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小红盛虎

小红盛虎

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2021-09-05

They are a good company and these are the kind of company to buy the dips on. Be patient and get rewarded.

2021-08-28

//@LinHart: Pls like

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2021-08-03

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2021-07-11

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PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.

2021-07-22

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Startup Claims Breakthrough in Long-Duration Batteries

2021-07-31

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2021-07-21

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Wednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta

2021-08-21

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Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla

2021-08-21

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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-07-31

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SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch

2021-07-12

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2021-06-23

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2021-05-29

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Dow jumps 150 points as Wall Street heads for a winning week

2021-06-08

Wow

EV stocks rose in morning trading, as sales strong

2021-05-30

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The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

2021-09-11

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One Small Step From Apple Could Mean A Giant Leap For GlobalStar

2021-08-03

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Toplines Before US Market Open on Tuesday

2021-09-13

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Affirm shares tumbled more than 12%

2021-09-13

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Walmart to accept litecoin payments

2021-07-28

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Go to Tiger App to see more news

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But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/\">Web 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>Verizon, T-Mobile, and AT&T Can't Ignore This Any Longer</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\">\nVerizon, T-Mobile, and AT&T Can't Ignore This Any Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"At&T","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4115":"综合电信业务","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208739123","content_text":"The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their heads stuck in the sand any longer either.The country's top two cable television companies -- already serving more than 66 million telco customers between them -- are making inroads with their wireless service efforts. In fact, both Comcast (NASDAQ:CMCSA) and Charter Communications (NASDAQ:CHTR) just saw their best-ever quarterly wireless customer additions, netting a collective total of 692,000 subscribers.It sounds like an issue worth phoning home about.Cableco wireless is coming on strongApparently, the nation's top two broadband and cable TV names are no longer fringe wireless service providers. They're quickly becoming contenders. Charter's Spectrum brand now boasts 3.5 million customers, and Comcast's Xfinity has just under 4 million paying subscribers. That's a solid result for an effort Comcast began in 2017 and Charter began one year later.Data source: Comcast Corp. and Charter Communications Inc. Chart by author.While not shown on the chart (since it's not your typical cable company), DISH Network (NASDAQ:DISH) is also chipping away at the mobile business. Its Boost Mobile serves nearly 8.8 million customers as of the end of its third quarter.For perspective, AT&T handles around 100 million wirelessly connected devices. Verizon's got around 115 million customers. T-Mobile's in between there with 106 million wireless subscribers. Comcast and Charter aren't exactly in a position to destroy the wireless telecom industry's much bigger providers.At the other end of the spectrum, though, none of the wireless industry's giants can afford to ignore Charter and Comcast any longer. Pew Research says 97% of Americans now own a mobile phone, meaning any meaningful market growth from the mostly saturated market is linked to population growth.From that standpoint, the 7.5 million mobile phone consumers Charter and Comcast now serve are critically important. They could have been (and arguably should have been) someone else's customers.Perhaps the most concerning aspect of the cable industry's foray into the world of wireless service is that their growth is still accelerating rather than decelerating. Last quarter was another record-breaker in terms of Charter and Comcast's wireless subscriber growth. Verizon, AT&T, and T-Mobile have been mostly unwilling or unable to stymie the budding competition.Time for AT&T and Verizon to answer tough questionsThere are natural stumbling blocks for both nascent wireless services. Spectrum Mobile is only offered to Spectrum internet customers. Likewise, Comcast's Xfinity Mobile is only available to Xfinity broadband subscribers. Both services rely on wholesale access to towers and infrastructure already operated by AT&T and Verizon. And both also rely on their own broadband infrastructure to handle the connection load when a customer is within reach of Spectrum and Xfinity networks -- a benefit DISH can't tap into. Neither would be able to offer ultra-low-price mobile plans without their existing broadband platforms. For that reason, don't look for either provider to venture into geographical markets where their TV and high-speed internet businesses aren't already entrenched.On the other hand, with 66 million customers of at least one of their services, Comcast and Charter don't necessarily have to expand to make waves for AT&T, Verizon, or T-Mobile.The opportunity here for Charter and Comcast is not enough (yet) to make these cable company stocks more of a buy than they would be without their budding mobile businesses. It's not even enough to make the mainstream wireless providers less ownable than they would be if they were not facing new competition. It is enough, however, for T-Mobile, AT&T, and Verizon investors to start asking questions about what these companies intend to do about this new threat. There's already very little room left for customer growth. The cable industry's entry into the market shrinks that small opportunity down to an even smaller size.","news_type":1,"symbols_score_info":{"T":1}},"isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091567256,"gmtCreate":1643901634681,"gmtModify":1676533869689,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091567256","repostId":"2208739123","repostType":4,"repost":{"id":"2208739123","kind":"highlight","pubTimestamp":1643900267,"share":"https://ttm.financial/m/news/2208739123?lang=&edition=fundamental","pubTime":"2022-02-03 22:57","market":"us","language":"en","title":"Verizon, T-Mobile, and AT&T Can't Ignore This Any Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=2208739123","media":"Motley Fool","summary":"The nation's wireless industry is being rattled by newcomers nobody saw coming just a few years ago.","content":"<div>\n<p>The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/\">Web 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>Verizon, T-Mobile, and AT&T Can't Ignore This Any Longer</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\">\nVerizon, T-Mobile, and AT&T Can't Ignore This Any Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"At&T","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4115":"综合电信业务","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2022/02/03/verizon-t-mobile-att-cant-ignore-this-any-longer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208739123","content_text":"The titans of the wireless telecom world aren't facing an existential crisis. But the industry's powerhouses T-Mobile (NASDAQ:TMUS), Verizon (NYSE:VZ), and AT&T (NYSE:T) can't afford to keep their heads stuck in the sand any longer either.The country's top two cable television companies -- already serving more than 66 million telco customers between them -- are making inroads with their wireless service efforts. In fact, both Comcast (NASDAQ:CMCSA) and Charter Communications (NASDAQ:CHTR) just saw their best-ever quarterly wireless customer additions, netting a collective total of 692,000 subscribers.It sounds like an issue worth phoning home about.Cableco wireless is coming on strongApparently, the nation's top two broadband and cable TV names are no longer fringe wireless service providers. They're quickly becoming contenders. Charter's Spectrum brand now boasts 3.5 million customers, and Comcast's Xfinity has just under 4 million paying subscribers. That's a solid result for an effort Comcast began in 2017 and Charter began one year later.Data source: Comcast Corp. and Charter Communications Inc. Chart by author.While not shown on the chart (since it's not your typical cable company), DISH Network (NASDAQ:DISH) is also chipping away at the mobile business. Its Boost Mobile serves nearly 8.8 million customers as of the end of its third quarter.For perspective, AT&T handles around 100 million wirelessly connected devices. Verizon's got around 115 million customers. T-Mobile's in between there with 106 million wireless subscribers. Comcast and Charter aren't exactly in a position to destroy the wireless telecom industry's much bigger providers.At the other end of the spectrum, though, none of the wireless industry's giants can afford to ignore Charter and Comcast any longer. Pew Research says 97% of Americans now own a mobile phone, meaning any meaningful market growth from the mostly saturated market is linked to population growth.From that standpoint, the 7.5 million mobile phone consumers Charter and Comcast now serve are critically important. They could have been (and arguably should have been) someone else's customers.Perhaps the most concerning aspect of the cable industry's foray into the world of wireless service is that their growth is still accelerating rather than decelerating. Last quarter was another record-breaker in terms of Charter and Comcast's wireless subscriber growth. Verizon, AT&T, and T-Mobile have been mostly unwilling or unable to stymie the budding competition.Time for AT&T and Verizon to answer tough questionsThere are natural stumbling blocks for both nascent wireless services. Spectrum Mobile is only offered to Spectrum internet customers. Likewise, Comcast's Xfinity Mobile is only available to Xfinity broadband subscribers. Both services rely on wholesale access to towers and infrastructure already operated by AT&T and Verizon. And both also rely on their own broadband infrastructure to handle the connection load when a customer is within reach of Spectrum and Xfinity networks -- a benefit DISH can't tap into. Neither would be able to offer ultra-low-price mobile plans without their existing broadband platforms. For that reason, don't look for either provider to venture into geographical markets where their TV and high-speed internet businesses aren't already entrenched.On the other hand, with 66 million customers of at least one of their services, Comcast and Charter don't necessarily have to expand to make waves for AT&T, Verizon, or T-Mobile.The opportunity here for Charter and Comcast is not enough (yet) to make these cable company stocks more of a buy than they would be without their budding mobile businesses. It's not even enough to make the mainstream wireless providers less ownable than they would be if they were not facing new competition. It is enough, however, for T-Mobile, AT&T, and Verizon investors to start asking questions about what these companies intend to do about this new threat. There's already very little room left for customer growth. The cable industry's entry into the market shrinks that small opportunity down to an even smaller size.","news_type":1,"symbols_score_info":{"T":1}},"isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091567965,"gmtCreate":1643901577493,"gmtModify":1676533869681,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091567965","repostId":"1185157879","repostType":4,"isVote":1,"tweetType":1,"viewCount":2963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091565211,"gmtCreate":1643901450962,"gmtModify":1676533869634,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091565211","repostId":"2208997843","repostType":4,"repost":{"id":"2208997843","kind":"highlight","pubTimestamp":1643900615,"share":"https://ttm.financial/m/news/2208997843?lang=&edition=fundamental","pubTime":"2022-02-03 23:03","market":"us","language":"en","title":"2 Growth Stocks With 94% to 161% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2208997843","media":"Motley Fool","summary":"Many investors think highly of these two companies.","content":"<div>\n<p>Long-term investors should not give too much consideration to short-term price movements, but January was certainly a rocky ride for many investors. The stock market at large sank sharply in January, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/2-growth-stocks-with-94-to-161-upside-according-to/\">Web 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>2 Growth Stocks With 94% to 161% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks With 94% to 161% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/03/2-growth-stocks-with-94-to-161-upside-according-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Long-term investors should not give too much consideration to short-term price movements, but January was certainly a rocky ride for many investors. The stock market at large sank sharply in January, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/2-growth-stocks-with-94-to-161-upside-according-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","MELI":"MercadoLibre","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","JPM":"摩根大通","BK4118":"综合性资本市场","BK4566":"资本集团","FUBO":"fuboTV Inc.","BK4504":"桥水持仓","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4552":"Archegos爆仓风波概念","BK4207":"综合性银行"},"source_url":"https://www.fool.com/investing/2022/02/03/2-growth-stocks-with-94-to-161-upside-according-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208997843","content_text":"Long-term investors should not give too much consideration to short-term price movements, but January was certainly a rocky ride for many investors. The stock market at large sank sharply in January, sending the SPDR S&P 500 ETF (NYSEMKT:SPY) down 9% before recovering slightly in the last two days of the month. When the stock market sinks as quickly as it did, many investors turn pessimistic and worry about high-quality companies -- a mistake that could be costly in 10 years.Many analysts, however, stand firm with their conviction through these downward times. Credit Suisse's (NYSE:CS) Stephen Ju has a price target of $2,200 for MercadoLibre (NASDAQ:MELI), which implies 94% upside from today's prices. JPMorgan (NYSE:JPM) analyst Anna Lizzul has an even brighter outlook on fuboTV (NYSE:FUBO) over the next year with a price target of $28, implying 161% upside. While long-term investors should be focused on three to five years into the future, it's worth looking at some companies that analysts think could perform well in 2022.A growth story still in the early stagesMercadoLibre has found its place in Latin America as one of the largest logistics, e-commerce, and digital payments companies. The company has almost 79 million active users -- representing 12% of the Latin American population -- and it controls 37% of all logistics orders in Latin America, including 65% of Mexico's logistics space.Now that MercadoLibre has taken control of these markets in the region, it isn't sitting back on its heels. The company is still looking to grow more and continue innovating, leading to continued hypergrowth, even as a $57 billion company. In third-quarter 2021, the company saw revenue grow 73% year over year to $1.9 billion and net income grow 535% to $95 million.This growth has been partly due to MercadoLibre's innovative endeavors, like Mercado Credito, which offers credit cards and loans to merchants. MercadoLibre recently made another potentially lucrative endeavor in crypto. The company made investments in two Latin American platforms focused on bringing cryptocurrency adoption to the region: MercadoBitcoin.com, a leading crypto exchange, and Paxos, a platform that allows consumers to buy, sell, and hold crypto.Despite these forward-looking investments, many investors think that they missed the boat with MercadoLibre, considering it is up over 3,870% since coming public in 2007. However, there is still plenty of room left for it to grow, even in its core business. No Latin American country has large e-commerce adoption yet, with less than 13.5% of its retail sales being e-commerce orders. However, e-commerce is growing rapidly in the region. Brazil, Argentina, and Mexico saw 21% to 26% year-over-year growth in e-commerce sales in 2021, implying that while e-commerce is still relatively small, it is seeing major adoption in the region.MercadoLibre is a market leader in Latin America with significant shares in all three parts of its business, yet shares are down 42% from their all-time highs. With the increasing prevalence of e-commerce, digital finance, and the internet broadly going forward, I think that MercadoLibre will have tons of room to continue dominating in the region as a leader, which is why I think it has tons of upside for both next year and beyond.A different streaming serviceConsumers in the U.S. and around the world are cutting the cord. In 2021, there were 48 million U.S. households without cable, compared to 79 million with it. However, this is expected to change by 2023, with 56 million households without cable compared to just 73 million. The trend of how consumers pay for their television is changing drastically, and it has been for years, but one thing that has held many people up is the inability to get live sports and news with streaming services like Netflix (NASDAQ:NFLX). Few streaming services focus on providing all-encompassing streaming for live television, except for fuboTV.With fuboTV being one of the only services focusing solely on this important aspect of TV, it has seen major adoption. The company announced preliminary fourth-quarter results -- which are not confirmed or audited, but rather updated guidance -- and reported nothing but strength. Its subscriber base is expected to reach 1.1 million users, which is growth of 100% year over year and 16% sequentially. More importantly, the company is expecting its subscriber base to churn less. It estimates that its churn rate will improve by 200 basis points compared to the year-ago period.This major growth will likely continue, especially among soccer fans. The company recently announced that it gained exclusive rights to the UEFA European Championship, which includes the 2024 and 2028 Euros -- a major competition in the world of European soccer. While the company is not profitable today -- it lost $106 million in Q3 2021 -- this has been decreasing and will likely keep improving as fuboTV sees continued growth. I think that fuboTV could thrive and enable millions of users to cut the cord across America, making the company potentially a great investment over the next decade.","news_type":1,"symbols_score_info":{"870436":1,"FUBO":1,"MELI":0.6,"CS":1,"JPM":1,"NFLX":0.6}},"isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886936743,"gmtCreate":1631542746382,"gmtModify":1676530571383,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886936743","repostId":"1186802465","repostType":4,"repost":{"id":"1186802465","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":1631541212,"share":"https://ttm.financial/m/news/1186802465?lang=&edition=fundamental","pubTime":"2021-09-13 21:53","market":"us","language":"en","title":"Affirm shares tumbled more than 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186802465","media":"Tiger Newspress","summary":"Affirm shares tumbled more than 12% in Monday morning trading.\n\nAs ecommerce trends picked up over t","content":"<p>Affirm shares tumbled more than 12% in Monday morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/10f54553d707a5e77aaeece1b6a1f177\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>As ecommerce trends picked up over the last year and a half, the companies that help facilitate payments also experienced a boon. Payment processing for merchants, peer lending firms, and even point-of-sale platforms benefitted from the industry’s massive rebound. From its business model of allowing customers to pay in fixed installments,Affirm Holdings, Inc.(<b>AFRM</b>) saw a huge spike in share price after recently reporting earnings results that were far beyond expectations.</p>\n<p>Spelling out his neutral take on the matter is Ryan Carr of Jefferies Group, who wrote that while the firm has seen overtly positive quarterly performance, obstacles remain in the form of increased competition and a normalization of larger market forces. These forces are in reference to the state of high liquidity levels and low interest rates due to U.S. federal fiscal intervention after the 2020 recession.</p>\n<p>Carr assigned a Hold rating on the stock, and raised his price target to $82 from $56. Despite the large raise, this target still represents a possible 12-month downside of 33.71%.</p>\n<p>Although the company is anticipated by Carr to expand along with positive ecommerce trends, several key drivers of growth may have begun to plateau. These include “merchant discount rates, Gain on Sale margins, credit losses, and cost of funds,” and could result in a “tug-of-war on profitability” as operating leverage decelerates.</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>Affirm shares tumbled more than 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAffirm shares tumbled more than 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-13 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Affirm shares tumbled more than 12% in Monday morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/10f54553d707a5e77aaeece1b6a1f177\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>As ecommerce trends picked up over the last year and a half, the companies that help facilitate payments also experienced a boon. Payment processing for merchants, peer lending firms, and even point-of-sale platforms benefitted from the industry’s massive rebound. From its business model of allowing customers to pay in fixed installments,Affirm Holdings, Inc.(<b>AFRM</b>) saw a huge spike in share price after recently reporting earnings results that were far beyond expectations.</p>\n<p>Spelling out his neutral take on the matter is Ryan Carr of Jefferies Group, who wrote that while the firm has seen overtly positive quarterly performance, obstacles remain in the form of increased competition and a normalization of larger market forces. These forces are in reference to the state of high liquidity levels and low interest rates due to U.S. federal fiscal intervention after the 2020 recession.</p>\n<p>Carr assigned a Hold rating on the stock, and raised his price target to $82 from $56. Despite the large raise, this target still represents a possible 12-month downside of 33.71%.</p>\n<p>Although the company is anticipated by Carr to expand along with positive ecommerce trends, several key drivers of growth may have begun to plateau. These include “merchant discount rates, Gain on Sale margins, credit losses, and cost of funds,” and could result in a “tug-of-war on profitability” as operating leverage decelerates.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186802465","content_text":"Affirm shares tumbled more than 12% in Monday morning trading.\n\nAs ecommerce trends picked up over the last year and a half, the companies that help facilitate payments also experienced a boon. Payment processing for merchants, peer lending firms, and even point-of-sale platforms benefitted from the industry’s massive rebound. From its business model of allowing customers to pay in fixed installments,Affirm Holdings, Inc.(AFRM) saw a huge spike in share price after recently reporting earnings results that were far beyond expectations.\nSpelling out his neutral take on the matter is Ryan Carr of Jefferies Group, who wrote that while the firm has seen overtly positive quarterly performance, obstacles remain in the form of increased competition and a normalization of larger market forces. These forces are in reference to the state of high liquidity levels and low interest rates due to U.S. federal fiscal intervention after the 2020 recession.\nCarr assigned a Hold rating on the stock, and raised his price target to $82 from $56. Despite the large raise, this target still represents a possible 12-month downside of 33.71%.\nAlthough the company is anticipated by Carr to expand along with positive ecommerce trends, several key drivers of growth may have begun to plateau. These include “merchant discount rates, Gain on Sale margins, credit losses, and cost of funds,” and could result in a “tug-of-war on profitability” as operating leverage decelerates.","news_type":1,"symbols_score_info":{"AFRM":0.9}},"isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886936269,"gmtCreate":1631542731651,"gmtModify":1676530571375,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886936269","repostId":"2167581648","repostType":4,"repost":{"id":"2167581648","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":1631541515,"share":"https://ttm.financial/m/news/2167581648?lang=&edition=fundamental","pubTime":"2021-09-13 21:58","market":"fut","language":"en","title":"Walmart to accept litecoin payments","url":"https://stock-news.laohu8.com/highlight/detail?id=2167581648","media":"Reuters","summary":"Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers","content":"<p>Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers to make payments with cryptocurrencies.</p>\n<p>\"Starting October 1st, all eCommerce stores will have implemented a 'Pay with Litecoin Option',\" Walmart Chief Executive Officer Doug McMillon said.</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>Walmart to accept litecoin payments</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\">\nWalmart to accept litecoin payments\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\">2021-09-13 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers to make payments with cryptocurrencies.</p>\n<p>\"Starting October 1st, all eCommerce stores will have implemented a 'Pay with Litecoin Option',\" Walmart Chief Executive Officer Doug McMillon said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167581648","content_text":"Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers to make payments with cryptocurrencies.\n\"Starting October 1st, all eCommerce stores will have implemented a 'Pay with Litecoin Option',\" Walmart Chief Executive Officer Doug McMillon said.","news_type":1,"symbols_score_info":{"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886936088,"gmtCreate":1631542705544,"gmtModify":1676530571367,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886936088","repostId":"2166303094","repostType":4,"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881623173,"gmtCreate":1631332948192,"gmtModify":1676530531260,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881623173","repostId":"1127461097","repostType":4,"repost":{"id":"1127461097","kind":"news","pubTimestamp":1631324868,"share":"https://ttm.financial/m/news/1127461097?lang=&edition=fundamental","pubTime":"2021-09-11 09:47","market":"us","language":"en","title":"One Small Step From Apple Could Mean A Giant Leap For GlobalStar","url":"https://stock-news.laohu8.com/highlight/detail?id=1127461097","media":"Seeking Alpha","summary":"Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, ","content":"<p><b>Summary</b></p>\n<ul>\n <li>At first sight, Globalstar is just one more satellite communications play.</li>\n <li>Looking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into Qualcomm's latest 5G modems for smartphones.</li>\n <li>Being selected by Apple could mean a lot for Globalstar in its strategy to boost and diversify revenues, as well as change the current loss-making status.</li>\n <li>Even without Apple, the company merits interest, but only as a long-term beneficiary of IoT amid fierce competition and ability to reduce debt.</li>\n <li>Valuations are sky-high in light of all the news hitting the market and, it is better to wait for some concrete news at Apple's event next week before investing.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6c50a6d200b5d8c35f4d14498600c9\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>metamorworks/iStock via Getty Images</span></p>\n<p>Globalstar's (GSAT) shares soared 40% on August 30 after a report by&nbsp;MacRumors&nbsp;which cited expert Apple (NASDAQ:AAPL) analyst&nbsp;Ming-Chi Kuo&nbsp;of TF International Securities, about iPhone 13 using satellite connectivity so that users can make calls and texts in areas without cellular coverage.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bd859c3544ffd37de25d5bc8dfe3166\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Soon afterwards, there were some further clarification by Bloomberg specifying that those features aren't due soon, but rather for future iPhones and should&nbsp;allow users to issue crash reports or text messages in areas without cellular coverage.</p>\n<p>Now, for Apple to even consider adding any satellite-based feature to its global brand would mean a lot for Globalstar, but first, for investors, I make sense of it all.</p>\n<p><b>Reasons for Apple to choose Globalstar</b></p>\n<p>For most of us, our experience with satellite-based internet has meant poor or sometimes erratic connectivity, but these were mostly with the geostationary satellites located far above the earth's surface. Instead, the opportunities offered by Globalstar's Low Earth Orbit (\"LEO\") satellites are much better, especially in areas that don't have 4G or 5G cellular coverage.</p>\n<p>To have an idea of the potential of LEO satellites, one can take a glance at Elon Musk’s SpaceX's (SPACE). These have been deployed at locations in the U.S and the U.K. with several customers already having signed up to the service. Bench-marking by Speedtest showed download speeds of&nbsp;97.23 Mbps,or far superior than those for other traditional providers. This speed was lower than the 115.22 Mbps median speed for fixed broadband providers, but makes sense for \"disadvantaged locations\" where telcos find it uneconomical to lay down additional fiber or expand cellular coverage.</p>\n<p>Therefore, given the enormous potential of the blending between the iPhone and satellite connectivity, news about Apple using Globalstar's network only for emergency purposes seems more aimed at not alarming its telco partners with whom it has been working since decades.</p>\n<p>This blending is made possible by Qualcomm's (NASDAQ:QCOM) inclusion of Globalstar's band n53 in its new 5G X65 modem. This should also expand the satellite operator's potential device ecosystem significantly to include smartphones, laptops and tablets.</p>\n<p>For investors, the&nbsp;Snapdragon X65&nbsp;will be released in the fall of&nbsp;2022, most likely into next year’s iPhone. Better peak performance and other benefits should be there, but some will require carriers to upgrade their networks. On the other hand, with band n53, one can imagine the transformation of future mobility communications with a single operator plan anywhere in the world, without necessitating roaming, with no need to buy local SIM cards.</p>\n<p><b>Globalstar's differentiation</b></p>\n<p>Thus, this is not just about emergency calls or messaging and in a way, shows Globalstar's edge as a satellite network operator over telco's mobile network operations.</p>\n<p>Now, satellite communications is a huge industry, estimated at $56.01 billion&nbsp;in 2019 and expected to hit $99.58 billion by 2027, registering a CAGR of 9.2% from 2020 to 2027. Going deeper, there are several satellite operators and service providers, with Iridium (IRDM) and Orbcomm (ORBC). Other companies are involved in space technology like DISH Networks (DISH) and AT&amp;T (T).</p>\n<p>Here, GlobalStar seems to be having some key strengths with respect to peers.</p>\n<p>According to the company's website, its&nbsp;strategically&nbsp;placed gateways offer local network access and national numbering plans as opposed to other LEO systems that require expensive international dialing for all calls. Also, Globalstar has a unique design which allows it to offer the most attractive local dialing and pricing plans to customers.</p>\n<p>Pursuing further, Globalstar’s 24 ground stations also serve as a bridge between LEO satellites and traditional communications infrastructure on six continents, with coverage spanning across over 120 countries throughout the world. Furthermore, the second generation ground infrastructure is based on the Internet protocol multimedia subsystem (\"IMS\") protocol, which facilitates the use of IP (Internet Protocol) for packet communications over wireless or landline.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ab07af4d39eb03b1776e870748b773f\" tg-width=\"828\" tg-height=\"468\" width=\"100%\" height=\"auto\"><span>Source: globalstar.com</span></p>\n<p>Consequently, Globalstar brings some attractive metrics for a behemoth like Apple looking to penetrate new markets. In this respect, according to a source, more than&nbsp;five billion mobile subscribers&nbsp;constantly move in and out of wireless coverage, representing a huge TAM.</p>\n<p>Bagging a contract with Apple, even a partial one, or in partnership with another peer would increase the volume of new subscribers, which should in turn more than offset the current revenue impact from lower ARPU (Average Revenue per User).</p>\n<p><b>The revenues</b></p>\n<p>Overall sales have gone down in the second quarter of 2021 compared to last year as higher revenue generated from subscriber equipment related to SPOT (the largest segment) was offset by lower service revenues. For investors, SPOT is a GPS tracking device that uses Globalstar's satellite network to provide text messaging and GPS tracking.</p>\n<p>Looking deeper, service revenue also decreased over the prior year's quarter due to fewer Duplex subscribers, with the decline expected to continue as Globalstar focuses resources on other revenue streams, like IoT-enabled devices. This is done in light of the shift in demand across the MSS (mobile satellite services) industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8b74a670c927d2d84f1751cfd4a148\" tg-width=\"498\" tg-height=\"457\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Interestingly, service revenues generated from commercial IoT subscribers increased 5% in the second quarter of 2021 driven by higher ARPU compared to the prior year's quarter. Additionally, IoT equipment sales were up significantly from the prior year period, which is a key indication of future service revenue growth.</p>\n<p>Thinking aloud, lower ARPU for SPOT also points to competition, with Globalstar competing aggressively on price in the industrial, governmental and consumer markets. Looking at&nbsp;satellite phones and communication gadgets, some of the competitors include Garmin's (GRMN) InReach, Iridium Go and the Thuraya X5-Touch, which is a dual-SIM Android smartphone.</p>\n<p>As a result, the company has to cut prices with its “competitively-priced service plans being lower than historic rates”. Therefore, SPOT revenues should continue to decline in the near term, with higher volumes of activations not being able to offset the effects of lower ARPU on sales.</p>\n<p>A comparison with rival Iridium shows contrasting revenue trends, with Globalstar being on a fluctuating trend since the end of 2019, coinciding with more competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be74c4a607fae52a664620ba3cf9d68\" tg-width=\"455\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Charts built through data from Seeking Alpha.</span></p>\n<p>Therefore, adopting a cautionary posture, a change in the revenue-generating model geared towards IoT may take time to execute, whereby sales figures could drop further. This may in turn lead to missing topline expectations during the third quarter results, causing the share price to dip. For this matter, as I had pointed out in my previousthesis, one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.</p>\n<p>On the positive side, the company continues to reduce leverage, with less than $50 million of net first lien principal outstanding at the end of Q2-2021.</p>\n<p>As of June 30, 2021, the company held $15.7 million and $51.0 million of cash and restricted cash respectively. Globalstar has received an additional&nbsp;$37.5 million&nbsp;in advance payment from a customer. The new payment is under \"substantially the same terms\" as a similar $37.5 million payment received on&nbsp;June 9. As with the other payment, Globalstar will use the new $37.5 million in proceeds to pay down indebtedness under its first-lien credit facility. In the last report, the company had&nbsp;$313.4 million&nbsp;in long-term debt.</p>\n<p><b>Valuations and key takeaways</b></p>\n<p>As much as 16% of revenues were derived from IoT in the first six months of 2021, up from 14% in the same period last year. Now, in a market growing at&nbsp;10.1%&nbsp;from 2019 to 2025, there is a lot of scope, but it will also depend on Globalstar's ability to meaningfully identify, pursue and close large deals. This should contribute to further diversify its revenue base away from full Duplex.</p>\n<p>The company has also performed successful field testing for remote monitoring in the alternative energy industry, which it expects to materialize into future sales, but without mentioning a timeline.</p>\n<p>Furthermore, this is a loss-making company with losses from operations having increased by $0.6 million during the second quarter of 2021 compared to last year. Earnings per share which was&nbsp;-$0.01&nbsp;for the second quarter is expected to be the same in the third one. This compares to positive figures for the communications sector, which boasts forward Price to Earnings multiples of&nbsp;20x. This signifies no buying opportunity based on fundamentals.</p>\n<p>The only way Globalstar's loss status could change rapidly is commercialization of its n53 spectrum in the U.S. and other countries through presence in the iPhone ecosystem. A partnership with Apple will permit expansion of the satellite communications business, more effective utilization of network assets and enable Globalstar to leapfrog rivals. The fact that both companies work with Qualcomm is a positive for Globalstar.</p>\n<p>This said, in absence of corporate announcements, Globalstar's stock has been surging amid ongoing speculation that its satellite communication technology may be included in Apple's new iPhone models, resulting in&nbsp;high&nbsp;Price to Sales multiples of over 2000% with respect to the communications sector.</p>\n<p>Consequently, for rational investors, it is preferable to wait for an update at the\"California Streaming\" event&nbsp;on September 14 before making a decision. In the meantime, the stock could drop to the $2 support level.</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>One Small Step From Apple Could Mean A Giant Leap For GlobalStar</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\">\nOne Small Step From Apple Could Mean A Giant Leap For GlobalStar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into...</p>\n\n<a href=\"https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSAT":"全球星"},"source_url":"https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127461097","content_text":"Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into Qualcomm's latest 5G modems for smartphones.\nBeing selected by Apple could mean a lot for Globalstar in its strategy to boost and diversify revenues, as well as change the current loss-making status.\nEven without Apple, the company merits interest, but only as a long-term beneficiary of IoT amid fierce competition and ability to reduce debt.\nValuations are sky-high in light of all the news hitting the market and, it is better to wait for some concrete news at Apple's event next week before investing.\n\nmetamorworks/iStock via Getty Images\nGlobalstar's (GSAT) shares soared 40% on August 30 after a report by MacRumors which cited expert Apple (NASDAQ:AAPL) analyst Ming-Chi Kuo of TF International Securities, about iPhone 13 using satellite connectivity so that users can make calls and texts in areas without cellular coverage.\nData by YCharts\nSoon afterwards, there were some further clarification by Bloomberg specifying that those features aren't due soon, but rather for future iPhones and should allow users to issue crash reports or text messages in areas without cellular coverage.\nNow, for Apple to even consider adding any satellite-based feature to its global brand would mean a lot for Globalstar, but first, for investors, I make sense of it all.\nReasons for Apple to choose Globalstar\nFor most of us, our experience with satellite-based internet has meant poor or sometimes erratic connectivity, but these were mostly with the geostationary satellites located far above the earth's surface. Instead, the opportunities offered by Globalstar's Low Earth Orbit (\"LEO\") satellites are much better, especially in areas that don't have 4G or 5G cellular coverage.\nTo have an idea of the potential of LEO satellites, one can take a glance at Elon Musk’s SpaceX's (SPACE). These have been deployed at locations in the U.S and the U.K. with several customers already having signed up to the service. Bench-marking by Speedtest showed download speeds of 97.23 Mbps,or far superior than those for other traditional providers. This speed was lower than the 115.22 Mbps median speed for fixed broadband providers, but makes sense for \"disadvantaged locations\" where telcos find it uneconomical to lay down additional fiber or expand cellular coverage.\nTherefore, given the enormous potential of the blending between the iPhone and satellite connectivity, news about Apple using Globalstar's network only for emergency purposes seems more aimed at not alarming its telco partners with whom it has been working since decades.\nThis blending is made possible by Qualcomm's (NASDAQ:QCOM) inclusion of Globalstar's band n53 in its new 5G X65 modem. This should also expand the satellite operator's potential device ecosystem significantly to include smartphones, laptops and tablets.\nFor investors, the Snapdragon X65 will be released in the fall of 2022, most likely into next year’s iPhone. Better peak performance and other benefits should be there, but some will require carriers to upgrade their networks. On the other hand, with band n53, one can imagine the transformation of future mobility communications with a single operator plan anywhere in the world, without necessitating roaming, with no need to buy local SIM cards.\nGlobalstar's differentiation\nThus, this is not just about emergency calls or messaging and in a way, shows Globalstar's edge as a satellite network operator over telco's mobile network operations.\nNow, satellite communications is a huge industry, estimated at $56.01 billion in 2019 and expected to hit $99.58 billion by 2027, registering a CAGR of 9.2% from 2020 to 2027. Going deeper, there are several satellite operators and service providers, with Iridium (IRDM) and Orbcomm (ORBC). Other companies are involved in space technology like DISH Networks (DISH) and AT&T (T).\nHere, GlobalStar seems to be having some key strengths with respect to peers.\nAccording to the company's website, its strategically placed gateways offer local network access and national numbering plans as opposed to other LEO systems that require expensive international dialing for all calls. Also, Globalstar has a unique design which allows it to offer the most attractive local dialing and pricing plans to customers.\nPursuing further, Globalstar’s 24 ground stations also serve as a bridge between LEO satellites and traditional communications infrastructure on six continents, with coverage spanning across over 120 countries throughout the world. Furthermore, the second generation ground infrastructure is based on the Internet protocol multimedia subsystem (\"IMS\") protocol, which facilitates the use of IP (Internet Protocol) for packet communications over wireless or landline.\nSource: globalstar.com\nConsequently, Globalstar brings some attractive metrics for a behemoth like Apple looking to penetrate new markets. In this respect, according to a source, more than five billion mobile subscribers constantly move in and out of wireless coverage, representing a huge TAM.\nBagging a contract with Apple, even a partial one, or in partnership with another peer would increase the volume of new subscribers, which should in turn more than offset the current revenue impact from lower ARPU (Average Revenue per User).\nThe revenues\nOverall sales have gone down in the second quarter of 2021 compared to last year as higher revenue generated from subscriber equipment related to SPOT (the largest segment) was offset by lower service revenues. For investors, SPOT is a GPS tracking device that uses Globalstar's satellite network to provide text messaging and GPS tracking.\nLooking deeper, service revenue also decreased over the prior year's quarter due to fewer Duplex subscribers, with the decline expected to continue as Globalstar focuses resources on other revenue streams, like IoT-enabled devices. This is done in light of the shift in demand across the MSS (mobile satellite services) industry.\nSource: Seeking Alpha\nInterestingly, service revenues generated from commercial IoT subscribers increased 5% in the second quarter of 2021 driven by higher ARPU compared to the prior year's quarter. Additionally, IoT equipment sales were up significantly from the prior year period, which is a key indication of future service revenue growth.\nThinking aloud, lower ARPU for SPOT also points to competition, with Globalstar competing aggressively on price in the industrial, governmental and consumer markets. Looking at satellite phones and communication gadgets, some of the competitors include Garmin's (GRMN) InReach, Iridium Go and the Thuraya X5-Touch, which is a dual-SIM Android smartphone.\nAs a result, the company has to cut prices with its “competitively-priced service plans being lower than historic rates”. Therefore, SPOT revenues should continue to decline in the near term, with higher volumes of activations not being able to offset the effects of lower ARPU on sales.\nA comparison with rival Iridium shows contrasting revenue trends, with Globalstar being on a fluctuating trend since the end of 2019, coinciding with more competition.\nSource: Charts built through data from Seeking Alpha.\nTherefore, adopting a cautionary posture, a change in the revenue-generating model geared towards IoT may take time to execute, whereby sales figures could drop further. This may in turn lead to missing topline expectations during the third quarter results, causing the share price to dip. For this matter, as I had pointed out in my previousthesis, one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.\nOn the positive side, the company continues to reduce leverage, with less than $50 million of net first lien principal outstanding at the end of Q2-2021.\nAs of June 30, 2021, the company held $15.7 million and $51.0 million of cash and restricted cash respectively. Globalstar has received an additional $37.5 million in advance payment from a customer. The new payment is under \"substantially the same terms\" as a similar $37.5 million payment received on June 9. As with the other payment, Globalstar will use the new $37.5 million in proceeds to pay down indebtedness under its first-lien credit facility. In the last report, the company had $313.4 million in long-term debt.\nValuations and key takeaways\nAs much as 16% of revenues were derived from IoT in the first six months of 2021, up from 14% in the same period last year. Now, in a market growing at 10.1% from 2019 to 2025, there is a lot of scope, but it will also depend on Globalstar's ability to meaningfully identify, pursue and close large deals. This should contribute to further diversify its revenue base away from full Duplex.\nThe company has also performed successful field testing for remote monitoring in the alternative energy industry, which it expects to materialize into future sales, but without mentioning a timeline.\nFurthermore, this is a loss-making company with losses from operations having increased by $0.6 million during the second quarter of 2021 compared to last year. Earnings per share which was -$0.01 for the second quarter is expected to be the same in the third one. This compares to positive figures for the communications sector, which boasts forward Price to Earnings multiples of 20x. This signifies no buying opportunity based on fundamentals.\nThe only way Globalstar's loss status could change rapidly is commercialization of its n53 spectrum in the U.S. and other countries through presence in the iPhone ecosystem. A partnership with Apple will permit expansion of the satellite communications business, more effective utilization of network assets and enable Globalstar to leapfrog rivals. The fact that both companies work with Qualcomm is a positive for Globalstar.\nThis said, in absence of corporate announcements, Globalstar's stock has been surging amid ongoing speculation that its satellite communication technology may be included in Apple's new iPhone models, resulting in high Price to Sales multiples of over 2000% with respect to the communications sector.\nConsequently, for rational investors, it is preferable to wait for an update at the\"California Streaming\" event on September 14 before making a decision. In the meantime, the stock could drop to the $2 support level.","news_type":1,"symbols_score_info":{"GSAT":0.9}},"isVote":1,"tweetType":1,"viewCount":2902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881629967,"gmtCreate":1631332855059,"gmtModify":1676530531229,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881629967","repostId":"2166375184","repostType":4,"isVote":1,"tweetType":1,"viewCount":3008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881620432,"gmtCreate":1631332836226,"gmtModify":1676530531222,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881620432","repostId":"2166711943","repostType":4,"repost":{"id":"2166711943","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":1631315453,"share":"https://ttm.financial/m/news/2166711943?lang=&edition=fundamental","pubTime":"2021-09-11 07:10","market":"us","language":"en","title":"Wall Street ends down, Apple sinks on app store ruling","url":"https://stock-news.laohu8.com/highlight/detail?id=2166711943","media":"Reuters","summary":"Sept 10  - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that ","content":"<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&amp;P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&amp;P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology&nbsp;up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&amp;P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&amp;P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&amp;P 500 declined five days in a row.</p>\n<p>All of the eleven S&amp;P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm&nbsp;Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down, Apple sinks on app store ruling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down, Apple sinks on app store ruling\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\">2021-09-11 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&amp;P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&amp;P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology&nbsp;up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&amp;P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&amp;P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&amp;P 500 declined five days in a row.</p>\n<p>All of the eleven S&amp;P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm&nbsp;Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","EA":"艺电",".IXIC":"NASDAQ Composite","ATVI":"动视暴雪","DIDI":"滴滴(已退市)",".SPX":"S&P 500 Index","AAPL":"苹果",".DJI":"道琼斯","KR":"克罗格"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166711943","content_text":"* U.S. producer prices rise solidly in August\n* Apple falls after 'Fortnite' case ruling\n* Kroger falls as shipping woes hurt margins\nSept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.\nU.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.\nSentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.\nThe S&P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.\nHowever, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.\n\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"\nApple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&P 500's declines.\nShares of app makers rallied, with Spotify Technology up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.\nLosses in the three main indexes accelerated toward the end of the session.\nThe Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&P 500 lost 0.77% to 4,458.58.\nThe Nasdaq Composite dropped 0.87% to 15,115.49.\nFor the week, the S&P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.\nFriday was the first time since February that the S&P 500 declined five days in a row.\nAll of the eleven S&P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.\nAffirm Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.\nGrocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.\nVolume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.\nThe S&P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.","news_type":1,"symbols_score_info":{"ATVI":0.9,".DJI":0.9,"EA":0.9,"KR":0.9,"SPOT":0.9,".IXIC":0.9,"AAPL":0.9,"DIDI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880371216,"gmtCreate":1631022904135,"gmtModify":1676530445388,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880371216","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814436986,"gmtCreate":1630856801345,"gmtModify":1676530406841,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814436986","repostId":"814658447","repostType":1,"repost":{"id":814658447,"gmtCreate":1630815377989,"gmtModify":1676530400288,"author":{"id":"3570220781625377","authorId":"3570220781625377","name":"XiaoZ","avatar":"https://static.tigerbbs.com/2a906c12b69962b4dd222f51848e4d05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570220781625377","idStr":"3570220781625377"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a>[捂臉]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a>[捂臉]&nbsp;","text":"$老虎證券(TIGR)$[捂臉]","images":[{"img":"https://static.tigerbbs.com/cba13ef35942232aecb4c974e6f2b833","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814658447","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814370648,"gmtCreate":1630771413084,"gmtModify":1676530393101,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"They are a good company and these are the kind of company to buy the dips on. Be patient and get rewarded.","listText":"They are a good company and these are the kind of company to buy the dips on. Be patient and get rewarded.","text":"They are a good company and these are the kind of company to buy the dips on. Be patient and get rewarded.","images":[{"img":"https://static.tigerbbs.com/699cf80a926f9792e66de103b81bb04c","width":"1080","height":"2325"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/814370648","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Done . Pls reply my comment","text":"Done . Pls reply my comment","html":"Done . Pls reply my comment"},{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","text":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","html":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":813894539,"gmtCreate":1630164822621,"gmtModify":1676530237114,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3573389522852737\">@LinHart</a>: Pls like","listText":"//<a href=\"https://laohu8.com/U/3573389522852737\">@LinHart</a>: Pls like","text":"//@LinHart: Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/813894539","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","text":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","html":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear."},{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","text":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","html":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832055594,"gmtCreate":1629548248118,"gmtModify":1676530069074,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832055594","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://ttm.financial/m/news/1107075259?lang=&edition=fundamental","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<blockquote>\n <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p>\n<p>At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p>\n<p>After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p>\n<p>As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p>\n<p>“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p>\n<p>The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p>\n<p>“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p>\n<p>“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p>\n<p>The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p>\n<p>The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p>\n<p>“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p>\n<p>It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p>\n<p>If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p>\n<p>“We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p>\n<p>But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p>\n<p>For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p>\n<p>“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p>\n<p>With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p>\n<p>“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p>\n<p>Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832052539,"gmtCreate":1629548112821,"gmtModify":1676530069049,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Pls like and comment pls","listText":"Pls like and comment pls","text":"Pls like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832052539","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","TSM":"台积电","SSNLF":"三星电子","ON":"安森美半导体","QCOM":"高通","AMZN":"亚马逊","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","CDNS":"铿腾电子","AAPL":"苹果","SNPS":"新思科技","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"AAPL":0.9,"AMZN":0.9,"SOXX":0.9,"QCOM":0.9,"ON":0.9,"NVDA":0.9,"SNPS":0.9,"SSNLF":0.9,"ASML":0.9,"GOOG":0.9,"TSM":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807988945,"gmtCreate":1627996686787,"gmtModify":1703499310570,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/807988945","repostId":"2156147918","repostType":4,"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807981715,"gmtCreate":1627996667037,"gmtModify":1703499311056,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807981715","repostId":"1126095878","repostType":4,"repost":{"id":"1126095878","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":1627991741,"share":"https://ttm.financial/m/news/1126095878?lang=&edition=fundamental","pubTime":"2021-08-03 19:55","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1126095878","media":"Tiger Newspress","summary":"Futures up: Dow 0.46%, S&P 0.37%, Nasdaq 0.16%.\nChinese gaming stocks listed in the U.S. slump in pr","content":"<ul>\n <li>Futures up: Dow 0.46%, S&amp;P 0.37%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 0.16%.</li>\n <li>Chinese gaming stocks listed in the U.S. slump in premarket trading.</li>\n <li><a href=\"https://laohu8.com/S/UA.C\">Under Armour</a>, Translate Bio, <a href=\"https://laohu8.com/S/CLX\">Clorox</a> and more&nbsp;made&nbsp;the biggest moves in the premarket.</li>\n <li>Crude oil reversed earlier losses as sentiment improved in broader markets.</li>\n</ul>\n<p>(August 3)&nbsp;U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>At 08:02 a.m. ET, Dow E-minis were up 159 points, or 0.46%, S&amp;P 500 E-minis were up 16&nbsp;points, or 0.37% and Nasdaq 100 E-minis rose 24.5 points, or 0.16%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041b88ace41d9b6a718971a4da2e78b4\" tg-width=\"1242\" tg-height=\"484\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:02</span></p>\n<p>The big story overnight was <a href=\"https://laohu8.com/S/CAAS\">China</a>'s latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth.&nbsp; \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in premarket trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 8.8%, Bilibili falls 6.67%, Huya declines 4.79% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 5.12% as of 8:11am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -0.94%, Pinduoduo -1.2%, Baidu -0.37%, Didi -1.25%.</p>\n<p><img src=\"https://static.tigerbbs.com/7d28ab254bf7e852d939886a935a67a2\" tg-width=\"373\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket: <a href=\"https://laohu8.com/S/UA\">Under Armour</a>, Translate Bio, Clorox and more</b></p>\n<p><b>1)&nbsp;Under Armour(UAA)</b> – Under Armour shares jumped 4.5% in the premarket, after the athletic apparel maker beat estimates on the top and bottom lines and the company raised its full-year forecast. Under Armour reported quarterly earnings of 24 cents per share, compared to a consensus estimate of 6 cents a share.</p>\n<p><b>2)&nbsp;Translate Bio(TBIO)</b> – French drugmakerSanofi(SNY) agreed to buy the U.S.-based biotech company for $3.2 billion, or $38 per share in cash. Translate Bio specializes in mRNA technology, the type that was used to produce thePfizerandModernaCovid-19 vaccines. Translate Bio shares soared 29.6% in premarket trading.</p>\n<p><b>3)&nbsp;Clorox(CLX) </b>– Clorox tumbled 8.6% in premarket action after the household products maker missed top and bottom line estimates for its latest quarter. Clorox’s sales fell from a year ago, when consumers stocked up on its products amid the surging pandemic.</p>\n<p><b>4)&nbsp;Eli Lilly(LLY) </b>– The drugmaker’s shares lost 1.7% in premarket trading, after falling 2 cents a share shy of estimates, with quarterly earnings of $1.87 per share. Revenue beat forecasts, but Lilly’s overall results were impacted by weaker sales of Covid-19 therapies as more Americans got vaccinated.</p>\n<p><b>5)&nbsp;<a href=\"https://laohu8.com/S/MAR\">Marriott</a>(MAR)</b> – The hotel operator’s stock gained 1.8% in premarket trading after it reported quarterly earnings of 79 cents per share, compared to a 45 cents a share consensus estimate. Revenue more than doubled from a year ago thanks to a rebound in travel demand, though it did fall slightly short of Wall Street forecasts.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/TTWO\">Take-Two</a> Interactive(TTWO)</b> – Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> lost 4.3% premarket trading after issuing a weaker-than-expected outlook and announcing delays in new releases for some of its games. The video game producer beat estimates by 12 cents a share, with quarterly profit of $1.01 per share. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>’s revenue also topped Wall Street forecasts.</p>\n<p><b>7)&nbsp;BP(BP)</b> – BP surged 6.3% in premarket trading after it reported better-than-expected quarterly profit and revenue, thanks to higher oil and gas prices. The energy producer also announced a 4% dividend hike and a boost to its share buyback program.</p>\n<p><b>8)&nbsp;Stellantis(STLA) </b>– Stellantis raised its full-year profit margin outlook after the automaker reported strong first-half financial results, boosted by record margins in North America. The upbeat results came despite the impact of the global chip shortage which cut production by 700,000 vehicles. The stock rallied 5.3% in the premarket.</p>\n<p><b>9)&nbsp;<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(MU)</b> – Micron instituted its first-ever dividend, with the chip maker planning to pay 10 cents per share in cash payable on October 18. Micron also said it had updated its share buyback policy to buy more when prices are low and fewer when prices are high. Micron shares gained 1.9% in the premarket.</p>\n<p><b>10)&nbsp;<a href=\"https://laohu8.com/S/SPG\">Simon Property</a> Group(SPG)</b> – Simon Property shares rose 2.8% in premarket trading after it said sales at its shopping centers returned to pre-pandemic levels in June. The largest U.S. mall owner is hoping the improved results encourage retailers to sign new leases and help it fill space vacated during the pandemic.</p>\n<p><b>11)&nbsp;<a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a> Technologies(SEDG) </b>– SolarEdge reported better-than-expected earnings and revenue for its latest quarter, with the solar energy company also providing an upbeat current-quarter forecast. SolarEdge surged 11.4% in the premarket.</p>\n<p><b>12)&nbsp;Reynolds Consumer Products(REYN)</b> – Reynolds beat estimates by a penny a share, with quarterly earnings of 39 cents per share. Revenue fell short of Street forecasts, however. The maker of products like Hefty garbage bags and Reynolds Wrap said it was pleased with the results in the face of higher input costs supply chain issues. Reynolds lost 3.6% in premarket action.</p>\n<p><b>In rates,</b> treasuries drifted lower over early European session, tracking losses in bunds and gilts. The 10-year U.S. Treasury&nbsp;yield&nbsp;edged around 2bps higher after falling as low as 1.15%; the move steepened 2s10s, 5s30s by 1bp each. Higher S&amp;P futures also added pressure on rising yields, following gains across European stocks amid positive earnings results. Germany’s 10-year yield fell to its lowest since early February at -0.486%. It was last up less than a basis point at -0.47%. Its 30-year yield, which turned negative and sent the whole German yield curve into negative territory on Monday, was hovering around 0%.</p>\n<p>“There is some definite downside bias in the dollar now,” said Vasileios Gkionakis, Global Head of FX Strategy at fund manager Lombard Odier in Switzerland. “You are starting to a see a rotation of growth away from the U.S.”</p>\n<p>According to strategists the months-long advance in Treasuries which saw 10Y real yields drop to fresh record lows on Monday, points to worries that a weaker period lies ahead for the economic reopening from the health crisis, though second-quarter corporate earnings have been robust for the most part. Traders are awaiting key U.S. jobs data this week to gauge the recovery and monitoring the impact of price pressures sparked by pandemic-related disruption and bottlenecks.</p>\n<p>“I don’t think the market is concerned about delta as much as it’s concerned about how it impacts inflation,”&nbsp;Shana Sissel, Spotlight Asset Group chief investment officer, said on Bloomberg Television, referring to the coronavirus variant. “The longer we have delta spread globally, the longer the supply chain disruptions will continue.”</p>\n<p>Meanwhile, on the policy front, the tapering debate continues. Federal Reserve Governor Christopher Waller&nbsp;said&nbsp;he could back a tapering announcement by September, if the next two monthly U.S. employment reports show continued gains.</p>\n<p><b>In FX, </b>the Norwegian krone and <a href=\"https://laohu8.com/S/NGD\">New</a> Zealand’s dollar led an advance against the greenback; the Canadian dollar retreated, underperforming its peers. The euro eked out an advance to a session high of 1.1885 per dollar; the pound climbed back above $1.39 and gilts halted a three-day gain as caution reigns ahead of Bank of England’s meeting on Thursday.<b>The Australian dollar jumped after the nation’s central bank said it will stick to its tapering plan, arguing that the economy will rebound from the latest virus outbreak.</b>Traders rushed to close short positions on the Aussie after the Reserve Bank of Australia decision on Tuesday, according to Asia-based FX traders. Existing AUD/NZD flows after the RBA decision propelled New Zealand’s dollar to a new session high.</p>\n<p>Australia’s currency advanced after its central bank kept a&nbsp;plan&nbsp;to taper bond purchases despite a protracted lockdown in Sydney.</p>\n<p><b>In commodities, </b>crude oil&nbsp;reversed&nbsp;earlier losses as sentiment improved in broader markets even though the spread of the delta coronavirus variant, including in the key market of China, continues to pose a risk to demand. Brent crude was up 33 cents in London at $73.28 per barrel. U.S. crude inched up to $71.56 a barrel while gold and industrial metal copper were both slightly lower at $1,810.45 per ounce and 9,594.50 a tonne respectively.</p>\n<p>Looking at the day ahead, this morning the only data due out is the June PPI print for the Euro area. This afternoon in the US June factory orders and final June revisions for durable and capital goods orders are expected as well as July vehicle sales data. Away from that the Fed’s Bowman is due to speak this evening while it’s another busy day for earnings with the likes of BP, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, BMW and <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> amongst those reporting.</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\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\">2021-08-03 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures up: Dow 0.46%, S&amp;P 0.37%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 0.16%.</li>\n <li>Chinese gaming stocks listed in the U.S. slump in premarket trading.</li>\n <li><a href=\"https://laohu8.com/S/UA.C\">Under Armour</a>, Translate Bio, <a href=\"https://laohu8.com/S/CLX\">Clorox</a> and more&nbsp;made&nbsp;the biggest moves in the premarket.</li>\n <li>Crude oil reversed earlier losses as sentiment improved in broader markets.</li>\n</ul>\n<p>(August 3)&nbsp;U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>At 08:02 a.m. ET, Dow E-minis were up 159 points, or 0.46%, S&amp;P 500 E-minis were up 16&nbsp;points, or 0.37% and Nasdaq 100 E-minis rose 24.5 points, or 0.16%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041b88ace41d9b6a718971a4da2e78b4\" tg-width=\"1242\" tg-height=\"484\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:02</span></p>\n<p>The big story overnight was <a href=\"https://laohu8.com/S/CAAS\">China</a>'s latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth.&nbsp; \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in premarket trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 8.8%, Bilibili falls 6.67%, Huya declines 4.79% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 5.12% as of 8:11am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -0.94%, Pinduoduo -1.2%, Baidu -0.37%, Didi -1.25%.</p>\n<p><img src=\"https://static.tigerbbs.com/7d28ab254bf7e852d939886a935a67a2\" tg-width=\"373\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket: <a href=\"https://laohu8.com/S/UA\">Under Armour</a>, Translate Bio, Clorox and more</b></p>\n<p><b>1)&nbsp;Under Armour(UAA)</b> – Under Armour shares jumped 4.5% in the premarket, after the athletic apparel maker beat estimates on the top and bottom lines and the company raised its full-year forecast. Under Armour reported quarterly earnings of 24 cents per share, compared to a consensus estimate of 6 cents a share.</p>\n<p><b>2)&nbsp;Translate Bio(TBIO)</b> – French drugmakerSanofi(SNY) agreed to buy the U.S.-based biotech company for $3.2 billion, or $38 per share in cash. Translate Bio specializes in mRNA technology, the type that was used to produce thePfizerandModernaCovid-19 vaccines. Translate Bio shares soared 29.6% in premarket trading.</p>\n<p><b>3)&nbsp;Clorox(CLX) </b>– Clorox tumbled 8.6% in premarket action after the household products maker missed top and bottom line estimates for its latest quarter. Clorox’s sales fell from a year ago, when consumers stocked up on its products amid the surging pandemic.</p>\n<p><b>4)&nbsp;Eli Lilly(LLY) </b>– The drugmaker’s shares lost 1.7% in premarket trading, after falling 2 cents a share shy of estimates, with quarterly earnings of $1.87 per share. Revenue beat forecasts, but Lilly’s overall results were impacted by weaker sales of Covid-19 therapies as more Americans got vaccinated.</p>\n<p><b>5)&nbsp;<a href=\"https://laohu8.com/S/MAR\">Marriott</a>(MAR)</b> – The hotel operator’s stock gained 1.8% in premarket trading after it reported quarterly earnings of 79 cents per share, compared to a 45 cents a share consensus estimate. Revenue more than doubled from a year ago thanks to a rebound in travel demand, though it did fall slightly short of Wall Street forecasts.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/TTWO\">Take-Two</a> Interactive(TTWO)</b> – Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> lost 4.3% premarket trading after issuing a weaker-than-expected outlook and announcing delays in new releases for some of its games. The video game producer beat estimates by 12 cents a share, with quarterly profit of $1.01 per share. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>’s revenue also topped Wall Street forecasts.</p>\n<p><b>7)&nbsp;BP(BP)</b> – BP surged 6.3% in premarket trading after it reported better-than-expected quarterly profit and revenue, thanks to higher oil and gas prices. The energy producer also announced a 4% dividend hike and a boost to its share buyback program.</p>\n<p><b>8)&nbsp;Stellantis(STLA) </b>– Stellantis raised its full-year profit margin outlook after the automaker reported strong first-half financial results, boosted by record margins in North America. The upbeat results came despite the impact of the global chip shortage which cut production by 700,000 vehicles. The stock rallied 5.3% in the premarket.</p>\n<p><b>9)&nbsp;<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(MU)</b> – Micron instituted its first-ever dividend, with the chip maker planning to pay 10 cents per share in cash payable on October 18. Micron also said it had updated its share buyback policy to buy more when prices are low and fewer when prices are high. Micron shares gained 1.9% in the premarket.</p>\n<p><b>10)&nbsp;<a href=\"https://laohu8.com/S/SPG\">Simon Property</a> Group(SPG)</b> – Simon Property shares rose 2.8% in premarket trading after it said sales at its shopping centers returned to pre-pandemic levels in June. The largest U.S. mall owner is hoping the improved results encourage retailers to sign new leases and help it fill space vacated during the pandemic.</p>\n<p><b>11)&nbsp;<a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a> Technologies(SEDG) </b>– SolarEdge reported better-than-expected earnings and revenue for its latest quarter, with the solar energy company also providing an upbeat current-quarter forecast. SolarEdge surged 11.4% in the premarket.</p>\n<p><b>12)&nbsp;Reynolds Consumer Products(REYN)</b> – Reynolds beat estimates by a penny a share, with quarterly earnings of 39 cents per share. Revenue fell short of Street forecasts, however. The maker of products like Hefty garbage bags and Reynolds Wrap said it was pleased with the results in the face of higher input costs supply chain issues. Reynolds lost 3.6% in premarket action.</p>\n<p><b>In rates,</b> treasuries drifted lower over early European session, tracking losses in bunds and gilts. The 10-year U.S. Treasury&nbsp;yield&nbsp;edged around 2bps higher after falling as low as 1.15%; the move steepened 2s10s, 5s30s by 1bp each. Higher S&amp;P futures also added pressure on rising yields, following gains across European stocks amid positive earnings results. Germany’s 10-year yield fell to its lowest since early February at -0.486%. It was last up less than a basis point at -0.47%. Its 30-year yield, which turned negative and sent the whole German yield curve into negative territory on Monday, was hovering around 0%.</p>\n<p>“There is some definite downside bias in the dollar now,” said Vasileios Gkionakis, Global Head of FX Strategy at fund manager Lombard Odier in Switzerland. “You are starting to a see a rotation of growth away from the U.S.”</p>\n<p>According to strategists the months-long advance in Treasuries which saw 10Y real yields drop to fresh record lows on Monday, points to worries that a weaker period lies ahead for the economic reopening from the health crisis, though second-quarter corporate earnings have been robust for the most part. Traders are awaiting key U.S. jobs data this week to gauge the recovery and monitoring the impact of price pressures sparked by pandemic-related disruption and bottlenecks.</p>\n<p>“I don’t think the market is concerned about delta as much as it’s concerned about how it impacts inflation,”&nbsp;Shana Sissel, Spotlight Asset Group chief investment officer, said on Bloomberg Television, referring to the coronavirus variant. “The longer we have delta spread globally, the longer the supply chain disruptions will continue.”</p>\n<p>Meanwhile, on the policy front, the tapering debate continues. Federal Reserve Governor Christopher Waller&nbsp;said&nbsp;he could back a tapering announcement by September, if the next two monthly U.S. employment reports show continued gains.</p>\n<p><b>In FX, </b>the Norwegian krone and <a href=\"https://laohu8.com/S/NGD\">New</a> Zealand’s dollar led an advance against the greenback; the Canadian dollar retreated, underperforming its peers. The euro eked out an advance to a session high of 1.1885 per dollar; the pound climbed back above $1.39 and gilts halted a three-day gain as caution reigns ahead of Bank of England’s meeting on Thursday.<b>The Australian dollar jumped after the nation’s central bank said it will stick to its tapering plan, arguing that the economy will rebound from the latest virus outbreak.</b>Traders rushed to close short positions on the Aussie after the Reserve Bank of Australia decision on Tuesday, according to Asia-based FX traders. Existing AUD/NZD flows after the RBA decision propelled New Zealand’s dollar to a new session high.</p>\n<p>Australia’s currency advanced after its central bank kept a&nbsp;plan&nbsp;to taper bond purchases despite a protracted lockdown in Sydney.</p>\n<p><b>In commodities, </b>crude oil&nbsp;reversed&nbsp;earlier losses as sentiment improved in broader markets even though the spread of the delta coronavirus variant, including in the key market of China, continues to pose a risk to demand. Brent crude was up 33 cents in London at $73.28 per barrel. U.S. crude inched up to $71.56 a barrel while gold and industrial metal copper were both slightly lower at $1,810.45 per ounce and 9,594.50 a tonne respectively.</p>\n<p>Looking at the day ahead, this morning the only data due out is the June PPI print for the Euro area. This afternoon in the US June factory orders and final June revisions for durable and capital goods orders are expected as well as July vehicle sales data. Away from that the Fed’s Bowman is due to speak this evening while it’s another busy day for earnings with the likes of BP, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, BMW and <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> amongst those reporting.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126095878","content_text":"Futures up: Dow 0.46%, S&P 0.37%, Nasdaq 0.16%.\nChinese gaming stocks listed in the U.S. slump in premarket trading.\nUnder Armour, Translate Bio, Clorox and more made the biggest moves in the premarket.\nCrude oil reversed earlier losses as sentiment improved in broader markets.\n\n(August 3) U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.\nAt 08:02 a.m. ET, Dow E-minis were up 159 points, or 0.46%, S&P 500 E-minis were up 16 points, or 0.37% and Nasdaq 100 E-minis rose 24.5 points, or 0.16%.\n*Source From Tiger Trade, EST 08:02\nThe big story overnight was China's latest crackdown in which the XInhua-affiliated Economic Information Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth.  \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.\nNot surprisingly, Chinese gaming stocks listed in the U.S. slump in premarket trading; among the biggest gaming-related stocks falling this morning, NetEase sinks 8.8%, Bilibili falls 6.67%, Huya declines 4.79% and DouYu International slides 5.12% as of 8:11am in New York, Other large-cap Chinese stocks are also lower in U.S. premarket trading: Alibaba -0.94%, Pinduoduo -1.2%, Baidu -0.37%, Didi -1.25%.\n\nStocks making the biggest moves in the premarket: Under Armour, Translate Bio, Clorox and more\n1) Under Armour(UAA) – Under Armour shares jumped 4.5% in the premarket, after the athletic apparel maker beat estimates on the top and bottom lines and the company raised its full-year forecast. Under Armour reported quarterly earnings of 24 cents per share, compared to a consensus estimate of 6 cents a share.\n2) Translate Bio(TBIO) – French drugmakerSanofi(SNY) agreed to buy the U.S.-based biotech company for $3.2 billion, or $38 per share in cash. Translate Bio specializes in mRNA technology, the type that was used to produce thePfizerandModernaCovid-19 vaccines. Translate Bio shares soared 29.6% in premarket trading.\n3) Clorox(CLX) – Clorox tumbled 8.6% in premarket action after the household products maker missed top and bottom line estimates for its latest quarter. Clorox’s sales fell from a year ago, when consumers stocked up on its products amid the surging pandemic.\n4) Eli Lilly(LLY) – The drugmaker’s shares lost 1.7% in premarket trading, after falling 2 cents a share shy of estimates, with quarterly earnings of $1.87 per share. Revenue beat forecasts, but Lilly’s overall results were impacted by weaker sales of Covid-19 therapies as more Americans got vaccinated.\n5) Marriott(MAR) – The hotel operator’s stock gained 1.8% in premarket trading after it reported quarterly earnings of 79 cents per share, compared to a 45 cents a share consensus estimate. Revenue more than doubled from a year ago thanks to a rebound in travel demand, though it did fall slightly short of Wall Street forecasts.\n6) Take-Two Interactive(TTWO) – Take-Two lost 4.3% premarket trading after issuing a weaker-than-expected outlook and announcing delays in new releases for some of its games. The video game producer beat estimates by 12 cents a share, with quarterly profit of $1.01 per share. Take-Two’s revenue also topped Wall Street forecasts.\n7) BP(BP) – BP surged 6.3% in premarket trading after it reported better-than-expected quarterly profit and revenue, thanks to higher oil and gas prices. The energy producer also announced a 4% dividend hike and a boost to its share buyback program.\n8) Stellantis(STLA) – Stellantis raised its full-year profit margin outlook after the automaker reported strong first-half financial results, boosted by record margins in North America. The upbeat results came despite the impact of the global chip shortage which cut production by 700,000 vehicles. The stock rallied 5.3% in the premarket.\n9) Micron Technology(MU) – Micron instituted its first-ever dividend, with the chip maker planning to pay 10 cents per share in cash payable on October 18. Micron also said it had updated its share buyback policy to buy more when prices are low and fewer when prices are high. Micron shares gained 1.9% in the premarket.\n10) Simon Property Group(SPG) – Simon Property shares rose 2.8% in premarket trading after it said sales at its shopping centers returned to pre-pandemic levels in June. The largest U.S. mall owner is hoping the improved results encourage retailers to sign new leases and help it fill space vacated during the pandemic.\n11) SolarEdge Technologies(SEDG) – SolarEdge reported better-than-expected earnings and revenue for its latest quarter, with the solar energy company also providing an upbeat current-quarter forecast. SolarEdge surged 11.4% in the premarket.\n12) Reynolds Consumer Products(REYN) – Reynolds beat estimates by a penny a share, with quarterly earnings of 39 cents per share. Revenue fell short of Street forecasts, however. The maker of products like Hefty garbage bags and Reynolds Wrap said it was pleased with the results in the face of higher input costs supply chain issues. Reynolds lost 3.6% in premarket action.\nIn rates, treasuries drifted lower over early European session, tracking losses in bunds and gilts. The 10-year U.S. Treasury yield edged around 2bps higher after falling as low as 1.15%; the move steepened 2s10s, 5s30s by 1bp each. Higher S&P futures also added pressure on rising yields, following gains across European stocks amid positive earnings results. Germany’s 10-year yield fell to its lowest since early February at -0.486%. It was last up less than a basis point at -0.47%. Its 30-year yield, which turned negative and sent the whole German yield curve into negative territory on Monday, was hovering around 0%.\n“There is some definite downside bias in the dollar now,” said Vasileios Gkionakis, Global Head of FX Strategy at fund manager Lombard Odier in Switzerland. “You are starting to a see a rotation of growth away from the U.S.”\nAccording to strategists the months-long advance in Treasuries which saw 10Y real yields drop to fresh record lows on Monday, points to worries that a weaker period lies ahead for the economic reopening from the health crisis, though second-quarter corporate earnings have been robust for the most part. Traders are awaiting key U.S. jobs data this week to gauge the recovery and monitoring the impact of price pressures sparked by pandemic-related disruption and bottlenecks.\n“I don’t think the market is concerned about delta as much as it’s concerned about how it impacts inflation,” Shana Sissel, Spotlight Asset Group chief investment officer, said on Bloomberg Television, referring to the coronavirus variant. “The longer we have delta spread globally, the longer the supply chain disruptions will continue.”\nMeanwhile, on the policy front, the tapering debate continues. Federal Reserve Governor Christopher Waller said he could back a tapering announcement by September, if the next two monthly U.S. employment reports show continued gains.\nIn FX, the Norwegian krone and New Zealand’s dollar led an advance against the greenback; the Canadian dollar retreated, underperforming its peers. The euro eked out an advance to a session high of 1.1885 per dollar; the pound climbed back above $1.39 and gilts halted a three-day gain as caution reigns ahead of Bank of England’s meeting on Thursday.The Australian dollar jumped after the nation’s central bank said it will stick to its tapering plan, arguing that the economy will rebound from the latest virus outbreak.Traders rushed to close short positions on the Aussie after the Reserve Bank of Australia decision on Tuesday, according to Asia-based FX traders. Existing AUD/NZD flows after the RBA decision propelled New Zealand’s dollar to a new session high.\nAustralia’s currency advanced after its central bank kept a plan to taper bond purchases despite a protracted lockdown in Sydney.\nIn commodities, crude oil reversed earlier losses as sentiment improved in broader markets even though the spread of the delta coronavirus variant, including in the key market of China, continues to pose a risk to demand. Brent crude was up 33 cents in London at $73.28 per barrel. U.S. crude inched up to $71.56 a barrel while gold and industrial metal copper were both slightly lower at $1,810.45 per ounce and 9,594.50 a tonne respectively.\nLooking at the day ahead, this morning the only data due out is the June PPI print for the Euro area. This afternoon in the US June factory orders and final June revisions for durable and capital goods orders are expected as well as July vehicle sales data. Away from that the Fed’s Bowman is due to speak this evening while it’s another busy day for earnings with the likes of BP, ConocoPhillips, BMW and Amgen amongst those reporting.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802190927,"gmtCreate":1627727657469,"gmtModify":1703495276873,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802190927","repostId":"1167653033","repostType":4,"repost":{"id":"1167653033","kind":"news","pubTimestamp":1627706886,"share":"https://ttm.financial/m/news/1167653033?lang=&edition=fundamental","pubTime":"2021-07-31 12:48","market":"sg","language":"en","title":"SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch","url":"https://stock-news.laohu8.com/highlight/detail?id=1167653033","media":"Singapore Business","summary":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, accor","content":"<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p>\n<p>This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p>\n<p>“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p>\n<p>This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p>\n<p>The SGD&nbsp;also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p>\n<p>“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p>\n<p>For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p>\n<p>Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p>","source":"lsy1618986048053","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous ...</p>\n\n<a href=\"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167653033","content_text":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.\n“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.\nThis is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.\nThe SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.\n“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”\nFor the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.\nFitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802107712,"gmtCreate":1627727602436,"gmtModify":1703495276386,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802107712","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":814370648,"gmtCreate":1630771413084,"gmtModify":1676530393101,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"They are a good company and these are the kind of company to buy the dips on. Be patient and get rewarded.","listText":"They are a good company and these are the kind of company to buy the dips on. Be patient and get rewarded.","text":"They are a good company and these are the kind of company to buy the dips on. Be patient and get rewarded.","images":[{"img":"https://static.tigerbbs.com/699cf80a926f9792e66de103b81bb04c","width":"1080","height":"2325"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/814370648","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Done . Pls reply my comment","text":"Done . Pls reply my comment","html":"Done . Pls reply my comment"},{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","text":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","html":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":813894539,"gmtCreate":1630164822621,"gmtModify":1676530237114,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3573389522852737\">@LinHart</a>: Pls like","listText":"//<a href=\"https://laohu8.com/U/3573389522852737\">@LinHart</a>: Pls like","text":"//@LinHart: Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/813894539","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","text":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","html":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear."},{"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"content":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","text":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear.","html":"Identify exit point is key, both to limit downside losses and to take profits before those opportunities disappear."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807988945,"gmtCreate":1627996686787,"gmtModify":1703499310570,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/807988945","repostId":"2156147918","repostType":4,"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148788379,"gmtCreate":1626017676291,"gmtModify":1703751986187,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/148788379","repostId":"1106289851","repostType":4,"repost":{"id":"1106289851","kind":"news","pubTimestamp":1625972710,"share":"https://ttm.financial/m/news/1106289851?lang=&edition=fundamental","pubTime":"2021-07-11 11:05","market":"us","language":"en","title":"PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106289851","media":"Barrons","summary":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday:","content":"<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.</p>\n<p>On Friday, Cowen &amp; Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.</p>\n<p>Azer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.</p>\n<p>The analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.</p>\n<p>Also, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.</p>\n<p>Other analysts have been&nbsp;optimistic about Pepsi’s earnings&nbsp;as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.</p>\n<p>Consensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the&nbsp;previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.</p>\n<p>Pepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.</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>PepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPepsiCo Reports Earnings Next Week. Buy the Stock Now, Analyst Says.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.\nOn Friday, Cowen & Co. analyst Vivien Azer reiterated an ...</p>\n\n<a href=\"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PEP":"百事可乐"},"source_url":"https://www.barrons.com/articles/pepsico-reports-earnings-next-week-buy-the-stock-now-analyst-says-51625863176?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106289851","content_text":"A PepsiCo bull is getting out ahead of the beverage and snack giant’s second-quarter report Tuesday: She’s making a buy recommendation now.\nOn Friday, Cowen & Co. analyst Vivien Azer reiterated an Outperform rating and $165 price target on PepsiCo (ticker: PEP). She’s modeling for the company to earn $1.51 a share, 2 cents below the average analyst estimate—although she notes that figure could be conservative—and organic revenue growth of 8.6%.\nAzer expects Frito Lay North America’s organic revenue growth to be 4%, and notes the division is holding up well despite difficult year-over-year comparisons when more consumers were snacking at home during Covid-19 restrictions.\nThe analyst believes Pepsi’s North American beverage business, by contrast, will see its easiest comparison of the year in the second quarter, and points out that recent data shows it may be pulling ahead of Coca-Cola (KO) in terms of sales growth.\nAlso, overall Covid-related costs should be down because of a strong vaccine rollout in the U.S., which accounts for nearly two-thirds of Pepsi’s profits. Still, Azer wrote, the lingering pandemic threat in Latin America could be a headwind in that region.\nOther analysts have been optimistic about Pepsi’s earnings as well. A little over half of the 23 tracked by FactSet rate it at Buy or the equivalent, with 43% on the sidelines and one bearish call. The average analyst price target is $156.02.\nConsensus calls for Pepsi to earn $1.53 a share on revenue of $17.97 billion. That’s up from EPS of $1.21 and revenue of $14.82 billion in the previous quarter, reported in April. Pepsi’s EPS hasn’t missed quarterly expectations in the past five years.\nPepsi will host a conference call at 8:15 a.m. Eastern time Tuesday.","news_type":1,"symbols_score_info":{"PEP":0.9}},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581507913921607","authorId":"3581507913921607","name":"WuM","avatar":"https://static.tigerbbs.com/95d411ee34efb9c1c7d37e68493e105c","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581507913921607","idStr":"3581507913921607"},"content":"reply back pls!","text":"reply back pls!","html":"reply back pls!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172579062,"gmtCreate":1626968551356,"gmtModify":1703481675652,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/172579062","repostId":"1110204064","repostType":4,"repost":{"id":"1110204064","kind":"news","pubTimestamp":1626960065,"share":"https://ttm.financial/m/news/1110204064?lang=&edition=fundamental","pubTime":"2021-07-22 21:21","market":"us","language":"en","title":"Startup Claims Breakthrough in Long-Duration Batteries","url":"https://stock-news.laohu8.com/highlight/detail?id=1110204064","media":"The Wall Street Journal","summary":"Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power g","content":"<blockquote>\n <b>Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power grid.</b>\n</blockquote>\n<p>A four-year-old startup says it has built an inexpensive battery that can discharge power for days using one of the most common elements on Earth: iron.</p>\n<p>Form Energy Inc.’s batteries are far too heavy for electric cars. But it says they will be capable of solving one of the most elusive problems facing renewable energy: cheaply storing large amounts of electricity to power grids when the sun isn’t shining and wind isn’t blowing.</p>\n<p>The work of the Somerville, Mass., company has long been shrouded in secrecy and nondisclosure agreements. It recently shared its progress with The Wall Street Journal, saying it wants to make regulators and utilities aware that if all continues to go according to plan, its iron-air batteries will be capable of affordable, long-duration power storage by 2025.</p>\n<p>Its backers include Breakthrough Energy Ventures, a climate investment fund whose investors include Microsoft Corp. co-founder Bill Gates and Amazon.com Inc. founderJeff Bezos. Form recently initiated a $200 million funding round, led by a strategic investment from steelmaking giantArcelorMittalSA,MT4.27%one of the world’s leading iron-ore producers.</p>\n<p>Form is preparing to soon be in production of the “kind of battery you need to fully retire thermal assets like coal andnatural gas” power plants, said the company’s chief executive, Mateo Jaramillo, who developed Tesla Inc.’s Powerwall battery and worked on some of its earliest automotive powertrains.</p>\n<p>On a recent tour of Form’s windowless laboratory, Mr. Jaramillo gestured to barrels filled with low-cost iron pellets as its key advantage in therapidly evolving battery space. Its prototype battery, nicknamed Big Jim, is filled with 18,000 pebble-size gray pieces of iron, an abundant, nontoxic and nonflammable mineral.</p>\n<p>For alithium-ion battery cell, the workhorse of electric vehicles and today’s grid-scale batteries, the nickel, cobalt, lithium and manganese minerals used currently cost between $50 and $80 per kilowatt-hour of storage, according to analysts.</p>\n<p>Using iron, Form believes it will spend less than $6 per kilowatt-hour of storage on materials for each cell. Packaging the cells together into a full battery system will raise the price to less than $20 per kilowatt-hour, a level at which academics have said renewables plus storage could fully replace traditional fossil-fuel-burning power plants.</p>\n<p>A battery capable of cheaply discharging power for days has been a holy grail in the energy industry, due to the problem that it solves and the potential market it creates.</p>\n<p>Regulators and power companies are under growing pressure to deliver affordable, reliable and carbon-free electricity, as countries world-wide seek to reduce the greenhouse-gas emissions linked to climate change. Most electricity generation delivers two out of three. A long-duration battery could enable renewable energy—wind and solar—to deliver all three.</p>\n<p>The Biden administration is pushing for a carbon-free power grid in the U.S. by 2035, and several states and electric utilities have similar pledges. There is widespread agreement that a combination of wind, solar, geothermal and nuclear power mixed with short-duration lithium-ion batteries can generate 80% of electricity. The final 20% will require some type of multiday storage.</p>\n<p>“That first 80% we know the technology pathway, and it is already cost competitive,” said Jeremiah Baumann, deputy chief of staff at the Energy Department. “We have a good sense of the technology for the final piece. The real question is which technology is going to get its cost down and get into the marketplace.”</p>\n<p>Form’s battery will compete with numerous other approaches in what is becoming a crowded space, as an array of startups race to develop more advanced, cost-effective energy-storage techniques.</p>\n<p>Several companies are heading to market with different battery configurations, such as solid-state designs. Some think pumped water storage or compressed air can be used more widely to bank energy. The European Union is pushing the use of hydrogen to store and generate power.</p>\n<p>Others, meanwhile, are focusing on carbon-capture technology to make gas- and coal-fired power plants emission-free, which would reduce the need for storing energy.</p>\n<p>Form Energy’s iron-air battery breathes in oxygen and converts iron to rust, then turns the rust back into iron and breathes out oxygen, discharging and charging the battery in the process.</p>\n<p>“There is a Cambrian explosion of new storage technologies and in a Darwinian sense, they are not all going to survive. But the prize is huge both for investors and for society,” says Ramez Naam, a clean-energy investor who isn’t involved with Form Energy.</p>\n<p>Previous high-profile effortsto develop better batterieshave arced from hope and hype to bankruptcy. But since Form was created in 2017, it has attracted speculation and intrigue within the industry due to the track records of its founders. They include Mr. Jaramillo and Yet-Ming Chiang, a professor at the Massachusetts Institute of Technology who co-founded A123 Systems Inc., a lithium-battery pioneer.</p>\n<p>Mr. Jaramillo earned degrees in economics and a master’s degree from the Yale Divinity School before switching to a career developing new batteries. After more than seven years at Tesla, he left in 2016 to pursue what he called “The Next Thing” on his LinkedIn page. He didn’t provide any details, but he wanted to build an inexpensive battery for the grid. He was close to signing a funding sheet for a new company when Mr. Chiang called him.</p>\n<p>Mr. Chiang arrived at MIT as an undergraduate and joined the faculty less than a decade later. He started working on a long-duration battery in 2012 as part of a Energy Department collaboration. In 2017, he was also working on long-duration batteries and he and Mr. Jaramillo decided to together create Form Energy.</p>\n<p>They recruited other battery-industry veterans. “The founding team has 100 years of battery experience,” says Mr. Chiang. “We’re the alumni of a generation of failed battery companies who all came back for more.”</p>\n<p>In early 2018, they began small-scale tests, the Ph.D. material scientist’s version of a middle-school science fair’s potato battery, using small pieces of metal wrapped in hardware-store hose clamps at the bottom of translucent measuring cups. Form tested different configurations: sulfur-iron, sulfur-air, sulfur-manganese and iron-air. By the end of the year, iron-air looked the most promising.</p>\n<p>In 2020, as work was moving quickly, Form caught a break. It needed a critical battery component called a cathode that was impermeable to water but breathed oxygen, like a Gore-Tex jacket. An Arizona battery company, NantEnergy Inc., had spent a decade building such a membrane for a zinc-air battery. Owner Patrick Soon-Shiong, a billionaire biotechnology entrepreneur who owns the Los Angeles Times, wound down operations last year to focus on other investments.</p>\n<p>Form bought its patents as well as its inventory of thousands of cathodes, which sit in cardboard boxes in a corner of the company’s building. “Having this piece nailed down allowed us to hit the accelerator,” said Mr. Jaramillo.</p>\n<p>Late last summer, Form built a one-meter-tall (roughly 3.3-foot-tall) battery it called Slim Jim because it had the dimensions of a trash can of the same name. Earlier this year, it built Big Jim, a full-scale one-meter-by-one-meter battery cell. If it works as expected, 20 of these cells will be grouped in a battery. Thousands of these batteries will be strung together, filling entire warehouses and storing weeks’ worth of electricity. It could take days to fully charge these battery systems, but the batteries can discharge electricity for 150 hours at a stretch.</p>\n<p>In 2023, Form plans to deploy a one-megawatt battery capable of discharging continuously for more than six days and says it is in talks with several utilities about battery deployments.</p>\n<p>Mr. Chiang, who is the company’s chief science officer, said the challenge was to figure out how to make a battery using iron, air and a water-based electrolyte.</p>\n<p>“Chefs will tell you it is harder to make an excellent dish with common ingredients,” he said.</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>Startup Claims Breakthrough in Long-Duration Batteries</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\">\nStartup Claims Breakthrough in Long-Duration Batteries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/startup-claims-breakthrough-in-long-duration-batteries-11626946330?mod=hp_lead_pos7><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power grid.\n\nA four-year-old startup says it has built an inexpensive battery that can discharge power for ...</p>\n\n<a href=\"https://www.wsj.com/articles/startup-claims-breakthrough-in-long-duration-batteries-11626946330?mod=hp_lead_pos7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/startup-claims-breakthrough-in-long-duration-batteries-11626946330?mod=hp_lead_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110204064","content_text":"Form Energy’s iron-air batteries could have big ramifications for storing electricity on the power grid.\n\nA four-year-old startup says it has built an inexpensive battery that can discharge power for days using one of the most common elements on Earth: iron.\nForm Energy Inc.’s batteries are far too heavy for electric cars. But it says they will be capable of solving one of the most elusive problems facing renewable energy: cheaply storing large amounts of electricity to power grids when the sun isn’t shining and wind isn’t blowing.\nThe work of the Somerville, Mass., company has long been shrouded in secrecy and nondisclosure agreements. It recently shared its progress with The Wall Street Journal, saying it wants to make regulators and utilities aware that if all continues to go according to plan, its iron-air batteries will be capable of affordable, long-duration power storage by 2025.\nIts backers include Breakthrough Energy Ventures, a climate investment fund whose investors include Microsoft Corp. co-founder Bill Gates and Amazon.com Inc. founderJeff Bezos. Form recently initiated a $200 million funding round, led by a strategic investment from steelmaking giantArcelorMittalSA,MT4.27%one of the world’s leading iron-ore producers.\nForm is preparing to soon be in production of the “kind of battery you need to fully retire thermal assets like coal andnatural gas” power plants, said the company’s chief executive, Mateo Jaramillo, who developed Tesla Inc.’s Powerwall battery and worked on some of its earliest automotive powertrains.\nOn a recent tour of Form’s windowless laboratory, Mr. Jaramillo gestured to barrels filled with low-cost iron pellets as its key advantage in therapidly evolving battery space. Its prototype battery, nicknamed Big Jim, is filled with 18,000 pebble-size gray pieces of iron, an abundant, nontoxic and nonflammable mineral.\nFor alithium-ion battery cell, the workhorse of electric vehicles and today’s grid-scale batteries, the nickel, cobalt, lithium and manganese minerals used currently cost between $50 and $80 per kilowatt-hour of storage, according to analysts.\nUsing iron, Form believes it will spend less than $6 per kilowatt-hour of storage on materials for each cell. Packaging the cells together into a full battery system will raise the price to less than $20 per kilowatt-hour, a level at which academics have said renewables plus storage could fully replace traditional fossil-fuel-burning power plants.\nA battery capable of cheaply discharging power for days has been a holy grail in the energy industry, due to the problem that it solves and the potential market it creates.\nRegulators and power companies are under growing pressure to deliver affordable, reliable and carbon-free electricity, as countries world-wide seek to reduce the greenhouse-gas emissions linked to climate change. Most electricity generation delivers two out of three. A long-duration battery could enable renewable energy—wind and solar—to deliver all three.\nThe Biden administration is pushing for a carbon-free power grid in the U.S. by 2035, and several states and electric utilities have similar pledges. There is widespread agreement that a combination of wind, solar, geothermal and nuclear power mixed with short-duration lithium-ion batteries can generate 80% of electricity. The final 20% will require some type of multiday storage.\n“That first 80% we know the technology pathway, and it is already cost competitive,” said Jeremiah Baumann, deputy chief of staff at the Energy Department. “We have a good sense of the technology for the final piece. The real question is which technology is going to get its cost down and get into the marketplace.”\nForm’s battery will compete with numerous other approaches in what is becoming a crowded space, as an array of startups race to develop more advanced, cost-effective energy-storage techniques.\nSeveral companies are heading to market with different battery configurations, such as solid-state designs. Some think pumped water storage or compressed air can be used more widely to bank energy. The European Union is pushing the use of hydrogen to store and generate power.\nOthers, meanwhile, are focusing on carbon-capture technology to make gas- and coal-fired power plants emission-free, which would reduce the need for storing energy.\nForm Energy’s iron-air battery breathes in oxygen and converts iron to rust, then turns the rust back into iron and breathes out oxygen, discharging and charging the battery in the process.\n“There is a Cambrian explosion of new storage technologies and in a Darwinian sense, they are not all going to survive. But the prize is huge both for investors and for society,” says Ramez Naam, a clean-energy investor who isn’t involved with Form Energy.\nPrevious high-profile effortsto develop better batterieshave arced from hope and hype to bankruptcy. But since Form was created in 2017, it has attracted speculation and intrigue within the industry due to the track records of its founders. They include Mr. Jaramillo and Yet-Ming Chiang, a professor at the Massachusetts Institute of Technology who co-founded A123 Systems Inc., a lithium-battery pioneer.\nMr. Jaramillo earned degrees in economics and a master’s degree from the Yale Divinity School before switching to a career developing new batteries. After more than seven years at Tesla, he left in 2016 to pursue what he called “The Next Thing” on his LinkedIn page. He didn’t provide any details, but he wanted to build an inexpensive battery for the grid. He was close to signing a funding sheet for a new company when Mr. Chiang called him.\nMr. Chiang arrived at MIT as an undergraduate and joined the faculty less than a decade later. He started working on a long-duration battery in 2012 as part of a Energy Department collaboration. In 2017, he was also working on long-duration batteries and he and Mr. Jaramillo decided to together create Form Energy.\nThey recruited other battery-industry veterans. “The founding team has 100 years of battery experience,” says Mr. Chiang. “We’re the alumni of a generation of failed battery companies who all came back for more.”\nIn early 2018, they began small-scale tests, the Ph.D. material scientist’s version of a middle-school science fair’s potato battery, using small pieces of metal wrapped in hardware-store hose clamps at the bottom of translucent measuring cups. Form tested different configurations: sulfur-iron, sulfur-air, sulfur-manganese and iron-air. By the end of the year, iron-air looked the most promising.\nIn 2020, as work was moving quickly, Form caught a break. It needed a critical battery component called a cathode that was impermeable to water but breathed oxygen, like a Gore-Tex jacket. An Arizona battery company, NantEnergy Inc., had spent a decade building such a membrane for a zinc-air battery. Owner Patrick Soon-Shiong, a billionaire biotechnology entrepreneur who owns the Los Angeles Times, wound down operations last year to focus on other investments.\nForm bought its patents as well as its inventory of thousands of cathodes, which sit in cardboard boxes in a corner of the company’s building. “Having this piece nailed down allowed us to hit the accelerator,” said Mr. Jaramillo.\nLate last summer, Form built a one-meter-tall (roughly 3.3-foot-tall) battery it called Slim Jim because it had the dimensions of a trash can of the same name. Earlier this year, it built Big Jim, a full-scale one-meter-by-one-meter battery cell. If it works as expected, 20 of these cells will be grouped in a battery. Thousands of these batteries will be strung together, filling entire warehouses and storing weeks’ worth of electricity. It could take days to fully charge these battery systems, but the batteries can discharge electricity for 150 hours at a stretch.\nIn 2023, Form plans to deploy a one-megawatt battery capable of discharging continuously for more than six days and says it is in talks with several utilities about battery deployments.\nMr. Chiang, who is the company’s chief science officer, said the challenge was to figure out how to make a battery using iron, air and a water-based electrolyte.\n“Chefs will tell you it is harder to make an excellent dish with common ingredients,” he said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802107712,"gmtCreate":1627727602436,"gmtModify":1703495276386,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802107712","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176613164,"gmtCreate":1626879467758,"gmtModify":1703479886146,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176613164","repostId":"1148130964","repostType":4,"repost":{"id":"1148130964","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626878426,"share":"https://ttm.financial/m/news/1148130964?lang=&edition=fundamental","pubTime":"2021-07-21 22:40","market":"us","language":"en","title":"Wednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta","url":"https://stock-news.laohu8.com/highlight/detail?id=1148130964","media":"Benzinga","summary":"News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile","content":"<p>News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile, the broad stock market took a unilateral hit from last Thursday through Monday, with the S&amp;P 500 dropping around 3.5% peak to trough. Naturally, many are quick to blame the virus.</p>\n<p>The more likely truth is that the fast-spreading COVID variant has been playing a role in the market for much of the past month. First, let’s remind ourselves that COVID has proven to be a net positive to the stock market. The S&amp;P just had a great month, and it was led by some of the big tech and growth companies that were the hallmark of last year’s rally. The work-from-home ETF WFH surpassed the travel fund AWAY in year-to-date performance last month as reopening trades were obliterated. If it looks like a COVID rally and walks like a COVID rally…</p>\n<p>Of course, it’s never just one thing. At the same time as all that, Treasury yields dove, and the dollar took flight. One could argue those moves fit within a COVID paradigm, but the catalyst for these major regime changes are easily observable on the chart: June 15, the June FOMC, in which the Fed embraced a more hawkish tone than the market had gotten used to. Investors must not lose sight of this.</p>\n<p>The index-level breakout thanks to big tech is an important development, but we also know that the Nasdaq has been trading in lockstep with bonds for much of this year. That means bonds alone may be as good an explanation for the equity market strength of the past two months as anything. Moreover, Treasuries were proven to be the higher conviction trade, as bond prices continued to march upward the past week even as the Nasdaq and S&amp;P ran out of gas.</p>\n<p>There’s been a lot of debate about what exactly the move in bonds means, but let’s make the assumption (not a bold one, in my opinion), that the yield curve flattening represents some combination of tighter Fed policy – due to inflation – and lower growth than was priced in pre-FOMC. Tighter policy and warmer inflation are forces that remove liquidity from the economy and the market. This is the most important issue because there are signs the market is already having trouble sustaining itself at record valuations.</p>\n<p>Breadth in the stock market has been deteriorating since February, with the number of companies making one-year highs steadily declining. Since then, the correlation between a stock’s earnings multiple and its performance is clear: the more expensive it is, the worse it’s done. The least-expensive quintile of companies in the Russell 3000 are up a median 20% since the February high in the Nasdaq, compared with a decline of 9.2% for the most-expensive stocks. In another realm, the highly speculative crypto market is in tatters.</p>\n<p>These things point to an unwind in speculative froth across asset classes since February. It’s probably not a coincidence that the annual change in M2 money supply also peaked in February. Stocks do not by definition have to be tied to that, but it’s reasonable to expect their relationship to be closer after a period of record trading and speculative activity due in no small part to an influx of cash into bank accounts. This will only get worse if the Fed tilts more hawkish.</p>\n<p>Bottom line: investors should be wary of over-committing to COVID investment themes that have already been priced into the market. More likely is a snap-back in the reflation trade or a broader liquidity-driven rollover in the market as a whole.</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>Wednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta</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\">\nWednesday's Market Minute: The Stock Market Has Deeper Issues Than Delta\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-21 22:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile, the broad stock market took a unilateral hit from last Thursday through Monday, with the S&amp;P 500 dropping around 3.5% peak to trough. Naturally, many are quick to blame the virus.</p>\n<p>The more likely truth is that the fast-spreading COVID variant has been playing a role in the market for much of the past month. First, let’s remind ourselves that COVID has proven to be a net positive to the stock market. The S&amp;P just had a great month, and it was led by some of the big tech and growth companies that were the hallmark of last year’s rally. The work-from-home ETF WFH surpassed the travel fund AWAY in year-to-date performance last month as reopening trades were obliterated. If it looks like a COVID rally and walks like a COVID rally…</p>\n<p>Of course, it’s never just one thing. At the same time as all that, Treasury yields dove, and the dollar took flight. One could argue those moves fit within a COVID paradigm, but the catalyst for these major regime changes are easily observable on the chart: June 15, the June FOMC, in which the Fed embraced a more hawkish tone than the market had gotten used to. Investors must not lose sight of this.</p>\n<p>The index-level breakout thanks to big tech is an important development, but we also know that the Nasdaq has been trading in lockstep with bonds for much of this year. That means bonds alone may be as good an explanation for the equity market strength of the past two months as anything. Moreover, Treasuries were proven to be the higher conviction trade, as bond prices continued to march upward the past week even as the Nasdaq and S&amp;P ran out of gas.</p>\n<p>There’s been a lot of debate about what exactly the move in bonds means, but let’s make the assumption (not a bold one, in my opinion), that the yield curve flattening represents some combination of tighter Fed policy – due to inflation – and lower growth than was priced in pre-FOMC. Tighter policy and warmer inflation are forces that remove liquidity from the economy and the market. This is the most important issue because there are signs the market is already having trouble sustaining itself at record valuations.</p>\n<p>Breadth in the stock market has been deteriorating since February, with the number of companies making one-year highs steadily declining. Since then, the correlation between a stock’s earnings multiple and its performance is clear: the more expensive it is, the worse it’s done. The least-expensive quintile of companies in the Russell 3000 are up a median 20% since the February high in the Nasdaq, compared with a decline of 9.2% for the most-expensive stocks. In another realm, the highly speculative crypto market is in tatters.</p>\n<p>These things point to an unwind in speculative froth across asset classes since February. It’s probably not a coincidence that the annual change in M2 money supply also peaked in February. Stocks do not by definition have to be tied to that, but it’s reasonable to expect their relationship to be closer after a period of record trading and speculative activity due in no small part to an influx of cash into bank accounts. This will only get worse if the Fed tilts more hawkish.</p>\n<p>Bottom line: investors should be wary of over-committing to COVID investment themes that have already been priced into the market. More likely is a snap-back in the reflation trade or a broader liquidity-driven rollover in the market as a whole.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148130964","content_text":"News flow has refocused on the virus lately as the Delta variant spreads around the world. Meanwhile, the broad stock market took a unilateral hit from last Thursday through Monday, with the S&P 500 dropping around 3.5% peak to trough. Naturally, many are quick to blame the virus.\nThe more likely truth is that the fast-spreading COVID variant has been playing a role in the market for much of the past month. First, let’s remind ourselves that COVID has proven to be a net positive to the stock market. The S&P just had a great month, and it was led by some of the big tech and growth companies that were the hallmark of last year’s rally. The work-from-home ETF WFH surpassed the travel fund AWAY in year-to-date performance last month as reopening trades were obliterated. If it looks like a COVID rally and walks like a COVID rally…\nOf course, it’s never just one thing. At the same time as all that, Treasury yields dove, and the dollar took flight. One could argue those moves fit within a COVID paradigm, but the catalyst for these major regime changes are easily observable on the chart: June 15, the June FOMC, in which the Fed embraced a more hawkish tone than the market had gotten used to. Investors must not lose sight of this.\nThe index-level breakout thanks to big tech is an important development, but we also know that the Nasdaq has been trading in lockstep with bonds for much of this year. That means bonds alone may be as good an explanation for the equity market strength of the past two months as anything. Moreover, Treasuries were proven to be the higher conviction trade, as bond prices continued to march upward the past week even as the Nasdaq and S&P ran out of gas.\nThere’s been a lot of debate about what exactly the move in bonds means, but let’s make the assumption (not a bold one, in my opinion), that the yield curve flattening represents some combination of tighter Fed policy – due to inflation – and lower growth than was priced in pre-FOMC. Tighter policy and warmer inflation are forces that remove liquidity from the economy and the market. This is the most important issue because there are signs the market is already having trouble sustaining itself at record valuations.\nBreadth in the stock market has been deteriorating since February, with the number of companies making one-year highs steadily declining. Since then, the correlation between a stock’s earnings multiple and its performance is clear: the more expensive it is, the worse it’s done. The least-expensive quintile of companies in the Russell 3000 are up a median 20% since the February high in the Nasdaq, compared with a decline of 9.2% for the most-expensive stocks. In another realm, the highly speculative crypto market is in tatters.\nThese things point to an unwind in speculative froth across asset classes since February. It’s probably not a coincidence that the annual change in M2 money supply also peaked in February. Stocks do not by definition have to be tied to that, but it’s reasonable to expect their relationship to be closer after a period of record trading and speculative activity due in no small part to an influx of cash into bank accounts. This will only get worse if the Fed tilts more hawkish.\nBottom line: investors should be wary of over-committing to COVID investment themes that have already been priced into the market. More likely is a snap-back in the reflation trade or a broader liquidity-driven rollover in the market as a whole.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832055594,"gmtCreate":1629548248118,"gmtModify":1676530069074,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832055594","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://ttm.financial/m/news/1107075259?lang=&edition=fundamental","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<blockquote>\n <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p>\n<p>At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p>\n<p>After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p>\n<p>As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p>\n<p>“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p>\n<p>The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p>\n<p>“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p>\n<p>“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p>\n<p>The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p>\n<p>The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p>\n<p>“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p>\n<p>It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p>\n<p>If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p>\n<p>“We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p>\n<p>But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p>\n<p>For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p>\n<p>“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p>\n<p>With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p>\n<p>“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p>\n<p>Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832052539,"gmtCreate":1629548112821,"gmtModify":1676530069049,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Pls like and comment pls","listText":"Pls like and comment pls","text":"Pls like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832052539","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","TSM":"台积电","SSNLF":"三星电子","ON":"安森美半导体","QCOM":"高通","AMZN":"亚马逊","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","CDNS":"铿腾电子","AAPL":"苹果","SNPS":"新思科技","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"AAPL":0.9,"AMZN":0.9,"SOXX":0.9,"QCOM":0.9,"ON":0.9,"NVDA":0.9,"SNPS":0.9,"SSNLF":0.9,"ASML":0.9,"GOOG":0.9,"TSM":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802190927,"gmtCreate":1627727657469,"gmtModify":1703495276873,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802190927","repostId":"1167653033","repostType":4,"repost":{"id":"1167653033","kind":"news","pubTimestamp":1627706886,"share":"https://ttm.financial/m/news/1167653033?lang=&edition=fundamental","pubTime":"2021-07-31 12:48","market":"sg","language":"en","title":"SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch","url":"https://stock-news.laohu8.com/highlight/detail?id=1167653033","media":"Singapore Business","summary":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, accor","content":"<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.</p>\n<p>This is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.</p>\n<p>“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.</p>\n<p>This is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.</p>\n<p>The SGD&nbsp;also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.</p>\n<p>“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”</p>\n<p>For the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.</p>\n<p>Fitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.</p>","source":"lsy1618986048053","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>SGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch</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\">\nSGD to weaken to $1.35/USD amidst COVID-19 woes: Fitch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch><strong>Singapore Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous ...</p>\n\n<a href=\"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/sgd-weaken-135usd-amidst-covid-19-woes-fitch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167653033","content_text":"The Singapore dollar (SGD) is expected to weaken to $1.35 versus the US dollar (USD) for 2021, according to Fitch Solutions, to weaken further to $1.36 in 2022.\nThis is a downgrade from its previous forecast of $1.33 against the greenback for 2021 and $1.32 in 2022.\n“The SGD has weakened in line with most other Asian currencies after the Fed’s hawkish surprise on June 16, and will likely trade in a weaker range between $1.35 per USD and $1.38 per USD for the remainder of 2021 and likely in 2022 as well,” Fitch said.\nThis is due to the risk-off sentiment sparked by the resurgence of COVID-19 infections across Asia, including the key economies of Indonesia, Malaysia, and Thailand.\nThe SGD also breached the key support level of $1.35 per USD on 8 July and has weakened since. The last time Singapore breached this level was in July 2018, during the initial phases of the US-China trade war.\n“However, any weakness in the SGD should be capped by the economy being in a much more resilient position than other Asian markets, due to the fast progress in vaccinating the population,” it added. “This puts Singapore in a much more resilient position compared to most other Asian economies and the SGD could benefit from some degree of safe-haven flows from elsewhere in the region as the year progresses, limiting prospects for further depreciation beyond our identified trading range.”\nFor the long term, Fitch expects a strong recovery in exports to support the currency in 2022, but balanced by the risk of a potentially more hawkish US Fed if above-2% target inflation persists.\nFitch Solutions identified as a key risk the possibility of a COVID-19 variant that can bypass existing vaccines, which could force Singapore to implement further lockdowns.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146479942,"gmtCreate":1626097954586,"gmtModify":1703753338549,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/146479942","repostId":"1164250086","repostType":4,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121682124,"gmtCreate":1624461908468,"gmtModify":1703837565822,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/121682124","repostId":"1145825451","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576190234401083","authorId":"3576190234401083","name":"Slash Azagathoth","avatar":"https://static.tigerbbs.com/052c3d63b5fe557a63e699b069dba865","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3576190234401083","idStr":"3576190234401083"},"content":"Pls like thanks","text":"Pls like thanks","html":"Pls like thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137389659,"gmtCreate":1622299737071,"gmtModify":1704182828013,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/137389659","repostId":"1121325366","repostType":4,"repost":{"id":"1121325366","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":1622208771,"share":"https://ttm.financial/m/news/1121325366?lang=&edition=fundamental","pubTime":"2021-05-28 21:32","market":"us","language":"en","title":"Dow jumps 150 points as Wall Street heads for a winning week","url":"https://stock-news.laohu8.com/highlight/detail?id=1121325366","media":"Tiger Newspress","summary":"U.S. stocks climbed on Friday as major averages headed for a winning week amid growing optimism over","content":"<p>U.S. stocks climbed on Friday as major averages headed for a winning week amid growing optimism over the U.S. economic recovery.</p><p>The Dow Jones Industrial Average gained 150 points. The S&amp;P 500 rose 0.4% and the tech-heavy Nasdaq Composite traded up 0.4%.</p><p>The S&amp;P 500 is up more than 1% week to date and sits less than 1% from a record. The blue-chip Dow is also more than 1% higher over the same time period, while the Nasdaq has gained 2.3%.</p><p>Salesforceshares rose about 4% in premarket trading after the software company'sfirst-quarter earningsbeat Wall Street expectations on its top and bottom lines.HPshares dropped 5% despite the company's better-than-expected second-quarter results.</p><p>Ford was higher once again, up 1% in premarket trading Friday. The stock is up 11% this week so far after unveiling a new electric vehicle strategy.</p><p>A key inflation indicator — the core personal consumption expenditures index —rose 3.1% in April,faster than expectations of a 2.9% increase but not as hot as many on Wall Street had feared. Meanwhile, the savings rate remained elevated at 14.9% last month, while consumer spending rose 0.5%, in line with estimates.</p><p>Meme stocksfueled by traders in Reddit's WallStreetBets forum surged on Thursday, withAMCshooting up as much as 47%. Shares of the movie-theater chain closed 35.6% higher while another meme stock, GameStop, gained 4.8%.</p><p>AMC was up another 10% in premarket trading Friday.</p><p>The moves higher this week come as investors monitor the back-and-forth in Washington over a comprehensive infrastructure package that could further boost the economic recovery. Senate Republicans unveiled a$928 billion infrastructure counterofferto President Joe Biden on Thursday. However, that's well below Biden's most recent proposal of $1.7 trillion.</p><p>For the month of May, the S&amp;P 500 is essentially flat, while the Dow is up 1.7%. The Nasdaq is off by about 1.6%.</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>Dow jumps 150 points as Wall Street heads for a winning week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow jumps 150 points as Wall Street heads for a winning week\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\">2021-05-28 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks climbed on Friday as major averages headed for a winning week amid growing optimism over the U.S. economic recovery.</p><p>The Dow Jones Industrial Average gained 150 points. The S&amp;P 500 rose 0.4% and the tech-heavy Nasdaq Composite traded up 0.4%.</p><p>The S&amp;P 500 is up more than 1% week to date and sits less than 1% from a record. The blue-chip Dow is also more than 1% higher over the same time period, while the Nasdaq has gained 2.3%.</p><p>Salesforceshares rose about 4% in premarket trading after the software company'sfirst-quarter earningsbeat Wall Street expectations on its top and bottom lines.HPshares dropped 5% despite the company's better-than-expected second-quarter results.</p><p>Ford was higher once again, up 1% in premarket trading Friday. The stock is up 11% this week so far after unveiling a new electric vehicle strategy.</p><p>A key inflation indicator — the core personal consumption expenditures index —rose 3.1% in April,faster than expectations of a 2.9% increase but not as hot as many on Wall Street had feared. Meanwhile, the savings rate remained elevated at 14.9% last month, while consumer spending rose 0.5%, in line with estimates.</p><p>Meme stocksfueled by traders in Reddit's WallStreetBets forum surged on Thursday, withAMCshooting up as much as 47%. Shares of the movie-theater chain closed 35.6% higher while another meme stock, GameStop, gained 4.8%.</p><p>AMC was up another 10% in premarket trading Friday.</p><p>The moves higher this week come as investors monitor the back-and-forth in Washington over a comprehensive infrastructure package that could further boost the economic recovery. Senate Republicans unveiled a$928 billion infrastructure counterofferto President Joe Biden on Thursday. However, that's well below Biden's most recent proposal of $1.7 trillion.</p><p>For the month of May, the S&amp;P 500 is essentially flat, while the Dow is up 1.7%. The Nasdaq is off by about 1.6%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121325366","content_text":"U.S. stocks climbed on Friday as major averages headed for a winning week amid growing optimism over the U.S. economic recovery.The Dow Jones Industrial Average gained 150 points. The S&P 500 rose 0.4% and the tech-heavy Nasdaq Composite traded up 0.4%.The S&P 500 is up more than 1% week to date and sits less than 1% from a record. The blue-chip Dow is also more than 1% higher over the same time period, while the Nasdaq has gained 2.3%.Salesforceshares rose about 4% in premarket trading after the software company'sfirst-quarter earningsbeat Wall Street expectations on its top and bottom lines.HPshares dropped 5% despite the company's better-than-expected second-quarter results.Ford was higher once again, up 1% in premarket trading Friday. The stock is up 11% this week so far after unveiling a new electric vehicle strategy.A key inflation indicator — the core personal consumption expenditures index —rose 3.1% in April,faster than expectations of a 2.9% increase but not as hot as many on Wall Street had feared. Meanwhile, the savings rate remained elevated at 14.9% last month, while consumer spending rose 0.5%, in line with estimates.Meme stocksfueled by traders in Reddit's WallStreetBets forum surged on Thursday, withAMCshooting up as much as 47%. Shares of the movie-theater chain closed 35.6% higher while another meme stock, GameStop, gained 4.8%.AMC was up another 10% in premarket trading Friday.The moves higher this week come as investors monitor the back-and-forth in Washington over a comprehensive infrastructure package that could further boost the economic recovery. Senate Republicans unveiled a$928 billion infrastructure counterofferto President Joe Biden on Thursday. However, that's well below Biden's most recent proposal of $1.7 trillion.For the month of May, the S&P 500 is essentially flat, while the Dow is up 1.7%. The Nasdaq is off by about 1.6%.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180064601,"gmtCreate":1623164960403,"gmtModify":1704197538522,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/180064601","repostId":"1108979879","repostType":2,"repost":{"id":"1108979879","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":1623163019,"share":"https://ttm.financial/m/news/1108979879?lang=&edition=fundamental","pubTime":"2021-06-08 22:36","market":"us","language":"en","title":"EV stocks rose in morning trading, as sales strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1108979879","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, as sales strong. Li surged 8%. Li Auto reported May deliveries of","content":"<p>EV stocks rose in morning trading,&nbsp;as sales strong.&nbsp;Li&nbsp;surged&nbsp;8%.&nbsp;<b>Li Auto</b>&nbsp;reported&nbsp;May deliveries of 4,323, up 101% from the same period last year, but down 22% from April.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c15df0bb7dbeed4971538b0d23829b59\" tg-width=\"323\" tg-height=\"283\" referrerpolicy=\"no-referrer\"><span>10:36 am ET</span></p><p><b>Tesla</b>&nbsp;sales in China rebounded in May, amid growing government scrutiny and global chip and battery shortages. Tesla stock rose Tuesday.</p><p>China Passenger Car Association data shows Tesla sold 33,463 EVs in May, up 29.5% from 25,845 in April. Tesla sales were 35,478 in March.</p><p>Tesla China wholesale sales were 33,463 in May, including 21,936 in domestic sales and 11,527 for export. That's according to the China Passenger Car Association.</p><p>In May, Tesla exported 11,527 vehicles from China. Tesla's local sales surged 88% vs. April to 21,936.</p><p>April's shipments declined 27% from March, but excluding 14,174 vehicles that were shipped to Europe, domestic sales was actually 67% month over month. Prior reports excluded Tesla exports.</p><p>The May sales rebound in China follows weeks of state media coverage regarding customer complaints and increased government oversight. Last week, a report said that Tesla orders nearly halved in May. But Tesla orders from last month may not be filled until this summer.</p><p>\"Tesla appears to have handled the shaky China PR issues and turbulence well as demand rebounded well ahead of expectations,\" said Wedbush analyst Daniel Ives in a note to clients Tuesday.</p><p><b>China EV Sales Strong</b></p><p>Meanwhile, Tesla's China-based rivals reportedstrong May saleslast week.&nbsp;<b>Nio</b>(NIO) deliveries rose 95% to 6,711 electric SUVs in May. But month-over-month deliveries fell about 6%.</p><p><b>Xpeng</b>(XPEV) deliveries leapt 483% year over year to 5,686 EVs in May, and 10% from April.&nbsp;<b>Li Auto</b>(LI) reported&nbsp;May deliveries of 4,323, up 101% from the same period last year, but down 22% from April.</p><p>China's new electric vehicle sales, which include EVs, hybrids and fuel cell vehicles, surged 177% to 185,000 cars in May from a year earlier, CPCA said. EV sales alone leapt 186% to 162,000.</p><p>Overall passenger vehicle&nbsp;sales, however, rose just 1.1% to 1.66 million cars.</p><p>Despite a recent rough patch that includes Autopilot safety concerns and the chip shortage, Ives is confident in Tesla's long-term ability to lead in the region.</p><p>\"Only 5% of auto sales in China are EV driven today, and we believe this transformational consumer demand will see a doubling of EV deliveries in this key region over the next two years with Tesla a major beneficiary along with domestic pure plays NIO, Xpeng, Li Auto and others,\" he said.</p><p>Ives has an outperform rating on Tesla stock and a price target of 1,000.</p><p><b>Tesla Stock</b></p><p>Shares rose 0.9% to 610.66 on thestock market today. Tesla stock has regained support at the 200-day line. It is still below its 50-day line,MarketSmithchart analysis shows. Its&nbsp;relative strength lineis rebounding.</p><p>Nio stock advanced 1.4% Tuesday. Xpeng stock rose 4and Li Auto climbed 8.3%.</p><p>China accounts for 30% of Tesla's sales. It is the second-largest market for the EV maker, behind the U.S.</p><p>Beijing officials warmly welcomed Tesla early on, as it facilitated the opening of its Giga Shanghai plant in 2019. But recent consumer complaints about Tesla vehicle safety and the company's response to criticisms have irked Chinese officials. The strained relationship has resulted in bad PR for the U.S.-based electric carmaker.</p><p>Global chip and battery shortages have also stymied Tesla's growth plans. Most recently, the companyscrapped plans to make a Plaid Plusversion of its luxury Model S vehicle. While CEO Elon Musk tweeted the decision was made because the Plaid was \"good enough,\" some industry observers have said the reversal could be due to battery supply issues.</p><p>The Plaid Plus, along with the Cybertruck, Tesla Semi and some future Model Y vehicles, were all slated to use 4680 battery cells, which are supposed to offer a big advance in range and cost. But Tesla has said mass production of the 4680 battery cells may not occur until well into 2022.</p><p>Meanwhile, long-term executive Jerome Guillen has stepped down, Tesla announced late Monday. Guillen, who helped launch the Model 3 and Model Y, had transitioned to head up the Tesla Semi development in March.</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>EV stocks rose in morning trading, as sales strong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rose in morning trading, as sales strong\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\">2021-06-08 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks rose in morning trading,&nbsp;as sales strong.&nbsp;Li&nbsp;surged&nbsp;8%.&nbsp;<b>Li Auto</b>&nbsp;reported&nbsp;May deliveries of 4,323, up 101% from the same period last year, but down 22% from April.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c15df0bb7dbeed4971538b0d23829b59\" tg-width=\"323\" tg-height=\"283\" referrerpolicy=\"no-referrer\"><span>10:36 am ET</span></p><p><b>Tesla</b>&nbsp;sales in China rebounded in May, amid growing government scrutiny and global chip and battery shortages. Tesla stock rose Tuesday.</p><p>China Passenger Car Association data shows Tesla sold 33,463 EVs in May, up 29.5% from 25,845 in April. Tesla sales were 35,478 in March.</p><p>Tesla China wholesale sales were 33,463 in May, including 21,936 in domestic sales and 11,527 for export. That's according to the China Passenger Car Association.</p><p>In May, Tesla exported 11,527 vehicles from China. Tesla's local sales surged 88% vs. April to 21,936.</p><p>April's shipments declined 27% from March, but excluding 14,174 vehicles that were shipped to Europe, domestic sales was actually 67% month over month. Prior reports excluded Tesla exports.</p><p>The May sales rebound in China follows weeks of state media coverage regarding customer complaints and increased government oversight. Last week, a report said that Tesla orders nearly halved in May. But Tesla orders from last month may not be filled until this summer.</p><p>\"Tesla appears to have handled the shaky China PR issues and turbulence well as demand rebounded well ahead of expectations,\" said Wedbush analyst Daniel Ives in a note to clients Tuesday.</p><p><b>China EV Sales Strong</b></p><p>Meanwhile, Tesla's China-based rivals reportedstrong May saleslast week.&nbsp;<b>Nio</b>(NIO) deliveries rose 95% to 6,711 electric SUVs in May. But month-over-month deliveries fell about 6%.</p><p><b>Xpeng</b>(XPEV) deliveries leapt 483% year over year to 5,686 EVs in May, and 10% from April.&nbsp;<b>Li Auto</b>(LI) reported&nbsp;May deliveries of 4,323, up 101% from the same period last year, but down 22% from April.</p><p>China's new electric vehicle sales, which include EVs, hybrids and fuel cell vehicles, surged 177% to 185,000 cars in May from a year earlier, CPCA said. EV sales alone leapt 186% to 162,000.</p><p>Overall passenger vehicle&nbsp;sales, however, rose just 1.1% to 1.66 million cars.</p><p>Despite a recent rough patch that includes Autopilot safety concerns and the chip shortage, Ives is confident in Tesla's long-term ability to lead in the region.</p><p>\"Only 5% of auto sales in China are EV driven today, and we believe this transformational consumer demand will see a doubling of EV deliveries in this key region over the next two years with Tesla a major beneficiary along with domestic pure plays NIO, Xpeng, Li Auto and others,\" he said.</p><p>Ives has an outperform rating on Tesla stock and a price target of 1,000.</p><p><b>Tesla Stock</b></p><p>Shares rose 0.9% to 610.66 on thestock market today. Tesla stock has regained support at the 200-day line. It is still below its 50-day line,MarketSmithchart analysis shows. Its&nbsp;relative strength lineis rebounding.</p><p>Nio stock advanced 1.4% Tuesday. Xpeng stock rose 4and Li Auto climbed 8.3%.</p><p>China accounts for 30% of Tesla's sales. It is the second-largest market for the EV maker, behind the U.S.</p><p>Beijing officials warmly welcomed Tesla early on, as it facilitated the opening of its Giga Shanghai plant in 2019. But recent consumer complaints about Tesla vehicle safety and the company's response to criticisms have irked Chinese officials. The strained relationship has resulted in bad PR for the U.S.-based electric carmaker.</p><p>Global chip and battery shortages have also stymied Tesla's growth plans. Most recently, the companyscrapped plans to make a Plaid Plusversion of its luxury Model S vehicle. While CEO Elon Musk tweeted the decision was made because the Plaid was \"good enough,\" some industry observers have said the reversal could be due to battery supply issues.</p><p>The Plaid Plus, along with the Cybertruck, Tesla Semi and some future Model Y vehicles, were all slated to use 4680 battery cells, which are supposed to offer a big advance in range and cost. But Tesla has said mass production of the 4680 battery cells may not occur until well into 2022.</p><p>Meanwhile, long-term executive Jerome Guillen has stepped down, Tesla announced late Monday. Guillen, who helped launch the Model 3 and Model Y, had transitioned to head up the Tesla Semi development in March.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","TSLA":"特斯拉","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108979879","content_text":"EV stocks rose in morning trading, as sales strong. Li surged 8%. Li Auto reported May deliveries of 4,323, up 101% from the same period last year, but down 22% from April.10:36 am ETTesla sales in China rebounded in May, amid growing government scrutiny and global chip and battery shortages. Tesla stock rose Tuesday.China Passenger Car Association data shows Tesla sold 33,463 EVs in May, up 29.5% from 25,845 in April. Tesla sales were 35,478 in March.Tesla China wholesale sales were 33,463 in May, including 21,936 in domestic sales and 11,527 for export. That's according to the China Passenger Car Association.In May, Tesla exported 11,527 vehicles from China. Tesla's local sales surged 88% vs. April to 21,936.April's shipments declined 27% from March, but excluding 14,174 vehicles that were shipped to Europe, domestic sales was actually 67% month over month. Prior reports excluded Tesla exports.The May sales rebound in China follows weeks of state media coverage regarding customer complaints and increased government oversight. Last week, a report said that Tesla orders nearly halved in May. But Tesla orders from last month may not be filled until this summer.\"Tesla appears to have handled the shaky China PR issues and turbulence well as demand rebounded well ahead of expectations,\" said Wedbush analyst Daniel Ives in a note to clients Tuesday.China EV Sales StrongMeanwhile, Tesla's China-based rivals reportedstrong May saleslast week. Nio(NIO) deliveries rose 95% to 6,711 electric SUVs in May. But month-over-month deliveries fell about 6%.Xpeng(XPEV) deliveries leapt 483% year over year to 5,686 EVs in May, and 10% from April. Li Auto(LI) reported May deliveries of 4,323, up 101% from the same period last year, but down 22% from April.China's new electric vehicle sales, which include EVs, hybrids and fuel cell vehicles, surged 177% to 185,000 cars in May from a year earlier, CPCA said. EV sales alone leapt 186% to 162,000.Overall passenger vehicle sales, however, rose just 1.1% to 1.66 million cars.Despite a recent rough patch that includes Autopilot safety concerns and the chip shortage, Ives is confident in Tesla's long-term ability to lead in the region.\"Only 5% of auto sales in China are EV driven today, and we believe this transformational consumer demand will see a doubling of EV deliveries in this key region over the next two years with Tesla a major beneficiary along with domestic pure plays NIO, Xpeng, Li Auto and others,\" he said.Ives has an outperform rating on Tesla stock and a price target of 1,000.Tesla StockShares rose 0.9% to 610.66 on thestock market today. Tesla stock has regained support at the 200-day line. It is still below its 50-day line,MarketSmithchart analysis shows. Its relative strength lineis rebounding.Nio stock advanced 1.4% Tuesday. Xpeng stock rose 4and Li Auto climbed 8.3%.China accounts for 30% of Tesla's sales. It is the second-largest market for the EV maker, behind the U.S.Beijing officials warmly welcomed Tesla early on, as it facilitated the opening of its Giga Shanghai plant in 2019. But recent consumer complaints about Tesla vehicle safety and the company's response to criticisms have irked Chinese officials. The strained relationship has resulted in bad PR for the U.S.-based electric carmaker.Global chip and battery shortages have also stymied Tesla's growth plans. Most recently, the companyscrapped plans to make a Plaid Plusversion of its luxury Model S vehicle. While CEO Elon Musk tweeted the decision was made because the Plaid was \"good enough,\" some industry observers have said the reversal could be due to battery supply issues.The Plaid Plus, along with the Cybertruck, Tesla Semi and some future Model Y vehicles, were all slated to use 4680 battery cells, which are supposed to offer a big advance in range and cost. But Tesla has said mass production of the 4680 battery cells may not occur until well into 2022.Meanwhile, long-term executive Jerome Guillen has stepped down, Tesla announced late Monday. Guillen, who helped launch the Model 3 and Model Y, had transitioned to head up the Tesla Semi development in March.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137478455,"gmtCreate":1622384066977,"gmtModify":1704183698232,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/137478455","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1,"symbols_score_info":{"WGO":0.9}},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881623173,"gmtCreate":1631332948192,"gmtModify":1676530531260,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881623173","repostId":"1127461097","repostType":4,"repost":{"id":"1127461097","kind":"news","pubTimestamp":1631324868,"share":"https://ttm.financial/m/news/1127461097?lang=&edition=fundamental","pubTime":"2021-09-11 09:47","market":"us","language":"en","title":"One Small Step From Apple Could Mean A Giant Leap For GlobalStar","url":"https://stock-news.laohu8.com/highlight/detail?id=1127461097","media":"Seeking Alpha","summary":"Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, ","content":"<p><b>Summary</b></p>\n<ul>\n <li>At first sight, Globalstar is just one more satellite communications play.</li>\n <li>Looking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into Qualcomm's latest 5G modems for smartphones.</li>\n <li>Being selected by Apple could mean a lot for Globalstar in its strategy to boost and diversify revenues, as well as change the current loss-making status.</li>\n <li>Even without Apple, the company merits interest, but only as a long-term beneficiary of IoT amid fierce competition and ability to reduce debt.</li>\n <li>Valuations are sky-high in light of all the news hitting the market and, it is better to wait for some concrete news at Apple's event next week before investing.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6c50a6d200b5d8c35f4d14498600c9\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>metamorworks/iStock via Getty Images</span></p>\n<p>Globalstar's (GSAT) shares soared 40% on August 30 after a report by&nbsp;MacRumors&nbsp;which cited expert Apple (NASDAQ:AAPL) analyst&nbsp;Ming-Chi Kuo&nbsp;of TF International Securities, about iPhone 13 using satellite connectivity so that users can make calls and texts in areas without cellular coverage.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bd859c3544ffd37de25d5bc8dfe3166\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Soon afterwards, there were some further clarification by Bloomberg specifying that those features aren't due soon, but rather for future iPhones and should&nbsp;allow users to issue crash reports or text messages in areas without cellular coverage.</p>\n<p>Now, for Apple to even consider adding any satellite-based feature to its global brand would mean a lot for Globalstar, but first, for investors, I make sense of it all.</p>\n<p><b>Reasons for Apple to choose Globalstar</b></p>\n<p>For most of us, our experience with satellite-based internet has meant poor or sometimes erratic connectivity, but these were mostly with the geostationary satellites located far above the earth's surface. Instead, the opportunities offered by Globalstar's Low Earth Orbit (\"LEO\") satellites are much better, especially in areas that don't have 4G or 5G cellular coverage.</p>\n<p>To have an idea of the potential of LEO satellites, one can take a glance at Elon Musk’s SpaceX's (SPACE). These have been deployed at locations in the U.S and the U.K. with several customers already having signed up to the service. Bench-marking by Speedtest showed download speeds of&nbsp;97.23 Mbps,or far superior than those for other traditional providers. This speed was lower than the 115.22 Mbps median speed for fixed broadband providers, but makes sense for \"disadvantaged locations\" where telcos find it uneconomical to lay down additional fiber or expand cellular coverage.</p>\n<p>Therefore, given the enormous potential of the blending between the iPhone and satellite connectivity, news about Apple using Globalstar's network only for emergency purposes seems more aimed at not alarming its telco partners with whom it has been working since decades.</p>\n<p>This blending is made possible by Qualcomm's (NASDAQ:QCOM) inclusion of Globalstar's band n53 in its new 5G X65 modem. This should also expand the satellite operator's potential device ecosystem significantly to include smartphones, laptops and tablets.</p>\n<p>For investors, the&nbsp;Snapdragon X65&nbsp;will be released in the fall of&nbsp;2022, most likely into next year’s iPhone. Better peak performance and other benefits should be there, but some will require carriers to upgrade their networks. On the other hand, with band n53, one can imagine the transformation of future mobility communications with a single operator plan anywhere in the world, without necessitating roaming, with no need to buy local SIM cards.</p>\n<p><b>Globalstar's differentiation</b></p>\n<p>Thus, this is not just about emergency calls or messaging and in a way, shows Globalstar's edge as a satellite network operator over telco's mobile network operations.</p>\n<p>Now, satellite communications is a huge industry, estimated at $56.01 billion&nbsp;in 2019 and expected to hit $99.58 billion by 2027, registering a CAGR of 9.2% from 2020 to 2027. Going deeper, there are several satellite operators and service providers, with Iridium (IRDM) and Orbcomm (ORBC). Other companies are involved in space technology like DISH Networks (DISH) and AT&amp;T (T).</p>\n<p>Here, GlobalStar seems to be having some key strengths with respect to peers.</p>\n<p>According to the company's website, its&nbsp;strategically&nbsp;placed gateways offer local network access and national numbering plans as opposed to other LEO systems that require expensive international dialing for all calls. Also, Globalstar has a unique design which allows it to offer the most attractive local dialing and pricing plans to customers.</p>\n<p>Pursuing further, Globalstar’s 24 ground stations also serve as a bridge between LEO satellites and traditional communications infrastructure on six continents, with coverage spanning across over 120 countries throughout the world. Furthermore, the second generation ground infrastructure is based on the Internet protocol multimedia subsystem (\"IMS\") protocol, which facilitates the use of IP (Internet Protocol) for packet communications over wireless or landline.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ab07af4d39eb03b1776e870748b773f\" tg-width=\"828\" tg-height=\"468\" width=\"100%\" height=\"auto\"><span>Source: globalstar.com</span></p>\n<p>Consequently, Globalstar brings some attractive metrics for a behemoth like Apple looking to penetrate new markets. In this respect, according to a source, more than&nbsp;five billion mobile subscribers&nbsp;constantly move in and out of wireless coverage, representing a huge TAM.</p>\n<p>Bagging a contract with Apple, even a partial one, or in partnership with another peer would increase the volume of new subscribers, which should in turn more than offset the current revenue impact from lower ARPU (Average Revenue per User).</p>\n<p><b>The revenues</b></p>\n<p>Overall sales have gone down in the second quarter of 2021 compared to last year as higher revenue generated from subscriber equipment related to SPOT (the largest segment) was offset by lower service revenues. For investors, SPOT is a GPS tracking device that uses Globalstar's satellite network to provide text messaging and GPS tracking.</p>\n<p>Looking deeper, service revenue also decreased over the prior year's quarter due to fewer Duplex subscribers, with the decline expected to continue as Globalstar focuses resources on other revenue streams, like IoT-enabled devices. This is done in light of the shift in demand across the MSS (mobile satellite services) industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8b74a670c927d2d84f1751cfd4a148\" tg-width=\"498\" tg-height=\"457\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Interestingly, service revenues generated from commercial IoT subscribers increased 5% in the second quarter of 2021 driven by higher ARPU compared to the prior year's quarter. Additionally, IoT equipment sales were up significantly from the prior year period, which is a key indication of future service revenue growth.</p>\n<p>Thinking aloud, lower ARPU for SPOT also points to competition, with Globalstar competing aggressively on price in the industrial, governmental and consumer markets. Looking at&nbsp;satellite phones and communication gadgets, some of the competitors include Garmin's (GRMN) InReach, Iridium Go and the Thuraya X5-Touch, which is a dual-SIM Android smartphone.</p>\n<p>As a result, the company has to cut prices with its “competitively-priced service plans being lower than historic rates”. Therefore, SPOT revenues should continue to decline in the near term, with higher volumes of activations not being able to offset the effects of lower ARPU on sales.</p>\n<p>A comparison with rival Iridium shows contrasting revenue trends, with Globalstar being on a fluctuating trend since the end of 2019, coinciding with more competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be74c4a607fae52a664620ba3cf9d68\" tg-width=\"455\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Charts built through data from Seeking Alpha.</span></p>\n<p>Therefore, adopting a cautionary posture, a change in the revenue-generating model geared towards IoT may take time to execute, whereby sales figures could drop further. This may in turn lead to missing topline expectations during the third quarter results, causing the share price to dip. For this matter, as I had pointed out in my previousthesis, one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.</p>\n<p>On the positive side, the company continues to reduce leverage, with less than $50 million of net first lien principal outstanding at the end of Q2-2021.</p>\n<p>As of June 30, 2021, the company held $15.7 million and $51.0 million of cash and restricted cash respectively. Globalstar has received an additional&nbsp;$37.5 million&nbsp;in advance payment from a customer. The new payment is under \"substantially the same terms\" as a similar $37.5 million payment received on&nbsp;June 9. As with the other payment, Globalstar will use the new $37.5 million in proceeds to pay down indebtedness under its first-lien credit facility. In the last report, the company had&nbsp;$313.4 million&nbsp;in long-term debt.</p>\n<p><b>Valuations and key takeaways</b></p>\n<p>As much as 16% of revenues were derived from IoT in the first six months of 2021, up from 14% in the same period last year. Now, in a market growing at&nbsp;10.1%&nbsp;from 2019 to 2025, there is a lot of scope, but it will also depend on Globalstar's ability to meaningfully identify, pursue and close large deals. This should contribute to further diversify its revenue base away from full Duplex.</p>\n<p>The company has also performed successful field testing for remote monitoring in the alternative energy industry, which it expects to materialize into future sales, but without mentioning a timeline.</p>\n<p>Furthermore, this is a loss-making company with losses from operations having increased by $0.6 million during the second quarter of 2021 compared to last year. Earnings per share which was&nbsp;-$0.01&nbsp;for the second quarter is expected to be the same in the third one. This compares to positive figures for the communications sector, which boasts forward Price to Earnings multiples of&nbsp;20x. This signifies no buying opportunity based on fundamentals.</p>\n<p>The only way Globalstar's loss status could change rapidly is commercialization of its n53 spectrum in the U.S. and other countries through presence in the iPhone ecosystem. A partnership with Apple will permit expansion of the satellite communications business, more effective utilization of network assets and enable Globalstar to leapfrog rivals. The fact that both companies work with Qualcomm is a positive for Globalstar.</p>\n<p>This said, in absence of corporate announcements, Globalstar's stock has been surging amid ongoing speculation that its satellite communication technology may be included in Apple's new iPhone models, resulting in&nbsp;high&nbsp;Price to Sales multiples of over 2000% with respect to the communications sector.</p>\n<p>Consequently, for rational investors, it is preferable to wait for an update at the\"California Streaming\" event&nbsp;on September 14 before making a decision. In the meantime, the stock could drop to the $2 support level.</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>One Small Step From Apple Could Mean A Giant Leap For GlobalStar</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\">\nOne Small Step From Apple Could Mean A Giant Leap For GlobalStar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into...</p>\n\n<a href=\"https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSAT":"全球星"},"source_url":"https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127461097","content_text":"Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into Qualcomm's latest 5G modems for smartphones.\nBeing selected by Apple could mean a lot for Globalstar in its strategy to boost and diversify revenues, as well as change the current loss-making status.\nEven without Apple, the company merits interest, but only as a long-term beneficiary of IoT amid fierce competition and ability to reduce debt.\nValuations are sky-high in light of all the news hitting the market and, it is better to wait for some concrete news at Apple's event next week before investing.\n\nmetamorworks/iStock via Getty Images\nGlobalstar's (GSAT) shares soared 40% on August 30 after a report by MacRumors which cited expert Apple (NASDAQ:AAPL) analyst Ming-Chi Kuo of TF International Securities, about iPhone 13 using satellite connectivity so that users can make calls and texts in areas without cellular coverage.\nData by YCharts\nSoon afterwards, there were some further clarification by Bloomberg specifying that those features aren't due soon, but rather for future iPhones and should allow users to issue crash reports or text messages in areas without cellular coverage.\nNow, for Apple to even consider adding any satellite-based feature to its global brand would mean a lot for Globalstar, but first, for investors, I make sense of it all.\nReasons for Apple to choose Globalstar\nFor most of us, our experience with satellite-based internet has meant poor or sometimes erratic connectivity, but these were mostly with the geostationary satellites located far above the earth's surface. Instead, the opportunities offered by Globalstar's Low Earth Orbit (\"LEO\") satellites are much better, especially in areas that don't have 4G or 5G cellular coverage.\nTo have an idea of the potential of LEO satellites, one can take a glance at Elon Musk’s SpaceX's (SPACE). These have been deployed at locations in the U.S and the U.K. with several customers already having signed up to the service. Bench-marking by Speedtest showed download speeds of 97.23 Mbps,or far superior than those for other traditional providers. This speed was lower than the 115.22 Mbps median speed for fixed broadband providers, but makes sense for \"disadvantaged locations\" where telcos find it uneconomical to lay down additional fiber or expand cellular coverage.\nTherefore, given the enormous potential of the blending between the iPhone and satellite connectivity, news about Apple using Globalstar's network only for emergency purposes seems more aimed at not alarming its telco partners with whom it has been working since decades.\nThis blending is made possible by Qualcomm's (NASDAQ:QCOM) inclusion of Globalstar's band n53 in its new 5G X65 modem. This should also expand the satellite operator's potential device ecosystem significantly to include smartphones, laptops and tablets.\nFor investors, the Snapdragon X65 will be released in the fall of 2022, most likely into next year’s iPhone. Better peak performance and other benefits should be there, but some will require carriers to upgrade their networks. On the other hand, with band n53, one can imagine the transformation of future mobility communications with a single operator plan anywhere in the world, without necessitating roaming, with no need to buy local SIM cards.\nGlobalstar's differentiation\nThus, this is not just about emergency calls or messaging and in a way, shows Globalstar's edge as a satellite network operator over telco's mobile network operations.\nNow, satellite communications is a huge industry, estimated at $56.01 billion in 2019 and expected to hit $99.58 billion by 2027, registering a CAGR of 9.2% from 2020 to 2027. Going deeper, there are several satellite operators and service providers, with Iridium (IRDM) and Orbcomm (ORBC). Other companies are involved in space technology like DISH Networks (DISH) and AT&T (T).\nHere, GlobalStar seems to be having some key strengths with respect to peers.\nAccording to the company's website, its strategically placed gateways offer local network access and national numbering plans as opposed to other LEO systems that require expensive international dialing for all calls. Also, Globalstar has a unique design which allows it to offer the most attractive local dialing and pricing plans to customers.\nPursuing further, Globalstar’s 24 ground stations also serve as a bridge between LEO satellites and traditional communications infrastructure on six continents, with coverage spanning across over 120 countries throughout the world. Furthermore, the second generation ground infrastructure is based on the Internet protocol multimedia subsystem (\"IMS\") protocol, which facilitates the use of IP (Internet Protocol) for packet communications over wireless or landline.\nSource: globalstar.com\nConsequently, Globalstar brings some attractive metrics for a behemoth like Apple looking to penetrate new markets. In this respect, according to a source, more than five billion mobile subscribers constantly move in and out of wireless coverage, representing a huge TAM.\nBagging a contract with Apple, even a partial one, or in partnership with another peer would increase the volume of new subscribers, which should in turn more than offset the current revenue impact from lower ARPU (Average Revenue per User).\nThe revenues\nOverall sales have gone down in the second quarter of 2021 compared to last year as higher revenue generated from subscriber equipment related to SPOT (the largest segment) was offset by lower service revenues. For investors, SPOT is a GPS tracking device that uses Globalstar's satellite network to provide text messaging and GPS tracking.\nLooking deeper, service revenue also decreased over the prior year's quarter due to fewer Duplex subscribers, with the decline expected to continue as Globalstar focuses resources on other revenue streams, like IoT-enabled devices. This is done in light of the shift in demand across the MSS (mobile satellite services) industry.\nSource: Seeking Alpha\nInterestingly, service revenues generated from commercial IoT subscribers increased 5% in the second quarter of 2021 driven by higher ARPU compared to the prior year's quarter. Additionally, IoT equipment sales were up significantly from the prior year period, which is a key indication of future service revenue growth.\nThinking aloud, lower ARPU for SPOT also points to competition, with Globalstar competing aggressively on price in the industrial, governmental and consumer markets. Looking at satellite phones and communication gadgets, some of the competitors include Garmin's (GRMN) InReach, Iridium Go and the Thuraya X5-Touch, which is a dual-SIM Android smartphone.\nAs a result, the company has to cut prices with its “competitively-priced service plans being lower than historic rates”. Therefore, SPOT revenues should continue to decline in the near term, with higher volumes of activations not being able to offset the effects of lower ARPU on sales.\nA comparison with rival Iridium shows contrasting revenue trends, with Globalstar being on a fluctuating trend since the end of 2019, coinciding with more competition.\nSource: Charts built through data from Seeking Alpha.\nTherefore, adopting a cautionary posture, a change in the revenue-generating model geared towards IoT may take time to execute, whereby sales figures could drop further. This may in turn lead to missing topline expectations during the third quarter results, causing the share price to dip. For this matter, as I had pointed out in my previousthesis, one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.\nOn the positive side, the company continues to reduce leverage, with less than $50 million of net first lien principal outstanding at the end of Q2-2021.\nAs of June 30, 2021, the company held $15.7 million and $51.0 million of cash and restricted cash respectively. Globalstar has received an additional $37.5 million in advance payment from a customer. The new payment is under \"substantially the same terms\" as a similar $37.5 million payment received on June 9. As with the other payment, Globalstar will use the new $37.5 million in proceeds to pay down indebtedness under its first-lien credit facility. In the last report, the company had $313.4 million in long-term debt.\nValuations and key takeaways\nAs much as 16% of revenues were derived from IoT in the first six months of 2021, up from 14% in the same period last year. Now, in a market growing at 10.1% from 2019 to 2025, there is a lot of scope, but it will also depend on Globalstar's ability to meaningfully identify, pursue and close large deals. This should contribute to further diversify its revenue base away from full Duplex.\nThe company has also performed successful field testing for remote monitoring in the alternative energy industry, which it expects to materialize into future sales, but without mentioning a timeline.\nFurthermore, this is a loss-making company with losses from operations having increased by $0.6 million during the second quarter of 2021 compared to last year. Earnings per share which was -$0.01 for the second quarter is expected to be the same in the third one. This compares to positive figures for the communications sector, which boasts forward Price to Earnings multiples of 20x. This signifies no buying opportunity based on fundamentals.\nThe only way Globalstar's loss status could change rapidly is commercialization of its n53 spectrum in the U.S. and other countries through presence in the iPhone ecosystem. A partnership with Apple will permit expansion of the satellite communications business, more effective utilization of network assets and enable Globalstar to leapfrog rivals. The fact that both companies work with Qualcomm is a positive for Globalstar.\nThis said, in absence of corporate announcements, Globalstar's stock has been surging amid ongoing speculation that its satellite communication technology may be included in Apple's new iPhone models, resulting in high Price to Sales multiples of over 2000% with respect to the communications sector.\nConsequently, for rational investors, it is preferable to wait for an update at the\"California Streaming\" event on September 14 before making a decision. In the meantime, the stock could drop to the $2 support level.","news_type":1,"symbols_score_info":{"GSAT":0.9}},"isVote":1,"tweetType":1,"viewCount":2902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807981715,"gmtCreate":1627996667037,"gmtModify":1703499311056,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807981715","repostId":"1126095878","repostType":4,"repost":{"id":"1126095878","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":1627991741,"share":"https://ttm.financial/m/news/1126095878?lang=&edition=fundamental","pubTime":"2021-08-03 19:55","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1126095878","media":"Tiger Newspress","summary":"Futures up: Dow 0.46%, S&P 0.37%, Nasdaq 0.16%.\nChinese gaming stocks listed in the U.S. slump in pr","content":"<ul>\n <li>Futures up: Dow 0.46%, S&amp;P 0.37%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 0.16%.</li>\n <li>Chinese gaming stocks listed in the U.S. slump in premarket trading.</li>\n <li><a href=\"https://laohu8.com/S/UA.C\">Under Armour</a>, Translate Bio, <a href=\"https://laohu8.com/S/CLX\">Clorox</a> and more&nbsp;made&nbsp;the biggest moves in the premarket.</li>\n <li>Crude oil reversed earlier losses as sentiment improved in broader markets.</li>\n</ul>\n<p>(August 3)&nbsp;U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>At 08:02 a.m. ET, Dow E-minis were up 159 points, or 0.46%, S&amp;P 500 E-minis were up 16&nbsp;points, or 0.37% and Nasdaq 100 E-minis rose 24.5 points, or 0.16%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041b88ace41d9b6a718971a4da2e78b4\" tg-width=\"1242\" tg-height=\"484\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:02</span></p>\n<p>The big story overnight was <a href=\"https://laohu8.com/S/CAAS\">China</a>'s latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth.&nbsp; \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in premarket trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 8.8%, Bilibili falls 6.67%, Huya declines 4.79% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 5.12% as of 8:11am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -0.94%, Pinduoduo -1.2%, Baidu -0.37%, Didi -1.25%.</p>\n<p><img src=\"https://static.tigerbbs.com/7d28ab254bf7e852d939886a935a67a2\" tg-width=\"373\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket: <a href=\"https://laohu8.com/S/UA\">Under Armour</a>, Translate Bio, Clorox and more</b></p>\n<p><b>1)&nbsp;Under Armour(UAA)</b> – Under Armour shares jumped 4.5% in the premarket, after the athletic apparel maker beat estimates on the top and bottom lines and the company raised its full-year forecast. Under Armour reported quarterly earnings of 24 cents per share, compared to a consensus estimate of 6 cents a share.</p>\n<p><b>2)&nbsp;Translate Bio(TBIO)</b> – French drugmakerSanofi(SNY) agreed to buy the U.S.-based biotech company for $3.2 billion, or $38 per share in cash. Translate Bio specializes in mRNA technology, the type that was used to produce thePfizerandModernaCovid-19 vaccines. Translate Bio shares soared 29.6% in premarket trading.</p>\n<p><b>3)&nbsp;Clorox(CLX) </b>– Clorox tumbled 8.6% in premarket action after the household products maker missed top and bottom line estimates for its latest quarter. Clorox’s sales fell from a year ago, when consumers stocked up on its products amid the surging pandemic.</p>\n<p><b>4)&nbsp;Eli Lilly(LLY) </b>– The drugmaker’s shares lost 1.7% in premarket trading, after falling 2 cents a share shy of estimates, with quarterly earnings of $1.87 per share. Revenue beat forecasts, but Lilly’s overall results were impacted by weaker sales of Covid-19 therapies as more Americans got vaccinated.</p>\n<p><b>5)&nbsp;<a href=\"https://laohu8.com/S/MAR\">Marriott</a>(MAR)</b> – The hotel operator’s stock gained 1.8% in premarket trading after it reported quarterly earnings of 79 cents per share, compared to a 45 cents a share consensus estimate. Revenue more than doubled from a year ago thanks to a rebound in travel demand, though it did fall slightly short of Wall Street forecasts.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/TTWO\">Take-Two</a> Interactive(TTWO)</b> – Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> lost 4.3% premarket trading after issuing a weaker-than-expected outlook and announcing delays in new releases for some of its games. The video game producer beat estimates by 12 cents a share, with quarterly profit of $1.01 per share. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>’s revenue also topped Wall Street forecasts.</p>\n<p><b>7)&nbsp;BP(BP)</b> – BP surged 6.3% in premarket trading after it reported better-than-expected quarterly profit and revenue, thanks to higher oil and gas prices. The energy producer also announced a 4% dividend hike and a boost to its share buyback program.</p>\n<p><b>8)&nbsp;Stellantis(STLA) </b>– Stellantis raised its full-year profit margin outlook after the automaker reported strong first-half financial results, boosted by record margins in North America. The upbeat results came despite the impact of the global chip shortage which cut production by 700,000 vehicles. The stock rallied 5.3% in the premarket.</p>\n<p><b>9)&nbsp;<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(MU)</b> – Micron instituted its first-ever dividend, with the chip maker planning to pay 10 cents per share in cash payable on October 18. Micron also said it had updated its share buyback policy to buy more when prices are low and fewer when prices are high. Micron shares gained 1.9% in the premarket.</p>\n<p><b>10)&nbsp;<a href=\"https://laohu8.com/S/SPG\">Simon Property</a> Group(SPG)</b> – Simon Property shares rose 2.8% in premarket trading after it said sales at its shopping centers returned to pre-pandemic levels in June. The largest U.S. mall owner is hoping the improved results encourage retailers to sign new leases and help it fill space vacated during the pandemic.</p>\n<p><b>11)&nbsp;<a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a> Technologies(SEDG) </b>– SolarEdge reported better-than-expected earnings and revenue for its latest quarter, with the solar energy company also providing an upbeat current-quarter forecast. SolarEdge surged 11.4% in the premarket.</p>\n<p><b>12)&nbsp;Reynolds Consumer Products(REYN)</b> – Reynolds beat estimates by a penny a share, with quarterly earnings of 39 cents per share. Revenue fell short of Street forecasts, however. The maker of products like Hefty garbage bags and Reynolds Wrap said it was pleased with the results in the face of higher input costs supply chain issues. Reynolds lost 3.6% in premarket action.</p>\n<p><b>In rates,</b> treasuries drifted lower over early European session, tracking losses in bunds and gilts. The 10-year U.S. Treasury&nbsp;yield&nbsp;edged around 2bps higher after falling as low as 1.15%; the move steepened 2s10s, 5s30s by 1bp each. Higher S&amp;P futures also added pressure on rising yields, following gains across European stocks amid positive earnings results. Germany’s 10-year yield fell to its lowest since early February at -0.486%. It was last up less than a basis point at -0.47%. Its 30-year yield, which turned negative and sent the whole German yield curve into negative territory on Monday, was hovering around 0%.</p>\n<p>“There is some definite downside bias in the dollar now,” said Vasileios Gkionakis, Global Head of FX Strategy at fund manager Lombard Odier in Switzerland. “You are starting to a see a rotation of growth away from the U.S.”</p>\n<p>According to strategists the months-long advance in Treasuries which saw 10Y real yields drop to fresh record lows on Monday, points to worries that a weaker period lies ahead for the economic reopening from the health crisis, though second-quarter corporate earnings have been robust for the most part. Traders are awaiting key U.S. jobs data this week to gauge the recovery and monitoring the impact of price pressures sparked by pandemic-related disruption and bottlenecks.</p>\n<p>“I don’t think the market is concerned about delta as much as it’s concerned about how it impacts inflation,”&nbsp;Shana Sissel, Spotlight Asset Group chief investment officer, said on Bloomberg Television, referring to the coronavirus variant. “The longer we have delta spread globally, the longer the supply chain disruptions will continue.”</p>\n<p>Meanwhile, on the policy front, the tapering debate continues. Federal Reserve Governor Christopher Waller&nbsp;said&nbsp;he could back a tapering announcement by September, if the next two monthly U.S. employment reports show continued gains.</p>\n<p><b>In FX, </b>the Norwegian krone and <a href=\"https://laohu8.com/S/NGD\">New</a> Zealand’s dollar led an advance against the greenback; the Canadian dollar retreated, underperforming its peers. The euro eked out an advance to a session high of 1.1885 per dollar; the pound climbed back above $1.39 and gilts halted a three-day gain as caution reigns ahead of Bank of England’s meeting on Thursday.<b>The Australian dollar jumped after the nation’s central bank said it will stick to its tapering plan, arguing that the economy will rebound from the latest virus outbreak.</b>Traders rushed to close short positions on the Aussie after the Reserve Bank of Australia decision on Tuesday, according to Asia-based FX traders. Existing AUD/NZD flows after the RBA decision propelled New Zealand’s dollar to a new session high.</p>\n<p>Australia’s currency advanced after its central bank kept a&nbsp;plan&nbsp;to taper bond purchases despite a protracted lockdown in Sydney.</p>\n<p><b>In commodities, </b>crude oil&nbsp;reversed&nbsp;earlier losses as sentiment improved in broader markets even though the spread of the delta coronavirus variant, including in the key market of China, continues to pose a risk to demand. Brent crude was up 33 cents in London at $73.28 per barrel. U.S. crude inched up to $71.56 a barrel while gold and industrial metal copper were both slightly lower at $1,810.45 per ounce and 9,594.50 a tonne respectively.</p>\n<p>Looking at the day ahead, this morning the only data due out is the June PPI print for the Euro area. This afternoon in the US June factory orders and final June revisions for durable and capital goods orders are expected as well as July vehicle sales data. Away from that the Fed’s Bowman is due to speak this evening while it’s another busy day for earnings with the likes of BP, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, BMW and <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> amongst those reporting.</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\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\">2021-08-03 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Futures up: Dow 0.46%, S&amp;P 0.37%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 0.16%.</li>\n <li>Chinese gaming stocks listed in the U.S. slump in premarket trading.</li>\n <li><a href=\"https://laohu8.com/S/UA.C\">Under Armour</a>, Translate Bio, <a href=\"https://laohu8.com/S/CLX\">Clorox</a> and more&nbsp;made&nbsp;the biggest moves in the premarket.</li>\n <li>Crude oil reversed earlier losses as sentiment improved in broader markets.</li>\n</ul>\n<p>(August 3)&nbsp;U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>At 08:02 a.m. ET, Dow E-minis were up 159 points, or 0.46%, S&amp;P 500 E-minis were up 16&nbsp;points, or 0.37% and Nasdaq 100 E-minis rose 24.5 points, or 0.16%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041b88ace41d9b6a718971a4da2e78b4\" tg-width=\"1242\" tg-height=\"484\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:02</span></p>\n<p>The big story overnight was <a href=\"https://laohu8.com/S/CAAS\">China</a>'s latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth.&nbsp; \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in premarket trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 8.8%, Bilibili falls 6.67%, Huya declines 4.79% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 5.12% as of 8:11am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -0.94%, Pinduoduo -1.2%, Baidu -0.37%, Didi -1.25%.</p>\n<p><img src=\"https://static.tigerbbs.com/7d28ab254bf7e852d939886a935a67a2\" tg-width=\"373\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket: <a href=\"https://laohu8.com/S/UA\">Under Armour</a>, Translate Bio, Clorox and more</b></p>\n<p><b>1)&nbsp;Under Armour(UAA)</b> – Under Armour shares jumped 4.5% in the premarket, after the athletic apparel maker beat estimates on the top and bottom lines and the company raised its full-year forecast. Under Armour reported quarterly earnings of 24 cents per share, compared to a consensus estimate of 6 cents a share.</p>\n<p><b>2)&nbsp;Translate Bio(TBIO)</b> – French drugmakerSanofi(SNY) agreed to buy the U.S.-based biotech company for $3.2 billion, or $38 per share in cash. Translate Bio specializes in mRNA technology, the type that was used to produce thePfizerandModernaCovid-19 vaccines. Translate Bio shares soared 29.6% in premarket trading.</p>\n<p><b>3)&nbsp;Clorox(CLX) </b>– Clorox tumbled 8.6% in premarket action after the household products maker missed top and bottom line estimates for its latest quarter. Clorox’s sales fell from a year ago, when consumers stocked up on its products amid the surging pandemic.</p>\n<p><b>4)&nbsp;Eli Lilly(LLY) </b>– The drugmaker’s shares lost 1.7% in premarket trading, after falling 2 cents a share shy of estimates, with quarterly earnings of $1.87 per share. Revenue beat forecasts, but Lilly’s overall results were impacted by weaker sales of Covid-19 therapies as more Americans got vaccinated.</p>\n<p><b>5)&nbsp;<a href=\"https://laohu8.com/S/MAR\">Marriott</a>(MAR)</b> – The hotel operator’s stock gained 1.8% in premarket trading after it reported quarterly earnings of 79 cents per share, compared to a 45 cents a share consensus estimate. Revenue more than doubled from a year ago thanks to a rebound in travel demand, though it did fall slightly short of Wall Street forecasts.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/TTWO\">Take-Two</a> Interactive(TTWO)</b> – Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> lost 4.3% premarket trading after issuing a weaker-than-expected outlook and announcing delays in new releases for some of its games. The video game producer beat estimates by 12 cents a share, with quarterly profit of $1.01 per share. Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>’s revenue also topped Wall Street forecasts.</p>\n<p><b>7)&nbsp;BP(BP)</b> – BP surged 6.3% in premarket trading after it reported better-than-expected quarterly profit and revenue, thanks to higher oil and gas prices. The energy producer also announced a 4% dividend hike and a boost to its share buyback program.</p>\n<p><b>8)&nbsp;Stellantis(STLA) </b>– Stellantis raised its full-year profit margin outlook after the automaker reported strong first-half financial results, boosted by record margins in North America. The upbeat results came despite the impact of the global chip shortage which cut production by 700,000 vehicles. The stock rallied 5.3% in the premarket.</p>\n<p><b>9)&nbsp;<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(MU)</b> – Micron instituted its first-ever dividend, with the chip maker planning to pay 10 cents per share in cash payable on October 18. Micron also said it had updated its share buyback policy to buy more when prices are low and fewer when prices are high. Micron shares gained 1.9% in the premarket.</p>\n<p><b>10)&nbsp;<a href=\"https://laohu8.com/S/SPG\">Simon Property</a> Group(SPG)</b> – Simon Property shares rose 2.8% in premarket trading after it said sales at its shopping centers returned to pre-pandemic levels in June. The largest U.S. mall owner is hoping the improved results encourage retailers to sign new leases and help it fill space vacated during the pandemic.</p>\n<p><b>11)&nbsp;<a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a> Technologies(SEDG) </b>– SolarEdge reported better-than-expected earnings and revenue for its latest quarter, with the solar energy company also providing an upbeat current-quarter forecast. SolarEdge surged 11.4% in the premarket.</p>\n<p><b>12)&nbsp;Reynolds Consumer Products(REYN)</b> – Reynolds beat estimates by a penny a share, with quarterly earnings of 39 cents per share. Revenue fell short of Street forecasts, however. The maker of products like Hefty garbage bags and Reynolds Wrap said it was pleased with the results in the face of higher input costs supply chain issues. Reynolds lost 3.6% in premarket action.</p>\n<p><b>In rates,</b> treasuries drifted lower over early European session, tracking losses in bunds and gilts. The 10-year U.S. Treasury&nbsp;yield&nbsp;edged around 2bps higher after falling as low as 1.15%; the move steepened 2s10s, 5s30s by 1bp each. Higher S&amp;P futures also added pressure on rising yields, following gains across European stocks amid positive earnings results. Germany’s 10-year yield fell to its lowest since early February at -0.486%. It was last up less than a basis point at -0.47%. Its 30-year yield, which turned negative and sent the whole German yield curve into negative territory on Monday, was hovering around 0%.</p>\n<p>“There is some definite downside bias in the dollar now,” said Vasileios Gkionakis, Global Head of FX Strategy at fund manager Lombard Odier in Switzerland. “You are starting to a see a rotation of growth away from the U.S.”</p>\n<p>According to strategists the months-long advance in Treasuries which saw 10Y real yields drop to fresh record lows on Monday, points to worries that a weaker period lies ahead for the economic reopening from the health crisis, though second-quarter corporate earnings have been robust for the most part. Traders are awaiting key U.S. jobs data this week to gauge the recovery and monitoring the impact of price pressures sparked by pandemic-related disruption and bottlenecks.</p>\n<p>“I don’t think the market is concerned about delta as much as it’s concerned about how it impacts inflation,”&nbsp;Shana Sissel, Spotlight Asset Group chief investment officer, said on Bloomberg Television, referring to the coronavirus variant. “The longer we have delta spread globally, the longer the supply chain disruptions will continue.”</p>\n<p>Meanwhile, on the policy front, the tapering debate continues. Federal Reserve Governor Christopher Waller&nbsp;said&nbsp;he could back a tapering announcement by September, if the next two monthly U.S. employment reports show continued gains.</p>\n<p><b>In FX, </b>the Norwegian krone and <a href=\"https://laohu8.com/S/NGD\">New</a> Zealand’s dollar led an advance against the greenback; the Canadian dollar retreated, underperforming its peers. The euro eked out an advance to a session high of 1.1885 per dollar; the pound climbed back above $1.39 and gilts halted a three-day gain as caution reigns ahead of Bank of England’s meeting on Thursday.<b>The Australian dollar jumped after the nation’s central bank said it will stick to its tapering plan, arguing that the economy will rebound from the latest virus outbreak.</b>Traders rushed to close short positions on the Aussie after the Reserve Bank of Australia decision on Tuesday, according to Asia-based FX traders. Existing AUD/NZD flows after the RBA decision propelled New Zealand’s dollar to a new session high.</p>\n<p>Australia’s currency advanced after its central bank kept a&nbsp;plan&nbsp;to taper bond purchases despite a protracted lockdown in Sydney.</p>\n<p><b>In commodities, </b>crude oil&nbsp;reversed&nbsp;earlier losses as sentiment improved in broader markets even though the spread of the delta coronavirus variant, including in the key market of China, continues to pose a risk to demand. Brent crude was up 33 cents in London at $73.28 per barrel. U.S. crude inched up to $71.56 a barrel while gold and industrial metal copper were both slightly lower at $1,810.45 per ounce and 9,594.50 a tonne respectively.</p>\n<p>Looking at the day ahead, this morning the only data due out is the June PPI print for the Euro area. This afternoon in the US June factory orders and final June revisions for durable and capital goods orders are expected as well as July vehicle sales data. Away from that the Fed’s Bowman is due to speak this evening while it’s another busy day for earnings with the likes of BP, <a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>, BMW and <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> amongst those reporting.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126095878","content_text":"Futures up: Dow 0.46%, S&P 0.37%, Nasdaq 0.16%.\nChinese gaming stocks listed in the U.S. slump in premarket trading.\nUnder Armour, Translate Bio, Clorox and more made the biggest moves in the premarket.\nCrude oil reversed earlier losses as sentiment improved in broader markets.\n\n(August 3) U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.\nAt 08:02 a.m. ET, Dow E-minis were up 159 points, or 0.46%, S&P 500 E-minis were up 16 points, or 0.37% and Nasdaq 100 E-minis rose 24.5 points, or 0.16%.\n*Source From Tiger Trade, EST 08:02\nThe big story overnight was China's latest crackdown in which the XInhua-affiliated Economic Information Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth.  \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.\nNot surprisingly, Chinese gaming stocks listed in the U.S. slump in premarket trading; among the biggest gaming-related stocks falling this morning, NetEase sinks 8.8%, Bilibili falls 6.67%, Huya declines 4.79% and DouYu International slides 5.12% as of 8:11am in New York, Other large-cap Chinese stocks are also lower in U.S. premarket trading: Alibaba -0.94%, Pinduoduo -1.2%, Baidu -0.37%, Didi -1.25%.\n\nStocks making the biggest moves in the premarket: Under Armour, Translate Bio, Clorox and more\n1) Under Armour(UAA) – Under Armour shares jumped 4.5% in the premarket, after the athletic apparel maker beat estimates on the top and bottom lines and the company raised its full-year forecast. Under Armour reported quarterly earnings of 24 cents per share, compared to a consensus estimate of 6 cents a share.\n2) Translate Bio(TBIO) – French drugmakerSanofi(SNY) agreed to buy the U.S.-based biotech company for $3.2 billion, or $38 per share in cash. Translate Bio specializes in mRNA technology, the type that was used to produce thePfizerandModernaCovid-19 vaccines. Translate Bio shares soared 29.6% in premarket trading.\n3) Clorox(CLX) – Clorox tumbled 8.6% in premarket action after the household products maker missed top and bottom line estimates for its latest quarter. Clorox’s sales fell from a year ago, when consumers stocked up on its products amid the surging pandemic.\n4) Eli Lilly(LLY) – The drugmaker’s shares lost 1.7% in premarket trading, after falling 2 cents a share shy of estimates, with quarterly earnings of $1.87 per share. Revenue beat forecasts, but Lilly’s overall results were impacted by weaker sales of Covid-19 therapies as more Americans got vaccinated.\n5) Marriott(MAR) – The hotel operator’s stock gained 1.8% in premarket trading after it reported quarterly earnings of 79 cents per share, compared to a 45 cents a share consensus estimate. Revenue more than doubled from a year ago thanks to a rebound in travel demand, though it did fall slightly short of Wall Street forecasts.\n6) Take-Two Interactive(TTWO) – Take-Two lost 4.3% premarket trading after issuing a weaker-than-expected outlook and announcing delays in new releases for some of its games. The video game producer beat estimates by 12 cents a share, with quarterly profit of $1.01 per share. Take-Two’s revenue also topped Wall Street forecasts.\n7) BP(BP) – BP surged 6.3% in premarket trading after it reported better-than-expected quarterly profit and revenue, thanks to higher oil and gas prices. The energy producer also announced a 4% dividend hike and a boost to its share buyback program.\n8) Stellantis(STLA) – Stellantis raised its full-year profit margin outlook after the automaker reported strong first-half financial results, boosted by record margins in North America. The upbeat results came despite the impact of the global chip shortage which cut production by 700,000 vehicles. The stock rallied 5.3% in the premarket.\n9) Micron Technology(MU) – Micron instituted its first-ever dividend, with the chip maker planning to pay 10 cents per share in cash payable on October 18. Micron also said it had updated its share buyback policy to buy more when prices are low and fewer when prices are high. Micron shares gained 1.9% in the premarket.\n10) Simon Property Group(SPG) – Simon Property shares rose 2.8% in premarket trading after it said sales at its shopping centers returned to pre-pandemic levels in June. The largest U.S. mall owner is hoping the improved results encourage retailers to sign new leases and help it fill space vacated during the pandemic.\n11) SolarEdge Technologies(SEDG) – SolarEdge reported better-than-expected earnings and revenue for its latest quarter, with the solar energy company also providing an upbeat current-quarter forecast. SolarEdge surged 11.4% in the premarket.\n12) Reynolds Consumer Products(REYN) – Reynolds beat estimates by a penny a share, with quarterly earnings of 39 cents per share. Revenue fell short of Street forecasts, however. The maker of products like Hefty garbage bags and Reynolds Wrap said it was pleased with the results in the face of higher input costs supply chain issues. Reynolds lost 3.6% in premarket action.\nIn rates, treasuries drifted lower over early European session, tracking losses in bunds and gilts. The 10-year U.S. Treasury yield edged around 2bps higher after falling as low as 1.15%; the move steepened 2s10s, 5s30s by 1bp each. Higher S&P futures also added pressure on rising yields, following gains across European stocks amid positive earnings results. Germany’s 10-year yield fell to its lowest since early February at -0.486%. It was last up less than a basis point at -0.47%. Its 30-year yield, which turned negative and sent the whole German yield curve into negative territory on Monday, was hovering around 0%.\n“There is some definite downside bias in the dollar now,” said Vasileios Gkionakis, Global Head of FX Strategy at fund manager Lombard Odier in Switzerland. “You are starting to a see a rotation of growth away from the U.S.”\nAccording to strategists the months-long advance in Treasuries which saw 10Y real yields drop to fresh record lows on Monday, points to worries that a weaker period lies ahead for the economic reopening from the health crisis, though second-quarter corporate earnings have been robust for the most part. Traders are awaiting key U.S. jobs data this week to gauge the recovery and monitoring the impact of price pressures sparked by pandemic-related disruption and bottlenecks.\n“I don’t think the market is concerned about delta as much as it’s concerned about how it impacts inflation,” Shana Sissel, Spotlight Asset Group chief investment officer, said on Bloomberg Television, referring to the coronavirus variant. “The longer we have delta spread globally, the longer the supply chain disruptions will continue.”\nMeanwhile, on the policy front, the tapering debate continues. Federal Reserve Governor Christopher Waller said he could back a tapering announcement by September, if the next two monthly U.S. employment reports show continued gains.\nIn FX, the Norwegian krone and New Zealand’s dollar led an advance against the greenback; the Canadian dollar retreated, underperforming its peers. The euro eked out an advance to a session high of 1.1885 per dollar; the pound climbed back above $1.39 and gilts halted a three-day gain as caution reigns ahead of Bank of England’s meeting on Thursday.The Australian dollar jumped after the nation’s central bank said it will stick to its tapering plan, arguing that the economy will rebound from the latest virus outbreak.Traders rushed to close short positions on the Aussie after the Reserve Bank of Australia decision on Tuesday, according to Asia-based FX traders. Existing AUD/NZD flows after the RBA decision propelled New Zealand’s dollar to a new session high.\nAustralia’s currency advanced after its central bank kept a plan to taper bond purchases despite a protracted lockdown in Sydney.\nIn commodities, crude oil reversed earlier losses as sentiment improved in broader markets even though the spread of the delta coronavirus variant, including in the key market of China, continues to pose a risk to demand. Brent crude was up 33 cents in London at $73.28 per barrel. U.S. crude inched up to $71.56 a barrel while gold and industrial metal copper were both slightly lower at $1,810.45 per ounce and 9,594.50 a tonne respectively.\nLooking at the day ahead, this morning the only data due out is the June PPI print for the Euro area. This afternoon in the US June factory orders and final June revisions for durable and capital goods orders are expected as well as July vehicle sales data. Away from that the Fed’s Bowman is due to speak this evening while it’s another busy day for earnings with the likes of BP, ConocoPhillips, BMW and Amgen amongst those reporting.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886936743,"gmtCreate":1631542746382,"gmtModify":1676530571383,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886936743","repostId":"1186802465","repostType":4,"repost":{"id":"1186802465","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":1631541212,"share":"https://ttm.financial/m/news/1186802465?lang=&edition=fundamental","pubTime":"2021-09-13 21:53","market":"us","language":"en","title":"Affirm shares tumbled more than 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186802465","media":"Tiger Newspress","summary":"Affirm shares tumbled more than 12% in Monday morning trading.\n\nAs ecommerce trends picked up over t","content":"<p>Affirm shares tumbled more than 12% in Monday morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/10f54553d707a5e77aaeece1b6a1f177\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>As ecommerce trends picked up over the last year and a half, the companies that help facilitate payments also experienced a boon. Payment processing for merchants, peer lending firms, and even point-of-sale platforms benefitted from the industry’s massive rebound. From its business model of allowing customers to pay in fixed installments,Affirm Holdings, Inc.(<b>AFRM</b>) saw a huge spike in share price after recently reporting earnings results that were far beyond expectations.</p>\n<p>Spelling out his neutral take on the matter is Ryan Carr of Jefferies Group, who wrote that while the firm has seen overtly positive quarterly performance, obstacles remain in the form of increased competition and a normalization of larger market forces. These forces are in reference to the state of high liquidity levels and low interest rates due to U.S. federal fiscal intervention after the 2020 recession.</p>\n<p>Carr assigned a Hold rating on the stock, and raised his price target to $82 from $56. Despite the large raise, this target still represents a possible 12-month downside of 33.71%.</p>\n<p>Although the company is anticipated by Carr to expand along with positive ecommerce trends, several key drivers of growth may have begun to plateau. These include “merchant discount rates, Gain on Sale margins, credit losses, and cost of funds,” and could result in a “tug-of-war on profitability” as operating leverage decelerates.</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>Affirm shares tumbled more than 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAffirm shares tumbled more than 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-13 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Affirm shares tumbled more than 12% in Monday morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/10f54553d707a5e77aaeece1b6a1f177\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>As ecommerce trends picked up over the last year and a half, the companies that help facilitate payments also experienced a boon. Payment processing for merchants, peer lending firms, and even point-of-sale platforms benefitted from the industry’s massive rebound. From its business model of allowing customers to pay in fixed installments,Affirm Holdings, Inc.(<b>AFRM</b>) saw a huge spike in share price after recently reporting earnings results that were far beyond expectations.</p>\n<p>Spelling out his neutral take on the matter is Ryan Carr of Jefferies Group, who wrote that while the firm has seen overtly positive quarterly performance, obstacles remain in the form of increased competition and a normalization of larger market forces. These forces are in reference to the state of high liquidity levels and low interest rates due to U.S. federal fiscal intervention after the 2020 recession.</p>\n<p>Carr assigned a Hold rating on the stock, and raised his price target to $82 from $56. Despite the large raise, this target still represents a possible 12-month downside of 33.71%.</p>\n<p>Although the company is anticipated by Carr to expand along with positive ecommerce trends, several key drivers of growth may have begun to plateau. These include “merchant discount rates, Gain on Sale margins, credit losses, and cost of funds,” and could result in a “tug-of-war on profitability” as operating leverage decelerates.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186802465","content_text":"Affirm shares tumbled more than 12% in Monday morning trading.\n\nAs ecommerce trends picked up over the last year and a half, the companies that help facilitate payments also experienced a boon. Payment processing for merchants, peer lending firms, and even point-of-sale platforms benefitted from the industry’s massive rebound. From its business model of allowing customers to pay in fixed installments,Affirm Holdings, Inc.(AFRM) saw a huge spike in share price after recently reporting earnings results that were far beyond expectations.\nSpelling out his neutral take on the matter is Ryan Carr of Jefferies Group, who wrote that while the firm has seen overtly positive quarterly performance, obstacles remain in the form of increased competition and a normalization of larger market forces. These forces are in reference to the state of high liquidity levels and low interest rates due to U.S. federal fiscal intervention after the 2020 recession.\nCarr assigned a Hold rating on the stock, and raised his price target to $82 from $56. Despite the large raise, this target still represents a possible 12-month downside of 33.71%.\nAlthough the company is anticipated by Carr to expand along with positive ecommerce trends, several key drivers of growth may have begun to plateau. These include “merchant discount rates, Gain on Sale margins, credit losses, and cost of funds,” and could result in a “tug-of-war on profitability” as operating leverage decelerates.","news_type":1,"symbols_score_info":{"AFRM":0.9}},"isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886936269,"gmtCreate":1631542731651,"gmtModify":1676530571375,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886936269","repostId":"2167581648","repostType":4,"repost":{"id":"2167581648","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":1631541515,"share":"https://ttm.financial/m/news/2167581648?lang=&edition=fundamental","pubTime":"2021-09-13 21:58","market":"fut","language":"en","title":"Walmart to accept litecoin payments","url":"https://stock-news.laohu8.com/highlight/detail?id=2167581648","media":"Reuters","summary":"Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers","content":"<p>Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers to make payments with cryptocurrencies.</p>\n<p>\"Starting October 1st, all eCommerce stores will have implemented a 'Pay with Litecoin Option',\" Walmart Chief Executive Officer Doug McMillon said.</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>Walmart to accept litecoin payments</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\">\nWalmart to accept litecoin payments\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\">2021-09-13 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers to make payments with cryptocurrencies.</p>\n<p>\"Starting October 1st, all eCommerce stores will have implemented a 'Pay with Litecoin Option',\" Walmart Chief Executive Officer Doug McMillon said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167581648","content_text":"Sept 13 (Reuters) - Walmart Inc said on Monday it has partnered with litecoin to allow its customers to make payments with cryptocurrencies.\n\"Starting October 1st, all eCommerce stores will have implemented a 'Pay with Litecoin Option',\" Walmart Chief Executive Officer Doug McMillon said.","news_type":1,"symbols_score_info":{"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801198324,"gmtCreate":1627486151268,"gmtModify":1703490999623,"author":{"id":"3578134126413921","authorId":"3578134126413921","name":"小红盛虎","avatar":"https://static.tigerbbs.com/043a9a9162274702cb29e8fbef057493","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578134126413921","idStr":"3578134126413921"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/801198324","repostId":"1190150353","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}