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SuperDizzyy

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2021-06-19

Awesome

ASML: The Market Could Be Underestimating Its Potential

2021-06-18

Nice

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-06-19

Woohoo

Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.

2022-10-18

Gd

Intel Eyes Significantly Lower Valuation in IPO of Mobileye Unit

2021-06-21

Comments pls

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2021-06-16

nice

At Home Group accepts Hellman & Friedman's raised offer

2022-05-28

$Snap Inc(SNAP)$potential

2022-05-18

$SINGTEL(Z74.SI)$Go go go

2021-06-17

Nice

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2021-06-17

Nice

Vaccine sector stocks gained in pre-market trading.

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a><v-v data-views=\"1\"></v-v>Seems like the company is oversold and we might expect a short term bounce. While discretionary spending might slow due to the ongoing headwinds, and PayPal has indeed guided revenue growth for 2022 slightly lower, its fundamentals remain generally intact. PayPal even guided that EPS will move to $4.07 from $3.97, even as account openings have slowed since the heights of the pandemic.&nbsp; I remain bullish in the payments space. This is a very high margin business, and at these levels, PayPal looks undervalued. There is even an activist investor (Elliot Management) that has gotten involved, who is known for making businesses to be more cost-efficient&nbsp;and engage in stock buybacks.&nbsp;","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a><v-v data-views=\"1\"></v-v>Seems like the company is oversold and we might expect a short term bounce. While discretionary spending might slow due to the ongoing headwinds, and PayPal has indeed guided revenue growth for 2022 slightly lower, its fundamentals remain generally intact. PayPal even guided that EPS will move to $4.07 from $3.97, even as account openings have slowed since the heights of the pandemic.&nbsp; I remain bullish in the payments space. This is a very high margin business, and at these levels, PayPal looks undervalued. There is even an activist investor (Elliot Management) that has gotten involved, who is known for making businesses to be more cost-efficient&nbsp;and engage in stock buybacks.&nbsp;","text":"$PayPal(PYPL)$Seems like the company is oversold and we might expect a short term bounce. While discretionary spending might slow due to the ongoing headwinds, and PayPal has indeed guided revenue growth for 2022 slightly lower, its fundamentals remain generally intact. PayPal even guided that EPS will move to $4.07 from $3.97, even as account openings have slowed since the heights of the pandemic. I remain bullish in the payments space. This is a very high margin business, and at these levels, PayPal looks undervalued. There is even an activist investor (Elliot Management) that has gotten involved, who is known for making businesses to be more cost-efficient and engage in stock buybacks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987020368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983296138,"gmtCreate":1666239243424,"gmtModify":1676537728472,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983296138","repostId":"9983132183","repostType":1,"repost":{"id":9983132183,"gmtCreate":1666175636442,"gmtModify":1676537718277,"author":{"id":"3583230105554843","authorId":"3583230105554843","name":"Keeley","avatar":"https://community-static.tradeup.com/news/c720283f6ce0951b275b726005d199ad","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583230105554843","idStr":"3583230105554843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><v-v data-views=\"0\"></v-v>#GRAB 19 Oct 2022 https://www.tradingview.com/chart/GRAB/NtuysZuS-GRAB-Analysis/ Last week, I was expecting the lows at 2.32 to be taken. Price respected the low and reacted by pushing price higher. Right now, there is a higher probability of price taking out that low if price wants to go higher.","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><v-v data-views=\"0\"></v-v>#GRAB 19 Oct 2022 https://www.tradingview.com/chart/GRAB/NtuysZuS-GRAB-Analysis/ Last week, I was expecting the lows at 2.32 to be taken. Price respected the low and reacted by pushing price higher. Right now, there is a higher probability of price taking out that low if price wants to go higher.","text":"$Grab Holdings(GRAB)$#GRAB 19 Oct 2022 https://www.tradingview.com/chart/GRAB/NtuysZuS-GRAB-Analysis/ Last week, I was expecting the lows at 2.32 to be taken. Price respected the low and reacted by pushing price higher. Right now, there is a higher probability of price taking out that low if price wants to go higher.","images":[{"img":"https://community-static.tradeup.com/news/1c9ce58f8d22992f052d9b0ee52f5e1a","width":"720","height":"1436"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983132183","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989434808,"gmtCreate":1666058052604,"gmtModify":1676537698591,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989434808","repostId":"2276152498","repostType":4,"repost":{"id":"2276152498","kind":"highlight","pubTimestamp":1666050637,"share":"https://ttm.financial/m/news/2276152498?lang=en_US&edition=fundamental","pubTime":"2022-10-18 07:50","market":"us","language":"en","title":"Intel Eyes Significantly Lower Valuation in IPO of Mobileye Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=2276152498","media":"The Wall Street Journal","summary":"Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public","content":"<div>\n<p>Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public offering of its Mobileye Global Inc. self-driving car unit, according to people familiar with the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20710949\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Eyes Significantly Lower Valuation in IPO of Mobileye Unit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Eyes Significantly Lower Valuation in IPO of Mobileye Unit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20710949><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public offering of its Mobileye Global Inc. self-driving car unit, according to people familiar with the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20710949\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20710949","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276152498","content_text":"Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public offering of its Mobileye Global Inc. self-driving car unit, according to people familiar with the matter, in the latest sign of the beleaguered state of the new-issue market.Mobileye, which was originally expected to land a roughly $50 billion valuation, is now set to target one that is under $20 billion and sell a smaller number of shares than originally planned, the people said. By selling fewer shares at a lower price, the company and its advisers are hoping to drum up interest that will push up the shares after they start trading, some of the people said.In another sign of the challenges facing the offering, Mobileye plans to launch its roadshow for prospective investors on Tuesday, a day later than anticipated. The goal is still for the shares to begin trading Oct. 26, the people said.Intel and its advisers were encouraged to proceed with the roadshow Tuesday in part by the surge in markets Monday, with the S&P 500 rising more than 2.5% on some positive earnings reports. Their hope is that the markets will improve at least somewhat and give way to a more hospitable environment by the time the shares debut.Intel, which last month filed publicly for an IPO of Mobileye, is expected to detail its new valuation expectations Tuesday.The deal is a test of the IPO market, which has been hit hard by rising inflation and interest rates, fears of a recession and plummeting stock prices, especially for Mobileye’s technology-company peers.The U.S. IPO market is having one of its worst years on record, with traditional offerings on track to raise the least money since 1995 or before, according to Dealogic. Major U.S. indexes are all in bear markets, defined in Wall Street parlance as a decline of 20% or more from a recent high. Also deterring new listings: The majority of companies that went public in 2020 and 2021 are trading below their IPO prices, many far below.Hundreds of companies that were set to go public in the U.S. in 2022 are now being forced to watch from the sidelines as the price investors are willing to pay for their businesses shrinks. Instead of listing shares and raising money in the public markets, these companies are being forced to seek private money at far lower valuations, cut costs through layoffs or take other steps such as exiting certain markets, or go public at far lower valuations than anticipated. That gives these companies less money for growth or hiring, in another potential hit to the broader economy.While most companies on the docket for 2022 IPOs delayed their public offerings until next year, Mobileye was one of the biggest and well-known exceptions. The other big IPO set for later this year is that of grocery-delivery company Instacart Inc. Mobileye’s slashed valuation is a bad sign for Instacart, which has already cut its internal valuation. If Mobileye trades poorly, it would be another bad omen for Instacart’s IPO hopes.Intel Chief Executive Pat Gelsinger has said that listing Mobileye would give the self-driving car unit a higher profile and attract more business. He has also said Intel doesn’t need the money Mobileye’s IPO would generate.Intel will retain a large stake in Mobileye, including all of the Class B shares Mobileye plans to issue, it has disclosed. Each Class B share will have voting rights equivalent to 10 Class A shares.Mobileye had $854 million in revenue for the first six months of its fiscal year, up 21% from the year-earlier period. The company had a net loss of $67 million.It is the second IPO in less than a decade for Mobileye, which first went public in 2014 at a roughly $5 billion valuation. Intel acquired the Israeli company in 2017 for $15.3 billion.Goldman Sachs Group Inc. and Morgan Stanley are leading the offering.","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915714052,"gmtCreate":1665108662876,"gmtModify":1676537558808,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915714052","repostId":"9915211925","repostType":1,"repost":{"id":9915211925,"gmtCreate":1665042191367,"gmtModify":1676537548654,"author":{"id":"3570601494748218","authorId":"3570601494748218","name":"Joey Choy","avatar":"https://community-static.tradeup.com/news/22a26ac29dbcbdbf0787db00b6af0294","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570601494748218","idStr":"3570601494748218"},"themes":[],"title":"𝐀𝐩𝐩𝐥𝐞 𝐒𝐭𝐨𝐜𝐤 (𝐀𝐀𝐏𝐋) 𝐑𝐞𝐜𝐞𝐧𝐭 𝐒𝐞𝐥𝐥 𝐃𝐨𝐰𝐧 𝐀𝐧 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 | 𝐁𝐔𝐘","htmlText":"\n \n \n  <a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>&nbsp; Apple share price has tanked over the past week as demand for its Iphones fell below expectations.&nbsp; We have broken some key support levels and selling pressure came back.. But then, thankfully the markets rebounded leading to strength again. So what now? Can this actually be a good opportunity to time our entry again for the rebound like what we have seen in June? Hey guys, Joey here, Top Tier Remisier and trader in Phillip Securities. Watch this video as I analyse the chart for AAPL for you. In the short term we may still see some weakness but it can be a good thing. Let's see what it says on my 1GT system too. Want to know the secret One Good Trend framework to Profit in the Stock Market? 👈👈 Download your\n \n","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>&nbsp; Apple share price has tanked over the past week as demand for its Iphones fell below expectations.&nbsp; We have broken some key support levels and selling pressure came back.. But then, thankfully the markets rebounded leading to strength again. So what now? Can this actually be a good opportunity to time our entry again for the rebound like what we have seen in June? Hey guys, Joey here, Top Tier Remisier and trader in Phillip Securities. Watch this video as I analyse the chart for AAPL for you. In the short term we may still see some weakness but it can be a good thing. Let's see what it says on my 1GT system too. Want to know the secret One Good Trend framework to Profit in the Stock Market? 👈👈 Download your","text":"$Apple(AAPL)$ Apple share price has tanked over the past week as demand for its Iphones fell below expectations. We have broken some key support levels and selling pressure came back.. But then, thankfully the markets rebounded leading to strength again. So what now? Can this actually be a good opportunity to time our entry again for the rebound like what we have seen in June? Hey guys, Joey here, Top Tier Remisier and trader in Phillip Securities. Watch this video as I analyse the chart for AAPL for you. In the short term we may still see some weakness but it can be a good thing. Let's see what it says on my 1GT system too. Want to know the secret One Good Trend framework to Profit in the Stock Market? 👈👈 Download your","images":[{"img":"https://community-static.tradeup.com/news/3512b6b0906e15aa1d4e394eb6a120b9","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915211925","isVote":1,"tweetType":2,"object":{"id":"8613b52d2fa6456d9581735dc1e7c2ca","tweetId":"9915211925","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/3eecaaaa387702305446832403/m6kBKw8Xg34A.mp4","poster":"https://community-static.tradeup.com/news/3512b6b0906e15aa1d4e394eb6a120b9"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912382316,"gmtCreate":1664757034835,"gmtModify":1676537502634,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912382316","repostId":"2271700581","repostType":4,"repost":{"id":"2271700581","kind":"highlight","pubTimestamp":1664548529,"share":"https://ttm.financial/m/news/2271700581?lang=en_US&edition=fundamental","pubTime":"2022-09-30 22:35","market":"us","language":"en","title":"Why Warren Buffett Loves Amazon Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2271700581","media":"Motley Fool","summary":"Amazon isn't a classic Buffett stock, but there's a good reason why the Berkshire chief likes it.","content":"<div>\n<p>If you're familiar with the classic components of a Warren Buffett stock, you probably already know that Amazon doesn't fit the mold.Why is that? Buffett, the CEO of Berkshire Hathaway, usually favors...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/\">Source Link</a>\n\n</div>\n","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 Warren Buffett Loves Amazon 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 Warren Buffett Loves Amazon Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're familiar with the classic components of a Warren Buffett stock, you probably already know that Amazon doesn't fit the mold.Why is that? Buffett, the CEO of Berkshire Hathaway, usually favors...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/\">Source 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://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271700581","content_text":"If you're familiar with the classic components of a Warren Buffett stock, you probably already know that Amazon doesn't fit the mold.Why is that? Buffett, the CEO of Berkshire Hathaway, usually favors stable dividend payers with a proven track record of delivering profits in good times and bad. He also likes stocks that trade below their intrinsic value. Historically, Buffett has also avoided tech stocks, saying he doesn't know how to value them, though that policy has eased in recent years.Amazon has always been an expensive stock, and it's difficult to value according to conventional modeling because the company has diverse business lines and is constantly experimenting with new products and services. However, Amazon has grown to be one of the biggest companies in the world thanks to its strength in e-commerce and cloud computing, and Buffett has taken notice. He's lauded Jeff Bezos, the founder and chairman of Amazon, saying in 2016, \"We haven't seen many businessmen like him.\"Berkshire Hathaway began buying Amazon stock in 2019 under the direction of Buffett's deputies. At the time, Buffett called himself an \"idiot\" for not investing in Amazon sooner. As of the end of its second quarter, Berkshire owned 10.7 million shares of Amazon worth roughly $1.24 billion.Though Amazon doesn't conform to Buffett's typical playbook, there's a clear reason he likes Amazon stock: the company's economic moats. Buffett is a big fan of moats -- what he calls sustainable competitive advantages -- and prioritizes them in his investing strategy. Let's take a look at a few of the economic moats Amazon has built for itself.A winning loyalty programProbably the best example of Amazon's competitive advantages is its Prime loyalty program. The company has signed up more than 200 million members around the globe for Prime, which gives them benefits like free two-day shipping, access to Amazon Prime Video, and discounts at Whole Foods among other perks -- all for $139 per year.Prime locks customers into the Amazon ecosystem, incentivizing them to spend more money on Amazon since they've already paid for free two-day shipping and free returns. Because of that, Prime members tend to spend significantly more money on Amazon than non-Prime members -- $1,400 a year, on average, compared to just $600 for non-Prime members.The size of the membership base speaks for itself, and Amazon Prime is now the keystone of Amazon's e-commerce business, driving more than $20 billion in annual revenue.A dominant cloud infrastructure businessWhile e-commerce business gets the bulk of attention from consumers and investors, most of Amazon's profits now come from its cloud computing business, Amazon Web Services. AWS has grown rapidly and delivered wide profit margins. In the second quarter, AWS' revenue grew 33% to $19.3 billion and it generated $5.7 billion in operating income, giving it an operating margin of 29%.Amazon invented the cloud infrastructure business, storing data and running computing power for other companies remotely. Bezos has said that the company was able to get a seven-year head start over the competition because the cloud business started in-house, serving Amazon's retail side.AWS has become so successful because it gives companies computing scalability at a low cost, saving them time and money. Though AWS now faces a number of competitors, including Microsoft Azure and Google Cloud Platform, the company remains the leader in the sector, and its growth and profitability are signs of its competitive advantage.A leader in customer satisfactionWhat made Bezos' approach to retail unique was his focus on the long term and on putting customer satisfaction above all else. In fact, Amazon's mission is to be Earth's most customer-centric company. It regularly ranks near the top in customer satisfaction surveys, and that reputation for customer satisfaction has given it a key competitive advantage over rivals like Walmart, which has struggled in that category.Amazon's strength in customer satisfaction helped make Prime a success, and gives the company an edge when it launches new products like Alexa devices. Customers who like shopping on Amazon tend to trust its products.Buffett clearly recognizes that Amazon's customer reputation is an asset, saying in 2016 that Bezos has \"taken things you and I've been buying and he's figured out a way to make us happier buying those products, either by fast delivery or prices or whatever it may be, and that's remarkable.\"Though Bezos is no longer running the company on a day-to-day basis, Amazon's competitive advantages won't be easily undone. Expect Berkshire to be a long-term backer of Amazon stock, especially at its current price.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912386799,"gmtCreate":1664757020312,"gmtModify":1676537502626,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912386799","repostId":"2271700581","repostType":4,"repost":{"id":"2271700581","kind":"highlight","pubTimestamp":1664548529,"share":"https://ttm.financial/m/news/2271700581?lang=en_US&edition=fundamental","pubTime":"2022-09-30 22:35","market":"us","language":"en","title":"Why Warren Buffett Loves Amazon Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2271700581","media":"Motley Fool","summary":"Amazon isn't a classic Buffett stock, but there's a good reason why the Berkshire chief likes it.","content":"<div>\n<p>If you're familiar with the classic components of a Warren Buffett stock, you probably already know that Amazon doesn't fit the mold.Why is that? Buffett, the CEO of Berkshire Hathaway, usually favors...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/\">Source Link</a>\n\n</div>\n","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 Warren Buffett Loves Amazon 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 Warren Buffett Loves Amazon Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're familiar with the classic components of a Warren Buffett stock, you probably already know that Amazon doesn't fit the mold.Why is that? Buffett, the CEO of Berkshire Hathaway, usually favors...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/\">Source 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://www.fool.com/investing/2022/09/30/why-warren-buffett-loves-amazon-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271700581","content_text":"If you're familiar with the classic components of a Warren Buffett stock, you probably already know that Amazon doesn't fit the mold.Why is that? Buffett, the CEO of Berkshire Hathaway, usually favors stable dividend payers with a proven track record of delivering profits in good times and bad. He also likes stocks that trade below their intrinsic value. Historically, Buffett has also avoided tech stocks, saying he doesn't know how to value them, though that policy has eased in recent years.Amazon has always been an expensive stock, and it's difficult to value according to conventional modeling because the company has diverse business lines and is constantly experimenting with new products and services. However, Amazon has grown to be one of the biggest companies in the world thanks to its strength in e-commerce and cloud computing, and Buffett has taken notice. He's lauded Jeff Bezos, the founder and chairman of Amazon, saying in 2016, \"We haven't seen many businessmen like him.\"Berkshire Hathaway began buying Amazon stock in 2019 under the direction of Buffett's deputies. At the time, Buffett called himself an \"idiot\" for not investing in Amazon sooner. As of the end of its second quarter, Berkshire owned 10.7 million shares of Amazon worth roughly $1.24 billion.Though Amazon doesn't conform to Buffett's typical playbook, there's a clear reason he likes Amazon stock: the company's economic moats. Buffett is a big fan of moats -- what he calls sustainable competitive advantages -- and prioritizes them in his investing strategy. Let's take a look at a few of the economic moats Amazon has built for itself.A winning loyalty programProbably the best example of Amazon's competitive advantages is its Prime loyalty program. The company has signed up more than 200 million members around the globe for Prime, which gives them benefits like free two-day shipping, access to Amazon Prime Video, and discounts at Whole Foods among other perks -- all for $139 per year.Prime locks customers into the Amazon ecosystem, incentivizing them to spend more money on Amazon since they've already paid for free two-day shipping and free returns. Because of that, Prime members tend to spend significantly more money on Amazon than non-Prime members -- $1,400 a year, on average, compared to just $600 for non-Prime members.The size of the membership base speaks for itself, and Amazon Prime is now the keystone of Amazon's e-commerce business, driving more than $20 billion in annual revenue.A dominant cloud infrastructure businessWhile e-commerce business gets the bulk of attention from consumers and investors, most of Amazon's profits now come from its cloud computing business, Amazon Web Services. AWS has grown rapidly and delivered wide profit margins. In the second quarter, AWS' revenue grew 33% to $19.3 billion and it generated $5.7 billion in operating income, giving it an operating margin of 29%.Amazon invented the cloud infrastructure business, storing data and running computing power for other companies remotely. Bezos has said that the company was able to get a seven-year head start over the competition because the cloud business started in-house, serving Amazon's retail side.AWS has become so successful because it gives companies computing scalability at a low cost, saving them time and money. Though AWS now faces a number of competitors, including Microsoft Azure and Google Cloud Platform, the company remains the leader in the sector, and its growth and profitability are signs of its competitive advantage.A leader in customer satisfactionWhat made Bezos' approach to retail unique was his focus on the long term and on putting customer satisfaction above all else. In fact, Amazon's mission is to be Earth's most customer-centric company. It regularly ranks near the top in customer satisfaction surveys, and that reputation for customer satisfaction has given it a key competitive advantage over rivals like Walmart, which has struggled in that category.Amazon's strength in customer satisfaction helped make Prime a success, and gives the company an edge when it launches new products like Alexa devices. Customers who like shopping on Amazon tend to trust its products.Buffett clearly recognizes that Amazon's customer reputation is an asset, saying in 2016 that Bezos has \"taken things you and I've been buying and he's figured out a way to make us happier buying those products, either by fast delivery or prices or whatever it may be, and that's remarkable.\"Though Bezos is no longer running the company on a day-to-day basis, Amazon's competitive advantages won't be easily undone. Expect Berkshire to be a long-term backer of Amazon stock, especially at its current price.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996457463,"gmtCreate":1661212522653,"gmtModify":1676536474117,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996457463","repostId":"2261574236","repostType":4,"repost":{"id":"2261574236","kind":"highlight","pubTimestamp":1661211749,"share":"https://ttm.financial/m/news/2261574236?lang=en_US&edition=fundamental","pubTime":"2022-08-23 07:42","market":"us","language":"en","title":"Intel Hits Lowest Levels in Five Years As Semiconductors Plunge on Recession, Rate Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2261574236","media":"Seekingalpha","summary":"Intel (NASDAQ:INTC) shares hit their lowest levels in more than five years on Monday, while the broa","content":"<html><head></head><body><p>Intel (NASDAQ:INTC) shares hit their lowest levels in more than five years on Monday, while the broader semiconductor industry sold off sharply on worries over a global recession and a more aggressive Federal Reserve.</p><p>Santa Clara, California-based Intel (INTC) fell more than 4% to close at $33.84, even as the company is set to give details about its upcoming Meteor Lake processors at the Hot Chips 2022 conference.</p><p>Pat Gelsinger, Chief Executive of Intel (INTC), spoke at the conference and gave updates on its Meteor Lake processors, along with the idea of chiplets, putting multiple chips on a single processor.</p><p>Since the start of the year, Intel (INTC) has lost more than 36% of its value and has declined a similar amount over the past 12 months.</p><p>Several of Intel&#39;s (INTC) competitors, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (AMD) and Marvell (NASDAQ:MRVL), fell more than 3% on Monday - led by a 4.5% decline in Nvidia - as investors awaited second-quarter results from Nvidia (NVDA) and Marvell (MRVL) later in the week.</p><p><a href=\"https://laohu8.com/S/MSSXL\">Morgan Stanley</a> analyst Joseph Moore, who has an equal weight rating on both companies, said the duo could see pockets of weakness -- gaming for Nvidia and storage and enterprise for Marvell -- but the cloud and data centers are key.</p><p>The analyst Moore noted that while Nvidia&#39;s (NVDA) recent pre-announcement showed weakness in the data center, it&#39;s likely this was an &#34;aberration&#34; and the long-term trajectory is still there.</p><p>&#34;While numbers have materially less downside, the stock has simultaneously appreciated,&#34; Moore wrote in a note to clients. &#34;We are constructive, but a weakening semiconductor market could give a better entry point; we would leave room to add to positions on weakness and would remain with an [equal weight] view.&#34;</p><p>Nvidia (NVDA) is slated to report quarterly results on August 24.</p><p>For Marvell (MRVL), which reports on August 25, Moore said it&#39;s likely there will be a &#34;mixed&#34; outlook, citing a few headwinds.</p><p>&#34;We expect generally good numbers here, given lead times that have come down at the margin but are still long,&#34; the analyst explained, adding that areas to watch include storage, enterprise networking and potentially some inventory reduction in the cloud.</p><p>Chip equipment makers continued to be in the spotlight, as KLA Corp. (KLAC), Lam Research (LRCX) and ASML Holding (ASML) each fell at least 3% on Monday, led by a 4.5% decline in ASML.</p><p>Several other chipmakers saw sharp declines on Monday, including Qualcomm (QCOM), Texas Instruments (TXN), Broadcom (AVGO) and Micron Technology (MU), all of which fell 3% or more.</p><p>Last week, investment firm Citi maintained its neutral ratings on Advanced Micro Devices (AMD) and Intel (INTC) after the bank pointed to continued declines in notebook shipments, raising the risk for more downside for both companies.</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>Intel Hits Lowest Levels in Five Years As Semiconductors Plunge on Recession, Rate Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Hits Lowest Levels in Five Years As Semiconductors Plunge on Recession, Rate Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3875495-intel-hits-lowest-levels-in-five-years-as-semiconductors-sell-off-on-rate-fears><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel (NASDAQ:INTC) shares hit their lowest levels in more than five years on Monday, while the broader semiconductor industry sold off sharply on worries over a global recession and a more aggressive...</p>\n\n<a href=\"https://seekingalpha.com/news/3875495-intel-hits-lowest-levels-in-five-years-as-semiconductors-sell-off-on-rate-fears\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","MRVL":"迈威尔科技","INTC":"英特尔"},"source_url":"https://seekingalpha.com/news/3875495-intel-hits-lowest-levels-in-five-years-as-semiconductors-sell-off-on-rate-fears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261574236","content_text":"Intel (NASDAQ:INTC) shares hit their lowest levels in more than five years on Monday, while the broader semiconductor industry sold off sharply on worries over a global recession and a more aggressive Federal Reserve.Santa Clara, California-based Intel (INTC) fell more than 4% to close at $33.84, even as the company is set to give details about its upcoming Meteor Lake processors at the Hot Chips 2022 conference.Pat Gelsinger, Chief Executive of Intel (INTC), spoke at the conference and gave updates on its Meteor Lake processors, along with the idea of chiplets, putting multiple chips on a single processor.Since the start of the year, Intel (INTC) has lost more than 36% of its value and has declined a similar amount over the past 12 months.Several of Intel's (INTC) competitors, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (AMD) and Marvell (NASDAQ:MRVL), fell more than 3% on Monday - led by a 4.5% decline in Nvidia - as investors awaited second-quarter results from Nvidia (NVDA) and Marvell (MRVL) later in the week.Morgan Stanley analyst Joseph Moore, who has an equal weight rating on both companies, said the duo could see pockets of weakness -- gaming for Nvidia and storage and enterprise for Marvell -- but the cloud and data centers are key.The analyst Moore noted that while Nvidia's (NVDA) recent pre-announcement showed weakness in the data center, it's likely this was an \"aberration\" and the long-term trajectory is still there.\"While numbers have materially less downside, the stock has simultaneously appreciated,\" Moore wrote in a note to clients. \"We are constructive, but a weakening semiconductor market could give a better entry point; we would leave room to add to positions on weakness and would remain with an [equal weight] view.\"Nvidia (NVDA) is slated to report quarterly results on August 24.For Marvell (MRVL), which reports on August 25, Moore said it's likely there will be a \"mixed\" outlook, citing a few headwinds.\"We expect generally good numbers here, given lead times that have come down at the margin but are still long,\" the analyst explained, adding that areas to watch include storage, enterprise networking and potentially some inventory reduction in the cloud.Chip equipment makers continued to be in the spotlight, as KLA Corp. (KLAC), Lam Research (LRCX) and ASML Holding (ASML) each fell at least 3% on Monday, led by a 4.5% decline in ASML.Several other chipmakers saw sharp declines on Monday, including Qualcomm (QCOM), Texas Instruments (TXN), Broadcom (AVGO) and Micron Technology (MU), all of which fell 3% or more.Last week, investment firm Citi maintained its neutral ratings on Advanced Micro Devices (AMD) and Intel (INTC) after the bank pointed to continued declines in notebook shipments, raising the risk for more downside for both companies.","news_type":1,"symbols_score_info":{"NVDA":0.9,"MRVL":0.9,"AMD":0.9,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900961867,"gmtCreate":1658628598260,"gmtModify":1676536184142,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900961867","repostId":"9900907857","repostType":1,"repost":{"id":9900907857,"gmtCreate":1658624590279,"gmtModify":1676536182983,"author":{"id":"3581997167851982","authorId":"3581997167851982","name":"matthew_more","avatar":"https://static.tigerbbs.com/c4566c4167a9a5615aede93850767811","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581997167851982","idStr":"3581997167851982"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>It is precisely this situation where there are huge volatility in the&nbsp;market, we need to understand and control our emotions in order to make rational decision.Making rational decision to benefit from this short term corrections.Do not let fear cloud our judgements.In my youtube channel, i share with you all of the emotional aspect of investing that helped me 2x my money during the 2008 and 2020 crisis.Its all FOC and diligent investor should take advantage of it, instead of wasting money on gurus.https://youtu.be/UhN0BDu5t5E","listText":"<a href=\"https://ttm.financial/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>It is precisely this situation where there are huge volatility in the&nbsp;market, we need to understand and control our emotions in order to make rational decision.Making rational decision to benefit from this short term corrections.Do not let fear cloud our judgements.In my youtube channel, i share with you all of the emotional aspect of investing that helped me 2x my money during the 2008 and 2020 crisis.Its all FOC and diligent investor should take advantage of it, instead of wasting money on gurus.https://youtu.be/UhN0BDu5t5E","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$It is precisely this situation where there are huge volatility in the market, we need to understand and control our emotions in order to make rational decision.Making rational decision to benefit from this short term corrections.Do not let fear cloud our judgements.In my youtube channel, i share with you all of the emotional aspect of investing that helped me 2x my money during the 2008 and 2020 crisis.Its all FOC and diligent investor should take advantage of it, instead of wasting money on gurus.https://youtu.be/UhN0BDu5t5E","images":[{"img":"https://community-static.tradeup.com/news/74138180ee318f70444099cfcc2101cd","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900907857","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045933834,"gmtCreate":1656549997928,"gmtModify":1676535851256,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045933834","repostId":"9045906015","repostType":1,"repost":{"id":9045906015,"gmtCreate":1656548994037,"gmtModify":1676535850637,"author":{"id":"4103860021943040","authorId":"4103860021943040","name":"ccy1122","avatar":"https://static.itradeup.com/news/562c0e01bcfc63800f64741051cd9dbe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103860021943040","idStr":"4103860021943040"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ABEV\">$Ambev SA(ABEV)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[OK]&nbsp;[OK]&nbsp;[OK]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Evil]&nbsp;[Evil]&nbsp;[Evil]&nbsp;","listText":"<a href=\"https://ttm.financial/S/ABEV\">$Ambev SA(ABEV)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Yummy]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[OK]&nbsp;[OK]&nbsp;[OK]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Bless]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Warning]&nbsp;[Evil]&nbsp;[Evil]&nbsp;[Evil]&nbsp;","text":"$Ambev SA(ABEV)$[Miser] [Miser] [Miser] [Call] [Call] [Call] [USD] [USD] [USD] [Cool] [Cool] [Cool] [Yummy] [Yummy] [Yummy] [Victory] [Victory] [Victory] [Like] [Like] [Like] [666] [666] [666] [OK] [OK] [OK] [Bless] [Bless] [Bless] [Warning] [Warning] [Warning] [Evil] [Evil] [Evil]","images":[{"img":"https://community-static.tradeup.com/news/1c07d303a9967fb89fa61f28da6d0a2b","width":"1080","height":"3506"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045906015","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054701950,"gmtCreate":1655425945270,"gmtModify":1676535635997,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054701950","repostId":"9054454440","repostType":1,"repost":{"id":9054454440,"gmtCreate":1655424853680,"gmtModify":1676535635377,"author":{"id":"3574492541167448","authorId":"3574492541167448","name":"RKT","avatar":"https://static.tigerbbs.com/4257e394d8e8b96c3ca68aa06f560402","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574492541167448","idStr":"3574492541167448"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>FANG, the most sort after big names have contributed more than 15% of meltdown in current&nbsp;tightly gripped Bare domination times. Individual stocks and corresponding&nbsp;ETFs have created deep holes raising questions on recovery time and at what pace. The question is if one wants to invest now which is better🤔individual stocksor ETFs? or wait for bottom up buying🧐🤔","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>FANG, the most sort after big names have contributed more than 15% of meltdown in current&nbsp;tightly gripped Bare domination times. Individual stocks and corresponding&nbsp;ETFs have created deep holes raising questions on recovery time and at what pace. The question is if one wants to invest now which is better🤔individual stocksor ETFs? or wait for bottom up buying🧐🤔","text":"$Alphabet(GOOGL)$FANG, the most sort after big names have contributed more than 15% of meltdown in current tightly gripped Bare domination times. Individual stocks and corresponding ETFs have created deep holes raising questions on recovery time and at what pace. The question is if one wants to invest now which is better🤔individual stocksor ETFs? or wait for bottom up buying🧐🤔","images":[{"img":"https://community-static.tradeup.com/news/ab7535be65c31251bf96d4916aca7aa0","width":"750","height":"2392"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054454440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056864317,"gmtCreate":1654996800939,"gmtModify":1676535544132,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Ok good","listText":"Ok good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056864317","repostId":"1183280924","repostType":4,"repost":{"id":"1183280924","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1654871827,"share":"https://ttm.financial/m/news/1183280924?lang=en_US&edition=fundamental","pubTime":"2022-06-10 22:37","market":"us","language":"en","title":"Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1183280924","media":"Reuters","summary":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building","content":"<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</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>Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-10 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183280924","content_text":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April's 6.2% pace but far from the \"clear and convincing\" sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.\"So much for the idea that inflation has peaked,\" wrote Bankrate chief financial analyst Greg McBride. \"Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.\"Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.Friday's inflation read report suggested the opposite.Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.Traders of futures tied to the Fed's policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.The Fed's current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.May's inflation report appears to make that task even harder.\"These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051886897,"gmtCreate":1654664348519,"gmtModify":1676535488631,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051886897","repostId":"9051807376","repostType":1,"repost":{"id":9051807376,"gmtCreate":1654658424504,"gmtModify":1676535487522,"author":{"id":"9000000000000486","authorId":"9000000000000486","name":"twixzy","avatar":"https://static.tigerbbs.com/5b281a4dbc6b48ecea5562613495fa83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000486","idStr":"9000000000000486"},"themes":[],"title":"Target has so much inventory it needs to cut prices","htmlText":"Target is canceling orders from suppliers, particularly for home goods and clothing, and it’s slashing prices further to clear out amassed inventory ahead of the crucial fall and holiday shopping seasons.The actions, announced Tuesday, come after a pronounced spending shift by Americans, from investments in their homes to money spent on experiences such as travel and nights out for dinner and other pre-pandemic routines. Shoppers are also focusing more on groceries and other nondiscretionary items as inflation makes them more selective. That’s a change that arrived much faster than major retailers had anticipated.The speed with which Americans pivoted away from pandemic spending was laid bare in the most recent quarterly financial filings from a number of major retailers. Target reported l","listText":"Target is canceling orders from suppliers, particularly for home goods and clothing, and it’s slashing prices further to clear out amassed inventory ahead of the crucial fall and holiday shopping seasons.The actions, announced Tuesday, come after a pronounced spending shift by Americans, from investments in their homes to money spent on experiences such as travel and nights out for dinner and other pre-pandemic routines. Shoppers are also focusing more on groceries and other nondiscretionary items as inflation makes them more selective. That’s a change that arrived much faster than major retailers had anticipated.The speed with which Americans pivoted away from pandemic spending was laid bare in the most recent quarterly financial filings from a number of major retailers. Target reported l","text":"Target is canceling orders from suppliers, particularly for home goods and clothing, and it’s slashing prices further to clear out amassed inventory ahead of the crucial fall and holiday shopping seasons.The actions, announced Tuesday, come after a pronounced spending shift by Americans, from investments in their homes to money spent on experiences such as travel and nights out for dinner and other pre-pandemic routines. Shoppers are also focusing more on groceries and other nondiscretionary items as inflation makes them more selective. That’s a change that arrived much faster than major retailers had anticipated.The speed with which Americans pivoted away from pandemic spending was laid bare in the most recent quarterly financial filings from a number of major retailers. Target reported l","images":[{"img":"https://community-static.tradeup.com/news/1b170eaa812efbfe12e4b159743cc7c1","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051807376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053693827,"gmtCreate":1654525070269,"gmtModify":1676535462469,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>let's 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!!","images":[{"img":"https://community-static.tradeup.com/news/70eb51cfc3d5652d4926e35d6b12cb77","width":"750","height":"2444"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024973131","isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025507120,"gmtCreate":1653701509560,"gmtModify":1676535329372,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SI\">$Silvergate Capital(SI)$</a>Go go go&nbsp;","listText":"<a href=\"https://ttm.financial/S/SI\">$Silvergate Capital(SI)$</a>Go go go&nbsp;","text":"$Silvergate Capital(SI)$Go go go","images":[{"img":"https://community-static.tradeup.com/news/d4f7170035f62511fb068ad84b856a9c","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025507120","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025504503,"gmtCreate":1653701467302,"gmtModify":1676535329348,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922802863707","idStr":"3577922802863707"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a>potential&nbsp;","listText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a>potential&nbsp;","text":"$Snap Inc(SNAP)$potential","images":[{"img":"https://community-static.tradeup.com/news/71520a3adb52ac45cb8164f8c143db56","width":"750","height":"2607"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025504503","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":165943067,"gmtCreate":1624089916359,"gmtModify":1703828668786,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165943067","repostId":"1168762020","repostType":2,"repost":{"id":"1168762020","kind":"news","pubTimestamp":1623988654,"share":"https://ttm.financial/m/news/1168762020?lang=en_US&edition=fundamental","pubTime":"2021-06-18 11:57","market":"us","language":"en","title":"ASML: The Market Could Be Underestimating Its Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1168762020","media":"seekingalpha","summary":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithogra","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.</li>\n <li>DUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.</li>\n <li>ASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.</li>\n <li>A true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.</li>\n <li>Existing shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b5f81c309842f14fe1adffe3d6c9ca\" tg-width=\"768\" tg-height=\"432\"><span>MACRO PHOTO/iStock via Getty ImagesInvestment Thesis</span></p>\n<p>ASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.</p>\n<p>It's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.</p>\n<p><b>Introduction</b></p>\n<p>I recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.</p>\n<p>Personally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.</p>\n<p><b>The Marketplace and Value Drivers For Years To Come</b></p>\n<p>For ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).</p>\n<p>Actually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.</p>\n<p>This is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.</p>\n<p>Quite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edaa6b5a77f99726bbae61b032b9c208\" tg-width=\"640\" tg-height=\"359\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.</span></p>\n<p>The picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85913766aea721e218e976e4f73349e5\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.</span></p>\n<p>Semiconductor manufacturing is a cutthroat business with heavy R&amp;D spend (it took ASML €6 billion in R&amp;D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7709f0f76b1619a31b32fc3330134005\" tg-width=\"640\" tg-height=\"361\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.</span></p>\n<p>ASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/809661531ad423f613fb44c26e0b3352\" tg-width=\"640\" tg-height=\"353\"><span>ASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.</span></p>\n<p>If that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.</p>\n<p>As can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ef7940a4b888c50159e5b9db4c0634\" tg-width=\"640\" tg-height=\"362\"><span>ASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.</span></p>\n<p>There is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.</p>\n<blockquote>\n “\n <i>Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.</i>”\n <i>ASML Annual Report 2020, The Role Of Lithography, p. 12.</i>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32572971943844c4e71ddfc77559d6\" tg-width=\"640\" tg-height=\"547\"><span>ASML Annual Report 2020, The Role Of Lithography, p. 12.</span></p>\n<p>I believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.</p>\n<p>So, to sum it all up:</p>\n<ul>\n <li>ASML has pioneered EUV lithography, with no competitors in sight</li>\n <li>EUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade</li>\n <li>The semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)</li>\n <li>Strong industry CAPEX driving demand for ASML offerings</li>\n <li>The path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips</li>\n <li>ASML is a crucial player for leading edge chip manufacturing</li>\n</ul>\n<p>Sounds pretty good to me.</p>\n<p>The Financial Performance and Development</p>\n<p>ASML is doing well for itself as evident by the illustration below.</p>\n<ul>\n <li>Strong revenue growth</li>\n <li>Strong margin expansion</li>\n <li>Strong improvement in free cash flow</li>\n <li>Impressive operational improvements strengthening its moat through increased R&amp;D spend and IP portfolio</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7900753b1857ac9ad6fc705b9baad563\" tg-width=\"640\" tg-height=\"414\"><span>Annual Report 2020, p 7.</span></p>\n<p>This was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ea4dedde41a918bd9e1fd307a9531f\" tg-width=\"640\" tg-height=\"356\"><span>ASML 2021 First-Quarter, p. 14.</span></p>\n<p>An interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6966dcaf747d226d5de580187d4d3ad\" tg-width=\"640\" tg-height=\"357\"><span>ASML 2021 First-Quarter, p. 8.</span></p>\n<p>The more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.</p>\n<p>Are Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?</p>\n<p>ASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9adf4cebbce28dc7433186b5bd0827e8\" tg-width=\"640\" tg-height=\"377\"><span>Author's Own Creation, Source Seeking Alpha.</span></p>\n<p>Remember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.</p>\n<p>Considering some of the arguments in favour of why ASML’s outlook could be even more positive:</p>\n<ul>\n <li>General semiconductor industry CAGR 2020-2028 forecasted at 8.6%.</li>\n <li>DUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.</li>\n <li>EUV CAGR 2020-2027forecastedat 12%.</li>\n <li>ASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.</li>\n <li>ASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.</li>\n <li>ASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.</li>\n <li>As the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.</li>\n</ul>\n<p>This is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.</p>\n<p>I will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.</p>\n<p><b>Valuation</b></p>\n<p>The stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/472c0e2f540c1d4ee2a7bbaec09379c0\" tg-width=\"635\" tg-height=\"453\"><span>Data by YCharts</span></p>\n<p>Market cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.</p>\n<p>The significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c691d4662a793b5de150add67a3a4e11\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Revenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7341584d3ba7b1db51e1eef3c4bdaccd\" tg-width=\"635\" tg-height=\"436\"><span>Data by YCharts</span></p>\n<p>The strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b262aeeb8d75114dbc3e45bf9464c830\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>With all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.</p>\n<p>As Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.</p>\n<p>There is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.</p>\n<p>As can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad90b51964870f5475b596fe16f63317\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p><b>Conclusion</b></p>\n<p>ASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.</p>\n<p>There is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.</p>\n<p>As Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.</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>ASML: The Market Could Be Underestimating Its 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML: The Market Could Be Underestimating Its Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4435422-asml-market-could-be-underestimating-its-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168762020","content_text":"Summary\n\nThe Semiconductor sector is forecasted to grow at a CAGR of 8.6% through 2028.\nDUV lithography is forecasted to grow at a CAGR of 8.4% through 2025 with EUV lithography forecasted to grow at a CAGR of 12% through 2027.\nASML holds a monopoly within EUV and faces very limited competition within DUV, both platforms absolutely vital for the semiconductor manufacturing process.\nA true innovator, ASML commands an outstanding position and growth outlook but the stock market has long since recognized the potential.\nExisting shareholders do well for themselves in just enjoying the ride, but there is little margin of safety left for prospective shareholders who might dip their toes into the water through dollar-cost averaging to benefit from the strong tailwinds powering ASML.\n\nMACRO PHOTO/iStock via Getty ImagesInvestment Thesis\nASML Holding (ASML) commands a market position like no one else with not a competitor in sight for its most advanced technological platform, EUV lithography. Similarly, it faces very limited competition within DUV, both platforms vital for semiconductor manufacturing. The household names within the semiconductor industry belong to the manufacturers, but the machinery providers, such as ASML, command very strong moats through extensive technological knowledge and strong process knowledge leaving all potential competitors years behind if they should ever try to compete.\nIt's hard to think of a better competitive situation, especially when operating in a sector forecasted to grow well above general GDP for many years to come. However, the market has long since recognized ASML's outstanding potential and potential journey, but still, it could be underestimating the potential.\nIntroduction\nI recently wrote an article concerning how youcan’t own too much semiconductor exposure. Having decomposed the value chain for semiconductor manufacturing, I received a number of questions concerning ASML in the comment sections and decided to conduct this follow-up. I’ve selected ASML due to its unique marketplace position and potential.\nPersonally I have exposure to the manufacturing level of the semiconductor value chain through shares in both Texas Instruments Incorporated (TXN) and Broadcom Inc. (AVGO), but venturing further back into the value chain, and investors can be allowed to invest in a broader manner into the industry, as the suppliers of machinery and software obtain a broader exposure to most of the manufacturers making it immensely interesting as you can adopt the mantra of “I don’t really mind who wins, as long as they are racing”. As such, potential exposure upstream in the value chain carries great interest.\nThe Marketplace and Value Drivers For Years To Come\nFor ASML followers it’s no surprise at this point, but ASML is dominant within the product offering that will drive its revenue for the coming decade, EUV (Extreme ultraviolet lithography) technology. My personal take is that it is hard to find a company in a similarly advantageous competitive position anywhere in any industry. ASML provides equipment for lithography, the art of printing the chip features via light sources, in several light spectrums with its most advanced being EUV which is the next-gen to DUV (deep ultraviolet lithography). For DUV there are competitors albeit ASML has a massive market share above 85%. The difference between DUV and EUV is that EUV operates at a light wavelength almost 15 times smaller than DUV (13.5nm compared to 193nm).\nActually, the semiconductor manufacturers for the leading edge chips such as 5nm and soon to be 3nm are deeply dependent on the EUV machinery. Without it, it simply wouldn’t be possible. That sounds like a pretty good bargain for those who can manufacture these machines, but there is only one company that is able to do it, and that is ASML. For every generation of new EUV machinery, its yield becomes better with higher throughput and reduced downtime issues, meaning that ASML is effectively lightyears ahead of anyone who would try to pick up the gauntlet and challenge their dominant position.\nThis is an industry where everything is about process knowledge. Taiwan Semiconductor (TSM) is able to produce 5nm chips because it was able to produce 7nm, and it will be able to produce 3nm because it can produce 5nm and has done that a million times over which is also why it was so detrimental to Intel Corp (INTC) that it had to acknowledge its persistent issues with the 7nm technology.\nQuite simply, there is no 3nm if you can’t do the 5nm, as also discussed in my previous article. Same goes for ASML as a competitor would be years and years behind ASML if they entered the EUV space as they would struggle with the same issues that have plagued ASML in its early days of EUV more than a decade ago. I’ve included a number of illustrations from their most recent investor day which took place in November 2018, with the next one to take place in September 2021.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 6.\nThe picture above clearly illustrates the process knowledge having been picked up by ASML throughout its EUV lifetime. This has also translated into better EUV machinery for each new generation as also evident by its productivity improvements. Again, I can’t imagine a more favourable competitive situation for a company, given how much time and capital it would require for a competitor to adopt the EUV technology.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 16.\nSemiconductor manufacturing is a cutthroat business with heavy R&D spend (it took ASML €6 billion in R&D spend to invent EUV) driving chip improvements according to Moore’s law, meaning that ASML is already working on the next-gen technology, referred to as High NA-EUV. High NA-EUV is still some time away, with the timeline below being slightly outdated, but its technology will significantly improve the EUV platform and power the industry beyond this decade. It takes time to develop the technology, improve yield and reduce downtime, but there is still plenty of opportunities for EUV in terms of marketplace expansion and margin improvement.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 21.\nASML itself has laid out the expected path in terms of optimised margins through both add-ons facing the buyer side and upstream cost reductions facing their suppliers creating a sweet spot for the company effectively striving to achieve the same profitability profile as for its more mature DUV platform.\nASML Investor Day 2018, EUV Products and Business Opportunity, p. 25.\nIf that wasn’t good enough, then add the fact that the semiconductor industry in general is expected to outpace general GDP for at least until 2028 with a CAGR of 8.6%. Recentcommunicationsby Taiwan Semiconductor, Intel and Samsung Electronics Company (OTC:SSNLF) shows the strength and growth potential for the sector with their combined CAPEX expectations going beyond $200 billion for the coming decade, with a significant chunk of that within the coming years.\nAs can be seen in the illustration above, ASML expects increased customer value through upgrades, with their roadmap for DUV serving as an example in terms of how the revenue base could expand over the coming years for EUV as is the case for DUV via what the company has labelled installed base management.\nASML Investor Day 2018, DUV Products and Business Opportunity, p. 10.\nThere is of course always the possibility of a serious contender entering the marketplace in order to try and challenge ASML, but companies have tried to enter the space when the technology was in its infancy having given up, meaning the prime threat would be the emergence of a new lithography technology arriving and doing to EUV what EUV did to DUV. Possible sure, likely, not so much. Just to hammer down the point, I’ve inserted a paragraph from ASML’s own description of how lithography plays its role.\n\n “\n Lithography is a driving force in the creation of more powerful, faster and cheaper chips. The manufacturing of chips becomes increasingly complex as semiconductor feature sizes shrink, while the imperative to mass produce at the right cost remains. Our holistic lithography product portfolio helps to optimize production and enable affordable shrink by integrating lithography systems with computational modeling, as well as metrology and inspection solutions. A lithography system is essentially a projection system. Light is projected through a blueprint of the pattern that will be printed (known as a ‘mask’ or ‘reticle’). With the pattern encoded in the light, the system’s optics shrink and focus the pattern onto a photosensitive silicon wafer. After the pattern is printed, the system moves the wafer slightly and makes another copy on the wafer. This process is repeated until the wafer is covered in patterns, completing one layer of the wafer’s chips. To make an entire microchip, this process is repeated layer after layer, stacking the patterns to create an integrated circuit (IC). The simplest chips have around 10 layers, while the most complex can have over 150 layers. The size of the features to be printed varies depending on the layer, which means that different types of lithography systems are used for different layers – our latest-generation EUV systems for the most critical layers with the smallest features to ArF, KrF, and i-line DUV systems for less critical layers with larger features.”\n ASML Annual Report 2020, The Role Of Lithography, p. 12.\n\nASML Annual Report 2020, The Role Of Lithography, p. 12.\nI believe most investors are familiar with confirmation bias, and if they aren’t, they should grab a book and educate themselves. Having read through this section, it can easily sound as if I as the author is suffering from confirmation bias given how strongly I’ve advocated for ASML’s position and competitive power. However, I’ve striven towards identifying situations that could severely impact ASML and being honest I can’t find it. There are of course the risks associated with geopolitical tension, which also showed itself in the stock price back in 2016, the risk of supply chain disruption as is currently transpiring across the industry and competition for talent. These are touched upon by the company itself in their annual report 2020 p. 21 and no industry comes without potential risks.\nSo, to sum it all up:\n\nASML has pioneered EUV lithography, with no competitors in sight\nEUV will enable the continuation of Moore’s Law and will drive long term value for ASML and its customers well into this decade\nThe semiconductor sector forecasted to grow at CAGR of 8.6% through 2028, outpacing general GDP with ASML being a key supplier to the manufacturers (foundries)\nStrong industry CAPEX driving demand for ASML offerings\nThe path forward for expanding EUV business in terms of installed base management, margins improvement and manufacturer dependency on EUV machinery for leading edge chips\nASML is a crucial player for leading edge chip manufacturing\n\nSounds pretty good to me.\nThe Financial Performance and Development\nASML is doing well for itself as evident by the illustration below.\n\nStrong revenue growth\nStrong margin expansion\nStrong improvement in free cash flow\nImpressive operational improvements strengthening its moat through increased R&D spend and IP portfolio\n\nAnnual Report 2020, p 7.\nThis was followed by a strong Q1-2021 performance with mouth-watering financials on both top and bottom line. However, for their Q2-2021 performance they are guiding for slightly lower revenue expansion at €4.1 billion with a gross margin of 49%, which is still above the long term average but closer to it. There is however no denying that the company is thriving in the current environment.\nASML 2021 First-Quarter, p. 14.\nAn interesting detail is the development within the installed base management as illustrated earlier in the article. The company is delivering on its promise with a strong development within this segment growing 29% YoY from 2019 to 2020, well beyond the total growth of 18%.\nASML 2021 First-Quarter, p. 8.\nThe more interesting question however is whether the market estimates are underestimating the potential for ASML. An immensely hard question, but if we give it a look, I personally at least see the possibility of that being the case.\nAre Analyst Consensus Estimates Under- or Over-Estimating ASML’s Potential?\nASML is well-covered by analysts offering estimates all the way through 2028, but with coverage waning once we go beyond 2025 which is the last year covered by more than one analyst. The current estimates show a revenue CAGR development of 11.1% from 2020 to 2028, but if we remove 2021, which shows stellar growth, the CAGR is 6.5%.\nAuthor's Own Creation, Source Seeking Alpha.\nRemember the sector as a whole is forecasted to exhibit growth at a CAGR of 8.6% through 2028. These are all estimates which carry great uncertainty with no one able to reliably predict the future. However, it is worth noticing that revenue estimates for ASML are below the sector as a whole if the massive jump from 2020 to 2021 is left out of the equation. Average revenue growth from 2026 to 2028 is currently estimated to be 3.5%.\nConsidering some of the arguments in favour of why ASML’s outlook could be even more positive:\n\nGeneral semiconductor industry CAGR 2020-2028 forecasted at 8.6%.\nDUV CAGR 2020-2025forecastedat 8.4%, it is still ASML’s largest product category.\nEUV CAGR 2020-2027forecastedat 12%.\nASML is a linchpin player to solve chip shortage through technology advancement and its machines define the performance of every electrical gadget we utilise in our daily lives.\nASML shows progress in its plan to widen the ecosystem for its machinery through \"Installed Base Management\" increasing the total addressable market by upwards of double digits percentage as 2018 sales were 20% installed base management and 2025 estimate is 50%.\nASML dominates the DUV immersion segment, the part of DUV with high margins as its two solecompetitorsin DUV, Nikon and Canon lack the means and capabilities.\nAs the market transitions to EUV, the demand for DUV willfollowas the chip stacking process benefits from both systems through its manufacturing.\n\nThis is without mentioning the potential price increases that could trickle down towards its customers as they could be fighting over ASML’s capacity due to its strong market position of 85% in DUV and monopoly within EUV while also bringing High NA-EUV to market by mid of this decade. Customers today pay roughly $130-150 million for EUV machines, while DUV machines come in at around $100 million. The largest hindrance to ASML overdelivering is its current capacity constraint in terms of ability to deliver EUV systems which is capped somewhere between 40 and 50 systems a year, with the company of course striving to expand that capacity constraint as demand builds up over the years. On the other hand, this could also be a driver for price increases as ASML strives to expand capacity.\nI will not try to construct an even bolder revenue guidance as it’s a cheap shot and frankly, no one has the capacity to accurately forecast if the current expectations will stand or whether they are too positive or negative. I just want to highlight that with everything going on and ASML’s market position in mind, I don’t consider it unreasonable that the company will do even better than currently anticipated.\nValuation\nThe stock price is an inch away from its 52-week high and has been on a tear since the beginning of 2020, really taking off since October 2020 from which it has doubled since.\nData by YCharts\nMarket cap has exploded with all other parameters left in its wake having seen a significant expansion in price-earnings ratio despite a strong improvement in EPS and revenue. The stock market has long since recognised the story and potential of ASML with the Wall Street analyst target currently at $722 per share. Fair to say, there is no margin of safety if the analysts are correct in the predictions. Interestingly, out of the 30 analysts offering a price target, the percentage who are very bullish hasn’t been higher since 2016 with 56% stating a very bullish opinion. There is a mental exercise in staying cautious in terms of believing in such statements, not least because the stock has only known one direction for the last couple of years – upwards.\nThe significance of the expansion in typical ratios is evident when considered over a five-year horizon as shown below. Both P/E and P/S have expanded massively standing at 55 and 15.7 respectively. However, the company is in a very different place compared to three years ago.\nData by YCharts\nRevenue is growing significantly faster than previously with gross margin and free cash flow also having improved. Due to this positive development, ASML is also returning plenty of capital to its shareholders with a share buyback program of €10 billion for 2021, which unfortunately only translates to a reduction of 0.5% of the current float.\nData by YCharts\nThe strong belief in ASML going forward is also clearly illustrated by the estimates for the coming years, which throughout the most recent years has been steadily climbing due to the company’s strong portfolio and market dominance.\nData by YCharts\nWith all that said, I believe that current shareholders do well for themselves in holding on to their existing shares as this company has a great outlook. I’ve had my eyes on ASML for the last year, and I’m extremely sad to say I never got around to looking into it properly, but only looked it at from afar and concluded that the stock might be due for a good pullback at one point. Little did I know.\nAs Peter Lynch famously said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves,” as would also be true for someone like me who didn’t act in time. I’m still massively fascinated by ASML’s outlook and potential journey, but at the current price, I remain hesitant about the prospects and the lack of margin of safety.\nThere is a lot of potential for ASML to grow into its valuation, and if one is to add that current levels, I’d say dollar-cost averaging is a prudent strategy for the current price, while reserving the possibility to back up the truck for a full load if we see a pullback before end of 2021.\nAs can be seen below, it is not uncommon for ASML to experience a 10% setback once or twice a year.\nData by YCharts\nConclusion\nASML is dominant within its two main offerings, the DUV and EUV lithography. Its market is backed by incredibly strong tailwinds as all our gadgets, electrical cars, 5G, datacentres, cloud servers, etc. are heavily reliant on the technology platform offered by ASML. A true innovator with no real competition in sight, feeding machinery and tools to an industry expected to grow at CAGR 8.6% through 2028 with potentially even stronger growth for both its DUV and EUV platforms while also expecting margin expansion.\nThere is little evil to be said about ASML, but unfortunately, the stock market has long since recognised its amazing story and potential. With such a strong outlook in sight, existing shareholders do well for themselves in holding onto their shares and just enjoy the journey ahead, but for the prospective shareholders, there appears to be a little margin of safety with the market cap having expanded significantly recently and the stock trading just an inch shy of its 52 week high.\nAs Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” The exact fallacy I’ve fallen victim to as I’ve looked at ASML from afar for quite a while. Despite the recent expansion in market cap and multiples, there could be made a case for current estimates underestimating ASML’s true potential, but any forecast extending 5-10 years into the future comes with extreme uncertainty and guesstimation. As I’ve shown, ASML’s share price is prone to setbacks once or twice a year allowing dollar-cost averaging to serve as a method to acquire exposure to the company slowly building a position along the way.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166325975,"gmtCreate":1623992955197,"gmtModify":1703825986715,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166325975","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=en_US&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162562332,"gmtCreate":1624068421626,"gmtModify":1703828070109,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"Woohoo","listText":"Woohoo","text":"Woohoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/162562332","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","kind":"news","pubTimestamp":1624028454,"share":"https://ttm.financial/m/news/1119296361?lang=en_US&edition=fundamental","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p>\n<p>There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p>\n<p>After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p>\n<p>The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p>\n<p>Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p>\n<p>Until that changes, it will be hard for bank stocks to bounce back.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good ...</p>\n\n<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","MS":"摩根士丹利","JPM":"摩根大通","BAC":"美国银行","C":"花旗","GS":"高盛"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1,"symbols_score_info":{"JPM":0.9,"C":0.9,"GS":0.9,"MS":0.9,"WFC":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989434808,"gmtCreate":1666058052604,"gmtModify":1676537698591,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989434808","repostId":"2276152498","repostType":4,"repost":{"id":"2276152498","kind":"highlight","pubTimestamp":1666050637,"share":"https://ttm.financial/m/news/2276152498?lang=en_US&edition=fundamental","pubTime":"2022-10-18 07:50","market":"us","language":"en","title":"Intel Eyes Significantly Lower Valuation in IPO of Mobileye Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=2276152498","media":"The Wall Street Journal","summary":"Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public","content":"<div>\n<p>Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public offering of its Mobileye Global Inc. self-driving car unit, according to people familiar with the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20710949\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Eyes Significantly Lower Valuation in IPO of Mobileye Unit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Eyes Significantly Lower Valuation in IPO of Mobileye Unit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20710949><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public offering of its Mobileye Global Inc. self-driving car unit, according to people familiar with the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20710949\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20710949","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276152498","content_text":"Intel Corp. is eyeing a significantly lower valuation than previously expected in the initial public offering of its Mobileye Global Inc. self-driving car unit, according to people familiar with the matter, in the latest sign of the beleaguered state of the new-issue market.Mobileye, which was originally expected to land a roughly $50 billion valuation, is now set to target one that is under $20 billion and sell a smaller number of shares than originally planned, the people said. By selling fewer shares at a lower price, the company and its advisers are hoping to drum up interest that will push up the shares after they start trading, some of the people said.In another sign of the challenges facing the offering, Mobileye plans to launch its roadshow for prospective investors on Tuesday, a day later than anticipated. The goal is still for the shares to begin trading Oct. 26, the people said.Intel and its advisers were encouraged to proceed with the roadshow Tuesday in part by the surge in markets Monday, with the S&P 500 rising more than 2.5% on some positive earnings reports. Their hope is that the markets will improve at least somewhat and give way to a more hospitable environment by the time the shares debut.Intel, which last month filed publicly for an IPO of Mobileye, is expected to detail its new valuation expectations Tuesday.The deal is a test of the IPO market, which has been hit hard by rising inflation and interest rates, fears of a recession and plummeting stock prices, especially for Mobileye’s technology-company peers.The U.S. IPO market is having one of its worst years on record, with traditional offerings on track to raise the least money since 1995 or before, according to Dealogic. Major U.S. indexes are all in bear markets, defined in Wall Street parlance as a decline of 20% or more from a recent high. Also deterring new listings: The majority of companies that went public in 2020 and 2021 are trading below their IPO prices, many far below.Hundreds of companies that were set to go public in the U.S. in 2022 are now being forced to watch from the sidelines as the price investors are willing to pay for their businesses shrinks. Instead of listing shares and raising money in the public markets, these companies are being forced to seek private money at far lower valuations, cut costs through layoffs or take other steps such as exiting certain markets, or go public at far lower valuations than anticipated. That gives these companies less money for growth or hiring, in another potential hit to the broader economy.While most companies on the docket for 2022 IPOs delayed their public offerings until next year, Mobileye was one of the biggest and well-known exceptions. The other big IPO set for later this year is that of grocery-delivery company Instacart Inc. Mobileye’s slashed valuation is a bad sign for Instacart, which has already cut its internal valuation. If Mobileye trades poorly, it would be another bad omen for Instacart’s IPO hopes.Intel Chief Executive Pat Gelsinger has said that listing Mobileye would give the self-driving car unit a higher profile and attract more business. He has also said Intel doesn’t need the money Mobileye’s IPO would generate.Intel will retain a large stake in Mobileye, including all of the Class B shares Mobileye plans to issue, it has disclosed. Each Class B share will have voting rights equivalent to 10 Class A shares.Mobileye had $854 million in revenue for the first six months of its fiscal year, up 21% from the year-earlier period. The company had a net loss of $67 million.It is the second IPO in less than a decade for Mobileye, which first went public in 2014 at a roughly $5 billion valuation. Intel acquired the Israeli company in 2017 for $15.3 billion.Goldman Sachs Group Inc. and Morgan Stanley are leading the offering.","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167089009,"gmtCreate":1624239333801,"gmtModify":1703831219849,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"Comments pls&nbsp;","listText":"Comments pls&nbsp;","text":"Comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167089009","repostId":"1107644836","repostType":4,"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163929264,"gmtCreate":1623857298658,"gmtModify":1703821679315,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/163929264","repostId":"2143926717","repostType":4,"repost":{"id":"2143926717","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623854867,"share":"https://ttm.financial/m/news/2143926717?lang=en_US&edition=fundamental","pubTime":"2021-06-16 22:47","market":"us","language":"en","title":"At Home Group accepts Hellman & Friedman's raised offer","url":"https://stock-news.laohu8.com/highlight/detail?id=2143926717","media":"Reuters","summary":"June 16 (Reuters) - At Home Group Inc accepted a raised cash offer of $37 per share from private-equ","content":"<p>June 16 (Reuters) - At Home Group Inc accepted a raised cash offer of $37 per share from private-equity firm Hellman &amp; Friedman for the home decor chain, months after an earlier bid from the private-equity firm faced opposition from hedge fund Honest Capital.</p>\n<p>Plano, Texas-based At Home Group said the new offer represented a premium of about 21% to the closing stock price on May 4, a day before reports of a potential deal surfaced. The initial offer of $36 per share represented a premium of about 17%.</p>\n<p>Honest Capital said in May, in a letter to At Home, the initial offer from Hellman &amp; Friedman was too low a valuation, given the company's plans to more than double the number of its stores to 600.</p>\n<p>At Home's largest shareholder CAS Investment Partners had also said, according to a letter obtained by Reuters, it would vote against the deal, saying the first offer grossly undervalued the home decor chain.</p>\n<p>\"This price increase represents our best and final offer,\" Hellman &amp; Friedman Partner Erik Ragatz said in a statement on Wednesday.</p>\n<p>H&amp;F will commence a tender offer around June 23 to acquire all outstanding shares of At Home's common stock, At Home Group said.</p>\n<p>Honest Capital could not be immediately reached for a comment, and CAS did not immediately respond.</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>At Home Group accepts Hellman & Friedman's raised offer</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\">\nAt Home Group accepts Hellman & Friedman's raised offer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 16 (Reuters) - At Home Group Inc accepted a raised cash offer of $37 per share from private-equity firm Hellman &amp; Friedman for the home decor chain, months after an earlier bid from the private-equity firm faced opposition from hedge fund Honest Capital.</p>\n<p>Plano, Texas-based At Home Group said the new offer represented a premium of about 21% to the closing stock price on May 4, a day before reports of a potential deal surfaced. The initial offer of $36 per share represented a premium of about 17%.</p>\n<p>Honest Capital said in May, in a letter to At Home, the initial offer from Hellman &amp; Friedman was too low a valuation, given the company's plans to more than double the number of its stores to 600.</p>\n<p>At Home's largest shareholder CAS Investment Partners had also said, according to a letter obtained by Reuters, it would vote against the deal, saying the first offer grossly undervalued the home decor chain.</p>\n<p>\"This price increase represents our best and final offer,\" Hellman &amp; Friedman Partner Erik Ragatz said in a statement on Wednesday.</p>\n<p>H&amp;F will commence a tender offer around June 23 to acquire all outstanding shares of At Home's common stock, At Home Group said.</p>\n<p>Honest Capital could not be immediately reached for a comment, and CAS did not immediately respond.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOME":"At Home Group Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143926717","content_text":"June 16 (Reuters) - At Home Group Inc accepted a raised cash offer of $37 per share from private-equity firm Hellman & Friedman for the home decor chain, months after an earlier bid from the private-equity firm faced opposition from hedge fund Honest Capital.\nPlano, Texas-based At Home Group said the new offer represented a premium of about 21% to the closing stock price on May 4, a day before reports of a potential deal surfaced. The initial offer of $36 per share represented a premium of about 17%.\nHonest Capital said in May, in a letter to At Home, the initial offer from Hellman & Friedman was too low a valuation, given the company's plans to more than double the number of its stores to 600.\nAt Home's largest shareholder CAS Investment Partners had also said, according to a letter obtained by Reuters, it would vote against the deal, saying the first offer grossly undervalued the home decor chain.\n\"This price increase represents our best and final offer,\" Hellman & Friedman Partner Erik Ragatz said in a statement on Wednesday.\nH&F will commence a tender offer around June 23 to acquire all outstanding shares of At Home's common stock, At Home Group said.\nHonest Capital could not be immediately reached for a comment, and CAS did not immediately respond.","news_type":1,"symbols_score_info":{"HOME":0.9}},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025504503,"gmtCreate":1653701467302,"gmtModify":1676535329348,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a>potential&nbsp;","listText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a>potential&nbsp;","text":"$Snap Inc(SNAP)$potential","images":[{"img":"https://community-static.tradeup.com/news/71520a3adb52ac45cb8164f8c143db56","width":"750","height":"2607"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025504503","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9023168974,"gmtCreate":1652882873298,"gmtModify":1676535180479,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>Go go go","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>Go go go","text":"$SINGTEL(Z74.SI)$Go go go","images":[{"img":"https://community-static.tradeup.com/news/9a19e48e0008a2d8e6682b49b278ece3","width":"750","height":"1854"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023168974","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161633184,"gmtCreate":1623921304948,"gmtModify":1703823553640,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/161633184","repostId":"1146386859","repostType":2,"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161699154,"gmtCreate":1623920786978,"gmtModify":1703823539330,"author":{"id":"3577922802863707","authorId":"3577922802863707","name":"SuperDizzyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577922802863707","authorIdStr":"3577922802863707"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/161699154","repostId":"1147243421","repostType":4,"repost":{"id":"1147243421","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":1623918768,"share":"https://ttm.financial/m/news/1147243421?lang=en_US&edition=fundamental","pubTime":"2021-06-17 16:32","market":"us","language":"en","title":"Vaccine sector stocks gained in pre-market trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1147243421","media":"Tiger Newspress","summary":"Vaccine sector stocks gained in pre-market trading.\nNovavax,Moderna and BioNTech shares were up bewt","content":"<p>Vaccine&nbsp;sector&nbsp;stocks gained in pre-market&nbsp;trading.</p>\n<p>Novavax,Moderna&nbsp;and&nbsp;BioNTech&nbsp;shares&nbsp;were&nbsp;up&nbsp;bewteen&nbsp;1%&nbsp;and&nbsp;5%.</p>\n<p><img src=\"https://static.tigerbbs.com/bcf7ccd098da30e231e2f93a2600de4a\" tg-width=\"1291\" tg-height=\"641\"></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>Vaccine sector stocks gained in pre-market 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\">\nVaccine sector stocks gained in pre-market 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\">2021-06-17 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Vaccine&nbsp;sector&nbsp;stocks gained in pre-market&nbsp;trading.</p>\n<p>Novavax,Moderna&nbsp;and&nbsp;BioNTech&nbsp;shares&nbsp;were&nbsp;up&nbsp;bewteen&nbsp;1%&nbsp;and&nbsp;5%.</p>\n<p><img src=\"https://static.tigerbbs.com/bcf7ccd098da30e231e2f93a2600de4a\" tg-width=\"1291\" tg-height=\"641\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147243421","content_text":"Vaccine sector stocks gained in pre-market trading.\nNovavax,Moderna and BioNTech shares were up bewteen 1% and 5%.","news_type":1,"symbols_score_info":{"BNTX":0.9,"MRNA":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}