leveraged SSO has returned twice as much as the 3x-leveraged SPXL. Moreover, the non-leveraged SPY is only ~4.4% short of SSO's total return.In both cases, the extra risk (volatility) hasn't resulted in a better performance; quite the contrary.5-Year: Once again, the 2x-leveraged SSO has returned more than the 3x-leveraged SPXL. Moreover, the 2x-leveraged SDS hasn't performed a lot better than the 3x-leveraged SPXS.10-Year: The short ETFs, whether leveraged or not, got battered. The long ETFs, however, are looking as good as how you wish a leveraged ETF (that you buy) to be.SPXL and SSO have returned more than 4x and ~2.5x, respectively, what SPY has.Macro Trading Factory - Trading AlertsHere is some of the information that we posted when we issued the most recent trading alerts (\"TAs\") to our subscribers.We are happy to share this information here, as we believe it's relevant and allows for a better understanding of the topic.TA dated Nov. 14, 2022:These TAs were discussed and explained in the piece that we've published Nov. 14.The main message: With the SPX reaching the 4000 mark, we wish to employ some anti-tech/growth hedging again, and by doing so we're (once again) reducing our net long exposure (back to the low 60s% area).Recall that there are two pairs we're referring to:Direxion Daily Semiconductor 3X Bull Shares ETF (SOXL) vs. Direxion Daily Semiconductor 3X Bear Shares ETF (SOXS) >>> We're shorting SOXL, but one may buy SOXS for a similar (though not equivalent) effect.ProShares UltraPro QQQ (TQQQ) vs ProShares UltraPro Short QQQ (SQQQ) >>> We're shorting TQQQ, but one may buy SQQQ for a similar (though not equivalent) effect.Key points to keep in mind:Total Assets Under Management:The 3x-bullish ETFs (SOXL, TQQQ) are attracting a lot more money than their 3x-bearish counterparts (SOXS, SQQQ).Having said that, last week no less than $658M was funneled into SQQQ. Per Bloomberg, that’s the largest-ever inflow for a product that aims to deliver 3x the opposite performance of the US benchmark for major technology companies.When looking at the Daily Price Change the movements are fairly close in absolute terms, i.e. SOXL is moving like SOXS and TQQQ is moving like SQQQ.Nevertheless, things are changing over time.The longer the period - the greater the (potential) divergence.It's not guaranteed, but shorting the 3x-bullish ETFs is likely to deliver a better return than buying the 3x-bearish ETFs.TA dated Nov. 15, 2022:Nothing to add to what we wrote Nov. 14, but still - we would like to show you how even the technical analysis supports the fundamentals and risk aversion mode we see ahead.Recall that it's not advisable to do technical analysis using leveraged instruments. Leverage is just a \"wrapper\" not the base \"package\" which is the non-leveraged instrument.Having that in mind, here are the two, relevant, non-leveraged instruments on which we conduct some technical analysis. [Note that they're very similar in terms of nature and the message they deliver.]SOXX is currently hitting (or just about to hit) three resistance levels:200-DMALong-term down-trending red lineShort-term (horizontal) green lineQQQ is coming close to hit three resistance levels:200-DMALong-term down-trending red lineShort-term (horizontal) green lineEpilogueA leveraged ETF can be your best friend when you get the direction and timing right, but it can be your worst nightmare when you get the direction and timing wrong.We hope that through this article, we've managed to assist you with better understanding the Dr. Jekyll ('Home Run') and Mr. Hyde ('Loaded Gun') natures (characteristics) of these instruments.As we mentioned above, when buying a leveraged ETF, it's very important to keep the pros and cons, risk and reward, in mind but it's not enough. In addition to all these attributes, one musts also have the following:1) High Conviction: Buying a leveraged ETF requires a higher-than-usual conviction, in line with the significantly higher volatility. \"Feeling good\" about the upside potential of an investing idea isn't enough and an in-depth analysis regarding the downside risk is key.If we believe the downside risk of the underlying (non-leveraged) to be significant (usually 20%), we're less likely to move in, even if the upside is way more significant.Unlike a non-leveraged security that we may buy (if the risk/reward is very attractive) even if the downside risk is significant, when it comes to a leveraged ETF downside risk rules (overcoming the risk/reward profile, no matter how attractive the latter is).2) Near-perfect timing: It's very hard to find the \"right moment\", surely the \"perfect timing\". The latter is based on pure luck and only retrospectively we are in position to know whether our timing was good or not.Therefore, when we say \"near perfect timing\" we actually refer to maximum hesitation and patience. Take your time, don't rush, and let the stabilization, consolidation, and/or capitulation periods show their pretty, and more important: less risky, face.In line with that, it's strongly advisable to build a position involving a leveraged ETF over time. Indeed, it's likely going to be a relatively short time, in order to match the \"hit the iron while it's hot\" concept. Still, it's better to 'hit' a leveraged 'iron' several times rather than only once or twice.3) Short-term trading view/mentality: We believe that investors mustn't \"get married\" with any position, surely not with a leveraged ETF.Any position has a (stretched) valuation where it warrants a sale, and when it comes to leveraged ETFs - quick \"love affairs\" is the name of the game.Leveraged ETFs aren't the type of instrument you wish to get older with. They are only suitable for certain times and there's no reason to extend their hospitality for too long.Best is to pre-set levels and targets, and once those get fulfilled - kiss the leveraged ETF goodbye. No hard feelings, and no need to shed tears.4) An exit (including stop loss) strategy:Not every encounter we have in life results in a pleasant experience. Some encounters are very enjoyable/profitable, some less, and a few may suck big time.The idea is to minimize the latter type and to avoid stretching the former type.If it works out quickly - say goodbye quickly.If you still wish to examine the relationship - let it be, as long as the examining period doesn't come at the expense of other, possibly better, encounters.But if it looks as if there's no future here - there's really no reason to stick around. Cut your losses and move on.Obviously, easier said (or written) than done, but here's an example of all the trades we suggested involving SOXL, one of the leveraged ETF we were active with this year on both LONG and SHORT fronts.I don't think we had perfect timing, but we did have pretty good timing.More importantly, we had a high conviction [Note: different times = different directions!], we surely had/have a short-term trading view/mentality, and we certainly didn't/don't fall in love with the position - be it a LONG or a SHORT one.Last but not least, keep in mind that we use leveraged ETFs as part of our HEDGING strategy, which means that there are LONG positions (we wish to protect) against the SHORT positions (if and when we open such positions).This isn't something we suggest the average investor do without having the necessary ingredients (knowledge, experience, guts/risk aversion) and tools (risk analysis, portfolio management, modeling) to support such an activity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935662323,"gmtCreate":1663082589762,"gmtModify":1676537199481,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9935662323","repostId":"1118385566","repostType":4,"repost":{"id":"1118385566","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":1663079518,"share":"https://ttm.financial/m/news/1118385566?lang=&edition=fundamental","pubTime":"2022-09-13 22:31","market":"us","language":"en","title":"Some EV Stocks Rallied in Morning Trading with Li Auto Jumping nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118385566","media":"Tiger Newspress","summary":"Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.","content":"<html><head></head><body><p>Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.<img src=\"https://static.tigerbbs.com/a3a8f62cda9169d4289d9772c0b5c874\" tg-width=\"434\" tg-height=\"358\" 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>Some EV Stocks Rallied in Morning Trading with Li Auto Jumping nearly 6%</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\">\nSome EV Stocks Rallied in Morning Trading with Li Auto Jumping nearly 6%\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\">2022-09-13 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.<img src=\"https://static.tigerbbs.com/a3a8f62cda9169d4289d9772c0b5c874\" tg-width=\"434\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118385566","content_text":"Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097321855,"gmtCreate":1645343586117,"gmtModify":1676534020537,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097321855","repostId":"2212867177","repostType":4,"repost":{"id":"2212867177","pubTimestamp":1645329608,"share":"https://ttm.financial/m/news/2212867177?lang=&edition=fundamental","pubTime":"2022-02-20 12:00","market":"us","language":"en","title":"As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2212867177","media":"MarketWatch","summary":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or mo","content":"<html><head></head><body><p>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify&#39;s stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts&#39; expectations for revenue and earnings.</p><p>The above headline from Barron&#39;s spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company&#39;s own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><b>A high valuation in a touchy market</b></p><p>Here&#39;s a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That&#39;s a very high valuation when compared with a price/sales valuation of 2.6 for the S&amp;P 500  and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p>Investors were paying through the nose for Shopify&#39;s stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><b>Three ecommerce ETFs</b></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul><p>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><b>Ecommerce stock screen</b></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p>Leaving the list in the same order, here&#39;s a summary of analysts&#39; opinions about the stocks:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023</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\">\nAs investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth ...</p>\n\n<a href=\"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","UBER":"优步","TCOM":"携程网","PDD":"拼多多","CVNA":"Carvana Co."},"source_url":"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212867177","content_text":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.A high valuation in a touchy marketHere's a three-year price chart for Shopify Inc. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:FACTSETThe stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500  and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.Three ecommerce ETFsIn order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:Ecommerce stock screenTogether, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.Source: FactSetLeaving the list in the same order, here's a summary of analysts' opinions about the stocks:Souce: FactSet","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172341463,"gmtCreate":1626940261852,"gmtModify":1703480957036,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls help comment and like ;)","listText":"Pls help comment and like ;)","text":"Pls help comment and like ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/172341463","repostId":"2153477496","repostType":4,"repost":{"id":"2153477496","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626899252,"share":"https://ttm.financial/m/news/2153477496?lang=&edition=fundamental","pubTime":"2021-07-22 04:27","market":"us","language":"en","title":"Wall Street ends higher, powered by strong earnings, economic cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=2153477496","media":"Reuters","summary":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesda","content":"<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</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>Wall Street ends higher, powered by strong earnings, economic cheer</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\">\nWall Street ends higher, powered by strong earnings, economic cheer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-22 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.</p>\n<p>All three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.</p>\n<p>Economically sensitive smallcaps , semiconductors&nbsp;and financials&nbsp;outperformed the broader market.</p>\n<p>\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"</p>\n<p>A rebound in travel helped fuel United Airlines'&nbsp;revenue beat, boosting its stock by 3.8%.</p>\n<p>The S&amp;P 1500 Airlines index&nbsp;gained 3.3%, while the S&amp;P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.</p>\n<p>\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"</p>\n<p>Benchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.</p>\n<p>Wrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.</p>\n<p>The Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&amp;P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, energy stocks</p>\n<p>were the big winners, jumping 3.5% with the help of surging crude prices .</p>\n<p>Second-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&amp;P 500 having posted results. Of those, 88% have beaten consensus expectations.</p>\n<p>Among the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&amp;P 500's largest percentage gain.</p>\n<p>Coca-Cola rose 1.3% after raising its full-year forecast.</p>\n<p>Interpuplic Group of Companies&nbsp;jumped 11.3% in the wake of its upbeat earnings release.</p>\n<p>Drugmaker Johnson &amp; Johnson&nbsp;forecast $2.5 billion in sales from its <a href=\"https://laohu8.com/S/AONE.U\">one</a>-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.</p>\n<p>On the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&amp;P 500.</p>\n<p>Harley-Davidson's&nbsp; second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.</p>\n<p>Texas Instruments&nbsp;dipped more than 3% in extended trading following results posted after the bell.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.</p>\n<p>Volume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153477496","content_text":"NEW YORK, July 21 (Reuters) - Wall Street stocks posted their second straight daily gain on Wednesday, with robust corporate earnings and renewed optimism about the U.S. economic recovery fueling a risk-on rally.\nAll three major U.S. stock indexes added to their previous session's advance, placing all three within 1% of their all-time closing highs.\nEconomically sensitive smallcaps , semiconductors and financials outperformed the broader market.\n\"It’s a seesaw going on between great earnings and a recovering market and concerns over whether the economy is going to slow down because of the (COVID-19) Delta variant,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"But we’re seeing strong earnings with generally positive guidance, and the feeling that (the Delta variant) can be managed.\"\nA rebound in travel helped fuel United Airlines' revenue beat, boosting its stock by 3.8%.\nThe S&P 1500 Airlines index gained 3.3%, while the S&P 1500 Hotels, Restaurant and Leisure index advanced 2.9%.\n\"Earlier in the week those stocks suffered because of renewed fears that travel will slow down and all related industries will suffer, but those fears have gone away,\" Tuz added. \"Demand is continuing as expected, I don’t think the Delta fear is causing people to change their plans.\"\nBenchmark U.S. Treasury yields continued their bounce from five-month lows following a weak 20-year bond auction, which benefited rate-sensitive banks.\nWrangling in Washington over the passage of a bipartisan $1.2 trillion infrastructure package progressed as Senate Democrats moved toward a planned procedural vote despite Republican appeals for a delay.\nThe Dow Jones Industrial Average rose 286.01 points, or 0.83%, to 34,798, the S&P 500 gained 35.63 points, or 0.82%, to 4,358.69 and the Nasdaq Composite added 133.08 points, or 0.92%, to 14,631.95.\nOf the 11 major sectors in the S&P 500, energy stocks\nwere the big winners, jumping 3.5% with the help of surging crude prices .\nSecond-quarter reporting season has shifted into overdrive, with 73 of the companies in the S&P 500 having posted results. Of those, 88% have beaten consensus expectations.\nAmong the winners, Chipotle Mexican Grill jumped 11.5% after the burrito chain beat earnings estimates and forecast strong current-quarter sales growth. The stock boasted the S&P 500's largest percentage gain.\nCoca-Cola rose 1.3% after raising its full-year forecast.\nInterpuplic Group of Companies jumped 11.3% in the wake of its upbeat earnings release.\nDrugmaker Johnson & Johnson forecast $2.5 billion in sales from its one-shot COVID vaccine this year and hiked its sales estimates. It closed up a modest 0.6%.\nOn the losing side, Netflix Inc late Tuesday reported slowing subscriber growth, sending its shares down 3.3%, the second-largest percentage loser in the S&P 500.\nHarley-Davidson's  second-quarter earnings release showed its turnaround plan appeared to be making progress, but the company lowered its operating income guidance due to tariffs from Europe, its second-biggest market. Its stock dropped 7.2%.\nTexas Instruments dipped more than 3% in extended trading following results posted after the bell.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 3.21-to-1 ratio favored advancers.\nThe S&P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 66 new highs and 34 new lows.\nVolume on U.S. exchanges was 9.13 billion shares, compared with the 10.17 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957985919,"gmtCreate":1676901162932,"gmtModify":1676901166632,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957985919","repostId":"2312399785","repostType":4,"repost":{"id":"2312399785","pubTimestamp":1676880237,"share":"https://ttm.financial/m/news/2312399785?lang=&edition=fundamental","pubTime":"2023-02-20 16:03","market":"us","language":"en","title":"2 Top AI Stocks Ready for a Bull Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2312399785","media":"Motley Fool","summary":"Artificial intelligence is hot. Here's how to take advantage of it.","content":"<html><head></head><body><p>Artificial intelligence has taken the market by storm this year.</p><p>The launch of OpenAI&#39;s ChatGPT has opened investors&#39; eyes to the potential for the new technology, and <b>Microsoft </b>CEO Satya Nadella has said that a new race has begun with generative AI tech.</p><p>AI stocks have become so buzzworthy that <b>C3.ai</b>, a software-as-a-service company focused on artificial intelligence, nearly doubled in January, and shares of <b><a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a></b> more than doubled in a single day after the company said it would use AI tools for some of its content.</p><p>While the hype around AI may be reaching a fever pitch, the technology does seem to be transformational, and there will likely be a number of winners. For now, the best move for investors looking to get exposure to AI seems to be with established mega-cap companies. Keep reading to see two stocks that fit the bill today.</p><h2>1. Meta Platforms</h2><p>Facebook parent <b>Meta Platforms</b> hasn&#39;t gotten as much attention in artificial intelligence as some other big tech stocks, but the company has been developing its AI capabilities for years.</p><p>For example, Meta uses AI in its discovery engine, which surfaces and recommends accounts and content for users on Facebook and Instagram to follow. Those AI tools are especially important in making Reels work, its short-term video product that competes with TikTok and relies on recommendations rather than follows.</p><p>It also uses AI to improve advertising conversions, saying that conversions improved by over 20% from a year ago, and artificial intelligence helps its engineers be more productive.</p><p>Meta is one of the few companies large enough to compete in AI areas like generative AI that will require multibillion-dollar investments. CEO Mark Zuckerberg said on Meta&#39;s recent earnings call that one of his goals for the company is to build it into a leader in generative AI.</p><p>Like <b>Alphabet</b> and other big tech stocks, Meta also has a number of AI experiments, including Galactica, the scientific research tool that it briefly released recently, and Cicero, an AI agent that can negotiate, persuade, and cooperate with people.</p><p>Finally, Meta stock is affordably priced at a price-to-earnings ratio of 19 based on this year&#39;s expected earnings. In other words, investors don&#39;t seem to be pricing in the potential impact of AI.</p><h2>2. Nvidia</h2><p>The artificial intelligence market is wide open, but one thing is clear: Running AI programs like ChatGPT takes tremendous computing power, and that will favor chipmakers like <b>Nvidia</b>, the company that invented the graphics processing unit, which is often used for artificial intelligence.</p><p>Nvidia announced in November that it was teaming up with Microsoft to build a massive cloud AI computer, a multiyear partnership that will take advantage of Microsoft&#39;s Azure cloud infrastructure and Nvidia&#39;s GPUs. The move should help ensure that Nvidia is a leader in making chips for AI applications.</p><p>According to analyst forecasts, demand for chips for ChatGPT and other generative AI tools is expected to add billions of dollars in revenue for Nvidia this year, and momentum could build as both Microsoft and Alphabet have announced their own chatbot tools. The industry seems poised to develop quickly, and Nvidia&#39;s strength in GPUs gives it a competitive advantage in the industry as it has the greatest expertise and range of chips.</p><p>Nvidia shares have surged this year, up 54% in part on optimism around the AI breakthrough, but the stock is still down substantially from its peak in 2021, indicating more upside potential, especially as the market for its products is expanding.</p><p>Like other chipmakers, Nvidia is suffering from the inventory glut in the industry, which has weighed on prices. Further, its gaming segment has been particularly weak as the pandemic tailwinds have faded. However, the next wave of AI has the potential to make Nvidia a big winner over the long run, especially given its competitive advantages in the sector.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top AI Stocks Ready for a Bull Run</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\">\n2 Top AI Stocks Ready for a Bull Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/19/2-top-ai-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence has taken the market by storm this year.The launch of OpenAI's ChatGPT has opened investors' eyes to the potential for the new technology, and Microsoft CEO Satya Nadella has ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/19/2-top-ai-stocks-ready-for-a-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4023":"应用软件","BK4543":"AI","BK4587":"ChatGPT概念","NVDA":"英伟达","BK4528":"SaaS概念","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2023/02/19/2-top-ai-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312399785","content_text":"Artificial intelligence has taken the market by storm this year.The launch of OpenAI's ChatGPT has opened investors' eyes to the potential for the new technology, and Microsoft CEO Satya Nadella has said that a new race has begun with generative AI tech.AI stocks have become so buzzworthy that C3.ai, a software-as-a-service company focused on artificial intelligence, nearly doubled in January, and shares of Buzzfeed more than doubled in a single day after the company said it would use AI tools for some of its content.While the hype around AI may be reaching a fever pitch, the technology does seem to be transformational, and there will likely be a number of winners. For now, the best move for investors looking to get exposure to AI seems to be with established mega-cap companies. Keep reading to see two stocks that fit the bill today.1. Meta PlatformsFacebook parent Meta Platforms hasn't gotten as much attention in artificial intelligence as some other big tech stocks, but the company has been developing its AI capabilities for years.For example, Meta uses AI in its discovery engine, which surfaces and recommends accounts and content for users on Facebook and Instagram to follow. Those AI tools are especially important in making Reels work, its short-term video product that competes with TikTok and relies on recommendations rather than follows.It also uses AI to improve advertising conversions, saying that conversions improved by over 20% from a year ago, and artificial intelligence helps its engineers be more productive.Meta is one of the few companies large enough to compete in AI areas like generative AI that will require multibillion-dollar investments. CEO Mark Zuckerberg said on Meta's recent earnings call that one of his goals for the company is to build it into a leader in generative AI.Like Alphabet and other big tech stocks, Meta also has a number of AI experiments, including Galactica, the scientific research tool that it briefly released recently, and Cicero, an AI agent that can negotiate, persuade, and cooperate with people.Finally, Meta stock is affordably priced at a price-to-earnings ratio of 19 based on this year's expected earnings. In other words, investors don't seem to be pricing in the potential impact of AI.2. NvidiaThe artificial intelligence market is wide open, but one thing is clear: Running AI programs like ChatGPT takes tremendous computing power, and that will favor chipmakers like Nvidia, the company that invented the graphics processing unit, which is often used for artificial intelligence.Nvidia announced in November that it was teaming up with Microsoft to build a massive cloud AI computer, a multiyear partnership that will take advantage of Microsoft's Azure cloud infrastructure and Nvidia's GPUs. The move should help ensure that Nvidia is a leader in making chips for AI applications.According to analyst forecasts, demand for chips for ChatGPT and other generative AI tools is expected to add billions of dollars in revenue for Nvidia this year, and momentum could build as both Microsoft and Alphabet have announced their own chatbot tools. The industry seems poised to develop quickly, and Nvidia's strength in GPUs gives it a competitive advantage in the industry as it has the greatest expertise and range of chips.Nvidia shares have surged this year, up 54% in part on optimism around the AI breakthrough, but the stock is still down substantially from its peak in 2021, indicating more upside potential, especially as the market for its products is expanding.Like other chipmakers, Nvidia is suffering from the inventory glut in the industry, which has weighed on prices. Further, its gaming segment has been particularly weak as the pandemic tailwinds have faded. However, the next wave of AI has the potential to make Nvidia a big winner over the long run, especially given its competitive advantages in the sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035742482,"gmtCreate":1647704010791,"gmtModify":1676534259576,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035742482","repostId":"2220370899","repostType":4,"repost":{"id":"2220370899","pubTimestamp":1647659834,"share":"https://ttm.financial/m/news/2220370899?lang=&edition=fundamental","pubTime":"2022-03-19 11:17","market":"us","language":"en","title":"AMD: Time To Spend Some Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2220370899","media":"seekingalpha","summary":"SummaryAMD has fallen close to 8-month lows near $110.The chip company has $9 billion worth of stock","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>AMD has fallen close to 8-month lows near $110.</li><li>The chip company has $9 billion worth of stock buyback power.</li><li>The stock now trades at bargain rates worthy of aggressive buybacks with a &#39;23 EPS boosted target pushing the forward PE below 20x.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6da6e4c59c95c3c3bddfeafc71e69f01\" tg-width=\"750\" tg-height=\"421\" width=\"100%\" height=\"auto\"/><span>Melpomenem/iStock via Getty Images</span></p><p>The market has snapped back the last three days, yet <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) hadn&#39;t made a huge move. The chip company still trades near the recent low of $102 despite the valuation turning into a sudden value play. My investment thesis remains ultra Bullish now, especially with AMD suddenly having a large stock buyback worth unleashing.</p><p><b>$8 Billion Buyback</b></p><p>Back on February 24, AMD launched a new $8 billion share buyback program on top of the prior program from May 2021. The chip company spent $1.8 billion on share buybacks last year, leaving $1.2 billion left for this year for total buyback power to unleash in 2022 of $9.2 billion.</p><p>In general, share buyback programs aren&#39;t appealing for aggressive growth stocks trading at rich multiples. A strong balance sheet with a large cash balance is an asset and provides the business with the security to invest as needed in new growth opportunities.</p><p>Besides, a stock trading at the normal AMD forward PE multiples of over 30x don&#39;t actually reduce share counts to a great extent. The finance department is better focused on improving operations versus repurchasing shares.</p><p>In the case of AMD, with the recent collapse of tech stocks, the company needs to become more aggressive with the share buyback plan. The chip company ended March 17 with the stock at $112 with a market cap of $180 billion.</p><p>The $8 billion buyback power repurchases around 5% of the outstanding shares. Clearly, AMD shouldn&#39;t chase prices much above the current price, as the large buyback amount quickly loses the impact.</p><p>The company ended the quarter with a net cash balance (shown as a negative) of $3.3 billion even after already spending the $1.8 billion last year on share buybacks. The company closed the Xilinx deal in February with their cash balance at the end of 2021 of $2.2 billion, providing the combined AMD with a ~$5.5 billion net cash balance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a088ec675ee8d4fa4c9fce930a0fe34\" tg-width=\"635\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Just AMD alone generated free cash flow of $3.2 billion last year despite spending on long-term supply chain capacity to increase future supplies. Xilinx alone provides another big source of cash flows generating $0.84 billion for the last 9 months of 2021.</p><p>The combined AMD is expected to see substantial revenue growth this year. Analysts are now targeting growth in the 55% range in 2022. The chip company should be flush with cash flow this year with a general assumption of 55% growth, boosting the $4+ billion in FCF last year to $6+ billion this year before even considering the start of $300 million in cost synergies.</p><p>In total, AMD should have around $11+ billion in total cash available to repurchase shares. No doubt, the chip company has the balance sheet and cash flows to repurchase shares. The only real question is whether the company should spend the money.</p><p><b>Not Just Downside Protection</b></p><p>While AMD should focus on the buyback providing downside protection for the stock, a share reduction in the 5% range would start providing solid upside for shareholders. The company should only start throwing off more and more cash in future years due to the limited capital needed to run the fabless business.</p><p>My previous research highlighted why AMD has the EPS potential of at least $5.50 in 2023, but analysts only have EPS targets at $4.74 next year. Either way, though, a 5% share reduction would boost the current analyst 2023 EPS targets by $0.24.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f868d69956374509823d44c4603d80a8\" tg-width=\"635\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The semi. company previously wasn&#39;t thought as capable of generating earnings due to the dominating position of <b>Intel</b> (INTC) is now poised to boost EPS by up to $0.24 via just a share buyback. AMD only trades at 24x current analyst 2023 EPS targets, and these numbers appear very conservative.</p><p>My previous 2023 EPS target of $5.50 didn&#39;t even factor in a boost from lower share counts. A 5% share reduction would boost that EPS target by $0.28 and push AMD even closer to a $6 EPS. The stock only trades at 19x the updated share buybacks boosted EPS.</p><p><b>Takeaway</b></p><p>The key investor takeaway is that AMD isn&#39;t likely to trade down at the $112 level long enough for the chip company to make material amounts of share buybacks. If this does happen, shareholders win and have solid downside protection at this level.</p><p>Ultimately, AMD isn&#39;t likely to see much financial benefit from the share buybacks, but an investor should feel comfortable buying the chip stock here with the downside protection. The company should definitely spend every penny on buybacks at this level.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Time To Spend Some Money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Time To Spend Some Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496549-amd-time-to-spend-some-money><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD has fallen close to 8-month lows near $110.The chip company has $9 billion worth of stock buyback power.The stock now trades at bargain rates worthy of aggressive buybacks with a '23 EPS ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496549-amd-time-to-spend-some-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4573":"虚拟现实","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4512":"苹果概念","GFS":"GLOBALFOUNDRIES Inc.","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4575":"芯片概念","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4496549-amd-time-to-spend-some-money","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220370899","content_text":"SummaryAMD has fallen close to 8-month lows near $110.The chip company has $9 billion worth of stock buyback power.The stock now trades at bargain rates worthy of aggressive buybacks with a '23 EPS boosted target pushing the forward PE below 20x.Melpomenem/iStock via Getty ImagesThe market has snapped back the last three days, yet Advanced Micro Devices (NASDAQ:AMD) hadn't made a huge move. The chip company still trades near the recent low of $102 despite the valuation turning into a sudden value play. My investment thesis remains ultra Bullish now, especially with AMD suddenly having a large stock buyback worth unleashing.$8 Billion BuybackBack on February 24, AMD launched a new $8 billion share buyback program on top of the prior program from May 2021. The chip company spent $1.8 billion on share buybacks last year, leaving $1.2 billion left for this year for total buyback power to unleash in 2022 of $9.2 billion.In general, share buyback programs aren't appealing for aggressive growth stocks trading at rich multiples. A strong balance sheet with a large cash balance is an asset and provides the business with the security to invest as needed in new growth opportunities.Besides, a stock trading at the normal AMD forward PE multiples of over 30x don't actually reduce share counts to a great extent. The finance department is better focused on improving operations versus repurchasing shares.In the case of AMD, with the recent collapse of tech stocks, the company needs to become more aggressive with the share buyback plan. The chip company ended March 17 with the stock at $112 with a market cap of $180 billion.The $8 billion buyback power repurchases around 5% of the outstanding shares. Clearly, AMD shouldn't chase prices much above the current price, as the large buyback amount quickly loses the impact.The company ended the quarter with a net cash balance (shown as a negative) of $3.3 billion even after already spending the $1.8 billion last year on share buybacks. The company closed the Xilinx deal in February with their cash balance at the end of 2021 of $2.2 billion, providing the combined AMD with a ~$5.5 billion net cash balance.Data by YChartsJust AMD alone generated free cash flow of $3.2 billion last year despite spending on long-term supply chain capacity to increase future supplies. Xilinx alone provides another big source of cash flows generating $0.84 billion for the last 9 months of 2021.The combined AMD is expected to see substantial revenue growth this year. Analysts are now targeting growth in the 55% range in 2022. The chip company should be flush with cash flow this year with a general assumption of 55% growth, boosting the $4+ billion in FCF last year to $6+ billion this year before even considering the start of $300 million in cost synergies.In total, AMD should have around $11+ billion in total cash available to repurchase shares. No doubt, the chip company has the balance sheet and cash flows to repurchase shares. The only real question is whether the company should spend the money.Not Just Downside ProtectionWhile AMD should focus on the buyback providing downside protection for the stock, a share reduction in the 5% range would start providing solid upside for shareholders. The company should only start throwing off more and more cash in future years due to the limited capital needed to run the fabless business.My previous research highlighted why AMD has the EPS potential of at least $5.50 in 2023, but analysts only have EPS targets at $4.74 next year. Either way, though, a 5% share reduction would boost the current analyst 2023 EPS targets by $0.24.Data by YChartsThe semi. company previously wasn't thought as capable of generating earnings due to the dominating position of Intel (INTC) is now poised to boost EPS by up to $0.24 via just a share buyback. AMD only trades at 24x current analyst 2023 EPS targets, and these numbers appear very conservative.My previous 2023 EPS target of $5.50 didn't even factor in a boost from lower share counts. A 5% share reduction would boost that EPS target by $0.28 and push AMD even closer to a $6 EPS. The stock only trades at 19x the updated share buybacks boosted EPS.TakeawayThe key investor takeaway is that AMD isn't likely to trade down at the $112 level long enough for the chip company to make material amounts of share buybacks. If this does happen, shareholders win and have solid downside protection at this level.Ultimately, AMD isn't likely to see much financial benefit from the share buybacks, but an investor should feel comfortable buying the chip stock here with the downside protection. The company should definitely spend every penny on buybacks at this level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801796035,"gmtCreate":1627532874927,"gmtModify":1703491843188,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls help like and comment tyvm","listText":"Pls help like and comment tyvm","text":"Pls help like and comment tyvm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/801796035","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","pubTimestamp":1627514621,"share":"https://ttm.financial/m/news/1127264445?lang=&edition=fundamental","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","IVV":"标普500指数ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","OEX":"标普100"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164164502,"gmtCreate":1624182336806,"gmtModify":1703830278091,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Like and comment tyvm","listText":"Like and comment tyvm","text":"Like and comment tyvm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/164164502","repostId":"1133385197","repostType":4,"repost":{"id":"1133385197","pubTimestamp":1624151969,"share":"https://ttm.financial/m/news/1133385197?lang=&edition=fundamental","pubTime":"2021-06-20 09:19","market":"us","language":"en","title":"Answering the great inflation question of our time","url":"https://stock-news.laohu8.com/highlight/detail?id=1133385197","media":"finance.yahoo","summary":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up","content":"<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.</p>\n<p>Unfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”</p>\n<p>The current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?</p>\n<p>Before I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.</p>\n<p>As an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.</p>\n<p>Until now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)</p>\n<p><img src=\"https://static.tigerbbs.com/87f75dfcb98fb5a0e7c3f9d3f8d336e2\" tg-width=\"705\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>Used car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.</p>\n<p>To be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)</p>\n<p>But that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&amp;P 500 down 1.91% this week, its worst week since February.</p>\n<p>Given this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.</p>\n<p>Now I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.</p>\n<p>As for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.</p>\n<p>Which brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.</p>\n<p>“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”</p>\n<p>“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.</p>\n<p>COVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.</p>\n<p>A prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.</p>\n<p>Another secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.</p>\n<p><b>Anti-inflation forces</b></p>\n<p>But here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?</p>\n<p>I say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”</p>\n<p>To buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.</p>\n<p>To me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.</p>\n<p>Not only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.</p>\n<p>So technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.</p>\n<p>There is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.</p>\n<p>After World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)</p>\n<p>Like its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.</p>\n<p>The internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.</p>\n<p>So technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.</p>\n<p>COVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.</p>\n<p>How significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.</p>\n<p>More downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”</p>\n<p>And so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”</p>\n<p>I don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)</p>","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>Answering the great inflation question of our time</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\">\nAnswering the great inflation question of our time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these...</p>\n\n<a href=\"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/answering-the-great-inflation-question-of-our-time-114153460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133385197","content_text":"Prices of everything; a house in Phoenix, a Ford F-150, a plane ticket to New York, have all gone up. That much is true.\nUnfortunately pretty much everything else about inflation—a red hot topic these days—is conjecture. And that’s vexing, not just for the dismal scientists (aka economists), but for all of us, because whether or not prices are really rising, by how much and for how long, has massive implications in our lives. Or as Mark Zandi, chief economist at Moody’s Analytics, says: “Inflation is one of the mysteries of economic study and thought. A difficult thing to gauge and forecast and get right. That’s why the risks are high.”\nThe current debate over inflation really revolves around two questions: First, is this current spate of inflation, just that, a spate—or to use Wall Street’s buzzword of the moment, “transitory,”—or not? (Just to give you an idea of how buzzy, when I Google the word “transitory” the search engine suggests “inflation” after it.) And second, transitory (aka temporary) inflation or not, what does it suggest for the economy and markets?\nBefore I get into that, let me lay out what’s going on with prices right now. First, know that inflation,which peaked in 1980 at an annualized rate of 13.55%,has been tame for quite some time, specifically 4% or less for nearly 30 years. Which means that anyone 40 years old or younger has no experience with inflation other than maybe from an Econ 101 textbook. Obviously that could be a problem.\nAs an aside I remember President Ford in 1974 trying to jawbone inflation down with his \"Whip Inflation Now\" campaign, which featured“Win” buttons,earringsand evenugly sweaters.None of this worked and it took draconian measures by Fed Chair Paul Volcker (raising rates and targeting money supply,as described by Former President of the Federal Reserve Bank of St. Louis, William Poole)to eventually tame inflation and keep it under wraps for all those years.\nUntil now perhaps. Last week theLabor Department reported that consumer prices (the CPI, or consumer price index) rose 5% in May,the fastest annual rate in nearly 13 years—which was when the economy was overheating from the housing boom which subsequently went bust and sent the economy off a cliff and into the Great Recession. Core inflation, which excludes volatile food and energy prices, was up 3.8%, the biggest increase since May 1992. (For the record, the likelihood of the economy tanking right now is de minimis.)\n\nUsed car and truck prices are a major driver of inflation, climbing 7.3% last month and 29.7% over the past year. New car prices are up too, which have pushed upshares of Ford and GM a remarkable 40% plus this year.Clearly Americans want to buy vehicles to go on vacation and get back to work. And Yahoo Finance’sJanna Herron reportsthat rents are rising at their fastest pace in 15 years.\nTo be sure, not all prices are climbing.As Yahoo Finance’s Rick Newman points out,prices are not up much at all for health care, education and are basically flat for technology, including computers, smartphones and internet service (an important point which we’ll get back to.)\nBut that’s the counterpoint really. Americans are obsessed with cars, housing is critical and many of us are experiencing sticker shock booking travel this summer. Higher prices are front and center. Wall Street too is in a tizzy about inflation, and concerns about it and more importantly Federal Reserve policy in response to inflation (see below), sent stocks lower with the S&P 500 down 1.91% this week, its worst week since February.\nGiven this backdrop, the tension (such as it is) was high when the Fed met this week to deliver its forecast and for Chair Jay Powell to answer questions from the media. Or at least so said hedge fund honcho Paul Tudor Jones,who characterized the proceedings on CNBCas “the most important meeting in [Chairman] Jay Powell’s career, certainly the most important Fed meeting of the past four or five years.” Jones was critical of the Fed, which he believes is now stimulating the economy unnecessarily by keeping interest rates low and by buying financial assets. Unnecessarily, Jones says, because the economy is already running hot and needs no support. The Fed (which is in the transitory camp when it comes to inflation) risks overheating the economy by creating runaway inflation, according to PTJ.\nNow I don’t see eye to eye with Jones on this, though I should point out, he's a billionaire from investing in financial markets, and let’s just say I’m not. I should also point out that Jones, 66, is in fact old enough to remember inflation, never mind that as a young man he called the 1987 stock market crash. So we should all ignore Jones at our peril.\nAs for what the Fed put forth this past Wednesday, well it wasn’t much, signaling an expectation ofraising interest rates twice by the end of 2023(yes, that is down the road.) And Powell, who’s become much more adept at not rippling the waters these days after some rougher forays earlier in his tenure, didn’t drop any bombshells in the presser.\nWhich brings us to the question of why the Federal Reserve isn’t so concerned about inflation and thinks it is mostly—here’s that word again—transitory. To answer that, we need to first address why prices are rising right now, which can be summed up in one very familiar abbreviation: COVID-19. When COVID hit last spring the economy collapsed, which crushed demand in sectors like leisure, travel and retail. Now the economy is roaring back to life and businesses can raise prices, certainly over 2020 levels.\n“We clearly should’ve expected it,” says William Spriggs, chief economist at the AFL-CIO and a professor of economics at Howard University. “You can’t shut down the economy and think you turn on the switch [without some inflation].”\n“We had a pandemic that forced an artificial shutdown of the economy in a way that even the collapse of the financial system and the housing market didn’t, and we had a snapback at a rate we’ve never seen before—not because of the fundamentals driving recovery but because of government,” says Joel Naroff, president and chief economist of Naroff Economics.\nCOVID had other secondary effects on the economy though, besides just ultimately producing a snapback. For one thing, the pandemic throttled supply chains, specifically the shipping of parts and components from one part of the globe to another. It also confused managers about how much to produce and therefore how many parts to order.\nA prime example here is what happened to the chip (semiconductor) and auto industrieswhich I wrote about last month.Car makers thought no one would buy vehicles during the pandemic and pared back their orders with chipmakers, (which were having a tough time shipping their chips anyway.) Turned out the car guys were wrong, millions of people wanted cars and trucks, but the automakers didn’t have enough chips for their cars and had to curb production. Fewer vehicles and strong demand led to higher new car prices, which cascaded to used car prices then to car rental rates. Net net, all the friction and slowness of getting things delivered now adds to costs which causes companies to raise prices.\nAnother secondary effect of COVID which has been inflationary comes from employment,which I got into a bit last week.We all know millions were thrown out of work by COVID last year, many of whom were backstopped by government payments that could add up to $600 a week (state and federal.) These folks have been none too keen on coming back to work for minimum wage, or $290 a week. So to lure them back employers are having to pay more, which puts more money in people's pockets which allows stores for example to raise prices.\nAnti-inflation forces\nBut here’s the big-time question: If COVID was temporary, and therefore its effects are temporary and inflation is one of its effects then doesn’t it follow, ipso facto, that inflation is (OK I’ll say it again), transitory?\nI say yes, (with a bit of a caveat.) And most economists, like Claudia Sahm, a senior fellow at the Jain Family Institute and a former Federal Reserve economist, agree. “‘Transitory’ has become a buzzword,” she says. “It is important to be more concrete about what we mean by that. We’re probably going to see in the next few months inflation numbers that are bigger than average, but as long as they keep stepping down, that’s the sign of it being transitory. If we didn’t see any sign of inflation stepping down some, it would’ve started feeling like ‘Houston, we have a problem.’”\nTo buttress my argument beyond that above \"if-then\" syllogism, let’s take a look at why inflation has been so low for the past three decades.\nTo me this is mostly obvious. Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology. Think about it. The first wave of technology, a good example would be IBM mainframes, saved big companies money in back-office functions, savings which they mostly kept for themselves (higher profits) and their shareholders. But the four great landmark events in the advent of consumer technology; the introduction ofthe PC in 1974 (MITS Altair),the Netscape IPO of 1995,Google search in 1998,and the launch of theiPhone in 2007(I remember Steve Jobs demoing it to me like it was yesterday), greatly accelerated, broadened and deepened this deflationary trend.\nNot only has technology been pushing down the cost of everything from drilling for oil, to manufacturing clothes to farming, and allowing for the creation of groundbreaking (and deflationary) competitors like Uber, Airbnb and Netflix, but it also let consumers find—on their phones—the most affordable trip to Hawaii, the least expensive haircut or the best deal on Nikes.\nSo technology has reduced the cost of almost everything and will continue to do so the rest of our lifetime. Bottom line: Unless something terrible happens, the power of technology will outweigh and outlive COVID.\nThere is one mitigating factor and that is globalism, which is connected to both technology and COVID. Let me briefly explain.\nAfter World War II, most of humanity has become more and more connected in terms of trade, communication, travel, etc. (See supply chain above.) Technology of course was a major enabler here; better ships, planes and faster internet, all of which as it grew more potent, accelerated globalism. Another element was the introduction of political constructs like the World Trade Organization and NAFTA. (I think of the Clinton administration andChina joining the WTO in 2001as perhaps the high-water marks of globalization.)\nLike its technological cousin, globalism has deflationary effects particularly on the labor front as companies could more and more easily find lowest cost countries to produce goods and source materials. And like technology, globalization seemed inexorable, which it was, until it wasn’t. Political winds, manifested by the likes of Brexit and leaders like Putin, Xi Jinping, Erdogan, Bolsonaro, Duterte and of course Donald Trump have caused globalism to wane and anti-globalism and nationalism to wax.\nThe internet too, once seen as only a great connector, has also become a global divider, as the world increasingly fractures into Chinese, U.S. and European walled digital zones when it comes to social media and search for example. Security risks, privacy, spying and hacking of course divide us further here too.\nSo technology, which had made globalism stronger and stronger, now also makes it weaker and weaker.\nCOVID plays a role in rethinking globalism as it exposes vulnerabilities in the supply chain. Companies that were rethinking their manufacturing in China but considering another country, are now wondering if it just makes sense to repatriate the whole shebang. Supply chains that were optimized for cost only are being rethought with security and reliability being factored in and that costs money.\nHow significant is this decline in globalization and how permanent is it? Good questions. But my point here is whether or not \"globalism disrupted\" is transitory (!) or not, it could push prices up, (in the short and intermediate run at least), as cost is sacrificed for predictability. Longer term I say Americans are a resourceful people. We’ll figure out how to make cost effective stuff in the U.S. It’s also likely that globalism will trend upward again, though perhaps not as unfettered as it once was.\nMore downward pressure on pricing could come from shifts in employment practices. Mark Zandi points out that “the work-from-anywhere dynamic could depress wage growth and prices. If I don’t need to work in New York anymore and could live in Tampa, it stands to reason my wage could get cut or I won’t get the same wage increase in the future.”\nAnd so what is Zandi’s take on transitory? “What we’re observing now is prices going back to pre-pandemic,” he says. “The price spikes we’re experiencing now will continue for the next few months through summer but certainly by the end of year, this time next year, they will have disappeared. I do think underlying inflation will be higher post-pandemic than pre-pandemic, but that’s a feature not a bug.”\nI don’t disagree. To me it’s simple: The technology wave I’ve described above is bigger than COVID and bigger than the rise and fall of globalism. And that is why, ladies and gentlemen, I believe inflation will be transitory, certainly in the long run. (Though I’m well aware of whatJohn Maynard Keynes said about the long run.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952381767,"gmtCreate":1674460880059,"gmtModify":1676538941247,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952381767","repostId":"2305604719","repostType":2,"repost":{"id":"2305604719","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674488021,"share":"https://ttm.financial/m/news/2305604719?lang=&edition=fundamental","pubTime":"2023-01-23 23:33","market":"us","language":"en","title":"Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305604719","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not t","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now</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\">\nWells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-23 23:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","MO":"奥驰亚","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","DIS":"迪士尼","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4207":"综合性银行","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","HAL":"哈里伯顿","BK4581":"高盛持仓","ET":"Energy Transfer LP","DNOW":"NOW Inc.","SG9999002232.USD":"Allianz Global High Payout USD","BK4138":"石油与天然气的炼制和营销","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4548":"巴美列捷福持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","NEX":"NexTier Oilfield Solutions Inc.","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4554":"元宇宙及AR概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1046421795.USD":"富达环球科技A-ACC","PM":"菲利普莫里斯","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4585":"ETF&股票定投概念","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","COP":"康菲石油","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4507":"流媒体概念","BK4108":"电影和娱乐","CLMT":"卡路美","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","CVI":"CVR能源","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305604719","content_text":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not to go. \n\n\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney $(DIS)$, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n\n\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase $(JPM)$, which lacks the same drama -- and that makes it attractive. \n\n\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n\n\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix $(NFLX)$ results eased concerns around streaming, but is still down 30% over the past 12 months. \n\n\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners $(CLMT)$ refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer $(ET)$ owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n\n\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International $(PM)$ and Altria Group $(MO)$, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n\n\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips $(COP)$, with Halliburton $(HAL.UK)$ also in the portfolio. Frank owns shares of refiner CVR Energy $(CVI)$, oil-field services companies NOW $(DNOW)$, and NexTier Oilfield Solutions $(NEX)$. \n\n\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n\n\n     There's value there. \n\n\n     Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2023 15:27 ET (20:27 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}