Mingling8885 personal page - To The Moon

Mingling8885

Mingling8885

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2022-04-21

Agreed 👍🏻

Better Stock Split Buy: Amazon or Tesla?

2022-04-13

[Duh]

3 High-Yield Tech Stocks to Buy in April

2022-04-13

Yeah

U.S. Stock Futures Tick Up Ahead of Earnings

2022-04-09

Great!

Palantir Vs. Snowflake Stock: Which Is The Better Buy?

2022-04-08

🧐

Inflation May Be Taking Its Toll on E-Commerce King Amazon

2022-04-06

India is a difficult and complex country to do business in. So not too bad a move given their financial status now.

Sea Limited's Shopee Moving Out Of India: Good Or Bad?

2022-04-05

Like

NIO: Underestimated Rebound Potential

2022-03-31

[Bless]

Sorry, the original content has been removed

2022-03-31

All the best!

Sorry, the original content has been removed

2022-03-31

All the best

Why Cathie Wood Just Dumped Tesla for This Hot EV Stock

2022-03-29

👍🏻👍🏻

Disney Stock: A Winner Among Losers In 2022

2022-03-28

Alphabet [Cool]

Alphabet Vs. Meta: One Is The Much Better Buy

2022-03-25

Looks good

SoFi Technologies: This Bruised Growth Stock Is A Strong Buy

2022-03-23

Ok

Sorry, the original content has been removed

2022-03-23

Great

Pre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%

2022-03-12

The market is so irrational 😵‍💫

Sorry, the original content has been removed

2022-03-09

Lets just hope the war doesnt end anytime soon...

Looks Like Warren Buffett Just Bet Big on an Oil Price Spike

2022-03-05

Still dropping[Cry]

Sorry, the original content has been removed

2022-03-03

Lovely!!

It’s Time for Management to Buy Back NIO Stock

2022-02-25

Speculators out, investors in 👍🏻👍🏻

Sorry, the original content has been removed

Go to Tiger App to see more news

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👍🏻","listText":"Agreed 👍🏻","text":"Agreed 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086436831","repostId":"2228947680","repostType":4,"repost":{"id":"2228947680","kind":"highlight","pubTimestamp":1650452577,"share":"https://ttm.financial/m/news/2228947680?lang=&edition=fundamental","pubTime":"2022-04-20 19:02","market":"us","language":"en","title":"Better Stock Split Buy: Amazon or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2228947680","media":"Motley Fool","summary":"They're both leaders in high-growth areas.","content":"<html><head></head><body><p><b>Amazon</b> and <b>Tesla</b> may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn&#39;t change the overall market value of these superstar companies. But it does bring down their share prices. That means some investors who would have purchased fractional shares -- or no shares at all -- may choose to buy a full share. Or more.</p><p>I already own Amazon and Tesla shares. And I&#39;m interested in buying more. But if I had to choose just <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these winners, which one would it be? Let&#39;s look at a few charts to help us decide which might be the better stock split buy right now.</p><h2>High-growth mode</h2><p>First, let&#39;s have a look at Tesla. The leading maker of electric vehicles (EV) is in high-growth mode. The company last year delivered a record number of vehicles. And the opening and ramping up of production facilities in Austin, Texas and Berlin, Germany should help the company keep up the pace and even accelerate.</p><p>Our first chart shows the growth in Tesla&#39;s deliveries. The EV company nearly doubled deliveries last year from the previous year. It delivered more than 936,000 vehicles last year. And this was in the context of chip supply shortages.</p><p><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Still, the one thing that worries some investors is illustrated in the next chart. And that has to do with market share. In the chart, we can see the company lost 4.5% of market share from the first quarter through the third quarter of last year. That&#39;s year over year. This is compared to gains for other carmakers. Tesla remains the market leader by far. But it&#39;s still important to remember that competition is on the rise.</p><p><img src=\"https://static.tigerbbs.com/e34ccc8a155f68043a220b0fc7739b4b\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><h2>Retail e-commerce sales</h2><p>Now, let&#39;s turn to Amazon. The company is operating in a growing market. The chart below shows retail e-commerce sales climbing over the past several years -- and a forecast for more than $7 trillion in global sales by 2025.</p><p><img src=\"https://static.tigerbbs.com/b28ed8d1a759484b57b1c55f3ac77699\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Amazon is a leader in the e-commerce market. But, maybe even more importantly, Amazon also is the leader in the world of cloud computing. That&#39;s thanks to its Amazon Web Service (AWS) business. The chart below shows Amazon leading the $180 billion cloud computing market with 33% market share. It&#39;s well ahead of competitors. This is significant because AWS makes up most of Amazon&#39;s operating income.</p><p><img src=\"https://static.tigerbbs.com/67446a2ac4fb46d5fcac8def51074306\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Statista.</p><p>Which stock split player is a better buy today? It&#39;s a tough choice. Tesla&#39;s slight decline in market share isn&#39;t a big concern. The company is a leader by far. But it does rely on EV sales -- it doesn&#39;t have other areas of business. So, I have a slight preference for Amazon. That&#39;s thanks to its strengths in two businesses: e-commerce and cloud computing. So, if I had to choose between these dynamic stock-split players, I&#39;d go for Amazon.</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>Better Stock Split Buy: Amazon or Tesla?</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\">\nBetter Stock Split Buy: Amazon or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 19:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon and Tesla may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn't change the overall market value of these superstar ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4538":"云计算","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","AMZN":"亚马逊","BK4559":"巴菲特持仓"},"source_url":"https://www.fool.com/investing/2022/04/20/better-stock-split-buy-amazon-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228947680","content_text":"Amazon and Tesla may be getting a little cheaper -- per share -- in the near future. Both companies have announced stock splits. This doesn't change the overall market value of these superstar companies. But it does bring down their share prices. That means some investors who would have purchased fractional shares -- or no shares at all -- may choose to buy a full share. Or more.I already own Amazon and Tesla shares. And I'm interested in buying more. But if I had to choose just one of these winners, which one would it be? Let's look at a few charts to help us decide which might be the better stock split buy right now.High-growth modeFirst, let's have a look at Tesla. The leading maker of electric vehicles (EV) is in high-growth mode. The company last year delivered a record number of vehicles. And the opening and ramping up of production facilities in Austin, Texas and Berlin, Germany should help the company keep up the pace and even accelerate.Our first chart shows the growth in Tesla's deliveries. The EV company nearly doubled deliveries last year from the previous year. It delivered more than 936,000 vehicles last year. And this was in the context of chip supply shortages.Image source: Statista.Still, the one thing that worries some investors is illustrated in the next chart. And that has to do with market share. In the chart, we can see the company lost 4.5% of market share from the first quarter through the third quarter of last year. That's year over year. This is compared to gains for other carmakers. Tesla remains the market leader by far. But it's still important to remember that competition is on the rise.Image source: Statista.Retail e-commerce salesNow, let's turn to Amazon. The company is operating in a growing market. The chart below shows retail e-commerce sales climbing over the past several years -- and a forecast for more than $7 trillion in global sales by 2025.Image source: Statista.Amazon is a leader in the e-commerce market. But, maybe even more importantly, Amazon also is the leader in the world of cloud computing. That's thanks to its Amazon Web Service (AWS) business. The chart below shows Amazon leading the $180 billion cloud computing market with 33% market share. It's well ahead of competitors. This is significant because AWS makes up most of Amazon's operating income.Image source: Statista.Which stock split player is a better buy today? It's a tough choice. Tesla's slight decline in market share isn't a big concern. The company is a leader by far. But it does rely on EV sales -- it doesn't have other areas of business. So, I have a slight preference for Amazon. That's thanks to its strengths in two businesses: e-commerce and cloud computing. So, if I had to choose between these dynamic stock-split players, I'd go for Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080198636,"gmtCreate":1649855643794,"gmtModify":1676534590524,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"[Duh]&nbsp;","listText":"[Duh]&nbsp;","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080198636","repostId":"2226666417","repostType":4,"repost":{"id":"2226666417","kind":"highlight","pubTimestamp":1649862900,"share":"https://ttm.financial/m/news/2226666417?lang=&edition=fundamental","pubTime":"2022-04-13 23:15","market":"us","language":"en","title":"3 High-Yield Tech Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2226666417","media":"Motley Fool","summary":"Seagate, Qualcomm, and Broadcom are all solid income stocks.","content":"<html><head></head><body><p>The past few months have been rough for high-growth tech stocks. Inflation and higher interest rates made the sector&#39;s pricier &#34;hypergrowth&#34; stocks look a lot less appealing, and many investors rotated toward cheaper value plays.</p><p>However, investors shouldn&#39;t recklessly dump all of their tech stocks. Instead, they should simply be more selective and focus on higher-yielding tech stocks with stable profits and low valuations instead.</p><p>Here are three rock-solid companies that fit this description: <b><a href=\"https://laohu8.com/S/STX\">Seagate Technology</a>, <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</b></p><h2>1. <b><a href=\"https://laohu8.com/S/STX\">Seagate Technology</a></b></h2><p>Seagate is the world&#39;s largest manufacturer of platter-based, hard disk drives (HDDs). Over the past few years, HDDs have faced a lot of competition from flash-based, solid-state drives (SSDs), which are smaller, faster, more power efficient, and less prone to damage.</p><p>Seagate&#39;s rival <b>Western Digital</b> expanded into first-party flash chips and SSDs to counter that secular trend. However, Seagate doubled down on HDDs and focused on selling cheaper and higher-capacity drives to cost-conscious enterprise and data center customers instead.</p><p>That conservative strategy enabled Seagate to generate stable growth and plenty of cash, which it mostly returned to its investors through big buybacks and dividends. Seagate reduced its share count by 26% over the past five years, and it&#39;s paid continuous dividends for over a decade.</p><p>Seagate pays a forward dividend yield of 3.3%, and it&#39;s raised its payout annually for three straight years. It spent just 43% of its free cash flow (FCF) on those payments over the past 12 months, which gives it plenty of room for future hikes.</p><p>Seagate faces some supply-chain challenges and a post-lockdown deceleration in PC sales, but it&#39;s offsetting those headwinds with the robust growth of its cloud and data center businesses. As a result, analysts still expect its revenue and earnings to grow 12% and 58%, respectively, in fiscal 2022 (which ends in July). Those are impressive growth rates for a stock that trades at just nine times forward earnings.</p><h2>2. <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b></h2><p>Qualcomm is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world&#39;s largest producers of mobile baseband modems and system-on-chips (SoCs), which conveniently bundle together a CPU, GPU, and a modem in a single package for smartphone makers. It also owns a massive portfolio of wireless patents, which entitles it to a cut of every smartphone sold worldwide -- even those that don&#39;t use its chips.</p><p>Qualcomm&#39;s stock shed a quarter of its value this year as investors fretted over decelerating smartphone sales and other macroeconomic headwinds. However, that sell-off reduced Qualcomm&#39;s forward price-to-earnings ratio to just 13 and boosted its forward dividend yield to about 2%.</p><p>Qualcomm spent 41% of its FCF on its dividends over the past 12 months, and has raised its dividend annually for nearly two decades. It also reduced its share count by 24% over the past five years.</p><p>Investors might be worried about Qualcomm&#39;s near-term challenges, but the chipmaker continues to grow its share of the premium smartphone market against its main rival <b>MediaTek</b> as it returns most of its FCF (74% last year) to investors through big buybacks and dividends.</p><p>Analysts still expect its revenue and earnings to grow 27% and 39%, respectively, this year, before cooling off in 2023. Qualcomm has weathered plenty of cyclical downturns before, so I think it&#39;s still the right time to accumulate more shares of this out-of-favor chipmaker.</p><h2>3. <b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></b></h2><p>Broadcom is often recognized as a major supplier for <b>Apple</b>, which accounted for about 20% of its revenue last year. However, the company also produces a wide range of chips for the data center, networking, software, storage, and industrial markets. In addition, it generates nearly a quarter of its revenue from infrastructure software.</p><p>Today&#39;s Broadcom was previously known as Avago Technologies, a Singapore-based chipmaker that acquired the original Broadcom and assumed its brand in 2016. It continued to grow both organically and through big acquisitions -- which included the network switch maker Brocade in 2016, the enterprise software provider CA Technologies in 2018, and Symantec&#39;s enterprise security business in 2019.</p><p>Between 2016 and 2021, Broadcom&#39;s annual revenue grew at a compound annual growth rate (CAGR) of 15.7% as its adjusted earnings per share (EPS) increased at a CAGR of 19.6%. Analysts expect its revenue and EPS to grow another 16% and 27%, respectively, this year.</p><p>Those growth rates are impressive, but Broadcom still trades at just 17 times forward earnings. It also pays a high forward dividend yield of 2.8%, and it&#39;s raised its payout annually for over a decade. The company spent just 47% of its FCF on its dividends over the past 12 months, and it remains committed to spending about half of its prior-year FCF on dividends this year.</p><p>Broadcom&#39;s shareholder-friendly measures, well-diversified business, and low valuation all make it a reliable investment for this volatile market.</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 High-Yield Tech Stocks to Buy in April</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 High-Yield Tech Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/12/3-high-yield-tech-stocks-to-buy-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past few months have been rough for high-growth tech stocks. Inflation and higher interest rates made the sector's pricier \"hypergrowth\" stocks look a lot less appealing, and many investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/12/3-high-yield-tech-stocks-to-buy-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","QCOM":"高通","BK4211":"区域性银行","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4575":"芯片概念","AVGO":"博通","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4561":"索罗斯持仓","STX":"希捷科技","BK4573":"虚拟现实","BK4579":"人工智能"},"source_url":"https://www.fool.com/investing/2022/04/12/3-high-yield-tech-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226666417","content_text":"The past few months have been rough for high-growth tech stocks. Inflation and higher interest rates made the sector's pricier \"hypergrowth\" stocks look a lot less appealing, and many investors rotated toward cheaper value plays.However, investors shouldn't recklessly dump all of their tech stocks. Instead, they should simply be more selective and focus on higher-yielding tech stocks with stable profits and low valuations instead.Here are three rock-solid companies that fit this description: Seagate Technology, Qualcomm, and Broadcom.1. Seagate TechnologySeagate is the world's largest manufacturer of platter-based, hard disk drives (HDDs). Over the past few years, HDDs have faced a lot of competition from flash-based, solid-state drives (SSDs), which are smaller, faster, more power efficient, and less prone to damage.Seagate's rival Western Digital expanded into first-party flash chips and SSDs to counter that secular trend. However, Seagate doubled down on HDDs and focused on selling cheaper and higher-capacity drives to cost-conscious enterprise and data center customers instead.That conservative strategy enabled Seagate to generate stable growth and plenty of cash, which it mostly returned to its investors through big buybacks and dividends. Seagate reduced its share count by 26% over the past five years, and it's paid continuous dividends for over a decade.Seagate pays a forward dividend yield of 3.3%, and it's raised its payout annually for three straight years. It spent just 43% of its free cash flow (FCF) on those payments over the past 12 months, which gives it plenty of room for future hikes.Seagate faces some supply-chain challenges and a post-lockdown deceleration in PC sales, but it's offsetting those headwinds with the robust growth of its cloud and data center businesses. As a result, analysts still expect its revenue and earnings to grow 12% and 58%, respectively, in fiscal 2022 (which ends in July). Those are impressive growth rates for a stock that trades at just nine times forward earnings.2. QualcommQualcomm is one of the world's largest producers of mobile baseband modems and system-on-chips (SoCs), which conveniently bundle together a CPU, GPU, and a modem in a single package for smartphone makers. It also owns a massive portfolio of wireless patents, which entitles it to a cut of every smartphone sold worldwide -- even those that don't use its chips.Qualcomm's stock shed a quarter of its value this year as investors fretted over decelerating smartphone sales and other macroeconomic headwinds. However, that sell-off reduced Qualcomm's forward price-to-earnings ratio to just 13 and boosted its forward dividend yield to about 2%.Qualcomm spent 41% of its FCF on its dividends over the past 12 months, and has raised its dividend annually for nearly two decades. It also reduced its share count by 24% over the past five years.Investors might be worried about Qualcomm's near-term challenges, but the chipmaker continues to grow its share of the premium smartphone market against its main rival MediaTek as it returns most of its FCF (74% last year) to investors through big buybacks and dividends.Analysts still expect its revenue and earnings to grow 27% and 39%, respectively, this year, before cooling off in 2023. Qualcomm has weathered plenty of cyclical downturns before, so I think it's still the right time to accumulate more shares of this out-of-favor chipmaker.3. BroadcomBroadcom is often recognized as a major supplier for Apple, which accounted for about 20% of its revenue last year. However, the company also produces a wide range of chips for the data center, networking, software, storage, and industrial markets. In addition, it generates nearly a quarter of its revenue from infrastructure software.Today's Broadcom was previously known as Avago Technologies, a Singapore-based chipmaker that acquired the original Broadcom and assumed its brand in 2016. It continued to grow both organically and through big acquisitions -- which included the network switch maker Brocade in 2016, the enterprise software provider CA Technologies in 2018, and Symantec's enterprise security business in 2019.Between 2016 and 2021, Broadcom's annual revenue grew at a compound annual growth rate (CAGR) of 15.7% as its adjusted earnings per share (EPS) increased at a CAGR of 19.6%. Analysts expect its revenue and EPS to grow another 16% and 27%, respectively, this year.Those growth rates are impressive, but Broadcom still trades at just 17 times forward earnings. It also pays a high forward dividend yield of 2.8%, and it's raised its payout annually for over a decade. The company spent just 47% of its FCF on its dividends over the past 12 months, and it remains committed to spending about half of its prior-year FCF on dividends this year.Broadcom's shareholder-friendly measures, well-diversified business, and low valuation all make it a reliable investment for this volatile market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080193104,"gmtCreate":1649855355731,"gmtModify":1676534590477,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080193104","repostId":"1125032219","repostType":4,"repost":{"id":"1125032219","kind":"news","pubTimestamp":1649845314,"share":"https://ttm.financial/m/news/1125032219?lang=&edition=fundamental","pubTime":"2022-04-13 18:21","market":"us","language":"en","title":"U.S. Stock Futures Tick Up Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1125032219","media":"Wall Street Journal","summary":"U.S. stock futures rose ahead of earnings reports from major companies and as investors considered t","content":"<html><head></head><body><p>U.S. stock futures rose ahead of earnings reports from major companies and as investors considered the highest inflation in four decades.</p><p>Futures tied to the S&amp;P 500 climbed 0.4%, pointing to the broad-market index recouping losses after it closed down 0.3% on Tuesday. Nasdaq-100 futures rose 0.6%, suggesting gains in technology stocks after the opening bell.</p><p>Both VIX and VIXmain fell over 2%.</p><p>Gold rose 0.3% and reached $1982.3.</p><p>Stocks have come under pressure in recent days as concerns about inflation drove uncertainty about how aggressively the Federal Reserve could act to temper it. A data release on Tuesday showed thatconsumer prices accelerated further in March, rising 8.5% from a year earlier. The monthly increase was in line with economists’ expectations and core inflation which excludes food and energy was slightly lower than predicted, according to Deutsche Bank.</p><p>“The inflation data was obviously not great, but maybe we’re around the peak and we’ll start to see something of a disinflationary trend over the coming months,” said Esty Dwek, chief investment officer at FlowBank. “With bank earnings kicking off, we can get some direction. It’s really going to be about the guidance that we get for the rest of the year.”</p><p>JPMorgan,BlackRock, Delta Air Lines and Bed Bath &amp; Beyond are slated to report Wednesday ahead of the opening bell.Goldman Sachs,Citigroup,Morgan Stanley and Wells Fargo are set to follow on Thursday.</p><p>The yield on the benchmark 10-year Treasury note edged up to 2.760% from 2.724% on Tuesday, resuming its march upward afterdecliningthe day before. Yields rise when prices fall.</p><p>Oil prices edged up, with global benchmark Brent crude adding 0.6% to trade at $105.24 a barrel. Traders are assessing energy demand in China, as some lockdown measures in Shanghai eased but more factories in the region, including two run by Apple suppliers,halted production.</p><p>Overseas, the pan-continental Stoxx Europe 600 was flat. British supermarket chainTescodeclined 5.3% after it said it expects lower profit as rising prices change shoppers’ habits.</p><p>European government bonds sold off with the benchmark German 10-year bond yield rising to 0.828%. The European Central Bank is meeting on Thursday and investors are awaiting more clarity on plans to curb stimulus measures.</p><p>“ECB speakers have turned a little bit more hawkish lately,” said Jeremy Gatto, a multiasset investment manager at Unigestion. “They seem now to be agreeing that inflation might be a concern. It’s difficult to get excited about Europe.”</p><p>Russian PresidentVladimir Putinsaid Tuesday thatpeace talks had reached a dead endand that his forces would continue their offensive in Ukraine.</p><p>In Asia, major benchmarks were mixed. The Shanghai Composite Index fell 0.8% and Hong Kong’s Hang Seng Index ticked up 0.3%.</p><p>Japan’s Nikkei 225 climbed 1.9%. The yen depreciated 0.6% against the dollar, reaching a 20-year low. It traded at around 126 yen to $1. The Bank of Japan’s governor reiterated on Wednesday that monetary policy will remain easy.</p><p>The U.S. producer-price index for March, another gauge of inflation, is set to be released at 8:30 a.m. ET.</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>U.S. Stock Futures Tick Up Ahead of Earnings</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\">\nU.S. Stock Futures Tick Up Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 18:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-04-13-2022-11649835278?mod=markets_lead_pos2><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures rose ahead of earnings reports from major companies and as investors considered the highest inflation in four decades.Futures tied to the S&P 500 climbed 0.4%, pointing to the broad...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-04-13-2022-11649835278?mod=markets_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-04-13-2022-11649835278?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125032219","content_text":"U.S. stock futures rose ahead of earnings reports from major companies and as investors considered the highest inflation in four decades.Futures tied to the S&P 500 climbed 0.4%, pointing to the broad-market index recouping losses after it closed down 0.3% on Tuesday. Nasdaq-100 futures rose 0.6%, suggesting gains in technology stocks after the opening bell.Both VIX and VIXmain fell over 2%.Gold rose 0.3% and reached $1982.3.Stocks have come under pressure in recent days as concerns about inflation drove uncertainty about how aggressively the Federal Reserve could act to temper it. A data release on Tuesday showed thatconsumer prices accelerated further in March, rising 8.5% from a year earlier. The monthly increase was in line with economists’ expectations and core inflation which excludes food and energy was slightly lower than predicted, according to Deutsche Bank.“The inflation data was obviously not great, but maybe we’re around the peak and we’ll start to see something of a disinflationary trend over the coming months,” said Esty Dwek, chief investment officer at FlowBank. “With bank earnings kicking off, we can get some direction. It’s really going to be about the guidance that we get for the rest of the year.”JPMorgan,BlackRock, Delta Air Lines and Bed Bath & Beyond are slated to report Wednesday ahead of the opening bell.Goldman Sachs,Citigroup,Morgan Stanley and Wells Fargo are set to follow on Thursday.The yield on the benchmark 10-year Treasury note edged up to 2.760% from 2.724% on Tuesday, resuming its march upward afterdecliningthe day before. Yields rise when prices fall.Oil prices edged up, with global benchmark Brent crude adding 0.6% to trade at $105.24 a barrel. Traders are assessing energy demand in China, as some lockdown measures in Shanghai eased but more factories in the region, including two run by Apple suppliers,halted production.Overseas, the pan-continental Stoxx Europe 600 was flat. British supermarket chainTescodeclined 5.3% after it said it expects lower profit as rising prices change shoppers’ habits.European government bonds sold off with the benchmark German 10-year bond yield rising to 0.828%. The European Central Bank is meeting on Thursday and investors are awaiting more clarity on plans to curb stimulus measures.“ECB speakers have turned a little bit more hawkish lately,” said Jeremy Gatto, a multiasset investment manager at Unigestion. “They seem now to be agreeing that inflation might be a concern. It’s difficult to get excited about Europe.”Russian PresidentVladimir Putinsaid Tuesday thatpeace talks had reached a dead endand that his forces would continue their offensive in Ukraine.In Asia, major benchmarks were mixed. The Shanghai Composite Index fell 0.8% and Hong Kong’s Hang Seng Index ticked up 0.3%.Japan’s Nikkei 225 climbed 1.9%. The yen depreciated 0.6% against the dollar, reaching a 20-year low. It traded at around 126 yen to $1. The Bank of Japan’s governor reiterated on Wednesday that monetary policy will remain easy.The U.S. producer-price index for March, another gauge of inflation, is set to be released at 8:30 a.m. ET.","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015576255,"gmtCreate":1649519989560,"gmtModify":1676534524875,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015576255","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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>Palantir Vs. Snowflake Stock: Which Is The Better 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\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015067149,"gmtCreate":1649394224842,"gmtModify":1676534505369,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"🧐","listText":"🧐","text":"🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015067149","repostId":"1161211180","repostType":4,"repost":{"id":"1161211180","kind":"news","pubTimestamp":1649383776,"share":"https://ttm.financial/m/news/1161211180?lang=&edition=fundamental","pubTime":"2022-04-08 10:09","market":"us","language":"en","title":"Inflation May Be Taking Its Toll on E-Commerce King Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1161211180","media":"InvestorPlace","summary":"On paper,Amazon(AMZN) appears to be a no-brainer due to “new normal” dynamics.However, inflation con","content":"<html><head></head><body><ul><li>On paper,<b>Amazon</b>(<b><u>AMZN</u></b>) appears to be a no-brainer due to “new normal” dynamics.</li><li>However, inflation continues to be a problem for AMZN stock and other investments.</li><li>It’s best for prospective buyers to wait out the next few sessions.</li></ul><p>For the first two years of the coronavirus pandemic, <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) has been a clear winner, but questions about its ability to maintain its dominant profile have popped up. Particularly, AMZN stock appears to have trouble sustaining key technical levels. And when this occurs for a high-profile blue-chip company like Amazon, fundamental headwinds may be at play.</p><p>Of course, if you merely look at circumstances from a bird’s-eye view, the situation for AMZN stock seems more bullish than anything. For instance, the underlying e-commerce platform was a clear beneficiary of the new normal — the name associated with post-Covid-19 realities. With people concerned about getting infected with the mysterious SARS-CoV-2 virus, online transactions received a massive boost.</p><p>Indeed, at the peak of societal fears, e-commerce as a percentage of total retail sales hit 15.7% in the second quarter of 2020. Although AMZN stock wasn’t the exclusive beneficiary of this consumer behavioral shift, it was among the most profitable thanks to Amazon’s incredible brand awareness and footprint. Even though this allocation toward e-commerce has declined since then, the metric is considerably more elevated compared to pre-pandemic norms.</p><p>Still, this might not be enough to save Amazon stock, at least for the interim. As powerful as the company is, it appears to be no match for the Federal Reserve.</p><p>Inflation and the Uphill Battle for AMZN Stock</p><p>You don’t need to be an economist to recognize that something is very wrong: A quick trip to the gasoline station will tell you that immediately. On a personal level, I almost spent a Benjamin filling up my tank — a first by a country mile.</p><p>While there’s plenty of blame going around in the media, what sometimes gets overlooked in the partisan battlefield is the dramatic expansion of the real M2 money stock. On a month-over-month basis in April 2020, the money stock expanded by 7.2%, the greatest magnitude on record. For context, the previous record was in December 2008 at a bit over 3%.</p><p>Based on where AMZN stock is today relative to where it was during the doldrums of 2020, however, it appears that Amazon has somehow avoided the negative implications of this money stock expansion. But this dynamic could be stemming from overexuberance by Wall Street.</p><p>To be sure, you can point to data such as advance retail sales in the broader retail trade, which rose 18% between 2020 and 2021. Specifically, you can point to sectors such as the retail furniture subsegment, which expanded dramatically from both 2020 and pre-pandemic norms.</p><p>But it’s also possible that certain sectors, such as housing, are benefitting from one-off catalysts. For instance, the jewelry segment declined between 2019 and 2020. As well, when you consider the clothing and fashion accessory segment, you’ll notice that the combination of 2020 and 2021 sales is conspicuously lower than the combo of 2018 and 2019 sales.</p><p>In other words, inflation may be slowly taking its toll on discretionary consumer spending. This in turn may bode poorly for AMZN stock.</p><p>Technical Rumblings Pose a Warning for Amazon Investors</p><p>In my estimation, the only practical solution to get consumer prices back to the “old normal” is that the Fed must address the money stock problem. We can see in hindsight that injecting cash into the financial system only caused the free market to respond in kind.</p><p>Yes, it’s easy to point to politicians, parties and private-equity firms as culprits. However, without the expansion of the money stock, it’s difficult to imagine the sharp increases in certain sectors, such as real estate. Because of the crippling nature of soaring inflation, institutional firms saw little choice but to protect their wealth through investments. We see the result in ridiculous housing costs.</p><p>But that also poses downwind problems for investments like AMZN stock. The money supply increase didn’t just affect housing but almost every product and vital service. Therefore, we see in the underperformance of discretionary categories such as jewelry and fashion that consumers are tightening their belts. That’s not conducive for Amazon’s forward progress.</p><p>On the charts, AMZN stock is struggling around the $3,300 level. Based on a rising trend line that began in July 2020, shares arguably should be trading around the $3,500 level — and that’s the baseline. For driving confidence, AMZN should really be attacking the $3,800 level.</p><p>Wait for a Few</p><p>Given the lack of momentum in AMZN stock, I believe the best idea for prospective buyers is to wait for a few sessions. Let the security provide a clearer picture of its potential forward trajectory before making a significant move.</p><p>That’s not to say that Amazon is a bad investment. On the contrary, it’s a very powerful entity. However, its recent technical downturn forces all of us to consider the fundamental backdrop. Unfortunately, a deeper look reveals that not everything is well with AMZN, forcing a cautionary approach in the interim.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation May Be Taking Its Toll on E-Commerce King Amazon</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\">\nInflation May Be Taking Its Toll on E-Commerce King Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/amzn-stock-inflation-may-be-taking-its-toll-on-e-commerce-king-amazon/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On paper,Amazon(AMZN) appears to be a no-brainer due to “new normal” dynamics.However, inflation continues to be a problem for AMZN stock and other investments.It’s best for prospective buyers to wait...</p>\n\n<a href=\"https://investorplace.com/2022/04/amzn-stock-inflation-may-be-taking-its-toll-on-e-commerce-king-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://investorplace.com/2022/04/amzn-stock-inflation-may-be-taking-its-toll-on-e-commerce-king-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161211180","content_text":"On paper,Amazon(AMZN) appears to be a no-brainer due to “new normal” dynamics.However, inflation continues to be a problem for AMZN stock and other investments.It’s best for prospective buyers to wait out the next few sessions.For the first two years of the coronavirus pandemic, Amazon(NASDAQ:AMZN) has been a clear winner, but questions about its ability to maintain its dominant profile have popped up. Particularly, AMZN stock appears to have trouble sustaining key technical levels. And when this occurs for a high-profile blue-chip company like Amazon, fundamental headwinds may be at play.Of course, if you merely look at circumstances from a bird’s-eye view, the situation for AMZN stock seems more bullish than anything. For instance, the underlying e-commerce platform was a clear beneficiary of the new normal — the name associated with post-Covid-19 realities. With people concerned about getting infected with the mysterious SARS-CoV-2 virus, online transactions received a massive boost.Indeed, at the peak of societal fears, e-commerce as a percentage of total retail sales hit 15.7% in the second quarter of 2020. Although AMZN stock wasn’t the exclusive beneficiary of this consumer behavioral shift, it was among the most profitable thanks to Amazon’s incredible brand awareness and footprint. Even though this allocation toward e-commerce has declined since then, the metric is considerably more elevated compared to pre-pandemic norms.Still, this might not be enough to save Amazon stock, at least for the interim. As powerful as the company is, it appears to be no match for the Federal Reserve.Inflation and the Uphill Battle for AMZN StockYou don’t need to be an economist to recognize that something is very wrong: A quick trip to the gasoline station will tell you that immediately. On a personal level, I almost spent a Benjamin filling up my tank — a first by a country mile.While there’s plenty of blame going around in the media, what sometimes gets overlooked in the partisan battlefield is the dramatic expansion of the real M2 money stock. On a month-over-month basis in April 2020, the money stock expanded by 7.2%, the greatest magnitude on record. For context, the previous record was in December 2008 at a bit over 3%.Based on where AMZN stock is today relative to where it was during the doldrums of 2020, however, it appears that Amazon has somehow avoided the negative implications of this money stock expansion. But this dynamic could be stemming from overexuberance by Wall Street.To be sure, you can point to data such as advance retail sales in the broader retail trade, which rose 18% between 2020 and 2021. Specifically, you can point to sectors such as the retail furniture subsegment, which expanded dramatically from both 2020 and pre-pandemic norms.But it’s also possible that certain sectors, such as housing, are benefitting from one-off catalysts. For instance, the jewelry segment declined between 2019 and 2020. As well, when you consider the clothing and fashion accessory segment, you’ll notice that the combination of 2020 and 2021 sales is conspicuously lower than the combo of 2018 and 2019 sales.In other words, inflation may be slowly taking its toll on discretionary consumer spending. This in turn may bode poorly for AMZN stock.Technical Rumblings Pose a Warning for Amazon InvestorsIn my estimation, the only practical solution to get consumer prices back to the “old normal” is that the Fed must address the money stock problem. We can see in hindsight that injecting cash into the financial system only caused the free market to respond in kind.Yes, it’s easy to point to politicians, parties and private-equity firms as culprits. However, without the expansion of the money stock, it’s difficult to imagine the sharp increases in certain sectors, such as real estate. Because of the crippling nature of soaring inflation, institutional firms saw little choice but to protect their wealth through investments. We see the result in ridiculous housing costs.But that also poses downwind problems for investments like AMZN stock. The money supply increase didn’t just affect housing but almost every product and vital service. Therefore, we see in the underperformance of discretionary categories such as jewelry and fashion that consumers are tightening their belts. That’s not conducive for Amazon’s forward progress.On the charts, AMZN stock is struggling around the $3,300 level. Based on a rising trend line that began in July 2020, shares arguably should be trading around the $3,500 level — and that’s the baseline. For driving confidence, AMZN should really be attacking the $3,800 level.Wait for a FewGiven the lack of momentum in AMZN stock, I believe the best idea for prospective buyers is to wait for a few sessions. Let the security provide a clearer picture of its potential forward trajectory before making a significant move.That’s not to say that Amazon is a bad investment. On the contrary, it’s a very powerful entity. However, its recent technical downturn forces all of us to consider the fundamental backdrop. Unfortunately, a deeper look reveals that not everything is well with AMZN, forcing a cautionary approach in the interim.","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012098209,"gmtCreate":1649250971920,"gmtModify":1676534477517,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"India is a difficult and complex country to do business in. So not too bad a move given their financial status now.","listText":"India is a difficult and complex country to do business in. So not too bad a move given their financial status now.","text":"India is a difficult and complex country to do business in. So not too bad a move given their financial status now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012098209","repostId":"2225886665","repostType":4,"repost":{"id":"2225886665","kind":"news","pubTimestamp":1649217606,"share":"https://ttm.financial/m/news/2225886665?lang=&edition=fundamental","pubTime":"2022-04-06 12:00","market":"us","language":"en","title":"Sea Limited's Shopee Moving Out Of India: Good Or Bad?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225886665","media":"seekingalpha","summary":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Last week, Sea Limited announced that Shopee would withdraw from India.</li><li>Initially, the stock dropped 10% but it ended up on the day.</li><li>I analyze the news, what it means for Sea as a whole and how this affects my view on the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cff71f84c3894bd1998e1f56d28fff2\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Introduction</b></p><p>If last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited&#39;s (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfc2e1e4ec801537320be8f7b026325\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>YCharts</span></p><p>In the meantime, the stock continued to climb after this news and at the moment of writing, it&#39;s up 13.5% in a week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0074ef62f3078447dca0080fa83fe577\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Shopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.</p><p>The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.</p><blockquote>Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.</blockquote><p>The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn&#39;t use these tactics to kill competition, as its position didn&#39;t allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.</p><p><b>The pieces of the puzzle</b></p><p>While the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:</p><blockquote>A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.</blockquote><p>Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: &#34;If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.&#34; Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I&#39;m not trying to launch any conspiracy theory here.</p><p>The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (<i>my bold</i>).</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>This is business talk and quite vague, but I think it&#39;s quite clear what&#39;s going on if you look at the context. Remember this quote from the Q4 conference call?</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.</blockquote><p>And this one:</p><blockquote>In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.</blockquote><p>And this one:</p><blockquote>However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.</blockquote><p>Sea also expects SeaMoney to be cash-flow positive next year already (2023).</p><p>Let&#39;s put the pieces of the puzzle together here.</p><p>(1) Sea will focus much more on profitability.</p><p>(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India</p><p>(3) Shopee India would be a vast money-losing operation for years to come.</p><p>(4) Shopee Brazil is much further down the road than Shopee India.</p><p>(5) The company sees that what it does is working in Brazil.</p><p>If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I&#39;ll repeat it here:</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>I think it&#39;s obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.</p><p><b>Learning from the past</b></p><p>When the dotcom crash hit Amazon, this is how its EBITDA changed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9960cc477e8c66b7e59942c0a4d00ea5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>As you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon&#39;s EBITDA just kept growing.</p><p>Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.</p><p><b>Is this a management mistake?</b></p><p>There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea&#39;s profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That&#39;s what&#39;s meant by</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn&#39;t see the traction that it had expected. In this new situation, that&#39;s not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.</p><p>If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.</p><p>The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here&#39;s a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.</p><p>Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it&#39;s often a few years, for the hardware failures, it&#39;s often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.</p><p>With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.</p><p><b>How I think about this</b></p><p>The same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don&#39;t forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.</p><p>You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.</p><p>Sea still has a lot of cash on its balance sheet, about $10B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8d04022ba5aea798405b8b27d0cc9c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At the same time, Garena remains a cash cow, even though it&#39;s not expected to grow anymore. But it adds to Sea&#39;s money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That&#39;s more a sign of excellent management than poor management, in my opinion.</p><p>India probably only adds low single digits when it comes to Shopee&#39;s GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we&#39;ll have to see, but to me, this doesn&#39;t change the long-term thesis.</p><p>Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.</p><p>Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I&#39;m not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we&#39;ll have to see. It is also possible that India was the last pull-back. As an outsider, you can&#39;t judge as well as the company, with its vast data points that it can use to make the necessary decisions.</p><p><b>Conclusion</b></p><p>We are in a different environment now and Shopee adapts to that new environment. I think that&#39;s more a strength than a weakness, although I&#39;m sure enough people will explain it as a failure of Sea&#39;s management. That&#39;s OK; everybody is entitled to their own opinion.</p><p>Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I&#39;m confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea&#39;s management is not afraid to lose face by turning back the clock on what doesn&#39;t seem to work in the current circumstances doesn&#39;t lower my conviction.</p><p><i>In the meantime, keep growing!</i></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>Sea Limited's Shopee Moving Out Of India: Good Or Bad?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited's Shopee Moving Out Of India: Good Or Bad?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad\">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","BK4505":"高瓴资本持仓","BK4139":"生物科技","BK4581":"高盛持仓","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4526":"热门中概股","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","SE":"Sea Ltd","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225886665","content_text":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how this affects my view on the company.kokkai/iStock Unreleased via Getty ImagesIntroductionIf last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited's (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.YChartsIn the meantime, the stock continued to climb after this news and at the moment of writing, it's up 13.5% in a week.Data by YChartsShopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn't use these tactics to kill competition, as its position didn't allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.The pieces of the puzzleWhile the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: \"If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.\" Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I'm not trying to launch any conspiracy theory here.The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (my bold).In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.This is business talk and quite vague, but I think it's quite clear what's going on if you look at the context. Remember this quote from the Q4 conference call?We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.And this one:In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.And this one:However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.Sea also expects SeaMoney to be cash-flow positive next year already (2023).Let's put the pieces of the puzzle together here.(1) Sea will focus much more on profitability.(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India(3) Shopee India would be a vast money-losing operation for years to come.(4) Shopee Brazil is much further down the road than Shopee India.(5) The company sees that what it does is working in Brazil.If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I'll repeat it here:In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.I think it's obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.Learning from the pastWhen the dotcom crash hit Amazon, this is how its EBITDA changed.Data by YChartsAs you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon's EBITDA just kept growing.Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.Is this a management mistake?There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea's profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That's what's meant byIn view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn't see the traction that it had expected. In this new situation, that's not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here's a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it's often a few years, for the hardware failures, it's often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.How I think about thisThe same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don't forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.Sea still has a lot of cash on its balance sheet, about $10B.Data by YChartsAt the same time, Garena remains a cash cow, even though it's not expected to grow anymore. But it adds to Sea's money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That's more a sign of excellent management than poor management, in my opinion.India probably only adds low single digits when it comes to Shopee's GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we'll have to see, but to me, this doesn't change the long-term thesis.Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I'm not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we'll have to see. It is also possible that India was the last pull-back. As an outsider, you can't judge as well as the company, with its vast data points that it can use to make the necessary decisions.ConclusionWe are in a different environment now and Shopee adapts to that new environment. I think that's more a strength than a weakness, although I'm sure enough people will explain it as a failure of Sea's management. That's OK; everybody is entitled to their own opinion.Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I'm confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea's management is not afraid to lose face by turning back the clock on what doesn't seem to work in the current circumstances doesn't lower my conviction.In the meantime, keep growing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016814791,"gmtCreate":1649166348854,"gmtModify":1676534461976,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016814791","repostId":"1101656217","repostType":4,"repost":{"id":"1101656217","kind":"news","pubTimestamp":1649050577,"share":"https://ttm.financial/m/news/1101656217?lang=&edition=fundamental","pubTime":"2022-04-04 13:36","market":"us","language":"en","title":"NIO: Underestimated Rebound Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1101656217","media":"Seeking Alpha","summary":"SummaryNIO delivered close to 10 thousand electric vehicles in March.Deliveries bounced back 63% com","content":"<html><head></head><body><p>Summary</p><ul><li>NIO delivered close to 10 thousand electric vehicles in March.</li><li>Deliveries bounced back 63% compared to the prior month.</li><li>ET7 deliveries are now included in NIO’s delivery cards.</li></ul><p>As expected, NIO&#39;s (NYSE:NIO) delivery card for the month of March showed massive improvement over the previous two months where sales results were affected by Chinese New Year. NIO delivered almost 10 thousand electric vehicles last month and the rebound in deliveries strongly suggests that the EV startup has continual potential for growth for the remainder of FY 2022. Given the expected production and delivery ramp this year, partially based on new sedan model launches, shares of NIO remain undervalued!</p><p><b>A look at NIO’s most recent delivery card</b></p><p>NIO as well as other electric vehicle startups saw their deliveries plunge in the first two months of FY 2022, in part due to Chinese holidays that lowered electric vehicle sales across the sector. NIO’s volume decline in January and February was especially pronounced, but NIO was not the only company that saw its deliveries fall. However, as I expected, NIO saw a material delivery rebound in March that indicates significant recovery potential for the rest of the year.</p><p>NIO delivered 9,985 electric vehicles in March of which 5,064 were ES6s, 3,032 were EC6s and 1,726 were ES8s. It should be noted that NIO also started to deliver its new passenger sedan, the ET7, in March of which the firm delivered its first 163 units to customers in China. Deliveries for the ET7 started only on March 28, 2022 meaning NIO’s sedan deliveries are going to be significantly higher for the month of April.</p><p>While NIO’s ES6 flagship model still accounts for roughly half of all deliveries, NIO’s sales mix is going to change going forward due to the launch of the ET7… which is set to see a significant production and delivery ramp throughout FY 2022. I believe NIO could deliver more than 2 thousand sedan models on a monthly basis by the end of the current fiscal year, and potentially much more than that.</p><p>NIO’s total delivery volume in March improved 62.9% while XPeng&#39;s (XPEV) month over month delivery rebound was 147.6% and Li Auto&#39;s (LI) recovery was 31.1%. Both XPeng and Li Auto delivered more than 10 thousand units monthly again in March and NIO came at least very close to the 10 thousand unit delivery mark. Going forward, assuming there are no significant disruptions to the flow of semiconductors, I expect NIO to deliver a significant production and delivery ramp in FY 2022.</p><p><img src=\"https://static.tigerbbs.com/84c77d8d3882066430c0a592e719ebe9\" tg-width=\"618\" tg-height=\"204\" referrerpolicy=\"no-referrer\"/>I estimate that NIO could deliver up to 190 thousand electric vehicles, across all models, in FY 2022… but this assumes that NIO won’t face any production delays this year. So far in FY 2022, NIO delivered 25,768 electric vehicles in the three months ended March 2022, showing an increase of 28.5% year over year. NIO also achieved an all time quarterly record in deliveries in the first quarter, despite drastically declining delivery growth in the first two months of the year. XPeng and Li Auto saw their quarterly delivery volumes increase 159.0% and 152.1% year over year. Because NIO just launched the ET7 flagship sedan and is scheduled to begin selling the ET5 sedan later this year, I believe NIO has exceptional potential to grow deliveries.</p><p><b>Revenue estimates will continue to go up</b></p><p>NIO’s revenue estimates are rising, indicating that the market still underestimates the firm’s growth potential. While NIO is not profitable yet, the company is edging closer and closer to this goal. NIO is expected to generate profits in FY 2023, but it would be a mistake to value a growth company like NIO based on its EPS.</p><p>NIO is best evaluated off of its revenue potential. Top line predictions call for revenues of $9.9B in FY 2022 and $16.4B in FY 2023, implying impressive revenue growth rates of 74.2% and 66.1%. Estimates are likely to continue to rise as analysts start to include expected sedan sales into top line predictions.</p><p><img src=\"https://static.tigerbbs.com/f64b9d1f4e6a00927c2724030b9a99ca\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>While XPeng currently offers the fastest delivery growth and Li Auto the cheapest revenue growth (P-S ratio of 2.1 X), NIO’s value lies in its increasing density of its product lineup and BaaS revenue opportunity.</p><p>Based off of sales, NIO is still very attractively valued (P-S ratio of 2.2 X) and the rebound in deliveries in March could power NIO’s valuation higher.</p><p><img src=\"https://static.tigerbbs.com/c99e11a1bf8bb40564e766653dbe5866\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p><b>Risks with NIO</b></p><p>I believe NIO is at the precipice of seeing a strong recovery in delivery volumes this year. In part this is because Chinese holidays no longer impact NIO’s deliveries. While risks still exist for NIO, I believe the recent launch of the ET7 and the anticipated launch of the ET5 sedan later this year will significantly boost NIO’s delivery volume in FY 2022. The biggest risk for NIO, as I see it, are risks relating to production. In FY 2021, NIO had to lower its delivery forecast due to supply chain issues. If computer chips are hard to come by this year, NIO’s delivery potential will likely be impacted as well. What would change my opinion about NIO is if production and timeline risks were to increase significantly and the firm’s electric vehicle delivery growth dropped off unexpectedly.</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>NIO: Underestimated Rebound Potential</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\">\nNIO: Underestimated Rebound Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499501-nio-underestimated-rebound-potential><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO delivered close to 10 thousand electric vehicles in March.Deliveries bounced back 63% compared to the prior month.ET7 deliveries are now included in NIO’s delivery cards.As expected, NIO's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499501-nio-underestimated-rebound-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4499501-nio-underestimated-rebound-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101656217","content_text":"SummaryNIO delivered close to 10 thousand electric vehicles in March.Deliveries bounced back 63% compared to the prior month.ET7 deliveries are now included in NIO’s delivery cards.As expected, NIO's (NYSE:NIO) delivery card for the month of March showed massive improvement over the previous two months where sales results were affected by Chinese New Year. NIO delivered almost 10 thousand electric vehicles last month and the rebound in deliveries strongly suggests that the EV startup has continual potential for growth for the remainder of FY 2022. Given the expected production and delivery ramp this year, partially based on new sedan model launches, shares of NIO remain undervalued!A look at NIO’s most recent delivery cardNIO as well as other electric vehicle startups saw their deliveries plunge in the first two months of FY 2022, in part due to Chinese holidays that lowered electric vehicle sales across the sector. NIO’s volume decline in January and February was especially pronounced, but NIO was not the only company that saw its deliveries fall. However, as I expected, NIO saw a material delivery rebound in March that indicates significant recovery potential for the rest of the year.NIO delivered 9,985 electric vehicles in March of which 5,064 were ES6s, 3,032 were EC6s and 1,726 were ES8s. It should be noted that NIO also started to deliver its new passenger sedan, the ET7, in March of which the firm delivered its first 163 units to customers in China. Deliveries for the ET7 started only on March 28, 2022 meaning NIO’s sedan deliveries are going to be significantly higher for the month of April.While NIO’s ES6 flagship model still accounts for roughly half of all deliveries, NIO’s sales mix is going to change going forward due to the launch of the ET7… which is set to see a significant production and delivery ramp throughout FY 2022. I believe NIO could deliver more than 2 thousand sedan models on a monthly basis by the end of the current fiscal year, and potentially much more than that.NIO’s total delivery volume in March improved 62.9% while XPeng's (XPEV) month over month delivery rebound was 147.6% and Li Auto's (LI) recovery was 31.1%. Both XPeng and Li Auto delivered more than 10 thousand units monthly again in March and NIO came at least very close to the 10 thousand unit delivery mark. Going forward, assuming there are no significant disruptions to the flow of semiconductors, I expect NIO to deliver a significant production and delivery ramp in FY 2022.I estimate that NIO could deliver up to 190 thousand electric vehicles, across all models, in FY 2022… but this assumes that NIO won’t face any production delays this year. So far in FY 2022, NIO delivered 25,768 electric vehicles in the three months ended March 2022, showing an increase of 28.5% year over year. NIO also achieved an all time quarterly record in deliveries in the first quarter, despite drastically declining delivery growth in the first two months of the year. XPeng and Li Auto saw their quarterly delivery volumes increase 159.0% and 152.1% year over year. Because NIO just launched the ET7 flagship sedan and is scheduled to begin selling the ET5 sedan later this year, I believe NIO has exceptional potential to grow deliveries.Revenue estimates will continue to go upNIO’s revenue estimates are rising, indicating that the market still underestimates the firm’s growth potential. While NIO is not profitable yet, the company is edging closer and closer to this goal. NIO is expected to generate profits in FY 2023, but it would be a mistake to value a growth company like NIO based on its EPS.NIO is best evaluated off of its revenue potential. Top line predictions call for revenues of $9.9B in FY 2022 and $16.4B in FY 2023, implying impressive revenue growth rates of 74.2% and 66.1%. Estimates are likely to continue to rise as analysts start to include expected sedan sales into top line predictions.Data by YChartsWhile XPeng currently offers the fastest delivery growth and Li Auto the cheapest revenue growth (P-S ratio of 2.1 X), NIO’s value lies in its increasing density of its product lineup and BaaS revenue opportunity.Based off of sales, NIO is still very attractively valued (P-S ratio of 2.2 X) and the rebound in deliveries in March could power NIO’s valuation higher.Data by YChartsRisks with NIOI believe NIO is at the precipice of seeing a strong recovery in delivery volumes this year. In part this is because Chinese holidays no longer impact NIO’s deliveries. While risks still exist for NIO, I believe the recent launch of the ET7 and the anticipated launch of the ET5 sedan later this year will significantly boost NIO’s delivery volume in FY 2022. The biggest risk for NIO, as I see it, are risks relating to production. In FY 2021, NIO had to lower its delivery forecast due to supply chain issues. If computer chips are hard to come by this year, NIO’s delivery potential will likely be impacted as well. What would change my opinion about NIO is if production and timeline risks were to increase significantly and the firm’s electric vehicle delivery growth dropped off unexpectedly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013237416,"gmtCreate":1648733892277,"gmtModify":1676534387702,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"[Bless]&nbsp;","listText":"[Bless]&nbsp;","text":"[Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013237416","repostId":"1195815749","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013323629,"gmtCreate":1648686039767,"gmtModify":1676534378135,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"All the best!","listText":"All the best!","text":"All the best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013323629","repostId":"1131210080","repostType":4,"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013323079,"gmtCreate":1648685969763,"gmtModify":1676534378148,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"All the best","listText":"All the best","text":"All the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013323079","repostId":"2223950802","repostType":4,"repost":{"id":"2223950802","kind":"highlight","pubTimestamp":1648649952,"share":"https://ttm.financial/m/news/2223950802?lang=&edition=fundamental","pubTime":"2022-03-30 22:19","market":"us","language":"en","title":"Why Cathie Wood Just Dumped Tesla for This Hot EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2223950802","media":"Motley Fool","summary":"Cathie Wood makes a big move and buy Nio stock for the first time.","content":"<html><head></head><body><p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview  with <i>Barron&#39;s</i>, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.</p><p>Wood owns several EV stocks, but the one that&#39;s stood out so far is industry leader <b>Tesla</b>. Tesla is, in fact, Wood&#39;s largest holding -- the stock constituted 7.54% across all of Ark Invest&#39;s family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.</p><p>Yet, that&#39;s after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.</p><p>What&#39;s even more surprising, though, is the EV stock Wood bought same day: <b>Nio</b>. The <b>Ark Autonomous Technology &amp; Robotics ETF</b> (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb11f4ff477a5aa657c946261c8b83da\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>To be sure, trimming her Tesla position doesn&#39;t necessarily mean Wood&#39;s conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood&#39;s conviction in the Chinese EV stock.</p><h2>Why Nio caught Cathie Wood&#39;s attention</h2><p>Wood&#39;s interest in Tesla shouldn&#39;t come as a surprise. The company&#39;s foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>Yet competition is heating up, and Wood seemingly doesn&#39;t want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the &#34;Tesla of China&#34; and has even said it aims to sell better products than Tesla but at lower costs.</p><p>The fact that Wood bought Nio stock just one day after the company&#39;s fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood&#39;s attention. I believe it&#39;s the EV maker&#39;s growth plans.</p><h2>Nio&#39;s big plans</h2><p>Nio expects to deliver 25,000-26,000 vehicles in the first quarter. That&#39;s roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.</p><p>Yet Nio isn&#39;t worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.</p><p>More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.</p><p>Nio&#39;s revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world&#39;s largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e327e3b1a66f10690e5ef105a1177dc3\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.</p><h2>Path to profitability</h2><p>As a company that has its eyes set set on two of the world&#39;s largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.</p><p>BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio&#39;s swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.</p><p>Nio&#39;s agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.</p><p>Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.</p><p>In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That&#39;s what seems to have caught Cathie Wood&#39;s attention, and she evidently bought the dip in this hot EV stock.</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>Why Cathie Wood Just Dumped Tesla for This Hot EV Stock</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 Cathie Wood Just Dumped Tesla for This Hot EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4527":"明星科技股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","NIO":"蔚来","TSLA":"特斯拉","BK4511":"特斯拉概念"},"source_url":"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223950802","content_text":"Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview  with Barron's, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.Wood owns several EV stocks, but the one that's stood out so far is industry leader Tesla. Tesla is, in fact, Wood's largest holding -- the stock constituted 7.54% across all of Ark Invest's family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.Yet, that's after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.What's even more surprising, though, is the EV stock Wood bought same day: Nio. The Ark Autonomous Technology & Robotics ETF (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.Image source: Getty Images.To be sure, trimming her Tesla position doesn't necessarily mean Wood's conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood's conviction in the Chinese EV stock.Why Nio caught Cathie Wood's attentionWood's interest in Tesla shouldn't come as a surprise. The company's foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.Image source: Statista.Yet competition is heating up, and Wood seemingly doesn't want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the \"Tesla of China\" and has even said it aims to sell better products than Tesla but at lower costs.The fact that Wood bought Nio stock just one day after the company's fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood's attention. I believe it's the EV maker's growth plans.Nio's big plansNio expects to deliver 25,000-26,000 vehicles in the first quarter. That's roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.Yet Nio isn't worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.Nio's revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world's largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.Image source: Statista.In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.Path to profitabilityAs a company that has its eyes set set on two of the world's largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio's swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.Nio's agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That's what seems to have caught Cathie Wood's attention, and she evidently bought the dip in this hot EV stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019031602,"gmtCreate":1648485981166,"gmtModify":1676534344243,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019031602","repostId":"1129753840","repostType":4,"repost":{"id":"1129753840","kind":"news","pubTimestamp":1648481085,"share":"https://ttm.financial/m/news/1129753840?lang=&edition=fundamental","pubTime":"2022-03-28 23:24","market":"us","language":"en","title":"Disney Stock: A Winner Among Losers In 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1129753840","media":"TheStreet","summary":"DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three mont","content":"<html><head></head><body><p>DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.</p><p>The current year has definitely not been a good one for streaming stocks. Up to this point in 2022, Roundhill’s streaming ETF (<b>SUBZ</b>) returned painful losses of nearly 20%.</p><p>Among a pile of losers, one name stands out as having performed better than all its major peers and in line with the Nasdaq 100: Disney stock (DIS). Today, we look at why this may have been the case, and what lies ahead for shares of the Mickey Mouse company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d652b8ad09c12be59dcf64b31bb2228\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Disney Stock: A Winner Among Losers In 2022</span></p><p><b>Why Disney has performed better</b></p><p>The chart below shows how DIS has not disappointed as badly as its media entertainment peers lately. A YTD loss of 10% is no laughing matter. But at least it has not been as bad as Netflix’s 37% decline or, worse yet, Roku’s 46% selloff in only three months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cef6e62eec8f82659d43e0b9ae0f6f7\" tg-width=\"988\" tg-height=\"505\" width=\"100%\" height=\"auto\"/><span>Figure 2: DIS performance vs. NFLX, SPOT, TCEHY.</span></p><p>The first and obvious reason why Disney stock has been doing better is the diversification of the business model. Disney+ and other of the company’s streaming services, including Hulu, are arguably Disney’s crown jewel. But they are far from representing the bulk of total revenues.</p><p>The pie chart below shows that barely one-fifth of Disney’s sales in the most recent quarter came from DTC/streaming. Not displayed below is the fact that this subsegment is the only across the entire product and service portfolio that produces sizable operating losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66019852e41d016a008b741f0c012a46\" tg-width=\"816\" tg-height=\"511\" width=\"100%\" height=\"auto\"/><span>Figure 3: Disney&#39;s revenues by segment, F1Q&#39;22.</span></p><p>If 2022 has not been the year of streaming services, it has been much better for the outside-the-home businesses. This is why, for example, Disney parks, experiences and products saw revenues more than double in the 2021 holiday quarter.</p><p>This is also most likely why Disney stock has been a winner among losers so far this year. While plenty of skepticism remains about the growth and profitability potential of Disney’s streaming offerings, some investors may be more excited by the recovery in other parts of the business.</p><p>The other main reason for DIS’s relative outperformance in 2022 may be the stock’s underperformance in 2021.</p><p>In the second half of last year, Disney stock dropped by an uncomfortable 13%. During the same period, the broad market S&amp;P 500 (SPY) climbed 10%, and even streaming peer Netflix jumped 13%. Disney’s next-year P/E sank from 40 to 27 times in six months.</p><p>Faced with lower valuations and a battered share price, Disney stock probably appealed to bargain hunters in early 2022 — granted, still not enough to prevent the 10% YTD dip.</p><p><b>Can Disney stock climb from here?</b></p><p>Disney’s business fundamentals remain a mixed bag of good and bad. Parks, hotels and cruises are bound to recover quickly in this post-pandemic year. But DTC growth and margins remain a question mark, while networks continue to face secular pressures.</p><p>Wall Street does not seem too concerned. Of the 20 analyststrackedby TipRanks, 15 think that DIS is a buy. The consensus upside opportunity is an attractive 38% to a price target of $192.</p><p>I think that DIS is a good asset to own for the long term, but I would not count on the stock rebounding very quickly. While valuations seem attractive at last, there are plenty of risks associated with the business and the macroeconomic landscape that probably need to be sorted out before a rally begins to take shape.</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>Disney Stock: A Winner Among Losers In 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Stock: A Winner Among Losers In 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.The current ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129753840","content_text":"DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.The current year has definitely not been a good one for streaming stocks. Up to this point in 2022, Roundhill’s streaming ETF (SUBZ) returned painful losses of nearly 20%.Among a pile of losers, one name stands out as having performed better than all its major peers and in line with the Nasdaq 100: Disney stock (DIS). Today, we look at why this may have been the case, and what lies ahead for shares of the Mickey Mouse company.Figure 1: Disney Stock: A Winner Among Losers In 2022Why Disney has performed betterThe chart below shows how DIS has not disappointed as badly as its media entertainment peers lately. A YTD loss of 10% is no laughing matter. But at least it has not been as bad as Netflix’s 37% decline or, worse yet, Roku’s 46% selloff in only three months.Figure 2: DIS performance vs. NFLX, SPOT, TCEHY.The first and obvious reason why Disney stock has been doing better is the diversification of the business model. Disney+ and other of the company’s streaming services, including Hulu, are arguably Disney’s crown jewel. But they are far from representing the bulk of total revenues.The pie chart below shows that barely one-fifth of Disney’s sales in the most recent quarter came from DTC/streaming. Not displayed below is the fact that this subsegment is the only across the entire product and service portfolio that produces sizable operating losses.Figure 3: Disney's revenues by segment, F1Q'22.If 2022 has not been the year of streaming services, it has been much better for the outside-the-home businesses. This is why, for example, Disney parks, experiences and products saw revenues more than double in the 2021 holiday quarter.This is also most likely why Disney stock has been a winner among losers so far this year. While plenty of skepticism remains about the growth and profitability potential of Disney’s streaming offerings, some investors may be more excited by the recovery in other parts of the business.The other main reason for DIS’s relative outperformance in 2022 may be the stock’s underperformance in 2021.In the second half of last year, Disney stock dropped by an uncomfortable 13%. During the same period, the broad market S&P 500 (SPY) climbed 10%, and even streaming peer Netflix jumped 13%. Disney’s next-year P/E sank from 40 to 27 times in six months.Faced with lower valuations and a battered share price, Disney stock probably appealed to bargain hunters in early 2022 — granted, still not enough to prevent the 10% YTD dip.Can Disney stock climb from here?Disney’s business fundamentals remain a mixed bag of good and bad. Parks, hotels and cruises are bound to recover quickly in this post-pandemic year. But DTC growth and margins remain a question mark, while networks continue to face secular pressures.Wall Street does not seem too concerned. Of the 20 analyststrackedby TipRanks, 15 think that DIS is a buy. The consensus upside opportunity is an attractive 38% to a price target of $192.I think that DIS is a good asset to own for the long term, but I would not count on the stock rebounding very quickly. While valuations seem attractive at last, there are plenty of risks associated with the business and the macroeconomic landscape that probably need to be sorted out before a rally begins to take shape.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010756443,"gmtCreate":1648476804717,"gmtModify":1676534342742,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Alphabet&nbsp;[Cool]&nbsp;","listText":"Alphabet&nbsp;[Cool]&nbsp;","text":"Alphabet [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010756443","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","kind":"news","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></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\" 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Meta: One Is The Much Better 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\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4573":"虚拟现实","BK4508":"社交媒体","BK4524":"宅经济概念","BK4077":"互动媒体与服务","BK4525":"远程办公概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4527":"明星科技股","BK4579":"人工智能","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4554":"元宇宙及AR概念"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010052583,"gmtCreate":1648215507456,"gmtModify":1676534317921,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Looks good&nbsp;","listText":"Looks good&nbsp;","text":"Looks good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010052583","repostId":"2220742968","repostType":2,"repost":{"id":"2220742968","kind":"news","pubTimestamp":1647586327,"share":"https://ttm.financial/m/news/2220742968?lang=&edition=fundamental","pubTime":"2022-03-18 14:52","market":"us","language":"en","title":"SoFi Technologies: This Bruised Growth Stock Is A Strong Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2220742968","media":"seekingalpha","summary":"SummarySoFi dropped to a new 1-year low this week although tech and growth stocks have been rallying","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>SoFi dropped to a new 1-year low this week although tech and growth stocks have been rallying.</li><li>Strong earnings outlook for FY 2022 supports the decision to buy SoFi on the drop.</li><li>Technisys acquisition is set to support topline and margin growth for years to come.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae8edbdd8bb626d19be0c26bfc4fe7db\" tg-width=\"750\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Tippapatt/iStock via Getty Images</span></p><p>Shares of SoFi Technologies (NASDAQ:SOFI) cratered to new lows this week due to persistent fears over a post-pandemic slowdown in account and revenue growth. SoFi didn&#39;t even participate in yesterday&#39;s big rally of tech stocks that have been bruised lately. However, the firm submitted an impressive earnings outlook for FY 2022 in March and the recently completed acquisition of Technisys improves the firm&#39;s growth prospects in the fintech industry considerably!</p><p><b>SoFi has crashed for no reason</b></p><p>Shares of SoFi Technologies cratered to a new low this week although the personal finance company submitted better than expected results for the last quarter and gave a strong earnings outlook for FY 2022 just weeks ago. According to SoFi&#39;s earnings outlook, the firm expects to sextuple its adjusted EBITDA to $180M this year. Additionally, SoFi sees material improvements in platform profitability going forward and projects that its adjusted EBITDA margin will go from 3% in FY 2021 to 11% in FY 2022.</p><p>The upbeat earnings outlook caused shares of SoFi to spike after submission of the fourth-quarter earnings card. However, shares quickly dropped again, due to an accelerating sell-off in the tech sector. Yesterday, SoFi dropped to a new 1-year low of $7.74. I believe the drop is completely unwarranted and presents a buying opportunity.</p><p><b>SoFi&#39;s member base will keep growing</b></p><p>Although member and topline growth rates are moderating, post-pandemic, the firm is still set to add hundreds of thousands of new members to its SoFi and Galileo platforms in FY 2022 and in the following years. In the fourth-quarter, SoFi added 523 thousand new members to its platform, bringing the member total to 3.5M. I believe the bank charter that SoFi recently got awarded will draw more customers to the fintech as it allows the company to offer better interest rates and more protection relative to non-regulated fintechs. Fears over a post-pandemic slump in member growth may also be exaggerated since SoFi&#39;s account base still grew at 87% year over year in the fourth-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc64e07f9da834b2899cd031acf31dba\" tg-width=\"1170\" tg-height=\"622\" width=\"100%\" height=\"auto\"/><span>SoFi</span></p><p><b>Roll-out of new financial services products are key to SoFi&#39;s growth</b></p><p>The earnings outlook for FY 2022 is supported by <a href=\"https://laohu8.com/S/AONE.U\">one</a> specific factor that is driving growth in the SoFi ecosystem: The roll-out of new financial services products. Financial services products, as opposed to pure lending products (loans), offer a huge opportunity for market penetration and expansion for SoFi. In the fourth-quarter, financial services products outnumbered lending products by a factor of 3.8 X. Just two years ago, that factor was 0.5 X. What this means is that SoFi&#39;s explosive member growth in the last two years especially has been supported chiefly by financial services products like investing services, money management products, insurances and credit cards. SoFi had more than 5M total products available on its platform in the last quarter and the firm is set to add even more products in FY 2022. The denser the product lineup, the more customers can be drawn into the SoFi ecosystem.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86bb8a1cd297483a61ebe34e019b5c20\" tg-width=\"1177\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>SoFi</span></p><p><b>Technisys acquisition is set to drive platform profitability as well as topline growth</b></p><p>The third reason why I believe SoFi should be bought on this undeserved drop relates to the firm&#39;s recently completed acquisition of Technisys.</p><p>Technisys is a digital multi-product core banking platform that will be vertically integrated with Galileo, SoFi&#39;s fintech and enterprise business. The acquisition cost SoFi about $1.1B but is said to lead to both revenue and cost synergies. The integration of Technisys&#39; end-to-end technology stack is going to make it easier for SoFi to innovate and roll out new (financial services) products to its members. Regarding revenue synergies, the acquisition is set to add $500M to $800M in revenues over the next four financial years. Regarding cost synergies, the vertically integrated technology stack is expected to result in $75M to $85M in total cost savings from FY 2023 to FY 2025. SoFi is looking at $60 to $70M annual cost savings thereafter.</p><p><b>SoFi&#39;s price reflects strong value for growth investors</b></p><p>The growth sector has become cheap again and SoFi is one investment that has a good chance of growing at fantastic rates in the foreseeable future. I expect SoFi to grow its member base to 10M by FY 2026, up from 3.5M today.</p><p>Because of the undeservedly steep drop in pricing that shares of SoFi went through in the last few months, SoFi&#39;s platform growth is cheap, especially when considering the recently completed Technisys acquisition that is adding to topline growth. Based off of $2.1B in revenues in FY 2023, shares of SoFi have a market-capitalization-to-sales ratio of 5 X. SoFi&#39;s P-S ratio has been four times that last year and prospects for growth are as bright as ever.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e304699a37899c878cb6a59b32bc8a\" tg-width=\"640\" tg-height=\"137\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Risks with SoFi</b></p><p>The period of pandemic-fueled hyper-growth rates for SoFi and other fintechs is likely over. SoFi is still going to grow quickly after the pandemic and on-board large numbers of new customers to its platform, but the digital personal finance firm is not going to grow at the same rates that have materialized during the pandemic (100% or more). For that reason, slowing revenue growth and delayed platform profitability are serious risks for SoFi. What is also a risk is that the company so far failed to establish a moat around its business and fintechs chiefly compete on margins, but the bank charter may be a way out for SoFi. Other fintechs with better financial services products, lower prices, more efficient AI or better customer service pose long-term threats to SoFi&#39;s business model as well.</p><p><b>Final thoughts</b></p><p>SoFi will continue to roll out new financial services products that improve the density of its product and service offering and draw more customers into the ecosystem. The Technisys acquisition is set to support long-term growth, allows SoFi to operate a competitive fintech platform and leads to synergies. The market opportunity in the fintech industry is enormous and SoFi is right there to take a big slice out of this fast-growing market!</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>SoFi Technologies: This Bruised Growth Stock Is A Strong 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\">\nSoFi Technologies: This Bruised Growth Stock Is A Strong Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 14:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496136-sofi-bruised-growth-stock-strong-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySoFi dropped to a new 1-year low this week although tech and growth stocks have been rallying.Strong earnings outlook for FY 2022 supports the decision to buy SoFi on the drop.Technisys ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496136-sofi-bruised-growth-stock-strong-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4166":"消费信贷","SOFI":"SoFi Technologies Inc.","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/article/4496136-sofi-bruised-growth-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220742968","content_text":"SummarySoFi dropped to a new 1-year low this week although tech and growth stocks have been rallying.Strong earnings outlook for FY 2022 supports the decision to buy SoFi on the drop.Technisys acquisition is set to support topline and margin growth for years to come.Tippapatt/iStock via Getty ImagesShares of SoFi Technologies (NASDAQ:SOFI) cratered to new lows this week due to persistent fears over a post-pandemic slowdown in account and revenue growth. SoFi didn't even participate in yesterday's big rally of tech stocks that have been bruised lately. However, the firm submitted an impressive earnings outlook for FY 2022 in March and the recently completed acquisition of Technisys improves the firm's growth prospects in the fintech industry considerably!SoFi has crashed for no reasonShares of SoFi Technologies cratered to a new low this week although the personal finance company submitted better than expected results for the last quarter and gave a strong earnings outlook for FY 2022 just weeks ago. According to SoFi's earnings outlook, the firm expects to sextuple its adjusted EBITDA to $180M this year. Additionally, SoFi sees material improvements in platform profitability going forward and projects that its adjusted EBITDA margin will go from 3% in FY 2021 to 11% in FY 2022.The upbeat earnings outlook caused shares of SoFi to spike after submission of the fourth-quarter earnings card. However, shares quickly dropped again, due to an accelerating sell-off in the tech sector. Yesterday, SoFi dropped to a new 1-year low of $7.74. I believe the drop is completely unwarranted and presents a buying opportunity.SoFi's member base will keep growingAlthough member and topline growth rates are moderating, post-pandemic, the firm is still set to add hundreds of thousands of new members to its SoFi and Galileo platforms in FY 2022 and in the following years. In the fourth-quarter, SoFi added 523 thousand new members to its platform, bringing the member total to 3.5M. I believe the bank charter that SoFi recently got awarded will draw more customers to the fintech as it allows the company to offer better interest rates and more protection relative to non-regulated fintechs. Fears over a post-pandemic slump in member growth may also be exaggerated since SoFi's account base still grew at 87% year over year in the fourth-quarter.SoFiRoll-out of new financial services products are key to SoFi's growthThe earnings outlook for FY 2022 is supported by one specific factor that is driving growth in the SoFi ecosystem: The roll-out of new financial services products. Financial services products, as opposed to pure lending products (loans), offer a huge opportunity for market penetration and expansion for SoFi. In the fourth-quarter, financial services products outnumbered lending products by a factor of 3.8 X. Just two years ago, that factor was 0.5 X. What this means is that SoFi's explosive member growth in the last two years especially has been supported chiefly by financial services products like investing services, money management products, insurances and credit cards. SoFi had more than 5M total products available on its platform in the last quarter and the firm is set to add even more products in FY 2022. The denser the product lineup, the more customers can be drawn into the SoFi ecosystem.SoFiTechnisys acquisition is set to drive platform profitability as well as topline growthThe third reason why I believe SoFi should be bought on this undeserved drop relates to the firm's recently completed acquisition of Technisys.Technisys is a digital multi-product core banking platform that will be vertically integrated with Galileo, SoFi's fintech and enterprise business. The acquisition cost SoFi about $1.1B but is said to lead to both revenue and cost synergies. The integration of Technisys' end-to-end technology stack is going to make it easier for SoFi to innovate and roll out new (financial services) products to its members. Regarding revenue synergies, the acquisition is set to add $500M to $800M in revenues over the next four financial years. Regarding cost synergies, the vertically integrated technology stack is expected to result in $75M to $85M in total cost savings from FY 2023 to FY 2025. SoFi is looking at $60 to $70M annual cost savings thereafter.SoFi's price reflects strong value for growth investorsThe growth sector has become cheap again and SoFi is one investment that has a good chance of growing at fantastic rates in the foreseeable future. I expect SoFi to grow its member base to 10M by FY 2026, up from 3.5M today.Because of the undeservedly steep drop in pricing that shares of SoFi went through in the last few months, SoFi's platform growth is cheap, especially when considering the recently completed Technisys acquisition that is adding to topline growth. Based off of $2.1B in revenues in FY 2023, shares of SoFi have a market-capitalization-to-sales ratio of 5 X. SoFi's P-S ratio has been four times that last year and prospects for growth are as bright as ever.Seeking AlphaRisks with SoFiThe period of pandemic-fueled hyper-growth rates for SoFi and other fintechs is likely over. SoFi is still going to grow quickly after the pandemic and on-board large numbers of new customers to its platform, but the digital personal finance firm is not going to grow at the same rates that have materialized during the pandemic (100% or more). For that reason, slowing revenue growth and delayed platform profitability are serious risks for SoFi. What is also a risk is that the company so far failed to establish a moat around its business and fintechs chiefly compete on margins, but the bank charter may be a way out for SoFi. Other fintechs with better financial services products, lower prices, more efficient AI or better customer service pose long-term threats to SoFi's business model as well.Final thoughtsSoFi will continue to roll out new financial services products that improve the density of its product and service offering and draw more customers into the ecosystem. The Technisys acquisition is set to support long-term growth, allows SoFi to operate a competitive fintech platform and leads to synergies. The market opportunity in the fintech industry is enormous and SoFi is right there to take a big slice out of this fast-growing market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037347156,"gmtCreate":1648042708822,"gmtModify":1676534295989,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037347156","repostId":"2221301113","repostType":4,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037345788,"gmtCreate":1648042447041,"gmtModify":1676534295948,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037345788","repostId":"1115359079","repostType":4,"repost":{"id":"1115359079","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648036619,"share":"https://ttm.financial/m/news/1115359079?lang=&edition=fundamental","pubTime":"2022-03-23 19:56","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115359079","media":"Tiger Newspress","summary":"U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the ","content":"<html><head></head><body><p>U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&amp;P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.</p><p><img src=\"https://static.tigerbbs.com/4ec43a12b156bed399c218b8a54931f8\" tg-width=\"314\" tg-height=\"124\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GIS\">General Mills</a></b> – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.</p><p><b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b>,<b><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a></b>,<b><a href=\"https://laohu8.com/S/ACB\">Aurora Cannabis Inc</a></b>,<b><a href=\"https://laohu8.com/S/SNDL\">Sundial Growers Inc.</a></b> – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.</p><p><b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/NLSN\">Nielsen Holdings PLC</a></b> – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.</p><p><b>Market News</b></p><p><b><a href=\"https://laohu8.com/S/00700\">TENCENT</a></b> on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billion</p><p>Elon Musk’s tweets about <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.</p><p>Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.</p><p>House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> stock last week, marking one of the lawmaker&#39;s biggest equity investments this year</p><p><b><a href=\"https://laohu8.com/S/TM\">Toyota</a></b> announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.</p><p>Hundreds of customers of digital authentication firm <b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a></b> said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%</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\">\nPre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%\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\">2022-03-23 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&amp;P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.</p><p><img src=\"https://static.tigerbbs.com/4ec43a12b156bed399c218b8a54931f8\" tg-width=\"314\" tg-height=\"124\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GIS\">General Mills</a></b> – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.</p><p><b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b>,<b><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a></b>,<b><a href=\"https://laohu8.com/S/ACB\">Aurora Cannabis Inc</a></b>,<b><a href=\"https://laohu8.com/S/SNDL\">Sundial Growers Inc.</a></b> – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.</p><p><b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/NLSN\">Nielsen Holdings PLC</a></b> – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.</p><p><b>Market News</b></p><p><b><a href=\"https://laohu8.com/S/00700\">TENCENT</a></b> on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billion</p><p>Elon Musk’s tweets about <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.</p><p>Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.</p><p>House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> stock last week, marking one of the lawmaker&#39;s biggest equity investments this year</p><p><b><a href=\"https://laohu8.com/S/TM\">Toyota</a></b> announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.</p><p>Hundreds of customers of digital authentication firm <b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a></b> said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115359079","content_text":"U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.Pre-Market MoversGeneral Mills – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.Winnebago – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.GameStop – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.Adobe – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.Tilray Inc.,Canopy Growth Corporation,Aurora Cannabis Inc,Sundial Growers Inc. – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.Okta Inc. – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.Nielsen Holdings PLC – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.Poshmark, Inc. – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.Market NewsTENCENT on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billionElon Musk’s tweets about Tesla Motors will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.GameStop said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”Microsoft said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in Tesla Motors stock last week, marking one of the lawmaker's biggest equity investments this yearToyota announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.Hundreds of customers of digital authentication firm Okta Inc. have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.Volkswagen AG said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036121327,"gmtCreate":1647015705028,"gmtModify":1676534188067,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"The market is so irrational 😵‍💫","listText":"The market is so irrational 😵‍💫","text":"The market is so irrational 😵‍💫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036121327","repostId":"1115884948","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038132798,"gmtCreate":1646762371088,"gmtModify":1676534159273,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Lets just hope the war doesnt end anytime soon...","listText":"Lets just hope the war doesnt end anytime soon...","text":"Lets just hope the war doesnt end anytime soon...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038132798","repostId":"2217457824","repostType":4,"repost":{"id":"2217457824","kind":"highlight","pubTimestamp":1646726271,"share":"https://ttm.financial/m/news/2217457824?lang=&edition=fundamental","pubTime":"2022-03-08 15:57","market":"us","language":"en","title":"Looks Like Warren Buffett Just Bet Big on an Oil Price Spike","url":"https://stock-news.laohu8.com/highlight/detail?id=2217457824","media":"Motley Fool","summary":"Berkshire Hathaway bought $5.1 billion worth of Occidental Petroleum between Wednesday and Friday last week.","content":"<html><head></head><body><p>With the war between Russia and Ukraine escalating in an ugly way last week, some are speculating the West may begin to ban Russian oil imports outright -- a step it hasn&#39;t taken yet. If that happens, Russia&#39;s 5 million barrels per day of exports could go off the world markets, which would spike oil prices even further than they&#39;ve already gone. In that scenario, some analysts speculate the price of oil could rise to $150 per barrel or even higher, compared with $115 today.</p><p>It appears Warren Buffett&#39;s conglomerate <b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) is preparing for this scenario, as the company rapidly bought up $5 billion in the stock of <b>Occidental Petroleum</b> (NYSE:OXY) between Wednesday and Friday of last week, even as the price of the stock was spiking to its highest levels in two and a half years.</p><h2>This was a large purchase for Buffett</h2><p>While we don&#39;t know if the purchase was made by Buffett himself or <a href=\"https://laohu8.com/S/AONE.U\">one</a> of his lieutenants, Todd Combs and Ted Weschler, this was a significant purchase, which leads me to think it was Buffett himself. The Occidental purchase totaled 61 million shares worth $5.1 billion, nearly the size of Berkshire&#39;s <b>Chevron</b> (NYSE:CVX) stake, its largest oil common stock holding as of Dec. 31. Berkshire held $4.5 billion in Chevron stock at the end of last year, which would be worth about $6 billion today after its strong 33% price appreciation year to date.</p><p>Berkshire also already owned $10 billion in Occidental preferred stock, which Berkshire issued to Occidental in 2019 to help it purchase Anadarko Petroleum. The preferred stock comes with an 8% dividend and 83.9 million warrants, which are convertible into Occidental stock at $59.62. That compares with Friday&#39;s ending stock price of $56.15.</p><p>If Occidental stock increases to the point that Berkshire would convert its warrants, the 61 million share purchase combined with the 83.9 million warrants could mean Berkshire may end up with 145 million shares, which would be worth $8.7 billion if Occidental shares hit $60. That would be a significant stake for Berkshire, the sixth-largest common stock holding in its portfolio, larger than its <b>Verizon Communications</b> holding and a bit smaller than its long-held stake in <b>Moody&#39;s</b>.</p><p>It would also mean Buffett&#39;s total bet on rising oil prices across both Occidental and Chevron combined would come to nearly $15 billion, which would become the fifth-largest &#34;bet&#34; in Buffett&#39;s equity portfolio, behind the long-standing $24 billion stake in <b>Coca-Cola</b>. The sheer size of the investment means Buffett believes higher oil prices will last for a while.</p><p><img src=\"https://static.tigerbbs.com/5d78e1be1fa98ca4df8932e2c96c1211\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2>Why does Berkshire like Occidental compared with other oil plays?</h2><p>So why has Berkshire concentrated on Occidental, and not some of the other strong U.S. shale plays? Well, for one thing, Buffett likes to invest in companies in which he knows the management and company culture very well. As an investor in Occidental&#39;s preferred stock since 2019, he likely has a strong understanding of Occidental&#39;s management and culture in particular.</p><p>Second, Occidental Petroleum has much more debt than the typical shale company given its size -- the result of its megamerger with Anadarko. At the end of 2021, the company still had about $30 billion in outstanding debt. That&#39;s against a market cap around $52.4 billion today. So, debt makes up a lot of Occidental&#39;s enterprise value.</p><p>That makes Occidental more of a leveraged play on oil prices than others, meaning if prices go up a lot, Occidental may pay down its debt faster and its equity value will make up a much bigger portion of the total enterprise value. So Occidental&#39;s stock could rise even more than other oil companies with less leverage as prices rise. Of course, that goes both ways; if oil prices drop, that leverage makes Occidental more of a risk. Yet Occidental did survive the 2020 crash in energy prices, and has been aggressively paying down debt early on already in 2022.</p><p>Occidental management has also boasted it has the most efficient wells in the Delaware Basin of the Permian shale, claiming its Delaware Basin wells generate 33% more barrels with 7% less proppant than the average operator. Buffett also likes low-cost operators, as evidenced by his love for GEICO insurance, which has the competitive advantage of lower costs in its direct-to-consumer business. So, it&#39;s yet another reason he may like Occidental.</p><p>Occidental also has among the largest U.S. acreages of any oil company, spanning the Permian shale, the Rocky Mountain Powder River and DJ Basins, and the Gulf of Mexico. All in all, Occidental has 9.5 million acres on U.S. land, good for 80% of its total. The other 20% comes from Algeria, Oman, and the United Arab Emirates.  Since exploration and production investment has fallen across the oil and gas industry in recent years, amid both low oil prices and ESG concerns, Occidental&#39;s large amount of inventory could be an advantage when other operators may need to spend more to look for more oil.</p><p>Finally, amid the surge in oil prices, Occidental plans to not only pay down $5 billion in debt this year, but it also just raised its quarterly dividend from $0.01 to $0.13, and just reactivated its share repurchase program, to the tune of another $3 billion.</p><p>Adding it all up, Occidental has high leverage, but low costs per barrel, as well as a large amount of inventory. Those characteristics make it an attractive bet on higher oil prices, and its recently boosted shareholder return program is a nice bonus. No wonder Buffett has chosen it as a way to play an oil price spike amid geopolitical tensions.</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>Looks Like Warren Buffett Just Bet Big on an Oil Price Spike</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\">\nLooks Like Warren Buffett Just Bet Big on an Oil Price Spike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 15:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/looks-like-warren-buffett-just-bet-big-on-an-oil-p/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the war between Russia and Ukraine escalating in an ugly way last week, some are speculating the West may begin to ban Russian oil imports outright -- a step it hasn't taken yet. If that happens,...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/looks-like-warren-buffett-just-bet-big-on-an-oil-p/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","OXY":"西方石油"},"source_url":"https://www.fool.com/investing/2022/03/07/looks-like-warren-buffett-just-bet-big-on-an-oil-p/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217457824","content_text":"With the war between Russia and Ukraine escalating in an ugly way last week, some are speculating the West may begin to ban Russian oil imports outright -- a step it hasn't taken yet. If that happens, Russia's 5 million barrels per day of exports could go off the world markets, which would spike oil prices even further than they've already gone. In that scenario, some analysts speculate the price of oil could rise to $150 per barrel or even higher, compared with $115 today.It appears Warren Buffett's conglomerate Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) is preparing for this scenario, as the company rapidly bought up $5 billion in the stock of Occidental Petroleum (NYSE:OXY) between Wednesday and Friday of last week, even as the price of the stock was spiking to its highest levels in two and a half years.This was a large purchase for BuffettWhile we don't know if the purchase was made by Buffett himself or one of his lieutenants, Todd Combs and Ted Weschler, this was a significant purchase, which leads me to think it was Buffett himself. The Occidental purchase totaled 61 million shares worth $5.1 billion, nearly the size of Berkshire's Chevron (NYSE:CVX) stake, its largest oil common stock holding as of Dec. 31. Berkshire held $4.5 billion in Chevron stock at the end of last year, which would be worth about $6 billion today after its strong 33% price appreciation year to date.Berkshire also already owned $10 billion in Occidental preferred stock, which Berkshire issued to Occidental in 2019 to help it purchase Anadarko Petroleum. The preferred stock comes with an 8% dividend and 83.9 million warrants, which are convertible into Occidental stock at $59.62. That compares with Friday's ending stock price of $56.15.If Occidental stock increases to the point that Berkshire would convert its warrants, the 61 million share purchase combined with the 83.9 million warrants could mean Berkshire may end up with 145 million shares, which would be worth $8.7 billion if Occidental shares hit $60. That would be a significant stake for Berkshire, the sixth-largest common stock holding in its portfolio, larger than its Verizon Communications holding and a bit smaller than its long-held stake in Moody's.It would also mean Buffett's total bet on rising oil prices across both Occidental and Chevron combined would come to nearly $15 billion, which would become the fifth-largest \"bet\" in Buffett's equity portfolio, behind the long-standing $24 billion stake in Coca-Cola. The sheer size of the investment means Buffett believes higher oil prices will last for a while.Image source: Getty Images.Why does Berkshire like Occidental compared with other oil plays?So why has Berkshire concentrated on Occidental, and not some of the other strong U.S. shale plays? Well, for one thing, Buffett likes to invest in companies in which he knows the management and company culture very well. As an investor in Occidental's preferred stock since 2019, he likely has a strong understanding of Occidental's management and culture in particular.Second, Occidental Petroleum has much more debt than the typical shale company given its size -- the result of its megamerger with Anadarko. At the end of 2021, the company still had about $30 billion in outstanding debt. That's against a market cap around $52.4 billion today. So, debt makes up a lot of Occidental's enterprise value.That makes Occidental more of a leveraged play on oil prices than others, meaning if prices go up a lot, Occidental may pay down its debt faster and its equity value will make up a much bigger portion of the total enterprise value. So Occidental's stock could rise even more than other oil companies with less leverage as prices rise. Of course, that goes both ways; if oil prices drop, that leverage makes Occidental more of a risk. Yet Occidental did survive the 2020 crash in energy prices, and has been aggressively paying down debt early on already in 2022.Occidental management has also boasted it has the most efficient wells in the Delaware Basin of the Permian shale, claiming its Delaware Basin wells generate 33% more barrels with 7% less proppant than the average operator. Buffett also likes low-cost operators, as evidenced by his love for GEICO insurance, which has the competitive advantage of lower costs in its direct-to-consumer business. So, it's yet another reason he may like Occidental.Occidental also has among the largest U.S. acreages of any oil company, spanning the Permian shale, the Rocky Mountain Powder River and DJ Basins, and the Gulf of Mexico. All in all, Occidental has 9.5 million acres on U.S. land, good for 80% of its total. The other 20% comes from Algeria, Oman, and the United Arab Emirates.  Since exploration and production investment has fallen across the oil and gas industry in recent years, amid both low oil prices and ESG concerns, Occidental's large amount of inventory could be an advantage when other operators may need to spend more to look for more oil.Finally, amid the surge in oil prices, Occidental plans to not only pay down $5 billion in debt this year, but it also just raised its quarterly dividend from $0.01 to $0.13, and just reactivated its share repurchase program, to the tune of another $3 billion.Adding it all up, Occidental has high leverage, but low costs per barrel, as well as a large amount of inventory. Those characteristics make it an attractive bet on higher oil prices, and its recently boosted shareholder return program is a nice bonus. No wonder Buffett has chosen it as a way to play an oil price spike amid geopolitical tensions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031983688,"gmtCreate":1646410485710,"gmtModify":1676534127291,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Still dropping[Cry]&nbsp;","listText":"Still dropping[Cry]&nbsp;","text":"Still dropping[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031983688","repostId":"1137656968","repostType":2,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033542020,"gmtCreate":1646321930029,"gmtModify":1676534117333,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Lovely!!","listText":"Lovely!!","text":"Lovely!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033542020","repostId":"1189844728","repostType":2,"repost":{"id":"1189844728","kind":"news","pubTimestamp":1646186658,"share":"https://ttm.financial/m/news/1189844728?lang=&edition=fundamental","pubTime":"2022-03-02 10:04","market":"us","language":"en","title":"It’s Time for Management to Buy Back NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1189844728","media":"investorplace","summary":"Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.The Bottom LineIn the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.At current prices — and assuming a 25% premium for moving the sto","content":"<html><head></head><body><p>Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I write this, shares of the electric vehicle maker are trading around $22.23, and well off the 52-week low of $18.47.</p><p>When I last wrote about Nio, I said it was a slam-dunk buy under $20. Now flirting with its lowest levels in 18 months, management better be buying back its stock. If it doesn’t, I will have to reassess my bullish opinion of NIO stock. Here’s why.</p><h2>NIO Stock Is Cheap Under $20</h2><p>As I stated on Feb. 3, Nio’s market capitalization on Jan. 31, 2021, was $82 billion, the same as Ford’s (NYSE:F) a year later. In 13 months, Nio’s market cap lost 64% of its value, while Ford’s gained more than 61%.</p><p>Talk about two cars going in different directions. Ford’s printing money while Nio’s trying to get the attention of investors despite the fact it added 93,856 vehicles over 12 months through Jan. 31, an increase of 113%.</p><p>What did Ford do over the same period?</p><p>In the 12 months ended Dec. 31, 2021, its U.S. sales were down 6.8% to 1.91 million. Its European sales were down 9.9% to 878,648, and in China, it sold approximately 624,000 vehicles in 2021, a 3.7% year-over-year gain.</p><p>According to pg. 5 of its 2021 10-K, it sold 4.2 million vehicles last year worldwide, 300,000 less than in 2020 and 1.3 million less than 2019. Over the previous three years, Ford has lost almost 1% market share worldwide. Yet it was the one getting the valuation bump, not Nio.</p><h2>It makes Little Sense</h2><p>If you look at the two companies from an EV perspective and one considers the transition to electric a foregone conclusion — as I do despite — there is no question that Nio is giving as good as it gets on this front.</p><p>Ford makes a big stink about its push into EVs. In its December 2021 U.S. sales press release, it highlights that, “Ford electrified vehicles grew 36% faster than the segment overall in 2021 while achieving new sales records for the month of December and all of 2021.”</p><p>In the U.S., Ford sold 12,284 electrified vehicles, 121% higher than December 2020 and 4x faster than the overall segment in December. Yet its 10-K barely mentions any of this electrification excitement.</p><p>Ford sold 27,000 EVs in 2021, while Nio delivered 91,429, 2.4x that amount.</p><p>One last thing on the valuation front.</p><p>Ford finished 2021 with $103.0 billion in net debt on its balance sheet. Nio ended 2021 with $3.8 billion in net cash. Yet Ford is the one with the pumped-up valuation?</p><p>Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.</p><h2>The Bottom Line</h2><p>In the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.</p><p>At current prices — and assuming a 25% premium for moving the stock higher due to its share repurchases — it could buy back 38.57 million American Depositary Shares (ADSs), or 3.5% of the outstanding ADSs.</p><p>It’s not a massive reduction, but it would signal to investors that enough is enough. Its shares are too cheap to mess around.</p><p>Further, as Nio rolls out its fourth (ET7) and fifth vehicles, the cash flow generation will continue to accelerate, adding even more net cash to the balance sheet. Ford, in the meantime, will have to deliver near-perfection on the EV front if it ever wants to get a price-to-sales ratio above one.</p><p>The announcement alone should help move the share price a few dollars higher. From where I sit, it seems like an intelligent capital allocation lever for management to pull at this point in the proceedings.</p><p>I’ll be watching in the coming weeks for an announcement from the company.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s Time for Management to Buy Back NIO Stock</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\">\nIt’s Time for Management to Buy Back NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I ...</p>\n\n<a href=\"https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189844728","content_text":"Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I write this, shares of the electric vehicle maker are trading around $22.23, and well off the 52-week low of $18.47.When I last wrote about Nio, I said it was a slam-dunk buy under $20. Now flirting with its lowest levels in 18 months, management better be buying back its stock. If it doesn’t, I will have to reassess my bullish opinion of NIO stock. Here’s why.NIO Stock Is Cheap Under $20As I stated on Feb. 3, Nio’s market capitalization on Jan. 31, 2021, was $82 billion, the same as Ford’s (NYSE:F) a year later. In 13 months, Nio’s market cap lost 64% of its value, while Ford’s gained more than 61%.Talk about two cars going in different directions. Ford’s printing money while Nio’s trying to get the attention of investors despite the fact it added 93,856 vehicles over 12 months through Jan. 31, an increase of 113%.What did Ford do over the same period?In the 12 months ended Dec. 31, 2021, its U.S. sales were down 6.8% to 1.91 million. Its European sales were down 9.9% to 878,648, and in China, it sold approximately 624,000 vehicles in 2021, a 3.7% year-over-year gain.According to pg. 5 of its 2021 10-K, it sold 4.2 million vehicles last year worldwide, 300,000 less than in 2020 and 1.3 million less than 2019. Over the previous three years, Ford has lost almost 1% market share worldwide. Yet it was the one getting the valuation bump, not Nio.It makes Little SenseIf you look at the two companies from an EV perspective and one considers the transition to electric a foregone conclusion — as I do despite — there is no question that Nio is giving as good as it gets on this front.Ford makes a big stink about its push into EVs. In its December 2021 U.S. sales press release, it highlights that, “Ford electrified vehicles grew 36% faster than the segment overall in 2021 while achieving new sales records for the month of December and all of 2021.”In the U.S., Ford sold 12,284 electrified vehicles, 121% higher than December 2020 and 4x faster than the overall segment in December. Yet its 10-K barely mentions any of this electrification excitement.Ford sold 27,000 EVs in 2021, while Nio delivered 91,429, 2.4x that amount.One last thing on the valuation front.Ford finished 2021 with $103.0 billion in net debt on its balance sheet. Nio ended 2021 with $3.8 billion in net cash. Yet Ford is the one with the pumped-up valuation?Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.The Bottom LineIn the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.At current prices — and assuming a 25% premium for moving the stock higher due to its share repurchases — it could buy back 38.57 million American Depositary Shares (ADSs), or 3.5% of the outstanding ADSs.It’s not a massive reduction, but it would signal to investors that enough is enough. Its shares are too cheap to mess around.Further, as Nio rolls out its fourth (ET7) and fifth vehicles, the cash flow generation will continue to accelerate, adding even more net cash to the balance sheet. Ford, in the meantime, will have to deliver near-perfection on the EV front if it ever wants to get a price-to-sales ratio above one.The announcement alone should help move the share price a few dollars higher. From where I sit, it seems like an intelligent capital allocation lever for management to pull at this point in the proceedings.I’ll be watching in the coming weeks for an announcement from the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030677893,"gmtCreate":1645719422097,"gmtModify":1676534057335,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Speculators out, investors in 👍🏻👍🏻","listText":"Speculators out, investors in 👍🏻👍🏻","text":"Speculators out, investors in 👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030677893","repostId":"1133164350","repostType":4,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":352143361,"gmtCreate":1616912710653,"gmtModify":1704799942094,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Good? Bad?","listText":"Good? Bad?","text":"Good? Bad?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/352143361","repostId":"1141686975","repostType":4,"repost":{"id":"1141686975","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616780260,"share":"https://ttm.financial/m/news/1141686975?lang=&edition=fundamental","pubTime":"2021-03-27 01:37","market":"us","language":"en","title":"Zhihu Technology fall on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1141686975","media":"Tiger Newspress","summary":"Zhihu Technology shares opened at $8.02 each on Friday, about 15.6% lower than the company’s IPO pri","content":"<p>Zhihu Technology shares opened at $8.02&nbsp;each on Friday, about 15.6% lower than the company’s IPO price&nbsp;$9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.</p><p><img src=\"https://static.tigerbbs.com/4672a089b4ebb0a889cbfbeb32b48594\" tg-width=\"1920\" tg-height=\"959\" referrerpolicy=\"no-referrer\"></p><p>Zhihu Inc.&nbsp;announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.</p><p>Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.</p><p><b>Sales Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.</p><p>Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.</p><p><b>Gross Margins</b></p><p>The company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.</p><p><b>Total Operating Expenses and Operating Margins</b></p><p>Total operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&amp;A and R&amp;D expenses as a percentage of revenues in the next five years.</p><p><img src=\"https://static.tigerbbs.com/c019cc86f4d4c1d9ffe15d3b4a4bfa75\" tg-width=\"772\" tg-height=\"480\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef629be32d2c34d625cb287ad648206d\" tg-width=\"757\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9561a02993fbc88c2cad88e68c08730\" tg-width=\"920\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p><p><b>Company Background</b></p><p>At the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.</p><p>In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.</p><p>Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&amp;As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.</p><p><b>Major Shareholders of Zhihu</b></p><p>The founder &amp; CEO&nbsp;Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.</p><p><b>Key Demographics</b></p><p>The diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.</p><p><img src=\"https://static.tigerbbs.com/524d689472daad1c99491d74dfdbfe24\" tg-width=\"295\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p><p><b>Revenue Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.</p><p>Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.</p><p>In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions &amp; answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.</p><p>China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).</p><p><b>Market Opportunities</b></p><p><b>China’s Online Content Communities Market Size</b></p><p>Online content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.</p><p>China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.</p><p>China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.</p><p>One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.</p><p><b>China's Online Content Market</b></p><p>China's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.</p><p><b>China’s Online Content Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/69a7db9cacf26245273702a255aabdb8\" tg-width=\"573\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Market Size of China’s Online Content Communities (in terms of revenue),2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/aee42792caf4aa2cbdcd17f757a75727\" tg-width=\"584\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p><b>China’s Paid Membership Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/77ff121d78cb1dd922d524a78570152e\" tg-width=\"520\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><b>Content-commerce solutions</b></p><p>To provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.</p><p><b>China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/01a230d3fb2d4cf4aeeebfd5c3c691c3\" tg-width=\"520\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></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>Zhihu Technology fall on its first day of trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZhihu Technology fall on its first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-27 01:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zhihu Technology shares opened at $8.02&nbsp;each on Friday, about 15.6% lower than the company’s IPO price&nbsp;$9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.</p><p><img src=\"https://static.tigerbbs.com/4672a089b4ebb0a889cbfbeb32b48594\" tg-width=\"1920\" tg-height=\"959\" referrerpolicy=\"no-referrer\"></p><p>Zhihu Inc.&nbsp;announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.</p><p>Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.</p><p><b>Sales Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.</p><p>Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.</p><p><b>Gross Margins</b></p><p>The company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.</p><p><b>Total Operating Expenses and Operating Margins</b></p><p>Total operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&amp;A and R&amp;D expenses as a percentage of revenues in the next five years.</p><p><img src=\"https://static.tigerbbs.com/c019cc86f4d4c1d9ffe15d3b4a4bfa75\" tg-width=\"772\" tg-height=\"480\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef629be32d2c34d625cb287ad648206d\" tg-width=\"757\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9561a02993fbc88c2cad88e68c08730\" tg-width=\"920\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p><p><b>Company Background</b></p><p>At the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.</p><p>In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.</p><p>Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&amp;As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.</p><p><b>Major Shareholders of Zhihu</b></p><p>The founder &amp; CEO&nbsp;Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.</p><p><b>Key Demographics</b></p><p>The diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.</p><p><img src=\"https://static.tigerbbs.com/524d689472daad1c99491d74dfdbfe24\" tg-width=\"295\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p><p><b>Revenue Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.</p><p>Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.</p><p>In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions &amp; answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.</p><p>China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).</p><p><b>Market Opportunities</b></p><p><b>China’s Online Content Communities Market Size</b></p><p>Online content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.</p><p>China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.</p><p>China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.</p><p>One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.</p><p><b>China's Online Content Market</b></p><p>China's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.</p><p><b>China’s Online Content Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/69a7db9cacf26245273702a255aabdb8\" tg-width=\"573\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Market Size of China’s Online Content Communities (in terms of revenue),2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/aee42792caf4aa2cbdcd17f757a75727\" tg-width=\"584\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p><b>China’s Paid Membership Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/77ff121d78cb1dd922d524a78570152e\" tg-width=\"520\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><b>Content-commerce solutions</b></p><p>To provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.</p><p><b>China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/01a230d3fb2d4cf4aeeebfd5c3c691c3\" tg-width=\"520\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZH":"知乎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141686975","content_text":"Zhihu Technology shares opened at $8.02 each on Friday, about 15.6% lower than the company’s IPO price $9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.Zhihu Inc. announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.Sales BreakdownAdvertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.Gross MarginsThe company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.Total Operating Expenses and Operating MarginsTotal operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&A and R&D expenses as a percentage of revenues in the next five years.Company BackgroundAt the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.Major Shareholders of ZhihuThe founder & CEO Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.Key DemographicsThe diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.Revenue BreakdownAdvertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions & answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).Market OpportunitiesChina’s Online Content Communities Market SizeOnline content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.China's Online Content MarketChina's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.China’s Online Content Market Size (in terms of revenue), 2015-2025EMarket Size of China’s Online Content Communities (in terms of revenue),2015-2025EChina’s Paid Membership Market Size (in terms of revenue), 2015-2025EContent-commerce solutionsTo provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036121327,"gmtCreate":1647015705028,"gmtModify":1676534188067,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"The market is so irrational 😵‍💫","listText":"The market is so irrational 😵‍💫","text":"The market is so irrational 😵‍💫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036121327","repostId":"1115884948","repostType":4,"repost":{"id":"1115884948","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647011216,"share":"https://ttm.financial/m/news/1115884948?lang=&edition=fundamental","pubTime":"2022-03-11 23:06","market":"us","language":"en","title":"EV Stocks Slipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1115884948","media":"Tiger Newspress","summary":"EV stocks slipped in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Canoo, Nikola, Arrival and","content":"<html><head></head><body><p>EV stocks slipped in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Canoo, Nikola, Arrival and Fisker fell between 1% and 9%.</p><p><img src=\"https://static.tigerbbs.com/266f2c21868afc18e8e415176c7033f7\" tg-width=\"491\" tg-height=\"527\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/97fd8eeabe752ad89f2430de6fd07982\" tg-width=\"493\" tg-height=\"125\" 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>EV Stocks Slipped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Slipped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-11 23:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks slipped in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Canoo, Nikola, Arrival and Fisker fell between 1% and 9%.</p><p><img src=\"https://static.tigerbbs.com/266f2c21868afc18e8e415176c7033f7\" tg-width=\"491\" tg-height=\"527\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/97fd8eeabe752ad89f2430de6fd07982\" tg-width=\"493\" tg-height=\"125\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","LCID":"Lucid Group Inc","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115884948","content_text":"EV stocks slipped in morning trading. Tesla, Rivian, Nio, Li Auto, XPeng, Canoo, Nikola, Arrival and Fisker fell between 1% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154758352,"gmtCreate":1625547789376,"gmtModify":1703743481193,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/154758352","repostId":"2149533820","repostType":4,"repost":{"id":"2149533820","kind":"highlight","pubTimestamp":1625535445,"share":"https://ttm.financial/m/news/2149533820?lang=&edition=fundamental","pubTime":"2021-07-06 09:37","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2149533820","media":"Motley Fool","summary":"You might call these the legendary investor's \"A-list.\"","content":"<p>Warren Buffett is back to his winning ways. His beloved&nbsp;<b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) lagged well behind the S&amp;P 500 in 2020. However, it's a much better story so far this year with Berkshire's shares up more than 20% -- well ahead of any of the major market indexes.</p>\n<p>It wouldn't be a bad move at all for investors to scoop up shares of Berkshire. However, I think some of Berkshire's holdings that underperformed in the first half of this year are poised to deliver stronger gains. Here are three Buffett stocks to buy in July.</p>\n<p><img src=\"https://static.tigerbbs.com/82ffb7dc12b5585bc26897b86105cb8a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: The Motley Fool.</p>\n<h2>AbbVie</h2>\n<p>Buffett appeared to be a big fan of big pharma in 2020, buying shares of several large drugmakers.&nbsp;<b>AbbVie</b> (NYSE:ABBV) ranked as <a href=\"https://laohu8.com/S/AONE\">one</a> of his top buys. Berkshire has trimmed its position in AbbVie somewhat but still owns nearly 22.9 million shares.</p>\n<p>My view is that AbbVie is Buffett's best dividend stock by far. It offers a dividend yield of over 4.5%. The company has increased its dividend for 49 consecutive years, a feat that puts it in the upper echelon of dividend stocks.</p>\n<p>Sure, AbbVie will lose U.S. exclusivity for blockbuster drug Humira in 2023. However, the company has several other growth drivers that it thinks will fuel robust overall revenue growth through the rest of this decade after a temporary pause when Humira's sales begin to decline.</p>\n<p>The stock should have at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> potential catalyst on the way in the near future. AbbVie hopes to win European approval for Rinvoq in treating atopic dermatitis in Q3 after receiving a positive recommendation from the Committee for Medicinal Products for Human Use.</p>\n<h2>Amazon.com</h2>\n<p>You could argue that <b>Amazon.com</b> (NASDAQ:AMZN) really isn't a Buffett stock. One of the legendary investor's lieutenants actually picked the stock for Berkshire's portfolio in 2019. However, Buffett has been a longtime fan of Amazon's business and its founder, Jeff Bezos.</p>\n<p>In some respects, Amazon seems like an ideal Buffett stock. The internet giant has a strong moat -- something that the Oracle of Omaha has always prized. It also generates a high return on equity, another big plus in Buffett's eyes.</p>\n<p>Both of these are good reasons to consider buying Amazon stock. I'd put the company's growth prospects even higher on the list, though.</p>\n<p>You might not think Amazon would have a lot of growth opportunities in e-commerce considering how dominant it already is. But online sales made up only 13.4% of total retail sales in the U.S. during the first quarter of 2021.</p>\n<p>Amazon has even better avenues for growth with its AWS cloud unit and its forays into other markets. I especially look for the company to gain traction in the healthcare sector with its pharmacy and telehealth businesses.</p>\n<h2>Apple</h2>\n<p>Last, but not least, on the \"A-list\" of Buffett stocks to buy in July (each stock begins with the letter \"A\") is <b>Apple</b> (NASDAQ:AAPL). Actually, Apple should have arguably been first on the list. It's Berkshire's single biggest equity holding. Buffett has even referred to Apple as \"probably the best business I know in the world.\"</p>\n<p>I wouldn't argue with Buffett on that point. Apple recently reclaimed its throne as the world's most valuable brand (knocking Amazon out of the top spot). The company's customers remain intensely loyal.</p>\n<p>Apple continues to provide good reasons for consumers to stay in its ecosystem. Sales of its 5G-enabled iPhones are soaring. This momentum fuels higher sales for many of the company's other products and services, including AirPods and apps on the App Store.</p>\n<p>The future for Apple also looks bright. The company reportedly has a foldable iPhone on the way. It's positioned for success in augmented reality (AR). I expect that Apple will further cement its place as Buffett's favorite -- and make him and other investors a lot more money.</p>","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 Warren Buffett Stocks to Buy in July</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 Warren Buffett Stocks to Buy in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/05/3-warren-buffett-stocks-to-buy-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is back to his winning ways. His beloved Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) lagged well behind the S&P 500 in 2020. However, it's a much better story so far this year with ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/05/3-warren-buffett-stocks-to-buy-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/07/05/3-warren-buffett-stocks-to-buy-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149533820","content_text":"Warren Buffett is back to his winning ways. His beloved Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) lagged well behind the S&P 500 in 2020. However, it's a much better story so far this year with Berkshire's shares up more than 20% -- well ahead of any of the major market indexes.\nIt wouldn't be a bad move at all for investors to scoop up shares of Berkshire. However, I think some of Berkshire's holdings that underperformed in the first half of this year are poised to deliver stronger gains. Here are three Buffett stocks to buy in July.\n\nImage source: The Motley Fool.\nAbbVie\nBuffett appeared to be a big fan of big pharma in 2020, buying shares of several large drugmakers. AbbVie (NYSE:ABBV) ranked as one of his top buys. Berkshire has trimmed its position in AbbVie somewhat but still owns nearly 22.9 million shares.\nMy view is that AbbVie is Buffett's best dividend stock by far. It offers a dividend yield of over 4.5%. The company has increased its dividend for 49 consecutive years, a feat that puts it in the upper echelon of dividend stocks.\nSure, AbbVie will lose U.S. exclusivity for blockbuster drug Humira in 2023. However, the company has several other growth drivers that it thinks will fuel robust overall revenue growth through the rest of this decade after a temporary pause when Humira's sales begin to decline.\nThe stock should have at least one potential catalyst on the way in the near future. AbbVie hopes to win European approval for Rinvoq in treating atopic dermatitis in Q3 after receiving a positive recommendation from the Committee for Medicinal Products for Human Use.\nAmazon.com\nYou could argue that Amazon.com (NASDAQ:AMZN) really isn't a Buffett stock. One of the legendary investor's lieutenants actually picked the stock for Berkshire's portfolio in 2019. However, Buffett has been a longtime fan of Amazon's business and its founder, Jeff Bezos.\nIn some respects, Amazon seems like an ideal Buffett stock. The internet giant has a strong moat -- something that the Oracle of Omaha has always prized. It also generates a high return on equity, another big plus in Buffett's eyes.\nBoth of these are good reasons to consider buying Amazon stock. I'd put the company's growth prospects even higher on the list, though.\nYou might not think Amazon would have a lot of growth opportunities in e-commerce considering how dominant it already is. But online sales made up only 13.4% of total retail sales in the U.S. during the first quarter of 2021.\nAmazon has even better avenues for growth with its AWS cloud unit and its forays into other markets. I especially look for the company to gain traction in the healthcare sector with its pharmacy and telehealth businesses.\nApple\nLast, but not least, on the \"A-list\" of Buffett stocks to buy in July (each stock begins with the letter \"A\") is Apple (NASDAQ:AAPL). Actually, Apple should have arguably been first on the list. It's Berkshire's single biggest equity holding. Buffett has even referred to Apple as \"probably the best business I know in the world.\"\nI wouldn't argue with Buffett on that point. Apple recently reclaimed its throne as the world's most valuable brand (knocking Amazon out of the top spot). The company's customers remain intensely loyal.\nApple continues to provide good reasons for consumers to stay in its ecosystem. Sales of its 5G-enabled iPhones are soaring. This momentum fuels higher sales for many of the company's other products and services, including AirPods and apps on the App Store.\nThe future for Apple also looks bright. The company reportedly has a foldable iPhone on the way. It's positioned for success in augmented reality (AR). I expect that Apple will further cement its place as Buffett's favorite -- and make him and other investors a lot more money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015576255,"gmtCreate":1649519989560,"gmtModify":1676534524875,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015576255","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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>Palantir Vs. Snowflake Stock: Which Is The Better 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\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030677190,"gmtCreate":1645719374023,"gmtModify":1676534057335,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Just bought more[Happy]&nbsp;","listText":"Just bought more[Happy]&nbsp;","text":"Just bought more[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030677190","repostId":"1151709675","repostType":4,"repost":{"id":"1151709675","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645713523,"share":"https://ttm.financial/m/news/1151709675?lang=&edition=fundamental","pubTime":"2022-02-24 22:38","market":"us","language":"en","title":"Shares of Alibaba Slid Nearly 5% In Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151709675","media":"Tiger Newspress","summary":"Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 ","content":"<html><head></head><body><p>Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.</p><p><img src=\"https://static.tigerbbs.com/0f1be87fc5a51cf3f384d13b9f35dd96\" tg-width=\"835\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p><b>Business Highlights</b></p><p><b>Revenue</b> was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).</p><p><b>Annual active consumers</b> of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.</p><p><b>Income from operations</b>was RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.</p><p><b>Net income attributable to ordinary shareholders</b> was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.</p><p><b>Diluted earnings per ADS</b> was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.</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>Shares of Alibaba Slid Nearly 5% In Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShares of Alibaba Slid Nearly 5% In Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-24 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.</p><p><img src=\"https://static.tigerbbs.com/0f1be87fc5a51cf3f384d13b9f35dd96\" tg-width=\"835\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p><b>Business Highlights</b></p><p><b>Revenue</b> was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).</p><p><b>Annual active consumers</b> of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.</p><p><b>Income from operations</b>was RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.</p><p><b>Net income attributable to ordinary shareholders</b> was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.</p><p><b>Diluted earnings per ADS</b> was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151709675","content_text":"Shares of Alibaba slid nearly 5% in morning trading. The company reported quarterly sales of $38.07 billion which missed the analyst consensus estimate.Business HighlightsRevenue was RMB242,580 million (US$38,066 million), an increase of 10% year-over-year that was primarily driven by the revenue growth of China commerce segment by 7% year-over-year to RMB172,226 million (US$27,026 million), Cloud segment by 20% year-over-year to RMB19,539 million (US$3,066 million), Local consumer services segment by 27% year-over-year to RMB12,141 million (US$1,905 million) and International commerce segment by 18% year-over year to RMB16,449 million (US$2,581 million).Annual active consumers of the Alibaba Ecosystem across the world reached approximately 1.28 billion for the twelve months ended December 31, 2021, an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million and 16 million, respectively.Income from operationswas RMB7,068 million (US$1,109 million), a decrease of 86% year-over-year, which included a RMB25,141 million (US$3,945 million) impairment of goodwill in relation to Digital media and entertainment segment. Excluding this impairment of goodwill, income from operations would have been RMB32,209 million (US$5,054 million), a decrease of 34% year-over-year. The year-over-year decrease was primarily due to our increased investments in growth initiatives and our increased spending for user growth, as well as our support to merchants.Net income attributable to ordinary shareholders was RMB20,429 million (US$3,206 million) and net income was RMB19,224 million (US$3,017 million), showing year-over-year decreases of 74% and 75%, respectively, primarily due to the impairment of goodwill of RMB25,141 million (US$3,945 million) and the decrease in net gains arising from the changes in fair value of our equity investments, both of which we excluded from our non-GAAP measures. Non-GAAP net income was RMB44,624 million (US$7,002 million), a decrease of 25% year-over-year.Diluted earnings per ADS was RMB7.51 (US$1.18) and diluted earnings per share was RMB0.94 (US$0.15 or HK$1.15). Non-GAAP diluted earnings per ADS was RMB16.87 (US$2.65), a decrease of 23% year-over-year and non-GAAP diluted earnings per share was RMB2.11 (US$0.33 or HK$2.58), a decrease of 23% year-over-year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097739705,"gmtCreate":1645557703066,"gmtModify":1676534038673,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"How long will this conflict last?","listText":"How long will this conflict last?","text":"How long will this conflict last?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097739705","repostId":"1101814218","repostType":4,"repost":{"id":"1101814218","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645540367,"share":"https://ttm.financial/m/news/1101814218?lang=&edition=fundamental","pubTime":"2022-02-22 22:32","market":"us","language":"en","title":"U.S. Stocks Fall as Wall Street Assesses Rising Tensions between Russia and Ukraine","url":"https://stock-news.laohu8.com/highlight/detail?id=1101814218","media":"Tiger Newspress","summary":"The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia ","content":"<html><head></head><body><p>The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia and Ukraine.</p><p>The Dow Jones Industrial Average dropped 90 points or 0.25%. The S&amp;P 500 was off just 0.15%, and the Nasdaq Composite slipped by 0.45%. The U.S. stock market was closed Monday due to the President’s Day holiday.</p><p>Oil prices rose, with West Texas Intermediate futures jumping 4.5% to $95.19 per barrel. Energy stocks jumped in premarket trading with Exxon Mobil rising 1.8% and ConocoPhillips adding 2.8%.</p><p>Russian President Vladimir Putin said Monday that he would recognize the independence of two breakaway regions in Ukraine, potentially undercutting peace talks with President Joe Biden. That announcement was followed by news that Biden was set to order sanctions on separatist regions of Ukraine, with the European Union vowing to take additional measures.</p><p>Putin later ordered forces into the two breakaway regions.</p><p>U.K. Health Minister Sajid Javid said Tuesday that “the invasion of Ukraine has begun.” U.S. President Joe Biden has not yet used the word “invasion” to describe the current activity. The nation has also started targeted economic sanctions against five Russian banks and three wealthy individuals.</p><p>The news came after the White House said Sunday that Biden has accepted “in principle”to meet with Putin in yet another effort to deescalate the Russia-Ukraine situation via diplomacy. White House press secretary Jen Psaki said the summit between the two leaders would occur after a meeting between Secretary of State Antony Blinken and his Russian counterpart Sergey Lavrov.</p><p>The Russia-Ukraine conflict has put pressure on market sentiment recently, with the major averages posting back-to-back weekly losses. The Dow fell 1.9% last week, and the S&amp;P 500 and Nasdaq Composite slid 1.6% and 1.8%, respectively.</p><p>“While Monday’s episode will have important implications for Russia’s political relations with foreign partners, a significant market event is likely avoided for the time being, but the trajectory in the coming weeks will be important to monitor from a rising market risk perspective,” said Ed Mills of Raymond James.</p><p>In early earnings action,Home Depotreported quarterlyprofit of $3.21 a share, three cents better than estimates, and said it sees earnings and revenue growth this year. Shares rose 1.4% in premarket trading.</p><p>Macy’spopped more than 7% in premarket trading after beating on the top and bottom lines of its quarterly results. Macy’s also authorized a new $2 billion share buyback program and announced a 5% dividend increase</p><p>In deal news,Houghton Mifflin Harcourtshares surged 14.4% after the company said it would be taken private by Veritas Capital in a deal worth $21 a share, representing a nearly 16% premium from Friday’s close. The deal is expected to be completed in the second quarter.</p><p>Traders are also keeping an eye on the Federal Reserve, as the U.S. central bank is expected to raise rates multiple times starting next month. Traders are betting that there is a 100% chance of a Fed rate hike after the March 15-16 meeting, with expectations tilting toward a 0.25 percentage point move,according to the CME Group’s FedWatch tool.</p><p>Expectations of tighter monetary policy have put pressure on stocks, particularly those in rate-sensitive sectors like tech, and have sent Treasury yield sharply higher to start 2022. The benchmark 10-year Treasury yield ended last week around 1.93% after briefly breaking above 2%. The 10-year began 2022 trading at around 1.51%.</p><p>“All eyes are on the Fed,” Strategas investment strategist Ryan Grabinski wrote in a note released Friday evening. “As of today, the market is expecting the Fed to raise interest rates at nearly every meeting this year. Despite that, we left Monetary Policy as Favorable for now because the Fed is continuing to purchase Treasuries (an accommodative policy action).”</p><p>Meanwhile, Wall Street is preparing for the tail-end of the corporate earnings season, with Home Depot and eBay among the companies set to report this week. It has been a solid earnings season thus far: Of the more than 400 S&amp;P 500 companies that have posted fourth-quarter earnings, 77.7% have beaten analyst expectations, according to FactSet.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Fall as Wall Street Assesses Rising Tensions between Russia and Ukraine</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\">\nU.S. Stocks Fall as Wall Street Assesses Rising Tensions between Russia and Ukraine\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\">2022-02-22 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia and Ukraine.</p><p>The Dow Jones Industrial Average dropped 90 points or 0.25%. The S&amp;P 500 was off just 0.15%, and the Nasdaq Composite slipped by 0.45%. The U.S. stock market was closed Monday due to the President’s Day holiday.</p><p>Oil prices rose, with West Texas Intermediate futures jumping 4.5% to $95.19 per barrel. Energy stocks jumped in premarket trading with Exxon Mobil rising 1.8% and ConocoPhillips adding 2.8%.</p><p>Russian President Vladimir Putin said Monday that he would recognize the independence of two breakaway regions in Ukraine, potentially undercutting peace talks with President Joe Biden. That announcement was followed by news that Biden was set to order sanctions on separatist regions of Ukraine, with the European Union vowing to take additional measures.</p><p>Putin later ordered forces into the two breakaway regions.</p><p>U.K. Health Minister Sajid Javid said Tuesday that “the invasion of Ukraine has begun.” U.S. President Joe Biden has not yet used the word “invasion” to describe the current activity. The nation has also started targeted economic sanctions against five Russian banks and three wealthy individuals.</p><p>The news came after the White House said Sunday that Biden has accepted “in principle”to meet with Putin in yet another effort to deescalate the Russia-Ukraine situation via diplomacy. White House press secretary Jen Psaki said the summit between the two leaders would occur after a meeting between Secretary of State Antony Blinken and his Russian counterpart Sergey Lavrov.</p><p>The Russia-Ukraine conflict has put pressure on market sentiment recently, with the major averages posting back-to-back weekly losses. The Dow fell 1.9% last week, and the S&amp;P 500 and Nasdaq Composite slid 1.6% and 1.8%, respectively.</p><p>“While Monday’s episode will have important implications for Russia’s political relations with foreign partners, a significant market event is likely avoided for the time being, but the trajectory in the coming weeks will be important to monitor from a rising market risk perspective,” said Ed Mills of Raymond James.</p><p>In early earnings action,Home Depotreported quarterlyprofit of $3.21 a share, three cents better than estimates, and said it sees earnings and revenue growth this year. Shares rose 1.4% in premarket trading.</p><p>Macy’spopped more than 7% in premarket trading after beating on the top and bottom lines of its quarterly results. Macy’s also authorized a new $2 billion share buyback program and announced a 5% dividend increase</p><p>In deal news,Houghton Mifflin Harcourtshares surged 14.4% after the company said it would be taken private by Veritas Capital in a deal worth $21 a share, representing a nearly 16% premium from Friday’s close. The deal is expected to be completed in the second quarter.</p><p>Traders are also keeping an eye on the Federal Reserve, as the U.S. central bank is expected to raise rates multiple times starting next month. Traders are betting that there is a 100% chance of a Fed rate hike after the March 15-16 meeting, with expectations tilting toward a 0.25 percentage point move,according to the CME Group’s FedWatch tool.</p><p>Expectations of tighter monetary policy have put pressure on stocks, particularly those in rate-sensitive sectors like tech, and have sent Treasury yield sharply higher to start 2022. The benchmark 10-year Treasury yield ended last week around 1.93% after briefly breaking above 2%. The 10-year began 2022 trading at around 1.51%.</p><p>“All eyes are on the Fed,” Strategas investment strategist Ryan Grabinski wrote in a note released Friday evening. “As of today, the market is expecting the Fed to raise interest rates at nearly every meeting this year. Despite that, we left Monetary Policy as Favorable for now because the Fed is continuing to purchase Treasuries (an accommodative policy action).”</p><p>Meanwhile, Wall Street is preparing for the tail-end of the corporate earnings season, with Home Depot and eBay among the companies set to report this week. It has been a solid earnings season thus far: Of the more than 400 S&amp;P 500 companies that have posted fourth-quarter earnings, 77.7% have beaten analyst expectations, according to FactSet.</p><p></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":"1101814218","content_text":"The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia and Ukraine.The Dow Jones Industrial Average dropped 90 points or 0.25%. The S&P 500 was off just 0.15%, and the Nasdaq Composite slipped by 0.45%. The U.S. stock market was closed Monday due to the President’s Day holiday.Oil prices rose, with West Texas Intermediate futures jumping 4.5% to $95.19 per barrel. Energy stocks jumped in premarket trading with Exxon Mobil rising 1.8% and ConocoPhillips adding 2.8%.Russian President Vladimir Putin said Monday that he would recognize the independence of two breakaway regions in Ukraine, potentially undercutting peace talks with President Joe Biden. That announcement was followed by news that Biden was set to order sanctions on separatist regions of Ukraine, with the European Union vowing to take additional measures.Putin later ordered forces into the two breakaway regions.U.K. Health Minister Sajid Javid said Tuesday that “the invasion of Ukraine has begun.” U.S. President Joe Biden has not yet used the word “invasion” to describe the current activity. The nation has also started targeted economic sanctions against five Russian banks and three wealthy individuals.The news came after the White House said Sunday that Biden has accepted “in principle”to meet with Putin in yet another effort to deescalate the Russia-Ukraine situation via diplomacy. White House press secretary Jen Psaki said the summit between the two leaders would occur after a meeting between Secretary of State Antony Blinken and his Russian counterpart Sergey Lavrov.The Russia-Ukraine conflict has put pressure on market sentiment recently, with the major averages posting back-to-back weekly losses. The Dow fell 1.9% last week, and the S&P 500 and Nasdaq Composite slid 1.6% and 1.8%, respectively.“While Monday’s episode will have important implications for Russia’s political relations with foreign partners, a significant market event is likely avoided for the time being, but the trajectory in the coming weeks will be important to monitor from a rising market risk perspective,” said Ed Mills of Raymond James.In early earnings action,Home Depotreported quarterlyprofit of $3.21 a share, three cents better than estimates, and said it sees earnings and revenue growth this year. Shares rose 1.4% in premarket trading.Macy’spopped more than 7% in premarket trading after beating on the top and bottom lines of its quarterly results. Macy’s also authorized a new $2 billion share buyback program and announced a 5% dividend increaseIn deal news,Houghton Mifflin Harcourtshares surged 14.4% after the company said it would be taken private by Veritas Capital in a deal worth $21 a share, representing a nearly 16% premium from Friday’s close. The deal is expected to be completed in the second quarter.Traders are also keeping an eye on the Federal Reserve, as the U.S. central bank is expected to raise rates multiple times starting next month. Traders are betting that there is a 100% chance of a Fed rate hike after the March 15-16 meeting, with expectations tilting toward a 0.25 percentage point move,according to the CME Group’s FedWatch tool.Expectations of tighter monetary policy have put pressure on stocks, particularly those in rate-sensitive sectors like tech, and have sent Treasury yield sharply higher to start 2022. The benchmark 10-year Treasury yield ended last week around 1.93% after briefly breaking above 2%. The 10-year began 2022 trading at around 1.51%.“All eyes are on the Fed,” Strategas investment strategist Ryan Grabinski wrote in a note released Friday evening. “As of today, the market is expecting the Fed to raise interest rates at nearly every meeting this year. Despite that, we left Monetary Policy as Favorable for now because the Fed is continuing to purchase Treasuries (an accommodative policy action).”Meanwhile, Wall Street is preparing for the tail-end of the corporate earnings season, with Home Depot and eBay among the companies set to report this week. It has been a solid earnings season thus far: Of the more than 400 S&P 500 companies that have posted fourth-quarter earnings, 77.7% have beaten analyst expectations, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340134240,"gmtCreate":1617353229680,"gmtModify":1704699113375,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Business is good","listText":"Business is good","text":"Business is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/340134240","repostId":"1191971974","repostType":4,"repost":{"id":"1191971974","kind":"news","pubTimestamp":1617346050,"share":"https://ttm.financial/m/news/1191971974?lang=&edition=fundamental","pubTime":"2021-04-02 14:47","market":"us","language":"en","title":"AMC Entertainment Slides as CEO Aron Hints at New 500 Million Share Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1191971974","media":"thestreet","summary":"AMC Entertainment (AMC) -Get Report traded lower Thursday after CEO Adam Aron said the movie-theatre","content":"<p>AMC Entertainment&nbsp;(<b>AMC</b>) -Get Report&nbsp;traded lower Thursday after CEO Adam Aron said the movie-theatre chain may sell 500 million new shares to bolster its balance sheet.</p>\n<p>Aron told<i>TheStreet's</i>founder, Jim Cramer during CNBC's Squawk Box program that his company has been able to navigate its way through the coronavirus pandemic by raising $2.8 billion in cash, as well as another $1 billion in concessions from theatre owners and landlords, noting the company was close to going out of business \"five different times last year\".</p>\n<p>However, he said that now that the group isback and operating in normal conditions, AMC could look to raise even more cash and capitalize on the stocks'Reddit-fueled rally that has added billions to its overall market value.</p>\n<p>\"Dilution is something we care about, but I will say we are formally asking approval from our shareholders to authorize another 500 million new shares that the company could issue if it wishes,\" Aron said. \"There are a lot of benefits to our shareholders of having more authorized shares out on the market.\"</p>\n<p>\"We'll be sensitive to dilution issues, but at the same time there's an opportunity to bolster our cash reserves and there's an opportunity to buy back debt at a discount or pay deferred theatre rents,\" he added. \"There are a lot of good reasons for shareholders to give us the authority.\"</p>\n<p>AMC shares were marked 3.2% lower in early morning trading Thursday to change hands at $9.88 each, trimming their one-month gain to around 8%.</p>\n<p>Last month, AMC posteda narrower-than-expected fourth quarter lossof $328 million -- and $4.6 billion for the year -- but noted that the nation's accelerating vaccination rate, which topped 100 million over the weekend, will boost AMC attendance and bolster its top and bottom lines.</p>\n<p>The group is also planning to capitalize on its recent 'Reddit Rally', which has lifted its stock nearly five-fold since late January, to issue another 500 million shares in order to pay down debt or slow its cash burn rate.</p>\n<dl></dl>\n<p></p>\n<ul></ul>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Entertainment Slides as CEO Aron Hints at New 500 Million Share Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 14:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/amc-slides-as-ceo-adam-aron-hints-at-new-500-million-share-sale><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment (AMC) -Get Report traded lower Thursday after CEO Adam Aron said the movie-theatre chain may sell 500 million new shares to bolster its balance sheet.\nAron toldTheStreet'sfounder, ...</p>\n\n<a href=\"https://www.thestreet.com/investing/amc-slides-as-ceo-adam-aron-hints-at-new-500-million-share-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.thestreet.com/investing/amc-slides-as-ceo-adam-aron-hints-at-new-500-million-share-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191971974","content_text":"AMC Entertainment (AMC) -Get Report traded lower Thursday after CEO Adam Aron said the movie-theatre chain may sell 500 million new shares to bolster its balance sheet.\nAron toldTheStreet'sfounder, Jim Cramer during CNBC's Squawk Box program that his company has been able to navigate its way through the coronavirus pandemic by raising $2.8 billion in cash, as well as another $1 billion in concessions from theatre owners and landlords, noting the company was close to going out of business \"five different times last year\".\nHowever, he said that now that the group isback and operating in normal conditions, AMC could look to raise even more cash and capitalize on the stocks'Reddit-fueled rally that has added billions to its overall market value.\n\"Dilution is something we care about, but I will say we are formally asking approval from our shareholders to authorize another 500 million new shares that the company could issue if it wishes,\" Aron said. \"There are a lot of benefits to our shareholders of having more authorized shares out on the market.\"\n\"We'll be sensitive to dilution issues, but at the same time there's an opportunity to bolster our cash reserves and there's an opportunity to buy back debt at a discount or pay deferred theatre rents,\" he added. \"There are a lot of good reasons for shareholders to give us the authority.\"\nAMC shares were marked 3.2% lower in early morning trading Thursday to change hands at $9.88 each, trimming their one-month gain to around 8%.\nLast month, AMC posteda narrower-than-expected fourth quarter lossof $328 million -- and $4.6 billion for the year -- but noted that the nation's accelerating vaccination rate, which topped 100 million over the weekend, will boost AMC attendance and bolster its top and bottom lines.\nThe group is also planning to capitalize on its recent 'Reddit Rally', which has lifted its stock nearly five-fold since late January, to issue another 500 million shares in order to pay down debt or slow its cash burn rate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037347156,"gmtCreate":1648042708822,"gmtModify":1676534295989,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037347156","repostId":"2221301113","repostType":4,"repost":{"id":"2221301113","kind":"highlight","pubTimestamp":1648033551,"share":"https://ttm.financial/m/news/2221301113?lang=&edition=fundamental","pubTime":"2022-03-23 19:05","market":"us","language":"en","title":"Prediction: These Will Be the 10 Largest Stocks by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2221301113","media":"Motley Fool","summary":"Nobody has a crystal ball, but here's what one Fool thinks the megacap landscape will look like.","content":"<html><head></head><body><p>Today, it takes a market cap of just over $550 billion to earn a spot on the top 10 list. And this is likely to rise in the future. If the stock market averages 9% annualized returns between now and 2035, that implies that the 10 largest companies will have market caps of about $1.7 trillion or greater, and some will likely be several times larger than this threshold. With that in mind, here are 10 companies (in no particular order) that I think have an excellent shot of being on the list when 2035 arrives.</p><h2>The 10 largest stocks by 2035?</h2><p>1.<b> Apple</b> ( AAPL 2.08% )</p><p>This shouldn&#39;t come as a surprise to anyone. With a market cap of about $2.7 trillion <i>today</i>, Apple would likely be firmly in the top 10 in 2035 even if it doesn&#39;t appreciate in value at all. But with an extremely loyal customer base, tremendous pricing power, and the ability to generate over $100 billion in free cash flow annually, I wouldn&#39;t be shocked to see Apple become the first $5 trillion company, and well before 2035.</p><p>2.<b> Amazon</b> ( AMZN 2.10% )</p><p>With a market cap of about $1.63 trillion, Amazon is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest companies today, but don&#39;t make the mistake of thinking it has maxed out its potential. After all, e-commerce is still less than 15% of total U.S. retail sales, its Amazon Web Services (AWS) business has a rapidly growing addressable market, and there are several other areas Amazon could expand into over the next decade or so.</p><p>3.<b> <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> ( MELI 5.31% )</p><p>MercadoLibre often gets referred to as the Amazon of Latin America, but it is so much more than that. It&#39;s like the Amazon, <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> ( SQ 5.17% ), <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> ( EBAY 0.78% ), and maybe even the <b>Shopify</b> ( SHOP 6.37% ) of Latin America, all in one stock, and at much earlier stages of their respective growth cycles. With a $57 billion market cap, MercadoLibre is one of the smaller companies on this list, but it definitely has trillion-dollar potential if it can realize its true potential.</p><p>4.<b> <a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> ( PYPL 2.81% )</p><p>PayPal&#39;s stock has been beaten down recently, and to be fair, its customer base isn&#39;t growing as fast as investors had been expecting. However, this is still the dominant leader in payment processing, especially for e-commerce, with over 400 million active users and operations all over the world. There are still some unanswered questions regarding future growth strategy and the ability to effectively monetize all of its users, but there&#39;s trillion-dollar potential here.</p><p>5.<b> Alphabet</b> ( GOOG 2.78% )( GOOGL 2.77% )</p><p>Alphabet is best known for its Google platform, which has a dominant share of the internet search market. With a $1.8 trillion market cap, and several other businesses that could end up being needle-movers, Alphabet is likely to still be one of the 10 largest companies in the market by 2035.</p><p>6.<b> Block</b> (Square)</p><p>Block, formerly known as Square, has evolved from a niche payment processing hardware company into a full-featured financial ecosystem in its first 13 years of existence. And with the company just scratching the surface of its long-term opportunities, it will be fun to watch the <i>next</i> 13 years of Block&#39;s evolution. If it can be half as innovative as it has been so far, it could certainly earn a spot in the top 10.</p><p>7.<b> Shopify </b></p><p>As mentioned in the context of Amazon, fewer than 15% of retail sales take place by e-commerce. And this is in the U.S. -- in many international markets, e-commerce penetration is even lower. Shopify has grown into a leader in enabling e-commerce for businesses of all sizes, and it could multiply its business many times over as the industry continues to evolve.</p><p>8.<b>Microsoft</b> ( MSFT 1.64% )</p><p>Microsoft isn&#39;t going to deliver jaw-dropping returns between now and 2035, but it doesn&#39;t need to. With a $2.24 trillion market cap and a largely predictable and growing revenue stream, it&#39;s difficult to imagine a world where Microsoft wasn&#39;t near the top of the list for the foreseeable future.</p><p>9.<b>Airbnb</b> ( ABNB 2.87% )</p><p>It&#39;s tough to imagine a &#34;lodging stock&#34; with a trillion-dollar market value, but it wouldn&#39;t be shocking to see Airbnb achieve it. The company&#39;s addressable market is literally every short-term and long-term rental property in the world, as well as every adjacent experience that can be booked through the platform. Airbnb estimates that the current opportunity is roughly $4 trillion in annual bookings, and if Airbnb can grow into a dominant force, it could reach the top 10 list.</p><p>10.<b>Berkshire Hathaway</b> ( BRK.A 0.16% )( BRK.B 0.08% )</p><p>Berkshire Hathaway is designed to produce returns that are consistently market-beating, and with a nearly 60-year track record of doing just that, there&#39;s no reason to believe this will change. And this is even true if Warren Buffett is no longer at the helm. Buffett would turn 105 years old in 2035, so it&#39;s unlikely he&#39;ll still be calling the shots at Berkshire, but this is a long-term compounding machine that should keep doing what it&#39;s designed to do.</p><h2>There are many others that <i>could</i> end up on the list</h2><p>As I mentioned, nobody can predict the future, and I certainly am not an exception. And it&#39;s important to mention that this isn&#39;t an exhaustive list of stocks that have multitrillion-dollar market cap potential between now and 2035. Just to name a few examples, chipmaker <b>NVIDIA</b> ( NVDA -0.79% ) was No. 11 on my list, and there are several companies in the payments industry, especially <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> ( V 0.66% ), <b>Mastercard </b>( MA 1.14% ), and <b>Adyen</b> ( ADYE.Y 3.05% ), that could certainly grow to several times their current size.</p><p>The electric vehicle space remains a massive opportunity. <b>Tesla</b> ( TSLA 7.91% ) could certainly land in the top 10 if it ends up dominating the industry, and <b>General Motors</b> ( GM 2.18% ) is an example of a company that has lots of potential in both electric and autonomous vehicles.</p><p>I know I missed some other high-potential companies here, including some that are currently on the top 10 list by market cap. But the point is that I could go on and on with companies that <i>could</i> be the next trillion-dollar businesses. But the 10 in this list are those I feel have the best chance to end up on top.</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>Prediction: These Will Be the 10 Largest Stocks by 2035</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\">\nPrediction: These Will Be the 10 Largest Stocks by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/23/prediction-these-will-be-the-10-largest-stocks-by/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, it takes a market cap of just over $550 billion to earn a spot on the top 10 list. And this is likely to rise in the future. If the stock market averages 9% annualized returns between now and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/23/prediction-these-will-be-the-10-largest-stocks-by/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4573":"虚拟现实","AAPL":"苹果","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","GOOGL":"谷歌A","GOOG":"谷歌","BK4504":"桥水持仓","BK4512":"苹果概念","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","SQ":"Block","BK4176":"多领域控股","BK4516":"特朗普概念","BK4528":"SaaS概念","SHOP":"Shopify Inc","BK4106":"数据处理与外包服务","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BRK.A":"伯克希尔","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4567":"ESG概念","BRK.B":"伯克希尔B","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4579":"人工智能","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","BK4575":"芯片概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4116":"互联网服务与基础架构","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/23/prediction-these-will-be-the-10-largest-stocks-by/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221301113","content_text":"Today, it takes a market cap of just over $550 billion to earn a spot on the top 10 list. And this is likely to rise in the future. If the stock market averages 9% annualized returns between now and 2035, that implies that the 10 largest companies will have market caps of about $1.7 trillion or greater, and some will likely be several times larger than this threshold. With that in mind, here are 10 companies (in no particular order) that I think have an excellent shot of being on the list when 2035 arrives.The 10 largest stocks by 2035?1. Apple ( AAPL 2.08% )This shouldn't come as a surprise to anyone. With a market cap of about $2.7 trillion today, Apple would likely be firmly in the top 10 in 2035 even if it doesn't appreciate in value at all. But with an extremely loyal customer base, tremendous pricing power, and the ability to generate over $100 billion in free cash flow annually, I wouldn't be shocked to see Apple become the first $5 trillion company, and well before 2035.2. Amazon ( AMZN 2.10% )With a market cap of about $1.63 trillion, Amazon is one of the largest companies today, but don't make the mistake of thinking it has maxed out its potential. After all, e-commerce is still less than 15% of total U.S. retail sales, its Amazon Web Services (AWS) business has a rapidly growing addressable market, and there are several other areas Amazon could expand into over the next decade or so.3. MercadoLibre ( MELI 5.31% )MercadoLibre often gets referred to as the Amazon of Latin America, but it is so much more than that. It's like the Amazon, Block ( SQ 5.17% ), eBay ( EBAY 0.78% ), and maybe even the Shopify ( SHOP 6.37% ) of Latin America, all in one stock, and at much earlier stages of their respective growth cycles. With a $57 billion market cap, MercadoLibre is one of the smaller companies on this list, but it definitely has trillion-dollar potential if it can realize its true potential.4. PayPal ( PYPL 2.81% )PayPal's stock has been beaten down recently, and to be fair, its customer base isn't growing as fast as investors had been expecting. However, this is still the dominant leader in payment processing, especially for e-commerce, with over 400 million active users and operations all over the world. There are still some unanswered questions regarding future growth strategy and the ability to effectively monetize all of its users, but there's trillion-dollar potential here.5. Alphabet ( GOOG 2.78% )( GOOGL 2.77% )Alphabet is best known for its Google platform, which has a dominant share of the internet search market. With a $1.8 trillion market cap, and several other businesses that could end up being needle-movers, Alphabet is likely to still be one of the 10 largest companies in the market by 2035.6. Block (Square)Block, formerly known as Square, has evolved from a niche payment processing hardware company into a full-featured financial ecosystem in its first 13 years of existence. And with the company just scratching the surface of its long-term opportunities, it will be fun to watch the next 13 years of Block's evolution. If it can be half as innovative as it has been so far, it could certainly earn a spot in the top 10.7. Shopify As mentioned in the context of Amazon, fewer than 15% of retail sales take place by e-commerce. And this is in the U.S. -- in many international markets, e-commerce penetration is even lower. Shopify has grown into a leader in enabling e-commerce for businesses of all sizes, and it could multiply its business many times over as the industry continues to evolve.8.Microsoft ( MSFT 1.64% )Microsoft isn't going to deliver jaw-dropping returns between now and 2035, but it doesn't need to. With a $2.24 trillion market cap and a largely predictable and growing revenue stream, it's difficult to imagine a world where Microsoft wasn't near the top of the list for the foreseeable future.9.Airbnb ( ABNB 2.87% )It's tough to imagine a \"lodging stock\" with a trillion-dollar market value, but it wouldn't be shocking to see Airbnb achieve it. The company's addressable market is literally every short-term and long-term rental property in the world, as well as every adjacent experience that can be booked through the platform. Airbnb estimates that the current opportunity is roughly $4 trillion in annual bookings, and if Airbnb can grow into a dominant force, it could reach the top 10 list.10.Berkshire Hathaway ( BRK.A 0.16% )( BRK.B 0.08% )Berkshire Hathaway is designed to produce returns that are consistently market-beating, and with a nearly 60-year track record of doing just that, there's no reason to believe this will change. And this is even true if Warren Buffett is no longer at the helm. Buffett would turn 105 years old in 2035, so it's unlikely he'll still be calling the shots at Berkshire, but this is a long-term compounding machine that should keep doing what it's designed to do.There are many others that could end up on the listAs I mentioned, nobody can predict the future, and I certainly am not an exception. And it's important to mention that this isn't an exhaustive list of stocks that have multitrillion-dollar market cap potential between now and 2035. Just to name a few examples, chipmaker NVIDIA ( NVDA -0.79% ) was No. 11 on my list, and there are several companies in the payments industry, especially Visa ( V 0.66% ), Mastercard ( MA 1.14% ), and Adyen ( ADYE.Y 3.05% ), that could certainly grow to several times their current size.The electric vehicle space remains a massive opportunity. Tesla ( TSLA 7.91% ) could certainly land in the top 10 if it ends up dominating the industry, and General Motors ( GM 2.18% ) is an example of a company that has lots of potential in both electric and autonomous vehicles.I know I missed some other high-potential companies here, including some that are currently on the top 10 list by market cap. But the point is that I could go on and on with companies that could be the next trillion-dollar businesses. But the 10 in this list are those I feel have the best chance to end up on top.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095149378,"gmtCreate":1644858400912,"gmtModify":1676533968958,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Many countries planning to&nbsp;open&nbsp;up","listText":"Many countries planning to&nbsp;open&nbsp;up","text":"Many countries planning to open up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095149378","repostId":"1144307682","repostType":4,"repost":{"id":"1144307682","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644851348,"share":"https://ttm.financial/m/news/1144307682?lang=&edition=fundamental","pubTime":"2022-02-14 23:09","market":"us","language":"en","title":"Vaccine Stocks Tumbled in Morning Trading, with Novavax and Moderna Falling More Than 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144307682","media":"Tiger Newspress","summary":"Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.","content":"<html><head></head><body><p>Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.</p><p><img src=\"https://static.tigerbbs.com/cfe7d75385e1ede81ab9b3c511ada60e\" tg-width=\"704\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine Stocks Tumbled in Morning Trading, with Novavax and Moderna Falling More Than 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\">\nVaccine Stocks Tumbled in Morning Trading, with Novavax and Moderna Falling More Than 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\">2022-02-14 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.</p><p><img src=\"https://static.tigerbbs.com/cfe7d75385e1ede81ab9b3c511ada60e\" tg-width=\"704\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144307682","content_text":"Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013237416,"gmtCreate":1648733892277,"gmtModify":1676534387702,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"[Bless]&nbsp;","listText":"[Bless]&nbsp;","text":"[Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013237416","repostId":"1195815749","repostType":4,"repost":{"id":"1195815749","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648733488,"share":"https://ttm.financial/m/news/1195815749?lang=&edition=fundamental","pubTime":"2022-03-31 21:31","market":"us","language":"en","title":"U.S. Stocks Open Mostly Lower As Investors Prepare to Cap a Volatile Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1195815749","media":"Tiger Newspress","summary":"Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wa","content":"<html><head></head><body><p>Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wall Street.</p><p>The Dow Jones Industrial Average slipped 115 points, or 0.3%. The S&amp;P 500 dipped roughly 0.1%, and the Nasdaq Composite was flat.</p><p>Some tech stocks were under pressure Thursday amid analyst concerns over the PC market going forward. AMD shares slipped more than 1% in the premarket after analysts at Barclays downgraded the stock to equal weight from overweight. Meanwhile, HP Inc and Dell dipped 3.8% and 2%, respectively, after being downgraded to equal weight from overweight at Morgan Stanley.</p><p>Thursday marks the last trading day of March and of the first quarter.</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>U.S. Stocks Open Mostly Lower As Investors Prepare to Cap a Volatile Quarter</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\">\nU.S. Stocks Open Mostly Lower As Investors Prepare to Cap a Volatile Quarter\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\">2022-03-31 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wall Street.</p><p>The Dow Jones Industrial Average slipped 115 points, or 0.3%. The S&amp;P 500 dipped roughly 0.1%, and the Nasdaq Composite was flat.</p><p>Some tech stocks were under pressure Thursday amid analyst concerns over the PC market going forward. AMD shares slipped more than 1% in the premarket after analysts at Barclays downgraded the stock to equal weight from overweight. Meanwhile, HP Inc and Dell dipped 3.8% and 2%, respectively, after being downgraded to equal weight from overweight at Morgan Stanley.</p><p>Thursday marks the last trading day of March and of the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIA":"道琼斯ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195815749","content_text":"Stocks were modestly lower in early trading Thursday as traders wrap up a rocky first quarter for Wall Street.The Dow Jones Industrial Average slipped 115 points, or 0.3%. The S&P 500 dipped roughly 0.1%, and the Nasdaq Composite was flat.Some tech stocks were under pressure Thursday amid analyst concerns over the PC market going forward. AMD shares slipped more than 1% in the premarket after analysts at Barclays downgraded the stock to equal weight from overweight. Meanwhile, HP Inc and Dell dipped 3.8% and 2%, respectively, after being downgraded to equal weight from overweight at Morgan Stanley.Thursday marks the last trading day of March and of the first quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031983688,"gmtCreate":1646410485710,"gmtModify":1676534127291,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Still dropping[Cry]&nbsp;","listText":"Still dropping[Cry]&nbsp;","text":"Still dropping[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031983688","repostId":"1137656968","repostType":2,"repost":{"id":"1137656968","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646385222,"share":"https://ttm.financial/m/news/1137656968?lang=&edition=fundamental","pubTime":"2022-03-04 17:13","market":"us","language":"en","title":"EV Stocks Slid in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1137656968","media":"Tiger Newspress","summary":"EV stocks slid in premarket trading. Tesla, Nio, XPeng and LI Auto fell between 1% and 3%.","content":"<html><head></head><body><p>EV stocks slid in premarket trading. Tesla, Nio, XPeng and LI Auto fell between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/34d7d51a8e654465a0c9ff00ac2cf761\" tg-width=\"411\" tg-height=\"361\" 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>EV Stocks Slid in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Slid in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-04 17:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks slid in premarket trading. Tesla, Nio, XPeng and LI Auto fell between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/34d7d51a8e654465a0c9ff00ac2cf761\" tg-width=\"411\" tg-height=\"361\" 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","TSLA":"特斯拉","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137656968","content_text":"EV stocks slid in premarket trading. Tesla, Nio, XPeng and LI Auto fell between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030677893,"gmtCreate":1645719422097,"gmtModify":1676534057335,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Speculators out, investors in 👍🏻👍🏻","listText":"Speculators out, investors in 👍🏻👍🏻","text":"Speculators out, investors in 👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030677893","repostId":"1133164350","repostType":4,"repost":{"id":"1133164350","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645713137,"share":"https://ttm.financial/m/news/1133164350?lang=&edition=fundamental","pubTime":"2022-02-24 22:32","market":"us","language":"en","title":"EV Stocks Plunged in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1133164350","media":"Tiger Newspress","summary":"Tesla, Rivian, Nio, XPeng, Lordstown, Fisker, Sono Group and Canoo Inc. fell between 2% and 9%.","content":"<html><head></head><body><p>Tesla, Rivian, Nio, XPeng, Lordstown, Fisker, Sono Group and Canoo Inc. fell between 2% and 9%.<img src=\"https://static.tigerbbs.com/eeac6d7c9a829ece166c8c950ad02d05\" tg-width=\"417\" tg-height=\"701\" 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>EV Stocks Plunged in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Plunged in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-24 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla, Rivian, Nio, XPeng, Lordstown, Fisker, Sono Group and Canoo Inc. fell between 2% and 9%.<img src=\"https://static.tigerbbs.com/eeac6d7c9a829ece166c8c950ad02d05\" tg-width=\"417\" tg-height=\"701\" 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","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133164350","content_text":"Tesla, Rivian, Nio, XPeng, Lordstown, Fisker, Sono Group and Canoo Inc. fell between 2% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192018584,"gmtCreate":1621129721248,"gmtModify":1704353096678,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Sounds legit","listText":"Sounds legit","text":"Sounds legit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/192018584","repostId":"2135069756","repostType":4,"repost":{"id":"2135069756","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1621000800,"share":"https://ttm.financial/m/news/2135069756?lang=&edition=fundamental","pubTime":"2021-05-14 22:00","market":"us","language":"en","title":"Afraid Of Inflation? Four Ways To Protect Your Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2135069756","media":"Investors","summary":"The scare of inflation is threatening the S&P 500. But if you know what to expect, signs of rising prices aren't always kryptonite to your portfolio.","content":"<p>The scare of inflation is threatening the S&amp;P 500. But if you know what to expect, signs of rising prices aren't always kryptonite to your portfolio. And that's if you should worry at all.</p>\n<p>It turns out S&amp;P 500 sectors follow a fairly predictable playbook in times of rising prices. If you're worried about inflation, S&amp;P 500 sectors like energy, materials and real estate provide some safety, analysts say. \"Investors have used the threat of a spike in inflation, and now the confirmation from ... surprise strength in headline and core Consumer Price Index readings, to take profits in stocks,\" said Sam Stovall, strategist at CFRA.</p>\n<p>But knowing the facts goes a long way in dealing with any potential market shocks, including inflation.</p>\n<h3>Know The Reality In Inflation Numbers</h3>\n<p>It's important to understand what inflation numbers are truly telling you before you panic. It seems like many S&amp;P 500 investors calmed down after digging into inflation numbers more closely. The world's most popular index jumped more than 1.2% Thursday, making up the bulk of Wednesday's 2% freak-out sell-off.</p>\n<p>At first glance, inflation numbers looked scary. The 4.2% jump in headline inflation and 3% rise in core inflation was much more than anyone thought. Core inflation hasn't jumped that fast on a year-over-year basis since 2008, Stovall says.</p>\n<p>But a big piece of the rise is due to the 21% jump in annualized used vehicle prices, says Nicholas Colas, co-founder of DataTrek Research. And that jump is due to new vehicle shortages arising from a shortage in semiconductors. Backing out this short-term disruption, headline inflation was a much more normal 3.6%, he says. Meanwhile, the unusual 49.6% jump in April gasoline prices added to the distortion.</p>\n<p>The inflation number \"just doesn't hold up to scrutiny as a warning bell about inflation,\" Colas said.</p>\n<h3>Understand How The S&amp;P 500 Reacts To Inflation</h3>\n<p>Out-of-control inflation is widely feared. But times of lingering 5%-plus annual inflation are rare. Only twice since 1928 has U.S. inflation lingered: 1941 through 1951 and 1969 to 1982, Colas found.</p>\n<p>Were these periods devastating for the S&amp;P 500? Hardly. The S&amp;P 500 jumped 310% from 1941 to 1951, that's 121.1% adjusted for inflation, Colas found. Even in the 1969-to-1982 period, seen as a terrible time for inflation, the S&amp;P 500 actually rose 176%. Yes, that's a loss of 11.6% adjusted for inflation, but it's hardly catastrophic especially for those who enjoyed the 1980s bull.</p>\n<p>Inflation itself doesn't steer the S&amp;P 500. The reason for inflation matters more. Prices rose in the 1940s for \"good reasons\" like an post-war boom, Colas said. But in the 1970s, energy price hikes were largely a tax on the economy.</p>\n<p>\"Markets are volatile because they're not sure which sort of inflation we have at present, or what (if anything) the Federal Reserve may do to bring inflation down,\" Colas said. \"That's enough uncertainty to create the volatility we're seeing, but not enough to say equities will necessarily underperform inflation in the years to come.\"</p>\n<h3>Look To The 1970s For S&amp;P 500 Clues (But Not Gospel)</h3>\n<p>S&amp;P 500 investors like to look back at the 1970s for a playbook for inflation. And it wasn't pretty, but it's not as devastating as many think either. And there were actually places to make big gains.</p>\n<p>During the 1970s, the S&amp;P 500 posted an average monthly loss of 0.3%, Stovall says. But over the entire period, the S&amp;P 500 rose 17.2%. That's just 1.6% annualized, or a fraction of the S&amp;P 500's typical 10% yearly return. S&amp;P sectors, though, hold clues or how markets can shift, Stovall says.</p>\n<p>It turns out even during the \"bad\" inflation of the 1970s, only <a href=\"https://laohu8.com/S/AONE\">one</a> of the 11 S&amp;P 500 sectors fell on an average monthly basis. That sole loser was financials, which lost 0.8% monthly on average during the 1970s.</p>\n<p>So where where the places to be? S&amp;P 50 energy, materials and real estate all posted average monthly gains of 1% or higher during the 1970s, Stovall says. Materials company <b>Nucor</b> gained 2,830% during the 1970s. That's more than any current S&amp;P 500 members did at the time. Meanwhile, energy firms <b>Schlumberger</b> and <b>Baker Hughes</b> jumped 1,032% and 856%, respectively, during the 1970s.</p>\n<table>\n <thead>\n  <tr>\n   <th>Sector</th>\n   <th>Average monthly return during the 1970s</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Energy</td>\n   <td>1.6%</td>\n  </tr>\n  <tr>\n   <td>Materials</td>\n   <td>1.4</td>\n  </tr>\n  <tr>\n   <td>Real Estate</td>\n   <td>1.2</td>\n  </tr>\n  <tr>\n   <td>Communications Services</td>\n   <td>0.9</td>\n  </tr>\n  <tr>\n   <td>Information Technology</td>\n   <td>0.7</td>\n  </tr>\n  <tr>\n   <td>Industrials</td>\n   <td>0.6</td>\n  </tr>\n  <tr>\n   <td>Consumer Discretionary</td>\n   <td>0.3</td>\n  </tr>\n  <tr>\n   <td>Utilities</td>\n   <td>0.1</td>\n  </tr>\n  <tr>\n   <td>Health Care</td>\n   <td>0.1</td>\n  </tr>\n  <tr>\n   <td>Consumer Staples</td>\n   <td>0</td>\n  </tr>\n  <tr>\n   <td>Financials</td>\n   <td>-0.8</td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500</td>\n   <td>-0.3</td>\n  </tr>\n </tbody>\n</table>\n<h5>Source: CFRA</h5>\n<h3>Don't Overlook S&amp;P 500 Commodity Strength</h3>\n<p>Digging deeper still, Stovall found robust gains in many commodities markets, even in the inflation-plagued 1970s.</p>\n<p>Gold and precious metals companies in the S&amp;P 500 posted average monthly gains of 3.9% in the 1970s. And aluminum companies rose 2% monthly followed by oil and gas drilling at 1.8%. And to some degree, investors are already nibbling on these areas. The Energy Select Sector SPDR is up 36.7% this year. That's the top run of any S&amp;P 500 sector. Meanwhile, the Materials Select Sector SPDR is up 20% year to date.</p>\n<p>Know, too, simply owning the S&amp;P 500 may not offer great exposure to areas that held up to inflation before. These sectors hold small weights in the S&amp;P 500. Energy holds just a 2.9% weight in the S&amp;P 500. Meanwhile, materials account for 2.9% and real estate 2.5%. ETFs can fill in the gaps.</p>\n<p>ETFs and exchange-traded notes, too, can offer inflation protection. The $60 billion in assets SPDR Gold Trust moves with the price of gold. The $3 billion in assets United States Oil Fund tracks the price of crude oil. And the <a href=\"https://laohu8.com/S/EEME\">iShares</a> TIPS Bond ETF tracks U.S. Treasuries, adjusted for inflation.</p>\n<p>But just know inflation, alone, doesn't determine S&amp;P 500 returns. \"Inflation is just <a href=\"https://laohu8.com/S/AONE.U\">one</a> input into equity prices and returns, and on its own it explains very little about how stocks will do over the longer term,\" Colas says.</p>\n<h3>Top S&amp;P 500 Stocks In The 1970s</h3>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>70's % ch.</th>\n   <th>Stock YTD % ch.</th>\n   <th>Sector</th>\n   <th>Composite Rating</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Nucor</td>\n   <td></td>\n   <td>2,830.3%</td>\n   <td>89.5%</td>\n   <td>Materials</td>\n   <td>99</td>\n  </tr>\n  <tr>\n   <td>Schlumberger</td>\n   <td></td>\n   <td>1,031.7%</td>\n   <td>45.5%</td>\n   <td>Energy</td>\n   <td>72</td>\n  </tr>\n  <tr>\n   <td>Baker Hughes</td>\n   <td></td>\n   <td>856.4%</td>\n   <td>16.8%</td>\n   <td>Energy</td>\n   <td>78</td>\n  </tr>\n  <tr>\n   <td>Archer Daniels Midland</td>\n   <td></td>\n   <td>742.5%</td>\n   <td>33.2%</td>\n   <td>Consumer Staples</td>\n   <td>90</td>\n  </tr>\n  <tr>\n   <td>Teleflex</td>\n   <td></td>\n   <td>597.3%</td>\n   <td>-4.7%</td>\n   <td>Health Care</td>\n   <td>45</td>\n  </tr>\n  <tr>\n   <td>General Dynamics</td>\n   <td></td>\n   <td>445.0%</td>\n   <td>28.5%</td>\n   <td>Industrials</td>\n   <td>65</td>\n  </tr>\n  <tr>\n   <td>Boeing</td>\n   <td></td>\n   <td>440.0%</td>\n   <td>4.0%</td>\n   <td>Industrials</td>\n   <td>35</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/HFC\">HollyFrontier</a></td>\n   <td></td>\n   <td>427.3%</td>\n   <td>31.1%</td>\n   <td>Energy</td>\n   <td>42</td>\n  </tr>\n  <tr>\n   <td>Halliburton</td>\n   <td></td>\n   <td>417.8%</td>\n   <td>18.4%</td>\n   <td>Energy</td>\n   <td>63</td>\n  </tr>\n  <tr>\n   <td>Tyler Technologies</td>\n   <td></td>\n   <td>347.3%</td>\n   <td>-11.3%</td>\n   <td>Information Technology</td>\n   <td>45</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>","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>Afraid Of Inflation? Four Ways To Protect Your 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\">\nAfraid Of Inflation? Four Ways To Protect Your Stocks\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-14 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The scare of inflation is threatening the S&amp;P 500. But if you know what to expect, signs of rising prices aren't always kryptonite to your portfolio. And that's if you should worry at all.</p>\n<p>It turns out S&amp;P 500 sectors follow a fairly predictable playbook in times of rising prices. If you're worried about inflation, S&amp;P 500 sectors like energy, materials and real estate provide some safety, analysts say. \"Investors have used the threat of a spike in inflation, and now the confirmation from ... surprise strength in headline and core Consumer Price Index readings, to take profits in stocks,\" said Sam Stovall, strategist at CFRA.</p>\n<p>But knowing the facts goes a long way in dealing with any potential market shocks, including inflation.</p>\n<h3>Know The Reality In Inflation Numbers</h3>\n<p>It's important to understand what inflation numbers are truly telling you before you panic. It seems like many S&amp;P 500 investors calmed down after digging into inflation numbers more closely. The world's most popular index jumped more than 1.2% Thursday, making up the bulk of Wednesday's 2% freak-out sell-off.</p>\n<p>At first glance, inflation numbers looked scary. The 4.2% jump in headline inflation and 3% rise in core inflation was much more than anyone thought. Core inflation hasn't jumped that fast on a year-over-year basis since 2008, Stovall says.</p>\n<p>But a big piece of the rise is due to the 21% jump in annualized used vehicle prices, says Nicholas Colas, co-founder of DataTrek Research. And that jump is due to new vehicle shortages arising from a shortage in semiconductors. Backing out this short-term disruption, headline inflation was a much more normal 3.6%, he says. Meanwhile, the unusual 49.6% jump in April gasoline prices added to the distortion.</p>\n<p>The inflation number \"just doesn't hold up to scrutiny as a warning bell about inflation,\" Colas said.</p>\n<h3>Understand How The S&amp;P 500 Reacts To Inflation</h3>\n<p>Out-of-control inflation is widely feared. But times of lingering 5%-plus annual inflation are rare. Only twice since 1928 has U.S. inflation lingered: 1941 through 1951 and 1969 to 1982, Colas found.</p>\n<p>Were these periods devastating for the S&amp;P 500? Hardly. The S&amp;P 500 jumped 310% from 1941 to 1951, that's 121.1% adjusted for inflation, Colas found. Even in the 1969-to-1982 period, seen as a terrible time for inflation, the S&amp;P 500 actually rose 176%. Yes, that's a loss of 11.6% adjusted for inflation, but it's hardly catastrophic especially for those who enjoyed the 1980s bull.</p>\n<p>Inflation itself doesn't steer the S&amp;P 500. The reason for inflation matters more. Prices rose in the 1940s for \"good reasons\" like an post-war boom, Colas said. But in the 1970s, energy price hikes were largely a tax on the economy.</p>\n<p>\"Markets are volatile because they're not sure which sort of inflation we have at present, or what (if anything) the Federal Reserve may do to bring inflation down,\" Colas said. \"That's enough uncertainty to create the volatility we're seeing, but not enough to say equities will necessarily underperform inflation in the years to come.\"</p>\n<h3>Look To The 1970s For S&amp;P 500 Clues (But Not Gospel)</h3>\n<p>S&amp;P 500 investors like to look back at the 1970s for a playbook for inflation. And it wasn't pretty, but it's not as devastating as many think either. And there were actually places to make big gains.</p>\n<p>During the 1970s, the S&amp;P 500 posted an average monthly loss of 0.3%, Stovall says. But over the entire period, the S&amp;P 500 rose 17.2%. That's just 1.6% annualized, or a fraction of the S&amp;P 500's typical 10% yearly return. S&amp;P sectors, though, hold clues or how markets can shift, Stovall says.</p>\n<p>It turns out even during the \"bad\" inflation of the 1970s, only <a href=\"https://laohu8.com/S/AONE\">one</a> of the 11 S&amp;P 500 sectors fell on an average monthly basis. That sole loser was financials, which lost 0.8% monthly on average during the 1970s.</p>\n<p>So where where the places to be? S&amp;P 50 energy, materials and real estate all posted average monthly gains of 1% or higher during the 1970s, Stovall says. Materials company <b>Nucor</b> gained 2,830% during the 1970s. That's more than any current S&amp;P 500 members did at the time. Meanwhile, energy firms <b>Schlumberger</b> and <b>Baker Hughes</b> jumped 1,032% and 856%, respectively, during the 1970s.</p>\n<table>\n <thead>\n  <tr>\n   <th>Sector</th>\n   <th>Average monthly return during the 1970s</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Energy</td>\n   <td>1.6%</td>\n  </tr>\n  <tr>\n   <td>Materials</td>\n   <td>1.4</td>\n  </tr>\n  <tr>\n   <td>Real Estate</td>\n   <td>1.2</td>\n  </tr>\n  <tr>\n   <td>Communications Services</td>\n   <td>0.9</td>\n  </tr>\n  <tr>\n   <td>Information Technology</td>\n   <td>0.7</td>\n  </tr>\n  <tr>\n   <td>Industrials</td>\n   <td>0.6</td>\n  </tr>\n  <tr>\n   <td>Consumer Discretionary</td>\n   <td>0.3</td>\n  </tr>\n  <tr>\n   <td>Utilities</td>\n   <td>0.1</td>\n  </tr>\n  <tr>\n   <td>Health Care</td>\n   <td>0.1</td>\n  </tr>\n  <tr>\n   <td>Consumer Staples</td>\n   <td>0</td>\n  </tr>\n  <tr>\n   <td>Financials</td>\n   <td>-0.8</td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500</td>\n   <td>-0.3</td>\n  </tr>\n </tbody>\n</table>\n<h5>Source: CFRA</h5>\n<h3>Don't Overlook S&amp;P 500 Commodity Strength</h3>\n<p>Digging deeper still, Stovall found robust gains in many commodities markets, even in the inflation-plagued 1970s.</p>\n<p>Gold and precious metals companies in the S&amp;P 500 posted average monthly gains of 3.9% in the 1970s. And aluminum companies rose 2% monthly followed by oil and gas drilling at 1.8%. And to some degree, investors are already nibbling on these areas. The Energy Select Sector SPDR is up 36.7% this year. That's the top run of any S&amp;P 500 sector. Meanwhile, the Materials Select Sector SPDR is up 20% year to date.</p>\n<p>Know, too, simply owning the S&amp;P 500 may not offer great exposure to areas that held up to inflation before. These sectors hold small weights in the S&amp;P 500. Energy holds just a 2.9% weight in the S&amp;P 500. Meanwhile, materials account for 2.9% and real estate 2.5%. ETFs can fill in the gaps.</p>\n<p>ETFs and exchange-traded notes, too, can offer inflation protection. The $60 billion in assets SPDR Gold Trust moves with the price of gold. The $3 billion in assets United States Oil Fund tracks the price of crude oil. And the <a href=\"https://laohu8.com/S/EEME\">iShares</a> TIPS Bond ETF tracks U.S. Treasuries, adjusted for inflation.</p>\n<p>But just know inflation, alone, doesn't determine S&amp;P 500 returns. \"Inflation is just <a href=\"https://laohu8.com/S/AONE.U\">one</a> input into equity prices and returns, and on its own it explains very little about how stocks will do over the longer term,\" Colas says.</p>\n<h3>Top S&amp;P 500 Stocks In The 1970s</h3>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>70's % ch.</th>\n   <th>Stock YTD % ch.</th>\n   <th>Sector</th>\n   <th>Composite Rating</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Nucor</td>\n   <td></td>\n   <td>2,830.3%</td>\n   <td>89.5%</td>\n   <td>Materials</td>\n   <td>99</td>\n  </tr>\n  <tr>\n   <td>Schlumberger</td>\n   <td></td>\n   <td>1,031.7%</td>\n   <td>45.5%</td>\n   <td>Energy</td>\n   <td>72</td>\n  </tr>\n  <tr>\n   <td>Baker Hughes</td>\n   <td></td>\n   <td>856.4%</td>\n   <td>16.8%</td>\n   <td>Energy</td>\n   <td>78</td>\n  </tr>\n  <tr>\n   <td>Archer Daniels Midland</td>\n   <td></td>\n   <td>742.5%</td>\n   <td>33.2%</td>\n   <td>Consumer Staples</td>\n   <td>90</td>\n  </tr>\n  <tr>\n   <td>Teleflex</td>\n   <td></td>\n   <td>597.3%</td>\n   <td>-4.7%</td>\n   <td>Health Care</td>\n   <td>45</td>\n  </tr>\n  <tr>\n   <td>General Dynamics</td>\n   <td></td>\n   <td>445.0%</td>\n   <td>28.5%</td>\n   <td>Industrials</td>\n   <td>65</td>\n  </tr>\n  <tr>\n   <td>Boeing</td>\n   <td></td>\n   <td>440.0%</td>\n   <td>4.0%</td>\n   <td>Industrials</td>\n   <td>35</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/HFC\">HollyFrontier</a></td>\n   <td></td>\n   <td>427.3%</td>\n   <td>31.1%</td>\n   <td>Energy</td>\n   <td>42</td>\n  </tr>\n  <tr>\n   <td>Halliburton</td>\n   <td></td>\n   <td>417.8%</td>\n   <td>18.4%</td>\n   <td>Energy</td>\n   <td>63</td>\n  </tr>\n  <tr>\n   <td>Tyler Technologies</td>\n   <td></td>\n   <td>347.3%</td>\n   <td>-11.3%</td>\n   <td>Information Technology</td>\n   <td>45</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","SPY":"标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135069756","content_text":"The scare of inflation is threatening the S&P 500. But if you know what to expect, signs of rising prices aren't always kryptonite to your portfolio. And that's if you should worry at all.\nIt turns out S&P 500 sectors follow a fairly predictable playbook in times of rising prices. If you're worried about inflation, S&P 500 sectors like energy, materials and real estate provide some safety, analysts say. \"Investors have used the threat of a spike in inflation, and now the confirmation from ... surprise strength in headline and core Consumer Price Index readings, to take profits in stocks,\" said Sam Stovall, strategist at CFRA.\nBut knowing the facts goes a long way in dealing with any potential market shocks, including inflation.\nKnow The Reality In Inflation Numbers\nIt's important to understand what inflation numbers are truly telling you before you panic. It seems like many S&P 500 investors calmed down after digging into inflation numbers more closely. The world's most popular index jumped more than 1.2% Thursday, making up the bulk of Wednesday's 2% freak-out sell-off.\nAt first glance, inflation numbers looked scary. The 4.2% jump in headline inflation and 3% rise in core inflation was much more than anyone thought. Core inflation hasn't jumped that fast on a year-over-year basis since 2008, Stovall says.\nBut a big piece of the rise is due to the 21% jump in annualized used vehicle prices, says Nicholas Colas, co-founder of DataTrek Research. And that jump is due to new vehicle shortages arising from a shortage in semiconductors. Backing out this short-term disruption, headline inflation was a much more normal 3.6%, he says. Meanwhile, the unusual 49.6% jump in April gasoline prices added to the distortion.\nThe inflation number \"just doesn't hold up to scrutiny as a warning bell about inflation,\" Colas said.\nUnderstand How The S&P 500 Reacts To Inflation\nOut-of-control inflation is widely feared. But times of lingering 5%-plus annual inflation are rare. Only twice since 1928 has U.S. inflation lingered: 1941 through 1951 and 1969 to 1982, Colas found.\nWere these periods devastating for the S&P 500? Hardly. The S&P 500 jumped 310% from 1941 to 1951, that's 121.1% adjusted for inflation, Colas found. Even in the 1969-to-1982 period, seen as a terrible time for inflation, the S&P 500 actually rose 176%. Yes, that's a loss of 11.6% adjusted for inflation, but it's hardly catastrophic especially for those who enjoyed the 1980s bull.\nInflation itself doesn't steer the S&P 500. The reason for inflation matters more. Prices rose in the 1940s for \"good reasons\" like an post-war boom, Colas said. But in the 1970s, energy price hikes were largely a tax on the economy.\n\"Markets are volatile because they're not sure which sort of inflation we have at present, or what (if anything) the Federal Reserve may do to bring inflation down,\" Colas said. \"That's enough uncertainty to create the volatility we're seeing, but not enough to say equities will necessarily underperform inflation in the years to come.\"\nLook To The 1970s For S&P 500 Clues (But Not Gospel)\nS&P 500 investors like to look back at the 1970s for a playbook for inflation. And it wasn't pretty, but it's not as devastating as many think either. And there were actually places to make big gains.\nDuring the 1970s, the S&P 500 posted an average monthly loss of 0.3%, Stovall says. But over the entire period, the S&P 500 rose 17.2%. That's just 1.6% annualized, or a fraction of the S&P 500's typical 10% yearly return. S&P sectors, though, hold clues or how markets can shift, Stovall says.\nIt turns out even during the \"bad\" inflation of the 1970s, only one of the 11 S&P 500 sectors fell on an average monthly basis. That sole loser was financials, which lost 0.8% monthly on average during the 1970s.\nSo where where the places to be? S&P 50 energy, materials and real estate all posted average monthly gains of 1% or higher during the 1970s, Stovall says. Materials company Nucor gained 2,830% during the 1970s. That's more than any current S&P 500 members did at the time. Meanwhile, energy firms Schlumberger and Baker Hughes jumped 1,032% and 856%, respectively, during the 1970s.\n\n\n\nSector\nAverage monthly return during the 1970s\n\n\n\n\nEnergy\n1.6%\n\n\nMaterials\n1.4\n\n\nReal Estate\n1.2\n\n\nCommunications Services\n0.9\n\n\nInformation Technology\n0.7\n\n\nIndustrials\n0.6\n\n\nConsumer Discretionary\n0.3\n\n\nUtilities\n0.1\n\n\nHealth Care\n0.1\n\n\nConsumer Staples\n0\n\n\nFinancials\n-0.8\n\n\nS&P 500\n-0.3\n\n\n\nSource: CFRA\nDon't Overlook S&P 500 Commodity Strength\nDigging deeper still, Stovall found robust gains in many commodities markets, even in the inflation-plagued 1970s.\nGold and precious metals companies in the S&P 500 posted average monthly gains of 3.9% in the 1970s. And aluminum companies rose 2% monthly followed by oil and gas drilling at 1.8%. And to some degree, investors are already nibbling on these areas. The Energy Select Sector SPDR is up 36.7% this year. That's the top run of any S&P 500 sector. Meanwhile, the Materials Select Sector SPDR is up 20% year to date.\nKnow, too, simply owning the S&P 500 may not offer great exposure to areas that held up to inflation before. These sectors hold small weights in the S&P 500. Energy holds just a 2.9% weight in the S&P 500. Meanwhile, materials account for 2.9% and real estate 2.5%. ETFs can fill in the gaps.\nETFs and exchange-traded notes, too, can offer inflation protection. The $60 billion in assets SPDR Gold Trust moves with the price of gold. The $3 billion in assets United States Oil Fund tracks the price of crude oil. And the iShares TIPS Bond ETF tracks U.S. Treasuries, adjusted for inflation.\nBut just know inflation, alone, doesn't determine S&P 500 returns. \"Inflation is just one input into equity prices and returns, and on its own it explains very little about how stocks will do over the longer term,\" Colas says.\nTop S&P 500 Stocks In The 1970s\n\n\n\nCompany\nSymbol\n70's % ch.\nStock YTD % ch.\nSector\nComposite Rating\n\n\n\n\nNucor\n\n2,830.3%\n89.5%\nMaterials\n99\n\n\nSchlumberger\n\n1,031.7%\n45.5%\nEnergy\n72\n\n\nBaker Hughes\n\n856.4%\n16.8%\nEnergy\n78\n\n\nArcher Daniels Midland\n\n742.5%\n33.2%\nConsumer Staples\n90\n\n\nTeleflex\n\n597.3%\n-4.7%\nHealth Care\n45\n\n\nGeneral Dynamics\n\n445.0%\n28.5%\nIndustrials\n65\n\n\nBoeing\n\n440.0%\n4.0%\nIndustrials\n35\n\n\nHollyFrontier\n\n427.3%\n31.1%\nEnergy\n42\n\n\nHalliburton\n\n417.8%\n18.4%\nEnergy\n63\n\n\nTyler Technologies\n\n347.3%\n-11.3%\nInformation Technology\n45\n\n\n\nSources: IBD, S&P Global Market Intelligence","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"content":"Like and comment pls","text":"Like and comment pls","html":"Like and comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351510747,"gmtCreate":1616602281989,"gmtModify":1704796370917,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Betting on hype","listText":"Betting on hype","text":"Betting on hype","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/351510747","repostId":"2121457670","repostType":4,"repost":{"id":"2121457670","kind":"news","pubTimestamp":1616597870,"share":"https://ttm.financial/m/news/2121457670?lang=&edition=fundamental","pubTime":"2021-03-24 22:57","market":"us","language":"en","title":"4 Dangerous Robinhood Stocks That Could Lose 50% or More, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2121457670","media":"Motley Fool","summary":"Retail investors could lose a boatload of money from these highly popular stocks.","content":"<p>It's possible that when the curtain closes on 2021, it'll be remembered as the year of the retail investor.</p><p>Since March 2020, we've seen a big uptick in the number of millennials who've put their money to work in the stock market. Online investing app Robinhood, which is known for its commission-free trading platform and gifting of free shares of stock to new users, attracted 3 million new members last year. That's noteworthy given the average age of Robinhood's user base is only 31.</p><p>On one hand, it's great to see young investors who have time as their ally putting money to work in the world's greatest wealth creator. On the other hand, quite a few of these young investors aren't thinking long term. Rather, they're caught up in the recent retail investor-fueled Reddit frenzy and looking to get rich quick.</p><p>The problem with the get-rich-quick strategy is that it rarely works -- and Wall Street knows it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe3f403b1b970d0e231952ef9c1d01c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><p>At the moment, there are four widely held stocks on Robinhood that, according to Wall Street's <a href=\"https://laohu8.com/S/AONE.U\">one</a>-year consensus price targets, are expected to lose at least half their value, if not more. If these analyst estimates prove accurate, these dangerous Robinhood stocks could cost unsuspecting retail investors a boatload of money.</p><h2>GameStop: Implied downside of 93%</h2><p>Perhaps it's no surprise that the riskiest Robinhood stock of all is the company that started the Reddit frenzy, <b>GameStop</b> (NYSE:GME). Shares of the video game and accessories company are up nearly 4,700% over the past year, but offer 93% downside, if Wall Street's consensus is correct.</p><p>What made GameStop such a popular company to own among retail investors was its high short interest. Entering January, no public company had a higher percentage of shares held short, relative to its float. Because of this short interest, a flood of buyers were able to execute an epic short squeeze.</p><p>Unfortunately, most of the Reddit rally stocks have poor underlying fundamentals and/or a dubious long-term outlook. When it comes to GameStop, its biggest issue was waiting too long to focus on digital gaming. Even with its renewed focus on e-commerce, total sales for the company declined, once again, during the most recent holiday season. Further, GameStop is almost certainly staring down its fourth consecutive annual loss in 2021.</p><p>If there is some good news here, it's that GameStop isn't a lost cause. Eventually, it'll close enough stores to reduce its expenses to the point where it's profitable again. But there's a big difference between growth with a profit and backpedaling into a profit. GameStop is doing the latter, which is what has Wall Street rightly concerned.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c6cb4d9fcdf85f542f333fc71a2dd58\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><h2>AMC Entertainment: Implied downside of 75%</h2><p>Movie theater chain <b>AMC Entertainment</b> (NYSE:AMC), which has risen in lockstep with GameStop for much of the past two months, is also on Wall Street's naughty list. Putting aside the $0.01 price target recently issued by one analyst, the Wall Street consensus is that AMC will lose three-quarters of its value over the next year.</p><p>AMC's outperformance over the past two months has to do with Reddit traders piling into the company, as well as folks betting on the reopening trade. AMC recently announced that 99% of its theaters would be open by March 26.</p><p>However, this optimism looks highly flawed. Many of the company's theaters are still facing capacity restrictions, and there are no guarantees that the coronavirus pandemic will officially end in 2021. New variants of the disease, along with vaccine holdouts, threaten to push herd immunity and a return to normal further down the road.</p><p>The company's solvency is also a potential concern. Even with more than $1 billion in cash on hand, Wall Street is expecting AMC to lose more than $1.7 billion, total, over the next two years. This implies the need to issue more dilutive stock or more debt.</p><p>As the icing on the cake, AMC is also losing some of its new release exclusivity to streaming service providers. At long last, the movie theater industry is being disrupted -- but that's not a good thing for AMC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91f6037829ea3fb0ae1cae0b95d8d11e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><h2>Riot Blockchain: Implied downside of 54%</h2><p>Wall Street also views cryptocurrency mining stock <b>Riot Blockchain</b> (NASDAQ:RIOT) as a dangerous investment. The 76th most-held stock on Robinhood is projected to lose 54% of its value over the next year, according to analysts on Wall Street.</p><p>Riot Blockchain's incredible outperformance in recent months can be tied to the rally in <b>Bitcoin</b> (CRYPTO:BTC), the world's largest digital currency. As a cryptocurrency miner, Riot uses high-powered computers to validate groups of transactions (known as blocks) on Bitcoin's network. For validating blocks, Riot is given a block reward totaling 6.25 Bitcoin (worth about $365,000). In short, the higher Bitcoin goes, the more these block rewards are worth.</p><p>While this sounds like a pretty straightforward investment, it's not that simple. For example, the asset Riot is \"mining\" has had three separate instances over the past decade where it's lost at least 80% of its value. It's not clear if mining companies could survive such a protracted downtrend in Bitcoin.</p><p>It's equally concerning that Riot Blockchain's future is entirely tethered to the performance of Bitcoin. This is an operating model that's pretty much devoid of innovation and is constantly facing a growing number of competitors. Add on the halving of Bitcoin's block rewards every couple of years, and I believe there's more than enough incentive to stay far away from Riot Blockchain.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5811406aed4001edc942cb25310a21cf\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><h2>Sundial Growers: Implied downside of 54%</h2><p>Finally, Wall Street views the fourth most-held Robinhood stock, <b>Sundial Growers</b> (NASDAQ:SNDL), as trouble. Shares of Canadian marijuana stock Sundial are higher by more than 900% since late October.</p><p>Similar to GameStop and AMC, Sundial and its high short interest have benefited from the Reddit frenzy. Investors also appear to be betting on the U.S. legalizing cannabis at the federal level. Doing so would allow Canadian marijuana stocks like Sundial to enter the far more lucrative U.S. weed market.</p><p>But if there's something tenured investors are very familiar with, it's the idea that all next-big-thing investments have losers. Even though marijuana is expected to be one of the fastest-growing industries this decade, Sundial hasn't demonstrated anything from an operational perspective to suggest that it'd be a winner.</p><p>One thing Sundial has done successfully is drown its existing investors in a sea of new shares. In a roughly five-month span, the company issued more than 1.15 billion shares via at-the-market offerings, registered direct offerings, and debt-to-equity swaps. Retail investors are quick to point to Sundial's mountain of new cash raised as a positive, but fail to see how the company's massive share count will cripple its potential for a long time to come.</p><p>With it looking less likely that the U.S. federal government will change its tune on cannabis at the federal level, and Sundial delivering ongoing losses and mediocre sales growth, it qualifies as the No. 1 pot stock worth avoiding.</p>","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>4 Dangerous Robinhood Stocks That Could Lose 50% or More, According to Wall Street</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\">\n4 Dangerous Robinhood Stocks That Could Lose 50% or More, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/24/4-dangerous-robinhood-stocks-lose-50-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's possible that when the curtain closes on 2021, it'll be remembered as the year of the retail investor.Since March 2020, we've seen a big uptick in the number of millennials who've put their money...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/24/4-dangerous-robinhood-stocks-lose-50-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","RIOT":"Riot Platforms","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/03/24/4-dangerous-robinhood-stocks-lose-50-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121457670","content_text":"It's possible that when the curtain closes on 2021, it'll be remembered as the year of the retail investor.Since March 2020, we've seen a big uptick in the number of millennials who've put their money to work in the stock market. Online investing app Robinhood, which is known for its commission-free trading platform and gifting of free shares of stock to new users, attracted 3 million new members last year. That's noteworthy given the average age of Robinhood's user base is only 31.On one hand, it's great to see young investors who have time as their ally putting money to work in the world's greatest wealth creator. On the other hand, quite a few of these young investors aren't thinking long term. Rather, they're caught up in the recent retail investor-fueled Reddit frenzy and looking to get rich quick.The problem with the get-rich-quick strategy is that it rarely works -- and Wall Street knows it.Image source: Getty Images.At the moment, there are four widely held stocks on Robinhood that, according to Wall Street's one-year consensus price targets, are expected to lose at least half their value, if not more. If these analyst estimates prove accurate, these dangerous Robinhood stocks could cost unsuspecting retail investors a boatload of money.GameStop: Implied downside of 93%Perhaps it's no surprise that the riskiest Robinhood stock of all is the company that started the Reddit frenzy, GameStop (NYSE:GME). Shares of the video game and accessories company are up nearly 4,700% over the past year, but offer 93% downside, if Wall Street's consensus is correct.What made GameStop such a popular company to own among retail investors was its high short interest. Entering January, no public company had a higher percentage of shares held short, relative to its float. Because of this short interest, a flood of buyers were able to execute an epic short squeeze.Unfortunately, most of the Reddit rally stocks have poor underlying fundamentals and/or a dubious long-term outlook. When it comes to GameStop, its biggest issue was waiting too long to focus on digital gaming. Even with its renewed focus on e-commerce, total sales for the company declined, once again, during the most recent holiday season. Further, GameStop is almost certainly staring down its fourth consecutive annual loss in 2021.If there is some good news here, it's that GameStop isn't a lost cause. Eventually, it'll close enough stores to reduce its expenses to the point where it's profitable again. But there's a big difference between growth with a profit and backpedaling into a profit. GameStop is doing the latter, which is what has Wall Street rightly concerned.Image source: Getty Images.AMC Entertainment: Implied downside of 75%Movie theater chain AMC Entertainment (NYSE:AMC), which has risen in lockstep with GameStop for much of the past two months, is also on Wall Street's naughty list. Putting aside the $0.01 price target recently issued by one analyst, the Wall Street consensus is that AMC will lose three-quarters of its value over the next year.AMC's outperformance over the past two months has to do with Reddit traders piling into the company, as well as folks betting on the reopening trade. AMC recently announced that 99% of its theaters would be open by March 26.However, this optimism looks highly flawed. Many of the company's theaters are still facing capacity restrictions, and there are no guarantees that the coronavirus pandemic will officially end in 2021. New variants of the disease, along with vaccine holdouts, threaten to push herd immunity and a return to normal further down the road.The company's solvency is also a potential concern. Even with more than $1 billion in cash on hand, Wall Street is expecting AMC to lose more than $1.7 billion, total, over the next two years. This implies the need to issue more dilutive stock or more debt.As the icing on the cake, AMC is also losing some of its new release exclusivity to streaming service providers. At long last, the movie theater industry is being disrupted -- but that's not a good thing for AMC.Image source: Getty Images.Riot Blockchain: Implied downside of 54%Wall Street also views cryptocurrency mining stock Riot Blockchain (NASDAQ:RIOT) as a dangerous investment. The 76th most-held stock on Robinhood is projected to lose 54% of its value over the next year, according to analysts on Wall Street.Riot Blockchain's incredible outperformance in recent months can be tied to the rally in Bitcoin (CRYPTO:BTC), the world's largest digital currency. As a cryptocurrency miner, Riot uses high-powered computers to validate groups of transactions (known as blocks) on Bitcoin's network. For validating blocks, Riot is given a block reward totaling 6.25 Bitcoin (worth about $365,000). In short, the higher Bitcoin goes, the more these block rewards are worth.While this sounds like a pretty straightforward investment, it's not that simple. For example, the asset Riot is \"mining\" has had three separate instances over the past decade where it's lost at least 80% of its value. It's not clear if mining companies could survive such a protracted downtrend in Bitcoin.It's equally concerning that Riot Blockchain's future is entirely tethered to the performance of Bitcoin. This is an operating model that's pretty much devoid of innovation and is constantly facing a growing number of competitors. Add on the halving of Bitcoin's block rewards every couple of years, and I believe there's more than enough incentive to stay far away from Riot Blockchain.Image source: Getty Images.Sundial Growers: Implied downside of 54%Finally, Wall Street views the fourth most-held Robinhood stock, Sundial Growers (NASDAQ:SNDL), as trouble. Shares of Canadian marijuana stock Sundial are higher by more than 900% since late October.Similar to GameStop and AMC, Sundial and its high short interest have benefited from the Reddit frenzy. Investors also appear to be betting on the U.S. legalizing cannabis at the federal level. Doing so would allow Canadian marijuana stocks like Sundial to enter the far more lucrative U.S. weed market.But if there's something tenured investors are very familiar with, it's the idea that all next-big-thing investments have losers. Even though marijuana is expected to be one of the fastest-growing industries this decade, Sundial hasn't demonstrated anything from an operational perspective to suggest that it'd be a winner.One thing Sundial has done successfully is drown its existing investors in a sea of new shares. In a roughly five-month span, the company issued more than 1.15 billion shares via at-the-market offerings, registered direct offerings, and debt-to-equity swaps. Retail investors are quick to point to Sundial's mountain of new cash raised as a positive, but fail to see how the company's massive share count will cripple its potential for a long time to come.With it looking less likely that the U.S. federal government will change its tune on cannabis at the federal level, and Sundial delivering ongoing losses and mediocre sales growth, it qualifies as the No. 1 pot stock worth avoiding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367447734,"gmtCreate":1614963395428,"gmtModify":1704777738464,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Wonderful!!!","listText":"Wonderful!!!","text":"Wonderful!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367447734","repostId":"2117638588","repostType":4,"repost":{"id":"2117638588","kind":"highlight","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":1614945120,"share":"https://ttm.financial/m/news/2117638588?lang=&edition=fundamental","pubTime":"2021-03-05 19:52","market":"hk","language":"en","title":"U.S. suspends tariffs on these U.K. goods and eases Airbus--Boeing trade tensions","url":"https://stock-news.laohu8.com/highlight/detail?id=2117638588","media":"Dow Jones","summary":"The U.S. will temporarily suspend retaliatory tariffs on goods imported from the U.K., in a major ea","content":"<p>The U.S. will temporarily suspend retaliatory tariffs on goods imported from the U.K., in a major easing of trade tensions from a long-running dispute over subsidies to aircraft manufacturers Boeing and Airbus.</p>\n<p>Announced on Thursday, the U.S. and U.K. will suspend tariffs for four months \"to ease the burden on industry and take a bold, joint step towards resolving the longest running disputes at the World Trade Organization,\" the two countries said in a joint statement.</p>\n<p>The suspension of U.S. tariffs on U.K. goods, including whisky, will come into force on Mar. 8. The U.S. decision matches the U.K.'s unilateral move to cease applying retaliatory tariffs in January, which was a bid to de-escalate the conflict.</p>\n<p>The new trans-Atlantic agreement represents a major win for U.K. Prime Minister Boris Johnson, who has sought to bolster ties with the U.S. under President Joe Biden. The U.K. seeks a wider trade agreement with the U.S. as it pushes further into the post-Brexit era outside of the European Union trading bloc.</p>\n<p>During his tenure, President Donald Trump ratcheted up the 16-year dispute over illegal state aid from the U.S. to Boeing <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> and from European countries to Airbus . Both companies, rivals, are jewels in the crowns of U.S. and European industry. Besides the U.K., Airbus manufacturing takes place in Germany, France, and Spain.</p>\n<p>\"From Scotch whisky distillers to Stilton-makers, businesses across the U.K. will benefit from the U.S. decision today to suspend tariffs in this dispute,\" Johnson said. \"I now look forward to strengthening the U.K.-U.S. relationship, as we drive economic growth and build back better together.\"</p>\n<p>U.S. tariffs on a basket of European goods, including French wine and cognac, remain in force. The U.S. has targeted $7.5 billion worth of European goods with tariffs since October 2019, following a World Trade Organization (WTO) ruling that permitted levies because of the EU's illegal state aid for Airbus.</p>\n<p>The EU retaliated in November 2020 with tariffs on $4 billion worth of U.S. goods, after the WTO ruled that the bloc could respond against illegal subsidies from the U.S. to Boeing.</p>\n<p>In the year before U.S. tariffs were imposed, the U.S. imported GBP550 million ($767 million) worth of U.K. goods that were later affected by the retaliatory measures. Now, U.K. exports to the U.S., like Scotch whisky -- the country's largest food and drink export in 2020 -- as well as cheese, cashmere, and pork, will no longer be subject to an additional 25% duty.</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>U.S. suspends tariffs on these U.K. goods and eases Airbus--Boeing trade tensions</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\">\nU.S. suspends tariffs on these U.K. goods and eases Airbus--Boeing trade tensions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-05 19:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The U.S. will temporarily suspend retaliatory tariffs on goods imported from the U.K., in a major easing of trade tensions from a long-running dispute over subsidies to aircraft manufacturers Boeing and Airbus.</p>\n<p>Announced on Thursday, the U.S. and U.K. will suspend tariffs for four months \"to ease the burden on industry and take a bold, joint step towards resolving the longest running disputes at the World Trade Organization,\" the two countries said in a joint statement.</p>\n<p>The suspension of U.S. tariffs on U.K. goods, including whisky, will come into force on Mar. 8. The U.S. decision matches the U.K.'s unilateral move to cease applying retaliatory tariffs in January, which was a bid to de-escalate the conflict.</p>\n<p>The new trans-Atlantic agreement represents a major win for U.K. Prime Minister Boris Johnson, who has sought to bolster ties with the U.S. under President Joe Biden. The U.K. seeks a wider trade agreement with the U.S. as it pushes further into the post-Brexit era outside of the European Union trading bloc.</p>\n<p>During his tenure, President Donald Trump ratcheted up the 16-year dispute over illegal state aid from the U.S. to Boeing <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> and from European countries to Airbus . Both companies, rivals, are jewels in the crowns of U.S. and European industry. Besides the U.K., Airbus manufacturing takes place in Germany, France, and Spain.</p>\n<p>\"From Scotch whisky distillers to Stilton-makers, businesses across the U.K. will benefit from the U.S. decision today to suspend tariffs in this dispute,\" Johnson said. \"I now look forward to strengthening the U.K.-U.S. relationship, as we drive economic growth and build back better together.\"</p>\n<p>U.S. tariffs on a basket of European goods, including French wine and cognac, remain in force. The U.S. has targeted $7.5 billion worth of European goods with tariffs since October 2019, following a World Trade Organization (WTO) ruling that permitted levies because of the EU's illegal state aid for Airbus.</p>\n<p>The EU retaliated in November 2020 with tariffs on $4 billion worth of U.S. goods, after the WTO ruled that the bloc could respond against illegal subsidies from the U.S. to Boeing.</p>\n<p>In the year before U.S. tariffs were imposed, the U.S. imported GBP550 million ($767 million) worth of U.K. goods that were later affected by the retaliatory measures. Now, U.K. exports to the U.S., like Scotch whisky -- the country's largest food and drink export in 2020 -- as well as cheese, cashmere, and pork, will no longer be subject to an additional 25% duty.</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":"2117638588","content_text":"The U.S. will temporarily suspend retaliatory tariffs on goods imported from the U.K., in a major easing of trade tensions from a long-running dispute over subsidies to aircraft manufacturers Boeing and Airbus.\nAnnounced on Thursday, the U.S. and U.K. will suspend tariffs for four months \"to ease the burden on industry and take a bold, joint step towards resolving the longest running disputes at the World Trade Organization,\" the two countries said in a joint statement.\nThe suspension of U.S. tariffs on U.K. goods, including whisky, will come into force on Mar. 8. The U.S. decision matches the U.K.'s unilateral move to cease applying retaliatory tariffs in January, which was a bid to de-escalate the conflict.\nThe new trans-Atlantic agreement represents a major win for U.K. Prime Minister Boris Johnson, who has sought to bolster ties with the U.S. under President Joe Biden. The U.K. seeks a wider trade agreement with the U.S. as it pushes further into the post-Brexit era outside of the European Union trading bloc.\nDuring his tenure, President Donald Trump ratcheted up the 16-year dispute over illegal state aid from the U.S. to Boeing $(BA)$ and from European countries to Airbus . Both companies, rivals, are jewels in the crowns of U.S. and European industry. Besides the U.K., Airbus manufacturing takes place in Germany, France, and Spain.\n\"From Scotch whisky distillers to Stilton-makers, businesses across the U.K. will benefit from the U.S. decision today to suspend tariffs in this dispute,\" Johnson said. \"I now look forward to strengthening the U.K.-U.S. relationship, as we drive economic growth and build back better together.\"\nU.S. tariffs on a basket of European goods, including French wine and cognac, remain in force. The U.S. has targeted $7.5 billion worth of European goods with tariffs since October 2019, following a World Trade Organization (WTO) ruling that permitted levies because of the EU's illegal state aid for Airbus.\nThe EU retaliated in November 2020 with tariffs on $4 billion worth of U.S. goods, after the WTO ruled that the bloc could respond against illegal subsidies from the U.S. to Boeing.\nIn the year before U.S. tariffs were imposed, the U.S. imported GBP550 million ($767 million) worth of U.K. goods that were later affected by the retaliatory measures. Now, U.K. exports to the U.S., like Scotch whisky -- the country's largest food and drink export in 2020 -- as well as cheese, cashmere, and pork, will no longer be subject to an additional 25% duty.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019031602,"gmtCreate":1648485981166,"gmtModify":1676534344243,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019031602","repostId":"1129753840","repostType":4,"repost":{"id":"1129753840","kind":"news","pubTimestamp":1648481085,"share":"https://ttm.financial/m/news/1129753840?lang=&edition=fundamental","pubTime":"2022-03-28 23:24","market":"us","language":"en","title":"Disney Stock: A Winner Among Losers In 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1129753840","media":"TheStreet","summary":"DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three mont","content":"<html><head></head><body><p>DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.</p><p>The current year has definitely not been a good one for streaming stocks. Up to this point in 2022, Roundhill’s streaming ETF (<b>SUBZ</b>) returned painful losses of nearly 20%.</p><p>Among a pile of losers, one name stands out as having performed better than all its major peers and in line with the Nasdaq 100: Disney stock (DIS). Today, we look at why this may have been the case, and what lies ahead for shares of the Mickey Mouse company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d652b8ad09c12be59dcf64b31bb2228\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Disney Stock: A Winner Among Losers In 2022</span></p><p><b>Why Disney has performed better</b></p><p>The chart below shows how DIS has not disappointed as badly as its media entertainment peers lately. A YTD loss of 10% is no laughing matter. But at least it has not been as bad as Netflix’s 37% decline or, worse yet, Roku’s 46% selloff in only three months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cef6e62eec8f82659d43e0b9ae0f6f7\" tg-width=\"988\" tg-height=\"505\" width=\"100%\" height=\"auto\"/><span>Figure 2: DIS performance vs. NFLX, SPOT, TCEHY.</span></p><p>The first and obvious reason why Disney stock has been doing better is the diversification of the business model. Disney+ and other of the company’s streaming services, including Hulu, are arguably Disney’s crown jewel. But they are far from representing the bulk of total revenues.</p><p>The pie chart below shows that barely one-fifth of Disney’s sales in the most recent quarter came from DTC/streaming. Not displayed below is the fact that this subsegment is the only across the entire product and service portfolio that produces sizable operating losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66019852e41d016a008b741f0c012a46\" tg-width=\"816\" tg-height=\"511\" width=\"100%\" height=\"auto\"/><span>Figure 3: Disney&#39;s revenues by segment, F1Q&#39;22.</span></p><p>If 2022 has not been the year of streaming services, it has been much better for the outside-the-home businesses. This is why, for example, Disney parks, experiences and products saw revenues more than double in the 2021 holiday quarter.</p><p>This is also most likely why Disney stock has been a winner among losers so far this year. While plenty of skepticism remains about the growth and profitability potential of Disney’s streaming offerings, some investors may be more excited by the recovery in other parts of the business.</p><p>The other main reason for DIS’s relative outperformance in 2022 may be the stock’s underperformance in 2021.</p><p>In the second half of last year, Disney stock dropped by an uncomfortable 13%. During the same period, the broad market S&amp;P 500 (SPY) climbed 10%, and even streaming peer Netflix jumped 13%. Disney’s next-year P/E sank from 40 to 27 times in six months.</p><p>Faced with lower valuations and a battered share price, Disney stock probably appealed to bargain hunters in early 2022 — granted, still not enough to prevent the 10% YTD dip.</p><p><b>Can Disney stock climb from here?</b></p><p>Disney’s business fundamentals remain a mixed bag of good and bad. Parks, hotels and cruises are bound to recover quickly in this post-pandemic year. But DTC growth and margins remain a question mark, while networks continue to face secular pressures.</p><p>Wall Street does not seem too concerned. Of the 20 analyststrackedby TipRanks, 15 think that DIS is a buy. The consensus upside opportunity is an attractive 38% to a price target of $192.</p><p>I think that DIS is a good asset to own for the long term, but I would not count on the stock rebounding very quickly. While valuations seem attractive at last, there are plenty of risks associated with the business and the macroeconomic landscape that probably need to be sorted out before a rally begins to take shape.</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>Disney Stock: A Winner Among Losers In 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Stock: A Winner Among Losers In 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.The current ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129753840","content_text":"DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.The current year has definitely not been a good one for streaming stocks. Up to this point in 2022, Roundhill’s streaming ETF (SUBZ) returned painful losses of nearly 20%.Among a pile of losers, one name stands out as having performed better than all its major peers and in line with the Nasdaq 100: Disney stock (DIS). Today, we look at why this may have been the case, and what lies ahead for shares of the Mickey Mouse company.Figure 1: Disney Stock: A Winner Among Losers In 2022Why Disney has performed betterThe chart below shows how DIS has not disappointed as badly as its media entertainment peers lately. A YTD loss of 10% is no laughing matter. But at least it has not been as bad as Netflix’s 37% decline or, worse yet, Roku’s 46% selloff in only three months.Figure 2: DIS performance vs. NFLX, SPOT, TCEHY.The first and obvious reason why Disney stock has been doing better is the diversification of the business model. Disney+ and other of the company’s streaming services, including Hulu, are arguably Disney’s crown jewel. But they are far from representing the bulk of total revenues.The pie chart below shows that barely one-fifth of Disney’s sales in the most recent quarter came from DTC/streaming. Not displayed below is the fact that this subsegment is the only across the entire product and service portfolio that produces sizable operating losses.Figure 3: Disney's revenues by segment, F1Q'22.If 2022 has not been the year of streaming services, it has been much better for the outside-the-home businesses. This is why, for example, Disney parks, experiences and products saw revenues more than double in the 2021 holiday quarter.This is also most likely why Disney stock has been a winner among losers so far this year. While plenty of skepticism remains about the growth and profitability potential of Disney’s streaming offerings, some investors may be more excited by the recovery in other parts of the business.The other main reason for DIS’s relative outperformance in 2022 may be the stock’s underperformance in 2021.In the second half of last year, Disney stock dropped by an uncomfortable 13%. During the same period, the broad market S&P 500 (SPY) climbed 10%, and even streaming peer Netflix jumped 13%. Disney’s next-year P/E sank from 40 to 27 times in six months.Faced with lower valuations and a battered share price, Disney stock probably appealed to bargain hunters in early 2022 — granted, still not enough to prevent the 10% YTD dip.Can Disney stock climb from here?Disney’s business fundamentals remain a mixed bag of good and bad. Parks, hotels and cruises are bound to recover quickly in this post-pandemic year. But DTC growth and margins remain a question mark, while networks continue to face secular pressures.Wall Street does not seem too concerned. Of the 20 analyststrackedby TipRanks, 15 think that DIS is a buy. The consensus upside opportunity is an attractive 38% to a price target of $192.I think that DIS is a good asset to own for the long term, but I would not count on the stock rebounding very quickly. While valuations seem attractive at last, there are plenty of risks associated with the business and the macroeconomic landscape that probably need to be sorted out before a rally begins to take shape.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096043152,"gmtCreate":1644275570679,"gmtModify":1676533906198,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Hopefully the impact wont be as big as expected","listText":"Hopefully the impact wont be as big as expected","text":"Hopefully the impact wont be as big as expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096043152","repostId":"1143772924","repostType":4,"repost":{"id":"1143772924","kind":"news","pubTimestamp":1644274837,"share":"https://ttm.financial/m/news/1143772924?lang=&edition=fundamental","pubTime":"2022-02-08 07:00","market":"fut","language":"en","title":"Treasuries Join World Bond Rout on Prospect of Super-Sized Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1143772924","media":"Bloomberg","summary":"Greek debt slumps, traders see half-point ECB hikes this yearItalian, Australian debt also tumble; l","content":"<html><head></head><body><ul><li>Greek debt slumps, traders see half-point ECB hikes this year</li><li>Italian, Australian debt also tumble; long-end Treasuries fall</li></ul><p>Treasuries fell Monday, adding to a global bond rout stoked by expectations for aggressive interest-rate hikes around the globe.</p><p>Greek debt led a selloff in Europe after hawkish comments from a European Central Bank policy maker on the potential for a first rate increase this year, and as money markets price the end of negative deposit rates by December. Australian short-end yields jumped toward the highest in almost three years, while there’s speculation the Bank of Japan may act to slow the advance in benchmark 10-year yields to a six-year high. Yields on the U.S. 30-year bond rose to the highest since June.</p><p><img src=\"https://static.tigerbbs.com/9b54c6fe4b64f83fc79be1b9cc59c148\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>Government bonds worldwide are extending declines after the worst six months in five years, a Bloomberg index showed. Meanwhile, the pool of negative-yielding debt shrank to a six-year low, after nearly $3 trillion was wiped out in just two days last week.</p><p><b>‘Triple Whammy’</b></p><p>Traders see a 40% chance the Federal Reserve will kick off interest-rate hikes with the sharpest increase in two decades in March, after an unexpectedly strong jobs report Friday reinforced speculation the economy is at risk of overheating. The Bank of England came close to hiking rates 50 basis points last week, and the prospect of such an increase as soon as March is a coin toss for markets.</p><p>Meanwhile, the ECB’s concern over inflation has cemented bets that policy makers will lift rates 50 basis points by year-end, which would take them to zero. Governing Council Member Klaas Knot said he expects a 25-basis-point interest-rate increase as soon as the fourth quarter, in an interview on Sunday.</p><p>“The market has been hit by a triple whammy -- a hawkish BOE, a hawkish ECB, a monster payrolls report,” said Andrew Ticehurst, a strategist at Nomura Holdings Inc. in Sydney. “The message is that we are in a bear market for G-10 rates, and investors may look to sell strength.”</p><p>Greek 10-year yields surged as much as 28 basis points to 2.55%, the highest since April 2020. The debt is most susceptible to monetary policy as it will no longer benefit from the ECB’s asset-purchase program beyond March because the nation is still rated below investment grade by the major ratings agencies.</p><p>“It’s a bumpy road ahead with the prospect of rate hikes, the ongoing energy crisis and the geopolitical situation in Ukraine,” said Alexandros Malamas, a trader at Piraeus Securities in Athens, who recommends waiting until the dust settles before buying Greek debt.</p><p><img src=\"https://static.tigerbbs.com/22b9767652f94ba0a4b96e930c61de3f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>Equivalent Italian debt, also a major beneficiary of ECB stimulus, saw yields jump as much as 15 basis points.</p><p>Treasuries fell Monday, with 10-year yields up one basis point at 1.92% as of 4:04 p.m. in New York. The U.S. CPI report due Thursday could be the next flash point, with economists forecasting inflation accelerated to a 7.3% annual pace last month.</p><p>“While we suspect some front-end pricing (such as for 50 basis point hikes) may be excessive, the broad trajectory of both macroeconomic data and central bank signaling suggests upside risks to our yield forecasts,” said Goldman Sachs Group Inc. strategists including Praveen Korapaty.</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>Treasuries Join World Bond Rout on Prospect of Super-Sized 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\">\nTreasuries Join World Bond Rout on Prospect of Super-Sized Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-02-07/global-bond-rout-deepens-as-jobs-surge-boosts-rate-hike-bets?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Greek debt slumps, traders see half-point ECB hikes this yearItalian, Australian debt also tumble; long-end Treasuries fallTreasuries fell Monday, adding to a global bond rout stoked by expectations ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-02-07/global-bond-rout-deepens-as-jobs-surge-boosts-rate-hike-bets?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":{},"source_url":"https://www.bloomberg.com/news/articles/2022-02-07/global-bond-rout-deepens-as-jobs-surge-boosts-rate-hike-bets?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143772924","content_text":"Greek debt slumps, traders see half-point ECB hikes this yearItalian, Australian debt also tumble; long-end Treasuries fallTreasuries fell Monday, adding to a global bond rout stoked by expectations for aggressive interest-rate hikes around the globe.Greek debt led a selloff in Europe after hawkish comments from a European Central Bank policy maker on the potential for a first rate increase this year, and as money markets price the end of negative deposit rates by December. Australian short-end yields jumped toward the highest in almost three years, while there’s speculation the Bank of Japan may act to slow the advance in benchmark 10-year yields to a six-year high. Yields on the U.S. 30-year bond rose to the highest since June.Government bonds worldwide are extending declines after the worst six months in five years, a Bloomberg index showed. Meanwhile, the pool of negative-yielding debt shrank to a six-year low, after nearly $3 trillion was wiped out in just two days last week.‘Triple Whammy’Traders see a 40% chance the Federal Reserve will kick off interest-rate hikes with the sharpest increase in two decades in March, after an unexpectedly strong jobs report Friday reinforced speculation the economy is at risk of overheating. The Bank of England came close to hiking rates 50 basis points last week, and the prospect of such an increase as soon as March is a coin toss for markets.Meanwhile, the ECB’s concern over inflation has cemented bets that policy makers will lift rates 50 basis points by year-end, which would take them to zero. Governing Council Member Klaas Knot said he expects a 25-basis-point interest-rate increase as soon as the fourth quarter, in an interview on Sunday.“The market has been hit by a triple whammy -- a hawkish BOE, a hawkish ECB, a monster payrolls report,” said Andrew Ticehurst, a strategist at Nomura Holdings Inc. in Sydney. “The message is that we are in a bear market for G-10 rates, and investors may look to sell strength.”Greek 10-year yields surged as much as 28 basis points to 2.55%, the highest since April 2020. The debt is most susceptible to monetary policy as it will no longer benefit from the ECB’s asset-purchase program beyond March because the nation is still rated below investment grade by the major ratings agencies.“It’s a bumpy road ahead with the prospect of rate hikes, the ongoing energy crisis and the geopolitical situation in Ukraine,” said Alexandros Malamas, a trader at Piraeus Securities in Athens, who recommends waiting until the dust settles before buying Greek debt.Equivalent Italian debt, also a major beneficiary of ECB stimulus, saw yields jump as much as 15 basis points.Treasuries fell Monday, with 10-year yields up one basis point at 1.92% as of 4:04 p.m. in New York. The U.S. CPI report due Thursday could be the next flash point, with economists forecasting inflation accelerated to a 7.3% annual pace last month.“While we suspect some front-end pricing (such as for 50 basis point hikes) may be excessive, the broad trajectory of both macroeconomic data and central bank signaling suggests upside risks to our yield forecasts,” said Goldman Sachs Group Inc. strategists including Praveen Korapaty.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134801950,"gmtCreate":1622213548070,"gmtModify":1704181695039,"author":{"id":"3577490745225196","authorId":"3577490745225196","name":"Mingling8885","avatar":"https://static.tigerbbs.com/096e6787370cd32f0db7635ff8044468","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577490745225196","idStr":"3577490745225196"},"themes":[],"htmlText":"Chinese dominating the EV market further","listText":"Chinese dominating the EV market further","text":"Chinese dominating the EV market further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134801950","repostId":"2138029491","repostType":4,"repost":{"id":"2138029491","kind":"news","pubTimestamp":1622212520,"share":"https://ttm.financial/m/news/2138029491?lang=&edition=fundamental","pubTime":"2021-05-28 22:35","market":"us","language":"en","title":"Nissan to set up EV battery plants in Japan, Britain - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2138029491","media":"CNA","summary":"Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.","content":"<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.</p><p>The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.</p><p>\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.</p><p>Batteries are <a href=\"https://laohu8.com/S/AONE\">one</a> of the costliest components of EVs as raw materials account for the largest part of the cost.</p><p>To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.</p>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNissan to set up EV battery plants in Japan, Britain - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion ...</p>\n\n<a href=\"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车"},"source_url":"https://www.channelnewsasia.com/news/business/nissan-to-set-up-ev-battery-plants-in-japan--britain---nikkei-14904648","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138029491","content_text":"REUTERS -Nissan Motor Co will partner with China-based battery maker Envision AESC group to build new battery plants for electric vehicles in Japan and United Kingdom and will invest over 200 billion yen (US$1.82 billion), Nikkei reported https://s.nikkei.com/34qpSwG on Friday.The Japanese automaker will start turning out batteries in two new plants as early as 2024, aiming for total capacity sufficient to power 700,000 EVs per year, the report said.\"Nissan will continue to accelerate electrification toward carbon neutrality, however we have no further plans to announce at this time,\" Nissan spokeswoman said.Batteries are one of the costliest components of EVs as raw materials account for the largest part of the cost.To save costs, the Japanese automaker's alliance partner Renault Chief Executive Luca de Meo said this month the two companies are in talks to collaborate more by using the same battery technology, and Gupta said they have agreed on the common specifications of batteries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}