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Katchoong
2022-06-08
$Alibaba(BABA)$
Haha [Happy]
Katchoong
2022-05-16
Ok
Ford Sells Shares in EV Maker Rivian for $188.2 Mln
Katchoong
2022-05-16
Won't consider
Sorry, the original content has been removed
Katchoong
2022-05-12
$Apple(AAPL)$
Drop a fair bit yesterday.
Katchoong
2022-05-09
Looks bad
Sorry, the original content has been removed
Katchoong
2022-05-09
Looks bad
Hot Chinese ADRs Dropped in Premarket Trading
Katchoong
2022-05-08
$Apple(AAPL)$
[Miser]
Katchoong
2022-03-19
Very good insight of the company.[Smile]
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Katchoong
2022-03-03
Yes products are great
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Katchoong
2022-03-02
Ok
Wall Street Ends Sharply Lower as Ukraine Crisis Sows Fear
Katchoong
2022-02-25
Ok
Coinbase Stock Whipsaws Lower after Poor Q1 Guidance Amid Crypto Slump
Katchoong
2022-02-24
Okay
Crypto Stocks Tumbled in Premarket Trading
Katchoong
2022-02-23
Okay
Hedge Funds Are Hating on Tech Stocks
Katchoong
2022-02-22
Okay
5 Reasons Amazon Could Deliver Higher Operating Profits in 2022
Katchoong
2022-02-21
Inflation affecting buying
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Katchoong
2022-02-16
Okay
Sorry, the original content has been removed
Katchoong
2022-02-12
Roar
Block Stock Jumped 6% in Morning Trading after BofA and Citi Buy Rating
Katchoong
2022-02-10
Move pls
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Katchoong
2022-02-08
Big players
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Katchoong
2022-02-06
[Smile]
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Go to Tiger App to see more news
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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\">\nFord Sells Shares in EV Maker Rivian for $188.2 Mln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-16 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.</p><p>Ford now holds 86.9 million shares in the California-headquartered company.</p><p>Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.</p><p>The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.</p><p>On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.</p><p>Rivian shares closed at $26.70 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235780241","content_text":"Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.Ford now holds 86.9 million shares in the California-headquartered company.Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.Rivian shares closed at $26.70 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020485323,"gmtCreate":1652673070962,"gmtModify":1676535138885,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Won't consider","listText":"Won't consider","text":"Won't consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020485323","repostId":"2235780241","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064280432,"gmtCreate":1652326040926,"gmtModify":1676535079109,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Drop a fair bit yesterday.","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Drop a fair bit yesterday.","text":"$Apple(AAPL)$Drop a fair bit yesterday.","images":[{"img":"https://community-static.tradeup.com/news/bd8bc3e054f487e86da2b968553ae9f1","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064280432","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062576953,"gmtCreate":1652090831272,"gmtModify":1676535027134,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Looks bad","listText":"Looks bad","text":"Looks bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062576953","repostId":"1145113554","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062578796,"gmtCreate":1652090777115,"gmtModify":1676535027128,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Looks bad","listText":"Looks bad","text":"Looks bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062578796","repostId":"1145113554","repostType":4,"repost":{"id":"1145113554","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":1652084346,"share":"https://ttm.financial/m/news/1145113554?lang=&edition=fundamental","pubTime":"2022-05-09 16:19","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145113554","media":"Tiger Newspress","summary":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, NetEase, Pinduoduo, RLX Technology and XPeng slid between 1% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Dropped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dropped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-09 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145113554","content_text":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, Pinduoduo and XPeng slid between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062933375,"gmtCreate":1651984731397,"gmtModify":1676535009213,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Miser] ","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Miser] ","text":"$Apple(AAPL)$[Miser]","images":[{"img":"https://community-static.tradeup.com/news/70686bf614fc0a90f4b06fd9d9a06096","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062933375","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9035784357,"gmtCreate":1647686476127,"gmtModify":1676534258612,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Very good insight of the company.[Smile] ","listText":"Very good insight of the company.[Smile] ","text":"Very good insight of the company.[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035784357","repostId":"2220777059","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033540921,"gmtCreate":1646321038029,"gmtModify":1676534117008,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Yes products are great","listText":"Yes products are great","text":"Yes products are great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033540921","repostId":"1149558285","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033310400,"gmtCreate":1646186360120,"gmtModify":1676534101655,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033310400","repostId":"2216014265","repostType":4,"repost":{"id":"2216014265","kind":"news","pubTimestamp":1646169287,"share":"https://ttm.financial/m/news/2216014265?lang=&edition=fundamental","pubTime":"2022-03-02 05:14","market":"us","language":"en","title":"Wall Street Ends Sharply Lower as Ukraine Crisis Sows Fear","url":"https://stock-news.laohu8.com/highlight/detail?id=2216014265","media":"Reuters","summary":"March 1 (Reuters) - Wall Street ended sharply lower on Tuesday, with financial stocks bearing much o","content":"<html><head></head><body><p>March 1 (Reuters) - Wall Street ended sharply lower on Tuesday, with financial stocks bearing much of the damage for a second straight day as the Russia-Ukraine crisis deepened and stirred anxiety among investors.</p><p>Ten of the 11 S&P 500 sector indexes fell, led by financials , down 3.7%.</p><p>Wells Fargo tumbled 5.8% and the broader banks index declined 4.8% as U.S. 10-year Treasury yields slumped to five-week lows amid a flight to safe-haven debt.</p><p>Chevron Corp jumped 4% to close at its highest level ever after the company raised its share buyback program and forecast for operating cash-flow through 2026, and as oil prices surged.</p><p>The energy index rose about 1%.</p><p>Russia warned Kyiv residents to flee their homes and rained rockets on the city of Kharkiv as Russian commanders intensified their bombardment of Ukrainian urban areas in a shift of tactics after their six-day assault stalled.</p><p>The conflict has drawn sharp reprisals from the West including the blocking of certain Russian lenders' access to the SWIFT international payment system.</p><p>"Investors are swimming in a soup of fear, and they don't know how to incorporate geopolitical news into their pricing," said Mike Zigmont, head of research and trading at Harvest Volatility Management in New York. "We're dealing with a pure emotional investor response."</p><p>The Dow Jones Industrial Average fell 1.76% to end at 33,294.95 points, while the S&P 500 lost 1.55% to 4,306.24.</p><p>The Nasdaq Composite dropped 1.59% to 13,532.46.</p><p>The Philadelphia Semiconductor Index dropped 3.6%, with Advanced Micro Devices tumbling 7.7%.</p><p>Trading was busy. Volume on U.S. exchanges was 14.9 billion shares, compared with a 12.3 billion average for the full session over the last 20 trading days.</p><p>On a positive note, data showed U.S. manufacturing activity picked up more than expected in February as COVID-19 infections subsided, while construction spending surged in January.</p><p>"Given the fact that the U.S. economy is accelerating, the uncertainty will be relatively short lived and it wouldn't be a surprise if the market found its footing sometime over the next couple of weeks when clarity is restored," said Jeff Schulze, investment strategist at ClearBridge Investments.</p><p>Target Corp jumped 9.9% after the big-box retailer forecast 2022 sales and profit above analysts' expectations.</p><p>Defense stocks added to recent gains, with Lockheed Martin Corp and Northrop Grumman rallying over 3%.</p><p>The CBOE volatility index, also known as Wall Street's fear gauge, rose to its highest since Feb. 24.</p><p>Zoom Video Communications Inc slid 7.4% after it forecast downbeat full-year revenue and profit, signaling a hit from tough competition and lower sign-ups for its core Meetings platform.</p><p>The S&P 500 has declined about 10% in 2022, and the Nasdaq has lost about 13%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.80-to-1 ratio favored decliners.</p><p>The S&P 500 posted 26 new 52-week highs and 16 new lows; the Nasdaq Composite recorded 40 new highs and 150 new lows.</p></body></html>","source":"yahoofinance","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 Sharply Lower as Ukraine Crisis Sows Fear</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 Sharply Lower as Ukraine Crisis Sows Fear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 05:14 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-211447327.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>March 1 (Reuters) - Wall Street ended sharply lower on Tuesday, with financial stocks bearing much of the damage for a second straight day as the Russia-Ukraine crisis deepened and stirred anxiety ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-211447327.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","OEX":"标普100","BK4505":"高瓴资本持仓","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","BK4548":"巴美列捷福持仓","SSO":"两倍做多标普500ETF","ZM":"Zoom","BK4201":"综合性石油与天然气企业","BK4528":"SaaS概念","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","BK4023":"应用软件","OEF":"标普100指数ETF-iShares","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4570":"地缘局势概念股","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","BK4566":"资本集团","BK4525":"远程办公概念","COMP":"Compass, Inc.","BK4535":"淡马锡持仓","SDS":"两倍做空标普500ETF","CVX":"雪佛龙","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-211447327.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2216014265","content_text":"March 1 (Reuters) - Wall Street ended sharply lower on Tuesday, with financial stocks bearing much of the damage for a second straight day as the Russia-Ukraine crisis deepened and stirred anxiety among investors.Ten of the 11 S&P 500 sector indexes fell, led by financials , down 3.7%.Wells Fargo tumbled 5.8% and the broader banks index declined 4.8% as U.S. 10-year Treasury yields slumped to five-week lows amid a flight to safe-haven debt.Chevron Corp jumped 4% to close at its highest level ever after the company raised its share buyback program and forecast for operating cash-flow through 2026, and as oil prices surged.The energy index rose about 1%.Russia warned Kyiv residents to flee their homes and rained rockets on the city of Kharkiv as Russian commanders intensified their bombardment of Ukrainian urban areas in a shift of tactics after their six-day assault stalled.The conflict has drawn sharp reprisals from the West including the blocking of certain Russian lenders' access to the SWIFT international payment system.\"Investors are swimming in a soup of fear, and they don't know how to incorporate geopolitical news into their pricing,\" said Mike Zigmont, head of research and trading at Harvest Volatility Management in New York. \"We're dealing with a pure emotional investor response.\"The Dow Jones Industrial Average fell 1.76% to end at 33,294.95 points, while the S&P 500 lost 1.55% to 4,306.24.The Nasdaq Composite dropped 1.59% to 13,532.46.The Philadelphia Semiconductor Index dropped 3.6%, with Advanced Micro Devices tumbling 7.7%.Trading was busy. Volume on U.S. exchanges was 14.9 billion shares, compared with a 12.3 billion average for the full session over the last 20 trading days.On a positive note, data showed U.S. manufacturing activity picked up more than expected in February as COVID-19 infections subsided, while construction spending surged in January.\"Given the fact that the U.S. economy is accelerating, the uncertainty will be relatively short lived and it wouldn't be a surprise if the market found its footing sometime over the next couple of weeks when clarity is restored,\" said Jeff Schulze, investment strategist at ClearBridge Investments.Target Corp jumped 9.9% after the big-box retailer forecast 2022 sales and profit above analysts' expectations.Defense stocks added to recent gains, with Lockheed Martin Corp and Northrop Grumman rallying over 3%.The CBOE volatility index, also known as Wall Street's fear gauge, rose to its highest since Feb. 24.Zoom Video Communications Inc slid 7.4% after it forecast downbeat full-year revenue and profit, signaling a hit from tough competition and lower sign-ups for its core Meetings platform.The S&P 500 has declined about 10% in 2022, and the Nasdaq has lost about 13%.Declining issues outnumbered advancing ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.80-to-1 ratio favored decliners.The S&P 500 posted 26 new 52-week highs and 16 new lows; the Nasdaq Composite recorded 40 new highs and 150 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030409817,"gmtCreate":1645771166442,"gmtModify":1676534062863,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Ok ","listText":"Ok ","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030409817","repostId":"2214978421","repostType":4,"repost":{"id":"2214978421","kind":"news","pubTimestamp":1645744138,"share":"https://ttm.financial/m/news/2214978421?lang=&edition=fundamental","pubTime":"2022-02-25 07:08","market":"us","language":"en","title":"Coinbase Stock Whipsaws Lower after Poor Q1 Guidance Amid Crypto Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=2214978421","media":"seekingalpha","summary":"Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following di","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/c93b09372770634bbfc81a5ce65c6d38\" tg-width=\"750\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following disappointing guidance for retail user growth and trading volume. The stock initially spiked ~13% within minutes of the earnings release following better-than-expected Q4 results.</p><p><img src=\"https://static.tigerbbs.com/1e04a71597b0959c3a200849f5df3dbe\" tg-width=\"1110\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>It expects subscription and services revenue to decrease in Q1 due to recent crypto asset declines.</p><p>For 2022, the company forecasts average retail MTUs of 5.0M-15.0M vs. 8.4M in 2021. It sees average net transaction revenue per user at pre-2021 levels compared with $64 last year.</p><p>The company sees 2022 transaction expenses in the low 20% range, up from 17% in 2021, driven by growth in Blockchain Rewards revenue.</p><p>Anticipates 2021 technology and development and G&A expenses, excluding stock-based compensation, at $4.25B-5.25B vs. $1.41B in 2021.</p><p>Q4 net revenue of 2.49$B, beat the $1.81B consensus and climbed from $1.08B in Q3.</p><p>Q4 EPS of $3.32 also beat the Wall Street estimate of $1.95 and jumped from $0.66 in the same period a year ago.</p><p>Q4 MTUs of 11.4M expanded from 7.4M in the third quarter. Q4 trading volume of $547B from $327B in the prior quarter.</p><p>Q4 retail trading volume of $177B surged from $93B in Q3 and from $32M in Q4 2020. institutional trading volume of $371B from $234B in Q3 and from $57B in Q4 2020.</p><p>Conference call at 5:30 p.m. ET.</p><p>In mid-February, Coinbase introduces way for recipients in Mexico to cash out crypto in local currency.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase Stock Whipsaws Lower after Poor Q1 Guidance Amid Crypto Slump</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\">\nCoinbase Stock Whipsaws Lower after Poor Q1 Guidance Amid Crypto Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-25 07:08 GMT+8 <a href=https://seekingalpha.com/news/3805550-coinbase-stock-whipsaws-lower-after-narrowing-q1-guidance-for-retail-mtu-trading-volume><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following disappointing guidance for retail user growth and trading volume. The stock initially spiked ~13% ...</p>\n\n<a href=\"https://seekingalpha.com/news/3805550-coinbase-stock-whipsaws-lower-after-narrowing-q1-guidance-for-retail-mtu-trading-volume\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","BK4112":"金融交易所和数据","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/news/3805550-coinbase-stock-whipsaws-lower-after-narrowing-q1-guidance-for-retail-mtu-trading-volume","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2214978421","content_text":"Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following disappointing guidance for retail user growth and trading volume. The stock initially spiked ~13% within minutes of the earnings release following better-than-expected Q4 results.It expects subscription and services revenue to decrease in Q1 due to recent crypto asset declines.For 2022, the company forecasts average retail MTUs of 5.0M-15.0M vs. 8.4M in 2021. It sees average net transaction revenue per user at pre-2021 levels compared with $64 last year.The company sees 2022 transaction expenses in the low 20% range, up from 17% in 2021, driven by growth in Blockchain Rewards revenue.Anticipates 2021 technology and development and G&A expenses, excluding stock-based compensation, at $4.25B-5.25B vs. $1.41B in 2021.Q4 net revenue of 2.49$B, beat the $1.81B consensus and climbed from $1.08B in Q3.Q4 EPS of $3.32 also beat the Wall Street estimate of $1.95 and jumped from $0.66 in the same period a year ago.Q4 MTUs of 11.4M expanded from 7.4M in the third quarter. Q4 trading volume of $547B from $327B in the prior quarter.Q4 retail trading volume of $177B surged from $93B in Q3 and from $32M in Q4 2020. institutional trading volume of $371B from $234B in Q3 and from $57B in Q4 2020.Conference call at 5:30 p.m. ET.In mid-February, Coinbase introduces way for recipients in Mexico to cash out crypto in local currency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030847398,"gmtCreate":1645694949800,"gmtModify":1676534054406,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030847398","repostId":"1195330201","repostType":2,"repost":{"id":"1195330201","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":1645694671,"share":"https://ttm.financial/m/news/1195330201?lang=&edition=fundamental","pubTime":"2022-02-24 17:24","market":"us","language":"en","title":"Crypto Stocks Tumbled in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1195330201","media":"Tiger Newspress","summary":"Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blo","content":"<html><head></head><body><p>Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan tumbled from 3% to 12%.<img src=\"https://static.tigerbbs.com/71f38dd044b4ad310803a62a0c0d2850\" tg-width=\"406\" tg-height=\"587\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Stocks Tumbled in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Stocks Tumbled in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-24 17:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan tumbled from 3% to 12%.<img src=\"https://static.tigerbbs.com/71f38dd044b4ad310803a62a0c0d2850\" tg-width=\"406\" tg-height=\"587\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAN":"嘉楠科技","RIOT":"Riot Platforms","SOS":"SOS Limited"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195330201","content_text":"Crypto stocks tumbled in premarket trading. Bit Digital,Bit Mining,Marathon Digital,SoS Ltd,Riot Blockchain,Coinbase,The9 and Canaan tumbled from 3% to 12%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030309091,"gmtCreate":1645624887159,"gmtModify":1676534046315,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030309091","repostId":"1118928864","repostType":4,"repost":{"id":"1118928864","kind":"news","pubTimestamp":1645623017,"share":"https://ttm.financial/m/news/1118928864?lang=&edition=fundamental","pubTime":"2022-02-23 21:30","market":"us","language":"en","title":"Hedge Funds Are Hating on Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1118928864","media":"Yahoo Finance","summary":"The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs ana","content":"<html><head></head><body><p>The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs analysts on a fresh round of 13F filings.</p><p>"The latest filings show hedge funds positioning for a different equity market environment than the one that has characterized most of the last several years. Funds continued to rotate away from growth stocks and are now more tilted to value than they have been since 2011. At the sector level, hedge funds slashed positions in tech in favor of energy and financials," said Goldman Sachs strategist Ben Snider.</p><p>Goldman analyzed 788 hedge funds with $2.6 trillion of gross equity positions.</p><p>The cooling sentiment on tech stocks comes as the space has lost considerable momentum amid fears of rising interest rates. Investors have fretted the higher cost of capital will pressure richly valued companies in growth mode such as tech, raising the specter of larger losses.</p><p>The tech heavy Nasdaq Composite is down about 15% in 2022, by far the worst-performing of the major indices. As for the closely watched FAANG complex [Facebook parent company Meta, Amazon, Netflix, Google], all of its components are down for the year —led by a 40% plunge in Meta after a brutal profit outlook earlier this month.</p><p>Other 2022 tech stock disasters are littered about, too.</p><p>Salesforce is down 22% on the year, and is the worst-performing component of the Dow Jones Industrial Average. Microsoft has shed 14% of its market value this year.Roku has crashed 47% following a terrible profit outlook a week ago.</p><p>"A confluence of performance headwinds have propelled the great positioning rotation. Sharply falling growth stock valuations, declining hedge fund leverage, retail selling, worsening equity market liquidity, and the underperformance of popular hedge fund long positions have created a vicious cycle in recent months," Snider points out.</p><p>Despite the steep sell-offs in top tech names that worked so well in 2021, hedge funds are not entirely cutting bait with the sector.</p><p>Goldman found that Microsoft maintained its position as the most popular hedge fund long position. Apple replaced Salesforce among the top five. Overall, Microsoft, Amazon, Google, Meta and Apple were the top five hedge fund "VIPs" in the most recent quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Are Hating on Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Are Hating on Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 21:30 GMT+8 <a href=https://finance.yahoo.com/news/hedge-funds-are-hating-on-tech-stocks-132633404.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs analysts on a fresh round of 13F filings.\"The latest filings show hedge funds positioning for a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hedge-funds-are-hating-on-tech-stocks-132633404.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","NFLX":"奈飞","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/hedge-funds-are-hating-on-tech-stocks-132633404.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118928864","content_text":"The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs analysts on a fresh round of 13F filings.\"The latest filings show hedge funds positioning for a different equity market environment than the one that has characterized most of the last several years. Funds continued to rotate away from growth stocks and are now more tilted to value than they have been since 2011. At the sector level, hedge funds slashed positions in tech in favor of energy and financials,\" said Goldman Sachs strategist Ben Snider.Goldman analyzed 788 hedge funds with $2.6 trillion of gross equity positions.The cooling sentiment on tech stocks comes as the space has lost considerable momentum amid fears of rising interest rates. Investors have fretted the higher cost of capital will pressure richly valued companies in growth mode such as tech, raising the specter of larger losses.The tech heavy Nasdaq Composite is down about 15% in 2022, by far the worst-performing of the major indices. As for the closely watched FAANG complex [Facebook parent company Meta, Amazon, Netflix, Google], all of its components are down for the year —led by a 40% plunge in Meta after a brutal profit outlook earlier this month.Other 2022 tech stock disasters are littered about, too.Salesforce is down 22% on the year, and is the worst-performing component of the Dow Jones Industrial Average. Microsoft has shed 14% of its market value this year.Roku has crashed 47% following a terrible profit outlook a week ago.\"A confluence of performance headwinds have propelled the great positioning rotation. Sharply falling growth stock valuations, declining hedge fund leverage, retail selling, worsening equity market liquidity, and the underperformance of popular hedge fund long positions have created a vicious cycle in recent months,\" Snider points out.Despite the steep sell-offs in top tech names that worked so well in 2021, hedge funds are not entirely cutting bait with the sector.Goldman found that Microsoft maintained its position as the most popular hedge fund long position. Apple replaced Salesforce among the top five. Overall, Microsoft, Amazon, Google, Meta and Apple were the top five hedge fund \"VIPs\" in the most recent quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097290866,"gmtCreate":1645462501813,"gmtModify":1676534029908,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097290866","repostId":"2213198398","repostType":4,"repost":{"id":"2213198398","kind":"highlight","pubTimestamp":1645448654,"share":"https://ttm.financial/m/news/2213198398?lang=&edition=fundamental","pubTime":"2022-02-21 21:04","market":"us","language":"en","title":"5 Reasons Amazon Could Deliver Higher Operating Profits in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2213198398","media":"Motley Fool","summary":"Amazon is well on its way to becoming more profitable than ever.","content":"<html><head></head><body><p><b>Amazon.com </b>(NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures, and labor force, all while battling inflation. For the full year, the online retail giant generated $24.9 billion in operating income, up $2 billion from the year before.</p><p>Management is guiding for first-quarter operating income of between $3 billion and $6 billion, which would be a considerable decline from the $8.9 billion it generated in the first quarter last year. However, I'm optimistic operating margins will actually <i>expand</i> for the full year. Here are five reasons why.</p><h2><b>1. Lower depreciation expense</b></h2><p>Amazon is making a big accounting change for AWS: It's increasing the useful life for servers from four years to five years and network equipment from five years to six years. As a result, it will lower its depreciation expense in the first quarter by $1 billion. The impact in future quarters won't be as significant, but it's still a lot of money that's moving to its bottom line.</p><p>While depreciation expense isn't a cash expense that will have an immediate impact on Amazon's cash flow, it's worth pointing out that this is a real cost savings. The change is a result of Amazon's engineers working to make its operations more efficient and extend the life of its equipment. Over time, that means a greater return on assets for AWS.</p><p>That said, management continues to invest heavily in the fastest-growing segment of its business. It spent over $20 billion in capital expenditures related to AWS infrastructure in 2021 and expects to spend even more in 2022.</p><h2><b>2. A couple of important price increases</b></h2><p>The big news from Amazon's fourth-quarter report was the inclusion of a price hike for Amazon Prime. The annual subscription price in the U.S. will climb $20, and the monthly price will go up by $2. All told, that could add about $1.6 billion in annual revenue, based on an estimated 80 million U.S. households subscribed to the service. And since Amazon has already made the investments to justify the price increase, that's practically all going to flow to the bottom line.</p><p>Similarly, Amazon is increasing the prices for many of its third-party seller services. Merchants will have to pay up to 12% more for Amazon's fulfillment fees, and they'll see their storage fees increase during nonpeak months. Again, these fee increases should result in higher operating margins, as Amazon has already done the work to improve its fulfillment speed and capacity.</p><p>Going forward, CFO Brian Olsavsky says he expects capital expenditures for fulfillment to match the growth of the underlying business -- third-party seller services and online retail. So, it should start to see significant leverage.</p><h2><b>3. Reduced COVID-related expenses</b></h2><p>Amazon spent approximately $5 billion on COVID-related expenses in 2021. While the pandemic continues to rage on with the omicron variant, Amazon's up-front investments and now widely available vaccines should help continue lowering the costs. Removing these expenses should help boost the bottom line.</p><h2><b>4. Working through the labor shortage</b></h2><p>Amazon saw its fulfillment problem turn from a capacity issue into a labor issue in the second half of 2021. Despite hiring 273,000 new employees in the second half of the year, it's still facing challenges. Specifically, the rise of the omicron variant in December 2021 and January 2022 meant Amazon paid for a lot of sick leave plus a lot of overtime, effectively tripling its labor expense in some cases.</p><p>Amazon increased its wages across the board at the end of the third quarter to attract new workers and keep up with inflation. Overall, the labor shortage problem resulted in more than $4 billion in additional expenses in the fourth quarter compared to the prior-year period.</p><p>The pressuress of the labor shortage and inflation should ease over the course of the year, with Amazon lapping the impact in the second half. That should allow its operating profits to normalize.</p><h2><b>5. Growth coming from high-margin businesses</b></h2><p>Perhaps the biggest reason Amazon's operating margin will expand in 2022 is that its growth is coming from two high-margin businesses. Amazon broke out the results of its advertising business for the first time with its fourth-quarter report. The segment grew 32% year over year, up $2.4 billion -- roughly 20% of total revenue growth for the quarter.</p><p>Meanwhile, AWS revenue is accelerating, despite its massive scale. The cloud computing business grew 40% year over year, adding $5 billion in revenue from the prior-year period -- over 40% of total revenue growth for the quarter.</p><p>Both advertising and AWS generate much higher operating margins than the core retail business. With these two businesses producing much of Amazon's revenue growth, margins will naturally expand.</p><h2><b>Adding it all up</b></h2><p>While Amazon's first quarter may see suppressed operating profits versus the prior year, investors should see a rapid expansion over the next few quarters as it leverages its assets and laps increased COVID and labor expenses.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons Amazon Could Deliver Higher Operating Profits in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Reasons Amazon Could Deliver Higher Operating Profits in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 21:04 GMT+8 <a href=https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com (NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures,...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4535":"淡马锡持仓","AMZN":"亚马逊","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4503":"景林资产持仓","BK4561":"索罗斯持仓","BK4538":"云计算","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213198398","content_text":"Amazon.com (NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures, and labor force, all while battling inflation. For the full year, the online retail giant generated $24.9 billion in operating income, up $2 billion from the year before.Management is guiding for first-quarter operating income of between $3 billion and $6 billion, which would be a considerable decline from the $8.9 billion it generated in the first quarter last year. However, I'm optimistic operating margins will actually expand for the full year. Here are five reasons why.1. Lower depreciation expenseAmazon is making a big accounting change for AWS: It's increasing the useful life for servers from four years to five years and network equipment from five years to six years. As a result, it will lower its depreciation expense in the first quarter by $1 billion. The impact in future quarters won't be as significant, but it's still a lot of money that's moving to its bottom line.While depreciation expense isn't a cash expense that will have an immediate impact on Amazon's cash flow, it's worth pointing out that this is a real cost savings. The change is a result of Amazon's engineers working to make its operations more efficient and extend the life of its equipment. Over time, that means a greater return on assets for AWS.That said, management continues to invest heavily in the fastest-growing segment of its business. It spent over $20 billion in capital expenditures related to AWS infrastructure in 2021 and expects to spend even more in 2022.2. A couple of important price increasesThe big news from Amazon's fourth-quarter report was the inclusion of a price hike for Amazon Prime. The annual subscription price in the U.S. will climb $20, and the monthly price will go up by $2. All told, that could add about $1.6 billion in annual revenue, based on an estimated 80 million U.S. households subscribed to the service. And since Amazon has already made the investments to justify the price increase, that's practically all going to flow to the bottom line.Similarly, Amazon is increasing the prices for many of its third-party seller services. Merchants will have to pay up to 12% more for Amazon's fulfillment fees, and they'll see their storage fees increase during nonpeak months. Again, these fee increases should result in higher operating margins, as Amazon has already done the work to improve its fulfillment speed and capacity.Going forward, CFO Brian Olsavsky says he expects capital expenditures for fulfillment to match the growth of the underlying business -- third-party seller services and online retail. So, it should start to see significant leverage.3. Reduced COVID-related expensesAmazon spent approximately $5 billion on COVID-related expenses in 2021. While the pandemic continues to rage on with the omicron variant, Amazon's up-front investments and now widely available vaccines should help continue lowering the costs. Removing these expenses should help boost the bottom line.4. Working through the labor shortageAmazon saw its fulfillment problem turn from a capacity issue into a labor issue in the second half of 2021. Despite hiring 273,000 new employees in the second half of the year, it's still facing challenges. Specifically, the rise of the omicron variant in December 2021 and January 2022 meant Amazon paid for a lot of sick leave plus a lot of overtime, effectively tripling its labor expense in some cases.Amazon increased its wages across the board at the end of the third quarter to attract new workers and keep up with inflation. Overall, the labor shortage problem resulted in more than $4 billion in additional expenses in the fourth quarter compared to the prior-year period.The pressuress of the labor shortage and inflation should ease over the course of the year, with Amazon lapping the impact in the second half. That should allow its operating profits to normalize.5. Growth coming from high-margin businessesPerhaps the biggest reason Amazon's operating margin will expand in 2022 is that its growth is coming from two high-margin businesses. Amazon broke out the results of its advertising business for the first time with its fourth-quarter report. The segment grew 32% year over year, up $2.4 billion -- roughly 20% of total revenue growth for the quarter.Meanwhile, AWS revenue is accelerating, despite its massive scale. The cloud computing business grew 40% year over year, adding $5 billion in revenue from the prior-year period -- over 40% of total revenue growth for the quarter.Both advertising and AWS generate much higher operating margins than the core retail business. With these two businesses producing much of Amazon's revenue growth, margins will naturally expand.Adding it all upWhile Amazon's first quarter may see suppressed operating profits versus the prior year, investors should see a rapid expansion over the next few quarters as it leverages its assets and laps increased COVID and labor expenses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097119771,"gmtCreate":1645374696677,"gmtModify":1676534022303,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Inflation affecting buying ","listText":"Inflation affecting buying ","text":"Inflation affecting buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097119771","repostId":"2212383678","repostType":4,"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095728931,"gmtCreate":1645000250951,"gmtModify":1676533985031,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095728931","repostId":"2211563955","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092205541,"gmtCreate":1644629083203,"gmtModify":1676533948048,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Roar","listText":"Roar","text":"Roar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092205541","repostId":"1191871987","repostType":4,"repost":{"id":"1191871987","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":1644590744,"share":"https://ttm.financial/m/news/1191871987?lang=&edition=fundamental","pubTime":"2022-02-11 22:45","market":"us","language":"en","title":"Block Stock Jumped 6% in Morning Trading after BofA and Citi Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1191871987","media":"Tiger Newspress","summary":"Block stock jumped 6% in morning trading after BofA and Citi Buy ratingBofA analyst Jason Kupferberg","content":"<html><head></head><body><p>Block stock jumped 6% in morning trading after BofA and Citi Buy rating<img src=\"https://static.tigerbbs.com/cbb193c0641f24519c680ade98388335\" tg-width=\"1116\" tg-height=\"764\" referrerpolicy=\"no-referrer\"/>BofA analyst Jason Kupferberg upgraded to Buy from Neutral with a price target of $185.00 per share, down from $221.00. The analyst sees a discount in shares as the market is undervaluing the Cash App value.</p><p>“Following big underperformance in shares of SQ, we conducted a sum-of-the-parts (SOTP) analysis, which suggests the market is currently ascribing only ~$6.5B of value to Cash App, or ~$93 per annual active user vs. PYPL at $326 and AFRM at $1,472. Shares have lagged due to a combination of the general growth sell-off and continued limited visibility on the near-term and medium-term trajectory of Cash App gross profit (GP) growth, where concerns became further heightened following PYPL’s commentary on 2/1/22 regarding weakness in post-stimulus spending among lower-income cohorts. Headlines regarding Apple’s introduction of iPhone-based card acceptance have also weighed on SQ,” Kupferberg said in a client note.</p><p>Citi analyst Peter Christiansen resumed research coverage on Block with a Buy, $220.00 price target.</p><p>“We see the SQ+APT value creation opportunity to be more than just (i) ecosystem integration or (ii) a globalization accelerant – two very powerful rationales nonetheless. For us, we see the combination expanding both the new product development canvas (TAM vectors), as well as Block’s product development capabilities (asset extensions, time-to-market, differentiation),” Christiansen wrote in the report.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Block Stock Jumped 6% in Morning Trading after BofA and Citi Buy Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlock Stock Jumped 6% in Morning Trading after BofA and Citi Buy Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-11 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Block stock jumped 6% in morning trading after BofA and Citi Buy rating<img src=\"https://static.tigerbbs.com/cbb193c0641f24519c680ade98388335\" tg-width=\"1116\" tg-height=\"764\" referrerpolicy=\"no-referrer\"/>BofA analyst Jason Kupferberg upgraded to Buy from Neutral with a price target of $185.00 per share, down from $221.00. The analyst sees a discount in shares as the market is undervaluing the Cash App value.</p><p>“Following big underperformance in shares of SQ, we conducted a sum-of-the-parts (SOTP) analysis, which suggests the market is currently ascribing only ~$6.5B of value to Cash App, or ~$93 per annual active user vs. PYPL at $326 and AFRM at $1,472. Shares have lagged due to a combination of the general growth sell-off and continued limited visibility on the near-term and medium-term trajectory of Cash App gross profit (GP) growth, where concerns became further heightened following PYPL’s commentary on 2/1/22 regarding weakness in post-stimulus spending among lower-income cohorts. Headlines regarding Apple’s introduction of iPhone-based card acceptance have also weighed on SQ,” Kupferberg said in a client note.</p><p>Citi analyst Peter Christiansen resumed research coverage on Block with a Buy, $220.00 price target.</p><p>“We see the SQ+APT value creation opportunity to be more than just (i) ecosystem integration or (ii) a globalization accelerant – two very powerful rationales nonetheless. For us, we see the combination expanding both the new product development canvas (TAM vectors), as well as Block’s product development capabilities (asset extensions, time-to-market, differentiation),” Christiansen wrote in the report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191871987","content_text":"Block stock jumped 6% in morning trading after BofA and Citi Buy ratingBofA analyst Jason Kupferberg upgraded to Buy from Neutral with a price target of $185.00 per share, down from $221.00. The analyst sees a discount in shares as the market is undervaluing the Cash App value.“Following big underperformance in shares of SQ, we conducted a sum-of-the-parts (SOTP) analysis, which suggests the market is currently ascribing only ~$6.5B of value to Cash App, or ~$93 per annual active user vs. PYPL at $326 and AFRM at $1,472. Shares have lagged due to a combination of the general growth sell-off and continued limited visibility on the near-term and medium-term trajectory of Cash App gross profit (GP) growth, where concerns became further heightened following PYPL’s commentary on 2/1/22 regarding weakness in post-stimulus spending among lower-income cohorts. Headlines regarding Apple’s introduction of iPhone-based card acceptance have also weighed on SQ,” Kupferberg said in a client note.Citi analyst Peter Christiansen resumed research coverage on Block with a Buy, $220.00 price target.“We see the SQ+APT value creation opportunity to be more than just (i) ecosystem integration or (ii) a globalization accelerant – two very powerful rationales nonetheless. For us, we see the combination expanding both the new product development canvas (TAM vectors), as well as Block’s product development capabilities (asset extensions, time-to-market, differentiation),” Christiansen wrote in the report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096444808,"gmtCreate":1644453908609,"gmtModify":1676533928221,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Move pls ","listText":"Move pls ","text":"Move pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096444808","repostId":"2210563984","repostType":4,"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096312175,"gmtCreate":1644301064520,"gmtModify":1676533910506,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Big players","listText":"Big players","text":"Big players","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096312175","repostId":"1189839329","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098282109,"gmtCreate":1644144221766,"gmtModify":1676533894112,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098282109","repostId":"2209347958","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9035784357,"gmtCreate":1647686476127,"gmtModify":1676534258612,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Very good insight of the company.[Smile] ","listText":"Very good insight of the company.[Smile] ","text":"Very good insight of the company.[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035784357","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","kind":"news","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"sg","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.</p><p>The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>'s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a "buy now pay later" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea's consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney's mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let's analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before "allocation of the headquarters’ common expenses" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.</p><p><b>Group</b></p><p>With that said, let's take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>What's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Most of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Unlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author's Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.</li><li><b>The Metaverse</b> — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: The Three-Headed Monster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8 <a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033540921,"gmtCreate":1646321038029,"gmtModify":1676534117008,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Yes products are great","listText":"Yes products are great","text":"Yes products are great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033540921","repostId":"1149558285","repostType":4,"repost":{"id":"1149558285","kind":"news","pubTimestamp":1646319902,"share":"https://ttm.financial/m/news/1149558285?lang=&edition=fundamental","pubTime":"2022-03-03 23:05","market":"us","language":"en","title":"Apple Stock: Will The New iPhone and iPad Make A Splash?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149558285","media":"TheStreet","summary":"Apple will unveil new products on March 8. Could this event be a stock mover?Adate has been official","content":"<html><head></head><body><p>Apple will unveil new products on March 8. Could this event be a stock mover?</p><p>Adate has been officially set. On Tuesday, March 8, Applewill holdits "Peak Performance" event. During it, the company is widely expected to unveil at least two new devices: the iPhone SE Generation 3 and the iPad Air Generation 5.</p><p>The Apple Maven will cover the event in real time, via live blog, starting at 9:50 a.m. Cupertino time (Pacific). For now, we discuss whether the new product introductions could have a meaningful impact on Apple stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/244dcfbdfa8d2e34f5117a60999903a2\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: Will The New iPhone and iPad Make A Splash?</span></p><p><b>What Apple could unveil</b></p><p>It is nearly a certainty that the iPhone SE will be the star of the show. The second generation model, whose price starts at a very modest $399 in the US, is still not 5G-equipped and has not been updated in nearly two years.</p><p>The most recent iPad Air was unveiled in September 2020. It is currently the oldest device in Apple’s tablet lineup, since the regular iPad, iPad mini and iPad Pro have all been refreshed within the past 12 months. Expect an A15 bionic chip, better camera and 5G to be the key new features.</p><p>It is possible that a new Mac device will be introduced as well. Apple has been slowly upgrading all its desktops and laptops with a version of its home-made M1 chips. Left to be equipped with them is the iMac 27-inch and Mac Pro.</p><p>Very unlikely to be discussed are brand-new product categories. Apple’s mixed reality device is expected to be launched within the next 12 months, maybe this year already. Could CEO Tim Cook and his team have a nice surprise up their sleeves?</p><p>Do the new products matter?</p><p>On the day that Apple announced the upcoming event, Apple stock climbed 2%. The spike was barely any more pronounced than the S&P 500’s climb. It seems clear that simply confirming the event was not enough to turn investors significantly more bullish towards AAPL.</p><p>The question then becomes: could Apple stock rally just before or shortly after the product launch event? This is likely going to depend on what, exactly, the company plans on announcing.</p><p>AsI explained a couple of weeks ago, the new iPhone SE could help to boost sales among the more price-sensitive consumers, particularly in emerging markets. But because most investors probably already expect the new model to come out next week, it is unlikely that the device will do much to the stock price in the short term.</p><p>What could really move the needle is the introduction of Apple’s AR and VR goggles. I suspect that Wall Street analysts have yet to fully quantify Apple’s metaverse opportunity, and a new product here could get the ball rolling. But again, mixed reality is unlikely to be a topic of conversation this early in 2022.</p><p>In the end, I believe that the decision to own Apple stock should be based on the company’s business fundamentals and longer-term prospects, not on what happens to the product portfolio in the next few days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Will The New iPhone and iPad Make A Splash?</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\">\nApple Stock: Will The New iPhone and iPad Make A Splash?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 23:05 GMT+8 <a href=https://www.thestreet.com/apple/iphone/apple-stock-will-the-new-iphone-and-ipad-make-a-splash><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple will unveil new products on March 8. Could this event be a stock mover?Adate has been officially set. On Tuesday, March 8, Applewill holdits \"Peak Performance\" event. During it, the company is ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-will-the-new-iphone-and-ipad-make-a-splash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-will-the-new-iphone-and-ipad-make-a-splash","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149558285","content_text":"Apple will unveil new products on March 8. Could this event be a stock mover?Adate has been officially set. On Tuesday, March 8, Applewill holdits \"Peak Performance\" event. During it, the company is widely expected to unveil at least two new devices: the iPhone SE Generation 3 and the iPad Air Generation 5.The Apple Maven will cover the event in real time, via live blog, starting at 9:50 a.m. Cupertino time (Pacific). For now, we discuss whether the new product introductions could have a meaningful impact on Apple stock.Figure 1: Apple Stock: Will The New iPhone and iPad Make A Splash?What Apple could unveilIt is nearly a certainty that the iPhone SE will be the star of the show. The second generation model, whose price starts at a very modest $399 in the US, is still not 5G-equipped and has not been updated in nearly two years.The most recent iPad Air was unveiled in September 2020. It is currently the oldest device in Apple’s tablet lineup, since the regular iPad, iPad mini and iPad Pro have all been refreshed within the past 12 months. Expect an A15 bionic chip, better camera and 5G to be the key new features.It is possible that a new Mac device will be introduced as well. Apple has been slowly upgrading all its desktops and laptops with a version of its home-made M1 chips. Left to be equipped with them is the iMac 27-inch and Mac Pro.Very unlikely to be discussed are brand-new product categories. Apple’s mixed reality device is expected to be launched within the next 12 months, maybe this year already. Could CEO Tim Cook and his team have a nice surprise up their sleeves?Do the new products matter?On the day that Apple announced the upcoming event, Apple stock climbed 2%. The spike was barely any more pronounced than the S&P 500’s climb. It seems clear that simply confirming the event was not enough to turn investors significantly more bullish towards AAPL.The question then becomes: could Apple stock rally just before or shortly after the product launch event? This is likely going to depend on what, exactly, the company plans on announcing.AsI explained a couple of weeks ago, the new iPhone SE could help to boost sales among the more price-sensitive consumers, particularly in emerging markets. But because most investors probably already expect the new model to come out next week, it is unlikely that the device will do much to the stock price in the short term.What could really move the needle is the introduction of Apple’s AR and VR goggles. I suspect that Wall Street analysts have yet to fully quantify Apple’s metaverse opportunity, and a new product here could get the ball rolling. But again, mixed reality is unlikely to be a topic of conversation this early in 2022.In the end, I believe that the decision to own Apple stock should be based on the company’s business fundamentals and longer-term prospects, not on what happens to the product portfolio in the next few days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030847398,"gmtCreate":1645694949800,"gmtModify":1676534054406,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030847398","repostId":"1195330201","repostType":2,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096312175,"gmtCreate":1644301064520,"gmtModify":1676533910506,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Big players","listText":"Big players","text":"Big players","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096312175","repostId":"1189839329","repostType":4,"repost":{"id":"1189839329","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":1644298836,"share":"https://ttm.financial/m/news/1189839329?lang=&edition=fundamental","pubTime":"2022-02-08 13:40","market":"us","language":"en","title":"7 Of The Best Nasdaq Stocks to Buy On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1189839329","media":"Benzinga","summary":"The S&P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for ","content":"<html><head></head><body><p>The S&P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for the S&P 500, they have been even worse for the tech-heavy Nasdaq Composite, which is down 9.9% so far in this year.</p><p>Investors are dumping Nasdaq stocks due to concerns over rising interest rates, which negatively impact the valuation of growth stocks and unprofitable companies. But the rotation out of Nasdaq stocks has also created some buying opportunities for long-term investors willing to stomach the volatility.</p><p><img src=\"https://static.tigerbbs.com/78675e7fe7845c20b653ecf25567a214\" tg-width=\"700\" tg-height=\"378\" width=\"100%\" height=\"auto\"/></p><p>Here are seven of the best Nasdaq stocks to buy, according to Bank of America.</p><p><b>Apple Inc</b></p><p>Shares of iPhone maker Apple have held up relatively well so far in 2022, down just 2.4% year-to-date. Analyst <b>Wamsi Mohan</b> says Apple's robust cash flow provides defense for investors against a volatile market backdrop. Mohan is projecting a strong iPhone upgrade cycle in fiscal 2023 driven by 5G upgrades that will enable more virtual reality and augmented reality applications. In addition, he says an increasing mix of high-margin Services segment growth will boost Apple's profitability and reduce its reliance on iPhone sales numbers.</p><p>Bank of America has a Buy rating and $215 price target for AAPL stock.</p><p><b>Microsoft Corporation</b></p><p>Microsoft shares haven't fared as well as Apple so far in 2022, falling 9% year-to-date. Microsoft made major headlines in January when it announced a $68.7 billion buyout of video game developer <b>Activision Blizzard, Inc.</b>, Microsoft's largest acquisition in company history. The tech giant is clearly going all-in on gaming, but analyst <b>Brad Sills</b> says there are plenty of other reasons to like the stock, including its potential for accelerating Azure cloud services growth and its sustainable free cash flow growth in the high teen percentage range.</p><p>Bank of America has a Buy rating and $365 price target for MSFT stock.</p><p><b>Alphabet, Inc.</b></p><p>Google and YouTube parent company Alphabet has held up relatively well so far in 2022, trading lower by just 1.2%. Alphabet made a big splash with its fourth-quarter earnings report in early February, beating analyst expectations for earnings and revenue and announcing a 20-for-1 stock split. Analyst <b>Justin Post</b> says Alphabet is facing difficult year-over-year comps in 2022, but the stock split underscores Alphabet's shareholder friendly management team. Post says Alphabet has more earnings stability than many of its big tech peers.</p><p>Bank of America has a Buy rating and $2,510 price target for GOOGL stock.</p><p><b>Amazon.com, Inc.</b></p><p>Cloud services and e-commerce leader Amazon recouped much of its early-year losses when the company reported a big earnings beat in early February, and the stock is now down just 3.3% year-to-date. Post says Amazon's AWS cloud revenue growth acceleration, its improving margins and its rising Prime subscription prices make it his top FANG stock pick for 2022. Post says the Prime membership price hike alone could generate an extra $1.5 billion in annual profits for Amazon.</p><p>Bank of America has a Buy rating and a $4,450 price target for AMZN stock.</p><p><b>Meta Platforms Inc</b></p><p>Meta Platforms is the parent company of popular social media platforms Facebook, Instagram and WhatsApp. Unlike most of the other stocks on this list, 2022 has been a total disaster for Meta Platforms so far, and the stock is already down 31.4% year-to-date. Most of the sell-off came after Meta reported its metaverse business lost $10 billion in 2021 and said Apple's privacy changes will cost the company $10 billion in revenue in 2022. Despite all of Meta's issues, Post says investors should buy the dip and wait out the company's content, targeting and metaverse transition year.</p><p>Bank of America has a Buy rating and $333 price target for FB stock.</p><p><b>NVIDIA Corporation</b></p><p>Semiconductor giant NVIDIA has also struggled in 2022, and its shares are down 15.7% year-to-date. Analyst <b>Vivek Arya</b> says Nvidia remains a top stock pick given his confidence in Nvidia's gaming, data center, omniverse and auto market opportunities. Demand outpaces supply in the semiconductor industry in 2021, but Arya says constraints should start to ease in the second half of 2022. The U.S. Federal Trade Commission sued to block Nvidia's $40 billion buyout of chip designer Arm in December, but Arya says Nvidia's long-term strategy is not reliant on the completion of the deal.</p><p>Bank of America has a Buy rating and $375 price target for NVDA stock.</p><p><b>ASML Holding NV</b></p><p>ASML is the world’s second-largest semiconductor manufacturing equipment supplier. ASML shares are down 17.4% year-to-date, but analyst <b>Didier Scemama</b> says the company's fiscal 2023 is shaping up to be a big year. Scemama is modeling for 17% revenue growth in fiscal 2023, and management has expressed confidence in customer demand, capacity expansion and supply chain improvements. Scemama says these tailwinds suggest there could be significant upside to ASML's long-term 2025 financial targets that the company announced back in September.</p><p>Bank of America has a Buy rating and $956 price target for ASML stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Of The Best Nasdaq Stocks to Buy On The Dip</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\">\n7 Of The Best Nasdaq Stocks to Buy On The Dip\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\">2022-02-08 13:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for the S&P 500, they have been even worse for the tech-heavy Nasdaq Composite, which is down 9.9% so far in this year.</p><p>Investors are dumping Nasdaq stocks due to concerns over rising interest rates, which negatively impact the valuation of growth stocks and unprofitable companies. But the rotation out of Nasdaq stocks has also created some buying opportunities for long-term investors willing to stomach the volatility.</p><p><img src=\"https://static.tigerbbs.com/78675e7fe7845c20b653ecf25567a214\" tg-width=\"700\" tg-height=\"378\" width=\"100%\" height=\"auto\"/></p><p>Here are seven of the best Nasdaq stocks to buy, according to Bank of America.</p><p><b>Apple Inc</b></p><p>Shares of iPhone maker Apple have held up relatively well so far in 2022, down just 2.4% year-to-date. Analyst <b>Wamsi Mohan</b> says Apple's robust cash flow provides defense for investors against a volatile market backdrop. Mohan is projecting a strong iPhone upgrade cycle in fiscal 2023 driven by 5G upgrades that will enable more virtual reality and augmented reality applications. In addition, he says an increasing mix of high-margin Services segment growth will boost Apple's profitability and reduce its reliance on iPhone sales numbers.</p><p>Bank of America has a Buy rating and $215 price target for AAPL stock.</p><p><b>Microsoft Corporation</b></p><p>Microsoft shares haven't fared as well as Apple so far in 2022, falling 9% year-to-date. Microsoft made major headlines in January when it announced a $68.7 billion buyout of video game developer <b>Activision Blizzard, Inc.</b>, Microsoft's largest acquisition in company history. The tech giant is clearly going all-in on gaming, but analyst <b>Brad Sills</b> says there are plenty of other reasons to like the stock, including its potential for accelerating Azure cloud services growth and its sustainable free cash flow growth in the high teen percentage range.</p><p>Bank of America has a Buy rating and $365 price target for MSFT stock.</p><p><b>Alphabet, Inc.</b></p><p>Google and YouTube parent company Alphabet has held up relatively well so far in 2022, trading lower by just 1.2%. Alphabet made a big splash with its fourth-quarter earnings report in early February, beating analyst expectations for earnings and revenue and announcing a 20-for-1 stock split. Analyst <b>Justin Post</b> says Alphabet is facing difficult year-over-year comps in 2022, but the stock split underscores Alphabet's shareholder friendly management team. Post says Alphabet has more earnings stability than many of its big tech peers.</p><p>Bank of America has a Buy rating and $2,510 price target for GOOGL stock.</p><p><b>Amazon.com, Inc.</b></p><p>Cloud services and e-commerce leader Amazon recouped much of its early-year losses when the company reported a big earnings beat in early February, and the stock is now down just 3.3% year-to-date. Post says Amazon's AWS cloud revenue growth acceleration, its improving margins and its rising Prime subscription prices make it his top FANG stock pick for 2022. Post says the Prime membership price hike alone could generate an extra $1.5 billion in annual profits for Amazon.</p><p>Bank of America has a Buy rating and a $4,450 price target for AMZN stock.</p><p><b>Meta Platforms Inc</b></p><p>Meta Platforms is the parent company of popular social media platforms Facebook, Instagram and WhatsApp. Unlike most of the other stocks on this list, 2022 has been a total disaster for Meta Platforms so far, and the stock is already down 31.4% year-to-date. Most of the sell-off came after Meta reported its metaverse business lost $10 billion in 2021 and said Apple's privacy changes will cost the company $10 billion in revenue in 2022. Despite all of Meta's issues, Post says investors should buy the dip and wait out the company's content, targeting and metaverse transition year.</p><p>Bank of America has a Buy rating and $333 price target for FB stock.</p><p><b>NVIDIA Corporation</b></p><p>Semiconductor giant NVIDIA has also struggled in 2022, and its shares are down 15.7% year-to-date. Analyst <b>Vivek Arya</b> says Nvidia remains a top stock pick given his confidence in Nvidia's gaming, data center, omniverse and auto market opportunities. Demand outpaces supply in the semiconductor industry in 2021, but Arya says constraints should start to ease in the second half of 2022. The U.S. Federal Trade Commission sued to block Nvidia's $40 billion buyout of chip designer Arm in December, but Arya says Nvidia's long-term strategy is not reliant on the completion of the deal.</p><p>Bank of America has a Buy rating and $375 price target for NVDA stock.</p><p><b>ASML Holding NV</b></p><p>ASML is the world’s second-largest semiconductor manufacturing equipment supplier. ASML shares are down 17.4% year-to-date, but analyst <b>Didier Scemama</b> says the company's fiscal 2023 is shaping up to be a big year. Scemama is modeling for 17% revenue growth in fiscal 2023, and management has expressed confidence in customer demand, capacity expansion and supply chain improvements. Scemama says these tailwinds suggest there could be significant upside to ASML's long-term 2025 financial targets that the company announced back in September.</p><p>Bank of America has a Buy rating and $956 price target for ASML stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软","ASML":"阿斯麦","AMZN":"亚马逊","AAPL":"苹果","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189839329","content_text":"The S&P 500 is off to a shaky start to 2022, down 5.5% year-to-date. As bad as things have been for the S&P 500, they have been even worse for the tech-heavy Nasdaq Composite, which is down 9.9% so far in this year.Investors are dumping Nasdaq stocks due to concerns over rising interest rates, which negatively impact the valuation of growth stocks and unprofitable companies. But the rotation out of Nasdaq stocks has also created some buying opportunities for long-term investors willing to stomach the volatility.Here are seven of the best Nasdaq stocks to buy, according to Bank of America.Apple IncShares of iPhone maker Apple have held up relatively well so far in 2022, down just 2.4% year-to-date. Analyst Wamsi Mohan says Apple's robust cash flow provides defense for investors against a volatile market backdrop. Mohan is projecting a strong iPhone upgrade cycle in fiscal 2023 driven by 5G upgrades that will enable more virtual reality and augmented reality applications. In addition, he says an increasing mix of high-margin Services segment growth will boost Apple's profitability and reduce its reliance on iPhone sales numbers.Bank of America has a Buy rating and $215 price target for AAPL stock.Microsoft CorporationMicrosoft shares haven't fared as well as Apple so far in 2022, falling 9% year-to-date. Microsoft made major headlines in January when it announced a $68.7 billion buyout of video game developer Activision Blizzard, Inc., Microsoft's largest acquisition in company history. The tech giant is clearly going all-in on gaming, but analyst Brad Sills says there are plenty of other reasons to like the stock, including its potential for accelerating Azure cloud services growth and its sustainable free cash flow growth in the high teen percentage range.Bank of America has a Buy rating and $365 price target for MSFT stock.Alphabet, Inc.Google and YouTube parent company Alphabet has held up relatively well so far in 2022, trading lower by just 1.2%. Alphabet made a big splash with its fourth-quarter earnings report in early February, beating analyst expectations for earnings and revenue and announcing a 20-for-1 stock split. Analyst Justin Post says Alphabet is facing difficult year-over-year comps in 2022, but the stock split underscores Alphabet's shareholder friendly management team. Post says Alphabet has more earnings stability than many of its big tech peers.Bank of America has a Buy rating and $2,510 price target for GOOGL stock.Amazon.com, Inc.Cloud services and e-commerce leader Amazon recouped much of its early-year losses when the company reported a big earnings beat in early February, and the stock is now down just 3.3% year-to-date. Post says Amazon's AWS cloud revenue growth acceleration, its improving margins and its rising Prime subscription prices make it his top FANG stock pick for 2022. Post says the Prime membership price hike alone could generate an extra $1.5 billion in annual profits for Amazon.Bank of America has a Buy rating and a $4,450 price target for AMZN stock.Meta Platforms IncMeta Platforms is the parent company of popular social media platforms Facebook, Instagram and WhatsApp. Unlike most of the other stocks on this list, 2022 has been a total disaster for Meta Platforms so far, and the stock is already down 31.4% year-to-date. Most of the sell-off came after Meta reported its metaverse business lost $10 billion in 2021 and said Apple's privacy changes will cost the company $10 billion in revenue in 2022. Despite all of Meta's issues, Post says investors should buy the dip and wait out the company's content, targeting and metaverse transition year.Bank of America has a Buy rating and $333 price target for FB stock.NVIDIA CorporationSemiconductor giant NVIDIA has also struggled in 2022, and its shares are down 15.7% year-to-date. Analyst Vivek Arya says Nvidia remains a top stock pick given his confidence in Nvidia's gaming, data center, omniverse and auto market opportunities. Demand outpaces supply in the semiconductor industry in 2021, but Arya says constraints should start to ease in the second half of 2022. The U.S. Federal Trade Commission sued to block Nvidia's $40 billion buyout of chip designer Arm in December, but Arya says Nvidia's long-term strategy is not reliant on the completion of the deal.Bank of America has a Buy rating and $375 price target for NVDA stock.ASML Holding NVASML is the world’s second-largest semiconductor manufacturing equipment supplier. ASML shares are down 17.4% year-to-date, but analyst Didier Scemama says the company's fiscal 2023 is shaping up to be a big year. Scemama is modeling for 17% revenue growth in fiscal 2023, and management has expressed confidence in customer demand, capacity expansion and supply chain improvements. Scemama says these tailwinds suggest there could be significant upside to ASML's long-term 2025 financial targets that the company announced back in September.Bank of America has a Buy rating and $956 price target for ASML stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033310400,"gmtCreate":1646186360120,"gmtModify":1676534101655,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033310400","repostId":"2216014265","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097119771,"gmtCreate":1645374696677,"gmtModify":1676534022303,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Inflation affecting buying ","listText":"Inflation affecting buying ","text":"Inflation affecting buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097119771","repostId":"2212383678","repostType":4,"repost":{"id":"2212383678","kind":"news","pubTimestamp":1645342032,"share":"https://ttm.financial/m/news/2212383678?lang=&edition=fundamental","pubTime":"2022-02-20 15:27","market":"us","language":"en","title":"A Perfect Storm Cut Shopify Stock in Half; Is It Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2212383678","media":"TipRanks","summary":"The stock market is in brutal mode right now and signaling to the pandemic era stars that it is payb","content":"<div>\n<p>The stock market is in brutal mode right now and signaling to the pandemic era stars that it is payback time. For example, shares of Shopify (SHOP) have shed 51% year-to-date with 16% of the decline ...</p>\n\n<a href=\"https://finance.yahoo.com/news/perfect-storm-cut-shopify-stock-180021787.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>A Perfect Storm Cut Shopify Stock in Half; Is It Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Perfect Storm Cut Shopify Stock in Half; Is It Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 15:27 GMT+8 <a href=https://finance.yahoo.com/news/perfect-storm-cut-shopify-stock-180021787.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is in brutal mode right now and signaling to the pandemic era stars that it is payback time. For example, shares of Shopify (SHOP) have shed 51% year-to-date with 16% of the decline ...</p>\n\n<a href=\"https://finance.yahoo.com/news/perfect-storm-cut-shopify-stock-180021787.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","SHOP":"Shopify Inc","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://finance.yahoo.com/news/perfect-storm-cut-shopify-stock-180021787.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2212383678","content_text":"The stock market is in brutal mode right now and signaling to the pandemic era stars that it is payback time. For example, shares of Shopify (SHOP) have shed 51% year-to-date with 16% of the decline coming in Wednesday’s session, following the Canadian ecommerce giant’s Q4 report.That is despite the company beating the estimates on both the top-and bottom-line. Revenue increased by 41% year-over-year to reach $1.38 billion - $40 million above the consensus estimate, while non-GAAP EPS of $1.37 provided a $0.06 beat.But as has become de rigueur, investors are no longer impressed by quarterly outperformance, they want confirmation the growth is set to continue. And this is a problem for many online companies, which were particularly in favor during the height of Covid’s impact; as consumers shifted spending habits online, some experienced huge growth sprouts which will not be repeated.The picture is even more complex for Shopify. Hand in hand with more normalized growth, the company has said it intends to heavily spend this year on the expansion of its distribution network.While Piper Sandler's Brent Bracelin thinks the plan could work in the long run, it alters the picture closer to the here and now.“The elevated investment appetite was surprising and could pressure profits and cash flows in the short-run,” the 5-star analyst explained. “In the end, this should better position the company to capture a more meaningful portion of the $4T U.S. retail commerce industry with the potential to re-accelerate growth in 2023. However, the gross margin implications and higher execution risks in the near-term could change how growth investors value SHOP with a greater emphasis on EV/GP multiples going forward.”To this end, while Bracelin sticks to an Overweight (i.e., Buy) rating, given “higher execution risks,” the analyst has slashed the price target from $1,400 to $900, suggesting shares could climb ~34% in the year ahead.The Street’s average target, on the other hand, remains elevated. Shares are anticipated to appreciate by 74% over the coming months, given the average price target stands at $1,302 and change. The picture is more mixed on the ratings front; the stock’s Moderate Buy consensus rating is based on 14 Buys and 10 Holds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092205541,"gmtCreate":1644629083203,"gmtModify":1676533948048,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Roar","listText":"Roar","text":"Roar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092205541","repostId":"1191871987","repostType":4,"repost":{"id":"1191871987","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":1644590744,"share":"https://ttm.financial/m/news/1191871987?lang=&edition=fundamental","pubTime":"2022-02-11 22:45","market":"us","language":"en","title":"Block Stock Jumped 6% in Morning Trading after BofA and Citi Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1191871987","media":"Tiger Newspress","summary":"Block stock jumped 6% in morning trading after BofA and Citi Buy ratingBofA analyst Jason Kupferberg","content":"<html><head></head><body><p>Block stock jumped 6% in morning trading after BofA and Citi Buy rating<img src=\"https://static.tigerbbs.com/cbb193c0641f24519c680ade98388335\" tg-width=\"1116\" tg-height=\"764\" referrerpolicy=\"no-referrer\"/>BofA analyst Jason Kupferberg upgraded to Buy from Neutral with a price target of $185.00 per share, down from $221.00. The analyst sees a discount in shares as the market is undervaluing the Cash App value.</p><p>“Following big underperformance in shares of SQ, we conducted a sum-of-the-parts (SOTP) analysis, which suggests the market is currently ascribing only ~$6.5B of value to Cash App, or ~$93 per annual active user vs. PYPL at $326 and AFRM at $1,472. Shares have lagged due to a combination of the general growth sell-off and continued limited visibility on the near-term and medium-term trajectory of Cash App gross profit (GP) growth, where concerns became further heightened following PYPL’s commentary on 2/1/22 regarding weakness in post-stimulus spending among lower-income cohorts. Headlines regarding Apple’s introduction of iPhone-based card acceptance have also weighed on SQ,” Kupferberg said in a client note.</p><p>Citi analyst Peter Christiansen resumed research coverage on Block with a Buy, $220.00 price target.</p><p>“We see the SQ+APT value creation opportunity to be more than just (i) ecosystem integration or (ii) a globalization accelerant – two very powerful rationales nonetheless. For us, we see the combination expanding both the new product development canvas (TAM vectors), as well as Block’s product development capabilities (asset extensions, time-to-market, differentiation),” Christiansen wrote in the report.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Block Stock Jumped 6% in Morning Trading after BofA and Citi Buy Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlock Stock Jumped 6% in Morning Trading after BofA and Citi Buy Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-11 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Block stock jumped 6% in morning trading after BofA and Citi Buy rating<img src=\"https://static.tigerbbs.com/cbb193c0641f24519c680ade98388335\" tg-width=\"1116\" tg-height=\"764\" referrerpolicy=\"no-referrer\"/>BofA analyst Jason Kupferberg upgraded to Buy from Neutral with a price target of $185.00 per share, down from $221.00. The analyst sees a discount in shares as the market is undervaluing the Cash App value.</p><p>“Following big underperformance in shares of SQ, we conducted a sum-of-the-parts (SOTP) analysis, which suggests the market is currently ascribing only ~$6.5B of value to Cash App, or ~$93 per annual active user vs. PYPL at $326 and AFRM at $1,472. Shares have lagged due to a combination of the general growth sell-off and continued limited visibility on the near-term and medium-term trajectory of Cash App gross profit (GP) growth, where concerns became further heightened following PYPL’s commentary on 2/1/22 regarding weakness in post-stimulus spending among lower-income cohorts. Headlines regarding Apple’s introduction of iPhone-based card acceptance have also weighed on SQ,” Kupferberg said in a client note.</p><p>Citi analyst Peter Christiansen resumed research coverage on Block with a Buy, $220.00 price target.</p><p>“We see the SQ+APT value creation opportunity to be more than just (i) ecosystem integration or (ii) a globalization accelerant – two very powerful rationales nonetheless. For us, we see the combination expanding both the new product development canvas (TAM vectors), as well as Block’s product development capabilities (asset extensions, time-to-market, differentiation),” Christiansen wrote in the report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191871987","content_text":"Block stock jumped 6% in morning trading after BofA and Citi Buy ratingBofA analyst Jason Kupferberg upgraded to Buy from Neutral with a price target of $185.00 per share, down from $221.00. The analyst sees a discount in shares as the market is undervaluing the Cash App value.“Following big underperformance in shares of SQ, we conducted a sum-of-the-parts (SOTP) analysis, which suggests the market is currently ascribing only ~$6.5B of value to Cash App, or ~$93 per annual active user vs. PYPL at $326 and AFRM at $1,472. Shares have lagged due to a combination of the general growth sell-off and continued limited visibility on the near-term and medium-term trajectory of Cash App gross profit (GP) growth, where concerns became further heightened following PYPL’s commentary on 2/1/22 regarding weakness in post-stimulus spending among lower-income cohorts. Headlines regarding Apple’s introduction of iPhone-based card acceptance have also weighed on SQ,” Kupferberg said in a client note.Citi analyst Peter Christiansen resumed research coverage on Block with a Buy, $220.00 price target.“We see the SQ+APT value creation opportunity to be more than just (i) ecosystem integration or (ii) a globalization accelerant – two very powerful rationales nonetheless. For us, we see the combination expanding both the new product development canvas (TAM vectors), as well as Block’s product development capabilities (asset extensions, time-to-market, differentiation),” Christiansen wrote in the report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098282109,"gmtCreate":1644144221766,"gmtModify":1676533894112,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098282109","repostId":"2209347958","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051661288,"gmtCreate":1654685609044,"gmtModify":1676535491618,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Haha [Happy] ","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Haha [Happy] ","text":"$Alibaba(BABA)$Haha [Happy]","images":[{"img":"https://community-static.tradeup.com/news/07fcc4d6ce089a4430e9154c098b2e18","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051661288","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9095728931,"gmtCreate":1645000250951,"gmtModify":1676533985031,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095728931","repostId":"2211563955","repostType":4,"repost":{"id":"2211563955","kind":"highlight","pubTimestamp":1644969658,"share":"https://ttm.financial/m/news/2211563955?lang=&edition=fundamental","pubTime":"2022-02-16 08:00","market":"us","language":"en","title":"3 Growth Stocks Down 20% to 77% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2211563955","media":"Motley Fool","summary":"Low prices could be a value trap, but these definitely spell opportunity.","content":"<html><head></head><body><p>It hasn't been a great year so far for growth stocks. After massive valuation spikes and general macroeconomic upheaval, investors have been shifting their money into value stocks. That's leaving many excellent stocks on the table, withering in value even as they manage effective businesses and offer high potential for reward.</p><p>The tide will turn at some point, and that spells opportunity for forward-thinking investors. If you focus on the long term, you'll find great investing options that offer a low entry point, making the potential for gains even greater. We asked three Motley Fool contributors for their top choices, and <b>Walt Disney</b> (NYSE:DIS), <b>fuboTV</b> (NYSE:FUBO), and <b>Netflix</b> (NASDAQ:NFLX) made the cut. They're all down over the past year, and smart investors will take the chance to buy on the dip.</p><h2>Disney: Down 20% over one year</h2><p><b>Jennifer Saibil (Disney):</b> Disney's business has been ping-ponging back and forth since the pandemic started, a big departure from its more typical solid performance as the biggest entertainment company in the world. When parks were closed, Disney+ carried the company through, then parks rebounded and streaming slowed down. In the latest numbers, the 2022 fiscal first quarter (ended Jan. 1) demonstrated good news all around, and this might just be the end of the tunnel for investors.</p><p>In the 2021 fourth quarter, investors were disappointed in the light subscriber additions for Disney+. At the time, management wasn't worried, and reassured investors that it was on track for subscriber additions over time, although each quarter wouldn't be symmetrical. Disney regained investor confidence when that became true in the first quarter, and Disney+ added 11.7 million more subscribers than last quarter.</p><p>But that's just the beginning of Disney's amazing performance in the first quarter. It posted record total revenue of $21.8 billion, a 34% year-over-year increase. Earnings per share (EPS) from continuing operations came in at $0.63, up from $0.02 last year. EPS (excluding certain items) of $1.06 was up from $0.32 last year and beat average analyst expectations of $0.74.</p><p>"This marks the final year of The Walt Disney Company's first century, and performance like this coupled with our unmatched collection of assets and platforms, creative capabilities, and unique place in the culture give me great confidence we will continue to define entertainment for the next 100 years," CEO Bob Chapek said. With its unmatched content creation machines, parks, products, and more, investors should expect that as well.</p><p>Disney's price did rise on the beat, but it's still down over the past year, giving you the opportunity to get shares of this entertainment giant for a great price.</p><h2>fuboTV: Down 77% over one year</h2><p><b>Parkev Tatevosian (fuboTV):</b> fuboTV is a sports-centric streaming alternative to live TV. The company benefits from the trend of consumers preferring to stream their content. That tailwind is unlikely to reverse as streaming offers convenience and, most of the time, lower costs. Not to mention folks can enjoy a streaming live TV service anywhere they get an internet connection with a mobile device, a feature not possible with a cable TV connection.</p><p>fuboTV's revenue is snowballing. Indeed, in its most recently reported quarter, ended Sept. 30, 2021, fuboTV's revenue increased by 156% from the same quarter in the year before. It grew subscribers by 108% in that same time. In January, the company announced preliminary results for its fourth quarter, and again delivered robust growth in revenue and subscriber figures. Interestingly, fuboTV is not the only streaming alternative to live TV, but it outperforms its competitors. According to <b>Nielsen</b>, from the third quarter of 2020 to Q3 2021, when fuboTV grew subscribers by 108%, the rest of its industry grew by just 34%.</p><p>The results highlight that consumers gravitate toward fuboTV's sports-centric option, which makes sense. One of the primary reasons folks stick with live TV services is sports. So far, that's an excellent sign for fuboTV and its shareholders. And with an estimated 73 million households still on traditional pay-TV subscriptions in the U.S., fuboTV has plenty of runway for growth.</p><p>That's all well and good, but why is the stock down 77% in the past year? To put it simply, it costs more for fuboTV to serve its subscribers than it gets back in revenue. The company lost $106 million on the bottom line in Q3 on $156.7 million in revenue. As you might imagine, that business model is not sustainable, and something needs to change. Either fuboTV needs to charge more for its service, which could slow subscriber growth, or it needs to lower its expenses. Investors who take a chance on management's ability to figure this out stand to reap significant gains.</p><h2>Netflix: Down 29% over one year</h2><p><b>John Ballard (Netflix):</b> Netflix shares are 42% off recent highs, which presents a rare opportunity to buy this leading streamer on sale. Investors can blame slowing subscriber growth, which came in at 8.9% year over year in the fourth quarter. That is down from the 20%-plus rates we saw through 2020. But as sometimes happens, the market is taking an ultra-short-term view on this disruptive entertainment platform.</p><p>Global broadband and smart TV penetration are still growing around the world. But investors are underestimating how far into the future Netflix can add new subscribers. One analyst estimates that Netflix can hit 500 million subscribers by 2030, which would still be a small fraction of the global internet population of more than 5 billion.</p><p>Management's strategy to continue investing in content while guiding the business toward positive free cash flow beyond 2022 should drive shareholder returns. One near-term release that could change the market's mind is season four of <i>Stranger Things</i> coming this summer. By the time Netflix dumps more content from its delayed production schedule over the next year, Netflix stock could look very undervalued at these lows.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks Down 20% to 77% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Growth Stocks Down 20% to 77% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 08:00 GMT+8 <a href=https://www.fool.com/investing/2022/02/15/3-growth-stocks-down-20-to-77-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It hasn't been a great year so far for growth stocks. After massive valuation spikes and general macroeconomic upheaval, investors have been shifting their money into value stocks. That's leaving many...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/15/3-growth-stocks-down-20-to-77-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","BK4548":"巴美列捷福持仓","NFLX":"奈飞","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","FUBO":"fuboTV Inc.","DIS":"迪士尼","BK4566":"资本集团","BK4077":"互动媒体与服务","BK4551":"寇图资本持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/02/15/3-growth-stocks-down-20-to-77-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211563955","content_text":"It hasn't been a great year so far for growth stocks. After massive valuation spikes and general macroeconomic upheaval, investors have been shifting their money into value stocks. That's leaving many excellent stocks on the table, withering in value even as they manage effective businesses and offer high potential for reward.The tide will turn at some point, and that spells opportunity for forward-thinking investors. If you focus on the long term, you'll find great investing options that offer a low entry point, making the potential for gains even greater. We asked three Motley Fool contributors for their top choices, and Walt Disney (NYSE:DIS), fuboTV (NYSE:FUBO), and Netflix (NASDAQ:NFLX) made the cut. They're all down over the past year, and smart investors will take the chance to buy on the dip.Disney: Down 20% over one yearJennifer Saibil (Disney): Disney's business has been ping-ponging back and forth since the pandemic started, a big departure from its more typical solid performance as the biggest entertainment company in the world. When parks were closed, Disney+ carried the company through, then parks rebounded and streaming slowed down. In the latest numbers, the 2022 fiscal first quarter (ended Jan. 1) demonstrated good news all around, and this might just be the end of the tunnel for investors.In the 2021 fourth quarter, investors were disappointed in the light subscriber additions for Disney+. At the time, management wasn't worried, and reassured investors that it was on track for subscriber additions over time, although each quarter wouldn't be symmetrical. Disney regained investor confidence when that became true in the first quarter, and Disney+ added 11.7 million more subscribers than last quarter.But that's just the beginning of Disney's amazing performance in the first quarter. It posted record total revenue of $21.8 billion, a 34% year-over-year increase. Earnings per share (EPS) from continuing operations came in at $0.63, up from $0.02 last year. EPS (excluding certain items) of $1.06 was up from $0.32 last year and beat average analyst expectations of $0.74.\"This marks the final year of The Walt Disney Company's first century, and performance like this coupled with our unmatched collection of assets and platforms, creative capabilities, and unique place in the culture give me great confidence we will continue to define entertainment for the next 100 years,\" CEO Bob Chapek said. With its unmatched content creation machines, parks, products, and more, investors should expect that as well.Disney's price did rise on the beat, but it's still down over the past year, giving you the opportunity to get shares of this entertainment giant for a great price.fuboTV: Down 77% over one yearParkev Tatevosian (fuboTV): fuboTV is a sports-centric streaming alternative to live TV. The company benefits from the trend of consumers preferring to stream their content. That tailwind is unlikely to reverse as streaming offers convenience and, most of the time, lower costs. Not to mention folks can enjoy a streaming live TV service anywhere they get an internet connection with a mobile device, a feature not possible with a cable TV connection.fuboTV's revenue is snowballing. Indeed, in its most recently reported quarter, ended Sept. 30, 2021, fuboTV's revenue increased by 156% from the same quarter in the year before. It grew subscribers by 108% in that same time. In January, the company announced preliminary results for its fourth quarter, and again delivered robust growth in revenue and subscriber figures. Interestingly, fuboTV is not the only streaming alternative to live TV, but it outperforms its competitors. According to Nielsen, from the third quarter of 2020 to Q3 2021, when fuboTV grew subscribers by 108%, the rest of its industry grew by just 34%.The results highlight that consumers gravitate toward fuboTV's sports-centric option, which makes sense. One of the primary reasons folks stick with live TV services is sports. So far, that's an excellent sign for fuboTV and its shareholders. And with an estimated 73 million households still on traditional pay-TV subscriptions in the U.S., fuboTV has plenty of runway for growth.That's all well and good, but why is the stock down 77% in the past year? To put it simply, it costs more for fuboTV to serve its subscribers than it gets back in revenue. The company lost $106 million on the bottom line in Q3 on $156.7 million in revenue. As you might imagine, that business model is not sustainable, and something needs to change. Either fuboTV needs to charge more for its service, which could slow subscriber growth, or it needs to lower its expenses. Investors who take a chance on management's ability to figure this out stand to reap significant gains.Netflix: Down 29% over one yearJohn Ballard (Netflix): Netflix shares are 42% off recent highs, which presents a rare opportunity to buy this leading streamer on sale. Investors can blame slowing subscriber growth, which came in at 8.9% year over year in the fourth quarter. That is down from the 20%-plus rates we saw through 2020. But as sometimes happens, the market is taking an ultra-short-term view on this disruptive entertainment platform.Global broadband and smart TV penetration are still growing around the world. But investors are underestimating how far into the future Netflix can add new subscribers. One analyst estimates that Netflix can hit 500 million subscribers by 2030, which would still be a small fraction of the global internet population of more than 5 billion.Management's strategy to continue investing in content while guiding the business toward positive free cash flow beyond 2022 should drive shareholder returns. One near-term release that could change the market's mind is season four of Stranger Things coming this summer. By the time Netflix dumps more content from its delayed production schedule over the next year, Netflix stock could look very undervalued at these lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096444808,"gmtCreate":1644453908609,"gmtModify":1676533928221,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Move pls ","listText":"Move pls ","text":"Move pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096444808","repostId":"2210563984","repostType":4,"repost":{"id":"2210563984","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644447484,"share":"https://ttm.financial/m/news/2210563984?lang=&edition=fundamental","pubTime":"2022-02-10 06:58","market":"us","language":"en","title":"Wall Street Ends Sharply Higher, Lifted by Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2210563984","media":"Reuters","summary":"* CVS drops on downbeat outlook* Chipotle, Enphase Energy surge on strong results* All eyes on CPI d","content":"<html><head></head><body><p>* CVS drops on downbeat outlook</p><p>* Chipotle, <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> surge on strong results</p><p>* All eyes on CPI data due Thursday</p><p>* Indexes: Dow +0.86%, S&P 500 +1.45%, Nasdaq +2.08%</p><p>Feb 9 (Reuters) - Wall Street jumped on Wednesday, closing sharply higher as megacap growth stocks powered up thanks to a pause in rising interest rates, and upbeat earnings reports also encouraged investors to buy.</p><p>The benchmark 10-year U.S. Treasury yield slipped from multi-year highs hit in the previous session, helping steady sentiment across global markets and boosting demand for growth stocks.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> surged more than 5%, ending four sessions of deep declines that saw it lose almost a third of its value. The biggest boosts to the S&P 500 came from Nvidia, up 6.4%, and Microsoft, up 2.2%.</p><p>All 11 S&P 500 sector indexes rose, led by a 2.45% jump in real estate.</p><p>"The bond market basically is saying there's a cap or a limit to how much the Fed is likely to raise rates, and that is very positive for stocks in general, and especially for growth stocks that tend to be valued higher," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.</p><p>Hit by worries about rising interest, the tech-heavy Nasdaq has fallen more than 7% so far this year after gaining nearly 21% in 2021. The S&P 500 is down about 4% year to date.</p><p>The Dow Jones Industrial Average rose 0.86% to end at 35,768.06 points, while the S&P 500 gained 1.45% to 4,587.18.</p><p>The Nasdaq Composite climbed 2.08% to 14,490.37.</p><p>Investors will watch consumer price data on Thursday for clues on the Federal Reserve's plans to hike interest rates. An unexpectedly strong jobs report last week raised concerns of a more aggressive move by the central bank.</p><p>Inflation is forecast at a four-decade high of 7.3%.</p><p>The U.S. economy may be nearing a slower pace of inflation, Atlanta Fed President Raphael Bostic said on Wednesday, though he added he is still leaning toward a slightly faster pace of interest rate increases this year.</p><p>Of the 316 companies in the S&P 500 that have reported earnings to date, 78% reported above analyst expectations, according to Refinitiv data.</p><p>Chipotle Mexican Grill Inc surged 10% after beating profit and sales estimates, while KFC parent Yum Brands Inc rose 2.2% after sales beat estimates.</p><p>Enphase Energy Inc jumped 12% on upbeat results, lifting other solar stocks, with <a href=\"https://laohu8.com/S/SPWRV\">SunPower Corp</a> and SolarEdge Technologies Inc up 6.6% and 6.9%, respectively.</p><p>CVS Health Corp slipped more than 5% after its earnings forecast for 2022 fell short of Wall Street expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted 40 new 52-week highs and no new lows; the Nasdaq Composite recorded 53 new highs and 56 new lows.</p><p>Volume on U.S. exchanges was 10.9 billion shares, compared with a 12.3 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Sharply Higher, Lifted by Big Tech</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 Sharply Higher, Lifted by Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-10 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* CVS drops on downbeat outlook</p><p>* Chipotle, <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> surge on strong results</p><p>* All eyes on CPI data due Thursday</p><p>* Indexes: Dow +0.86%, S&P 500 +1.45%, Nasdaq +2.08%</p><p>Feb 9 (Reuters) - Wall Street jumped on Wednesday, closing sharply higher as megacap growth stocks powered up thanks to a pause in rising interest rates, and upbeat earnings reports also encouraged investors to buy.</p><p>The benchmark 10-year U.S. Treasury yield slipped from multi-year highs hit in the previous session, helping steady sentiment across global markets and boosting demand for growth stocks.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> surged more than 5%, ending four sessions of deep declines that saw it lose almost a third of its value. The biggest boosts to the S&P 500 came from Nvidia, up 6.4%, and Microsoft, up 2.2%.</p><p>All 11 S&P 500 sector indexes rose, led by a 2.45% jump in real estate.</p><p>"The bond market basically is saying there's a cap or a limit to how much the Fed is likely to raise rates, and that is very positive for stocks in general, and especially for growth stocks that tend to be valued higher," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.</p><p>Hit by worries about rising interest, the tech-heavy Nasdaq has fallen more than 7% so far this year after gaining nearly 21% in 2021. The S&P 500 is down about 4% year to date.</p><p>The Dow Jones Industrial Average rose 0.86% to end at 35,768.06 points, while the S&P 500 gained 1.45% to 4,587.18.</p><p>The Nasdaq Composite climbed 2.08% to 14,490.37.</p><p>Investors will watch consumer price data on Thursday for clues on the Federal Reserve's plans to hike interest rates. An unexpectedly strong jobs report last week raised concerns of a more aggressive move by the central bank.</p><p>Inflation is forecast at a four-decade high of 7.3%.</p><p>The U.S. economy may be nearing a slower pace of inflation, Atlanta Fed President Raphael Bostic said on Wednesday, though he added he is still leaning toward a slightly faster pace of interest rate increases this year.</p><p>Of the 316 companies in the S&P 500 that have reported earnings to date, 78% reported above analyst expectations, according to Refinitiv data.</p><p>Chipotle Mexican Grill Inc surged 10% after beating profit and sales estimates, while KFC parent Yum Brands Inc rose 2.2% after sales beat estimates.</p><p>Enphase Energy Inc jumped 12% on upbeat results, lifting other solar stocks, with <a href=\"https://laohu8.com/S/SPWRV\">SunPower Corp</a> and SolarEdge Technologies Inc up 6.6% and 6.9%, respectively.</p><p>CVS Health Corp slipped more than 5% after its earnings forecast for 2022 fell short of Wall Street expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted 40 new 52-week highs and no new lows; the Nasdaq Composite recorded 53 new highs and 56 new lows.</p><p>Volume on U.S. exchanges was 10.9 billion shares, compared with a 12.3 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVS":"西维斯健康","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4147":"半导体设备","NVDA":"英伟达","BK4007":"制药","CGEM":"Cullinan Therapeutics","COMP":"Compass, Inc.","BK4196":"保健护理服务","MSFT":"微软","BK4082":"医疗保健设备","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".DJI":"道琼斯","SPY":"标普500ETF","SANA":"Sana Biotechnology, Inc.",".IXIC":"NASDAQ Composite","BK4079":"房地产服务","LABP":"Landos Biopharma, Inc.","ENPH":"Enphase Energy",".SPX":"S&P 500 Index","BK4504":"桥水持仓","LHDX":"Lucira Health, Inc.","APR":"Apria, Inc.","CMG":"墨式烧烤","BK4539":"次新股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210563984","content_text":"* CVS drops on downbeat outlook* Chipotle, Enphase Energy surge on strong results* All eyes on CPI data due Thursday* Indexes: Dow +0.86%, S&P 500 +1.45%, Nasdaq +2.08%Feb 9 (Reuters) - Wall Street jumped on Wednesday, closing sharply higher as megacap growth stocks powered up thanks to a pause in rising interest rates, and upbeat earnings reports also encouraged investors to buy.The benchmark 10-year U.S. Treasury yield slipped from multi-year highs hit in the previous session, helping steady sentiment across global markets and boosting demand for growth stocks.Meta Platforms surged more than 5%, ending four sessions of deep declines that saw it lose almost a third of its value. The biggest boosts to the S&P 500 came from Nvidia, up 6.4%, and Microsoft, up 2.2%.All 11 S&P 500 sector indexes rose, led by a 2.45% jump in real estate.\"The bond market basically is saying there's a cap or a limit to how much the Fed is likely to raise rates, and that is very positive for stocks in general, and especially for growth stocks that tend to be valued higher,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.Hit by worries about rising interest, the tech-heavy Nasdaq has fallen more than 7% so far this year after gaining nearly 21% in 2021. The S&P 500 is down about 4% year to date.The Dow Jones Industrial Average rose 0.86% to end at 35,768.06 points, while the S&P 500 gained 1.45% to 4,587.18.The Nasdaq Composite climbed 2.08% to 14,490.37.Investors will watch consumer price data on Thursday for clues on the Federal Reserve's plans to hike interest rates. An unexpectedly strong jobs report last week raised concerns of a more aggressive move by the central bank.Inflation is forecast at a four-decade high of 7.3%.The U.S. economy may be nearing a slower pace of inflation, Atlanta Fed President Raphael Bostic said on Wednesday, though he added he is still leaning toward a slightly faster pace of interest rate increases this year.Of the 316 companies in the S&P 500 that have reported earnings to date, 78% reported above analyst expectations, according to Refinitiv data.Chipotle Mexican Grill Inc surged 10% after beating profit and sales estimates, while KFC parent Yum Brands Inc rose 2.2% after sales beat estimates.Enphase Energy Inc jumped 12% on upbeat results, lifting other solar stocks, with SunPower Corp and SolarEdge Technologies Inc up 6.6% and 6.9%, respectively.CVS Health Corp slipped more than 5% after its earnings forecast for 2022 fell short of Wall Street expectations.Advancing issues outnumbered declining ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored advancers.The S&P 500 posted 40 new 52-week highs and no new lows; the Nasdaq Composite recorded 53 new highs and 56 new lows.Volume on U.S. exchanges was 10.9 billion shares, compared with a 12.3 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030309091,"gmtCreate":1645624887159,"gmtModify":1676534046315,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030309091","repostId":"1118928864","repostType":4,"repost":{"id":"1118928864","kind":"news","pubTimestamp":1645623017,"share":"https://ttm.financial/m/news/1118928864?lang=&edition=fundamental","pubTime":"2022-02-23 21:30","market":"us","language":"en","title":"Hedge Funds Are Hating on Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1118928864","media":"Yahoo Finance","summary":"The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs ana","content":"<html><head></head><body><p>The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs analysts on a fresh round of 13F filings.</p><p>"The latest filings show hedge funds positioning for a different equity market environment than the one that has characterized most of the last several years. Funds continued to rotate away from growth stocks and are now more tilted to value than they have been since 2011. At the sector level, hedge funds slashed positions in tech in favor of energy and financials," said Goldman Sachs strategist Ben Snider.</p><p>Goldman analyzed 788 hedge funds with $2.6 trillion of gross equity positions.</p><p>The cooling sentiment on tech stocks comes as the space has lost considerable momentum amid fears of rising interest rates. Investors have fretted the higher cost of capital will pressure richly valued companies in growth mode such as tech, raising the specter of larger losses.</p><p>The tech heavy Nasdaq Composite is down about 15% in 2022, by far the worst-performing of the major indices. As for the closely watched FAANG complex [Facebook parent company Meta, Amazon, Netflix, Google], all of its components are down for the year —led by a 40% plunge in Meta after a brutal profit outlook earlier this month.</p><p>Other 2022 tech stock disasters are littered about, too.</p><p>Salesforce is down 22% on the year, and is the worst-performing component of the Dow Jones Industrial Average. Microsoft has shed 14% of its market value this year.Roku has crashed 47% following a terrible profit outlook a week ago.</p><p>"A confluence of performance headwinds have propelled the great positioning rotation. Sharply falling growth stock valuations, declining hedge fund leverage, retail selling, worsening equity market liquidity, and the underperformance of popular hedge fund long positions have created a vicious cycle in recent months," Snider points out.</p><p>Despite the steep sell-offs in top tech names that worked so well in 2021, hedge funds are not entirely cutting bait with the sector.</p><p>Goldman found that Microsoft maintained its position as the most popular hedge fund long position. Apple replaced Salesforce among the top five. Overall, Microsoft, Amazon, Google, Meta and Apple were the top five hedge fund "VIPs" in the most recent quarter.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Are Hating on Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Are Hating on Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 21:30 GMT+8 <a href=https://finance.yahoo.com/news/hedge-funds-are-hating-on-tech-stocks-132633404.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs analysts on a fresh round of 13F filings.\"The latest filings show hedge funds positioning for a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hedge-funds-are-hating-on-tech-stocks-132633404.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","NFLX":"奈飞","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/hedge-funds-are-hating-on-tech-stocks-132633404.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118928864","content_text":"The momentum-chasing hedgies are hating on tech stocks, according to new data from Goldman Sachs analysts on a fresh round of 13F filings.\"The latest filings show hedge funds positioning for a different equity market environment than the one that has characterized most of the last several years. Funds continued to rotate away from growth stocks and are now more tilted to value than they have been since 2011. At the sector level, hedge funds slashed positions in tech in favor of energy and financials,\" said Goldman Sachs strategist Ben Snider.Goldman analyzed 788 hedge funds with $2.6 trillion of gross equity positions.The cooling sentiment on tech stocks comes as the space has lost considerable momentum amid fears of rising interest rates. Investors have fretted the higher cost of capital will pressure richly valued companies in growth mode such as tech, raising the specter of larger losses.The tech heavy Nasdaq Composite is down about 15% in 2022, by far the worst-performing of the major indices. As for the closely watched FAANG complex [Facebook parent company Meta, Amazon, Netflix, Google], all of its components are down for the year —led by a 40% plunge in Meta after a brutal profit outlook earlier this month.Other 2022 tech stock disasters are littered about, too.Salesforce is down 22% on the year, and is the worst-performing component of the Dow Jones Industrial Average. Microsoft has shed 14% of its market value this year.Roku has crashed 47% following a terrible profit outlook a week ago.\"A confluence of performance headwinds have propelled the great positioning rotation. Sharply falling growth stock valuations, declining hedge fund leverage, retail selling, worsening equity market liquidity, and the underperformance of popular hedge fund long positions have created a vicious cycle in recent months,\" Snider points out.Despite the steep sell-offs in top tech names that worked so well in 2021, hedge funds are not entirely cutting bait with the sector.Goldman found that Microsoft maintained its position as the most popular hedge fund long position. Apple replaced Salesforce among the top five. Overall, Microsoft, Amazon, Google, Meta and Apple were the top five hedge fund \"VIPs\" in the most recent quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097290866,"gmtCreate":1645462501813,"gmtModify":1676534029908,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097290866","repostId":"2213198398","repostType":4,"repost":{"id":"2213198398","kind":"highlight","pubTimestamp":1645448654,"share":"https://ttm.financial/m/news/2213198398?lang=&edition=fundamental","pubTime":"2022-02-21 21:04","market":"us","language":"en","title":"5 Reasons Amazon Could Deliver Higher Operating Profits in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2213198398","media":"Motley Fool","summary":"Amazon is well on its way to becoming more profitable than ever.","content":"<html><head></head><body><p><b>Amazon.com </b>(NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures, and labor force, all while battling inflation. For the full year, the online retail giant generated $24.9 billion in operating income, up $2 billion from the year before.</p><p>Management is guiding for first-quarter operating income of between $3 billion and $6 billion, which would be a considerable decline from the $8.9 billion it generated in the first quarter last year. However, I'm optimistic operating margins will actually <i>expand</i> for the full year. Here are five reasons why.</p><h2><b>1. Lower depreciation expense</b></h2><p>Amazon is making a big accounting change for AWS: It's increasing the useful life for servers from four years to five years and network equipment from five years to six years. As a result, it will lower its depreciation expense in the first quarter by $1 billion. The impact in future quarters won't be as significant, but it's still a lot of money that's moving to its bottom line.</p><p>While depreciation expense isn't a cash expense that will have an immediate impact on Amazon's cash flow, it's worth pointing out that this is a real cost savings. The change is a result of Amazon's engineers working to make its operations more efficient and extend the life of its equipment. Over time, that means a greater return on assets for AWS.</p><p>That said, management continues to invest heavily in the fastest-growing segment of its business. It spent over $20 billion in capital expenditures related to AWS infrastructure in 2021 and expects to spend even more in 2022.</p><h2><b>2. A couple of important price increases</b></h2><p>The big news from Amazon's fourth-quarter report was the inclusion of a price hike for Amazon Prime. The annual subscription price in the U.S. will climb $20, and the monthly price will go up by $2. All told, that could add about $1.6 billion in annual revenue, based on an estimated 80 million U.S. households subscribed to the service. And since Amazon has already made the investments to justify the price increase, that's practically all going to flow to the bottom line.</p><p>Similarly, Amazon is increasing the prices for many of its third-party seller services. Merchants will have to pay up to 12% more for Amazon's fulfillment fees, and they'll see their storage fees increase during nonpeak months. Again, these fee increases should result in higher operating margins, as Amazon has already done the work to improve its fulfillment speed and capacity.</p><p>Going forward, CFO Brian Olsavsky says he expects capital expenditures for fulfillment to match the growth of the underlying business -- third-party seller services and online retail. So, it should start to see significant leverage.</p><h2><b>3. Reduced COVID-related expenses</b></h2><p>Amazon spent approximately $5 billion on COVID-related expenses in 2021. While the pandemic continues to rage on with the omicron variant, Amazon's up-front investments and now widely available vaccines should help continue lowering the costs. Removing these expenses should help boost the bottom line.</p><h2><b>4. Working through the labor shortage</b></h2><p>Amazon saw its fulfillment problem turn from a capacity issue into a labor issue in the second half of 2021. Despite hiring 273,000 new employees in the second half of the year, it's still facing challenges. Specifically, the rise of the omicron variant in December 2021 and January 2022 meant Amazon paid for a lot of sick leave plus a lot of overtime, effectively tripling its labor expense in some cases.</p><p>Amazon increased its wages across the board at the end of the third quarter to attract new workers and keep up with inflation. Overall, the labor shortage problem resulted in more than $4 billion in additional expenses in the fourth quarter compared to the prior-year period.</p><p>The pressuress of the labor shortage and inflation should ease over the course of the year, with Amazon lapping the impact in the second half. That should allow its operating profits to normalize.</p><h2><b>5. Growth coming from high-margin businesses</b></h2><p>Perhaps the biggest reason Amazon's operating margin will expand in 2022 is that its growth is coming from two high-margin businesses. Amazon broke out the results of its advertising business for the first time with its fourth-quarter report. The segment grew 32% year over year, up $2.4 billion -- roughly 20% of total revenue growth for the quarter.</p><p>Meanwhile, AWS revenue is accelerating, despite its massive scale. The cloud computing business grew 40% year over year, adding $5 billion in revenue from the prior-year period -- over 40% of total revenue growth for the quarter.</p><p>Both advertising and AWS generate much higher operating margins than the core retail business. With these two businesses producing much of Amazon's revenue growth, margins will naturally expand.</p><h2><b>Adding it all up</b></h2><p>While Amazon's first quarter may see suppressed operating profits versus the prior year, investors should see a rapid expansion over the next few quarters as it leverages its assets and laps increased COVID and labor expenses.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons Amazon Could Deliver Higher Operating Profits in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Reasons Amazon Could Deliver Higher Operating Profits in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 21:04 GMT+8 <a href=https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com (NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures,...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4535":"淡马锡持仓","AMZN":"亚马逊","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4503":"景林资产持仓","BK4561":"索罗斯持仓","BK4538":"云计算","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213198398","content_text":"Amazon.com (NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures, and labor force, all while battling inflation. For the full year, the online retail giant generated $24.9 billion in operating income, up $2 billion from the year before.Management is guiding for first-quarter operating income of between $3 billion and $6 billion, which would be a considerable decline from the $8.9 billion it generated in the first quarter last year. However, I'm optimistic operating margins will actually expand for the full year. Here are five reasons why.1. Lower depreciation expenseAmazon is making a big accounting change for AWS: It's increasing the useful life for servers from four years to five years and network equipment from five years to six years. As a result, it will lower its depreciation expense in the first quarter by $1 billion. The impact in future quarters won't be as significant, but it's still a lot of money that's moving to its bottom line.While depreciation expense isn't a cash expense that will have an immediate impact on Amazon's cash flow, it's worth pointing out that this is a real cost savings. The change is a result of Amazon's engineers working to make its operations more efficient and extend the life of its equipment. Over time, that means a greater return on assets for AWS.That said, management continues to invest heavily in the fastest-growing segment of its business. It spent over $20 billion in capital expenditures related to AWS infrastructure in 2021 and expects to spend even more in 2022.2. A couple of important price increasesThe big news from Amazon's fourth-quarter report was the inclusion of a price hike for Amazon Prime. The annual subscription price in the U.S. will climb $20, and the monthly price will go up by $2. All told, that could add about $1.6 billion in annual revenue, based on an estimated 80 million U.S. households subscribed to the service. And since Amazon has already made the investments to justify the price increase, that's practically all going to flow to the bottom line.Similarly, Amazon is increasing the prices for many of its third-party seller services. Merchants will have to pay up to 12% more for Amazon's fulfillment fees, and they'll see their storage fees increase during nonpeak months. Again, these fee increases should result in higher operating margins, as Amazon has already done the work to improve its fulfillment speed and capacity.Going forward, CFO Brian Olsavsky says he expects capital expenditures for fulfillment to match the growth of the underlying business -- third-party seller services and online retail. So, it should start to see significant leverage.3. Reduced COVID-related expensesAmazon spent approximately $5 billion on COVID-related expenses in 2021. While the pandemic continues to rage on with the omicron variant, Amazon's up-front investments and now widely available vaccines should help continue lowering the costs. Removing these expenses should help boost the bottom line.4. Working through the labor shortageAmazon saw its fulfillment problem turn from a capacity issue into a labor issue in the second half of 2021. Despite hiring 273,000 new employees in the second half of the year, it's still facing challenges. Specifically, the rise of the omicron variant in December 2021 and January 2022 meant Amazon paid for a lot of sick leave plus a lot of overtime, effectively tripling its labor expense in some cases.Amazon increased its wages across the board at the end of the third quarter to attract new workers and keep up with inflation. Overall, the labor shortage problem resulted in more than $4 billion in additional expenses in the fourth quarter compared to the prior-year period.The pressuress of the labor shortage and inflation should ease over the course of the year, with Amazon lapping the impact in the second half. That should allow its operating profits to normalize.5. Growth coming from high-margin businessesPerhaps the biggest reason Amazon's operating margin will expand in 2022 is that its growth is coming from two high-margin businesses. Amazon broke out the results of its advertising business for the first time with its fourth-quarter report. The segment grew 32% year over year, up $2.4 billion -- roughly 20% of total revenue growth for the quarter.Meanwhile, AWS revenue is accelerating, despite its massive scale. The cloud computing business grew 40% year over year, adding $5 billion in revenue from the prior-year period -- over 40% of total revenue growth for the quarter.Both advertising and AWS generate much higher operating margins than the core retail business. With these two businesses producing much of Amazon's revenue growth, margins will naturally expand.Adding it all upWhile Amazon's first quarter may see suppressed operating profits versus the prior year, investors should see a rapid expansion over the next few quarters as it leverages its assets and laps increased COVID and labor expenses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020485323,"gmtCreate":1652673070962,"gmtModify":1676535138885,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Won't consider","listText":"Won't consider","text":"Won't consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020485323","repostId":"2235780241","repostType":4,"repost":{"id":"2235780241","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":1652668247,"share":"https://ttm.financial/m/news/2235780241?lang=&edition=fundamental","pubTime":"2022-05-16 10:30","market":"us","language":"en","title":"Ford Sells Shares in EV Maker Rivian for $188.2 Mln","url":"https://stock-news.laohu8.com/highlight/detail?id=2235780241","media":"Reuters","summary":"Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 mill","content":"<html><head></head><body><p>Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.</p><p>Ford now holds 86.9 million shares in the California-headquartered company.</p><p>Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.</p><p>The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.</p><p>On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.</p><p>Rivian shares closed at $26.70 on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Sells Shares in EV Maker Rivian for $188.2 Mln</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{ 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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\">\nFord Sells Shares in EV Maker Rivian for $188.2 Mln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-16 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.</p><p>Ford now holds 86.9 million shares in the California-headquartered company.</p><p>Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.</p><p>The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.</p><p>On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.</p><p>Rivian shares closed at $26.70 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235780241","content_text":"Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.Ford now holds 86.9 million shares in the California-headquartered company.Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.Rivian shares closed at $26.70 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064280432,"gmtCreate":1652326040926,"gmtModify":1676535079109,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Drop a fair bit yesterday.","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Drop a fair bit yesterday.","text":"$Apple(AAPL)$Drop a fair bit yesterday.","images":[{"img":"https://community-static.tradeup.com/news/bd8bc3e054f487e86da2b968553ae9f1","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064280432","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062576953,"gmtCreate":1652090831272,"gmtModify":1676535027134,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Looks bad","listText":"Looks bad","text":"Looks bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062576953","repostId":"1145113554","repostType":4,"repost":{"id":"1145113554","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":1652084346,"share":"https://ttm.financial/m/news/1145113554?lang=&edition=fundamental","pubTime":"2022-05-09 16:19","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145113554","media":"Tiger Newspress","summary":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, NetEase, Pinduoduo, RLX Technology and XPeng slid between 1% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Dropped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dropped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-09 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145113554","content_text":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, Pinduoduo and XPeng slid between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062578796,"gmtCreate":1652090777115,"gmtModify":1676535027128,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Looks bad","listText":"Looks bad","text":"Looks bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062578796","repostId":"1145113554","repostType":4,"repost":{"id":"1145113554","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":1652084346,"share":"https://ttm.financial/m/news/1145113554?lang=&edition=fundamental","pubTime":"2022-05-09 16:19","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145113554","media":"Tiger Newspress","summary":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, NetEase, Pinduoduo, RLX Technology and XPeng slid between 1% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Dropped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dropped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-09 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, DiDi, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Pinduoduo and XPeng slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/e9699e3221b58e0021a7809f090368cd\" tg-width=\"407\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145113554","content_text":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, Pinduoduo and XPeng slid between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062933375,"gmtCreate":1651984731397,"gmtModify":1676535009213,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Miser] ","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Miser] ","text":"$Apple(AAPL)$[Miser]","images":[{"img":"https://community-static.tradeup.com/news/70686bf614fc0a90f4b06fd9d9a06096","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062933375","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9030409817,"gmtCreate":1645771166442,"gmtModify":1676534062863,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Ok ","listText":"Ok ","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030409817","repostId":"2214978421","repostType":4,"repost":{"id":"2214978421","kind":"news","pubTimestamp":1645744138,"share":"https://ttm.financial/m/news/2214978421?lang=&edition=fundamental","pubTime":"2022-02-25 07:08","market":"us","language":"en","title":"Coinbase Stock Whipsaws Lower after Poor Q1 Guidance Amid Crypto Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=2214978421","media":"seekingalpha","summary":"Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following di","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/c93b09372770634bbfc81a5ce65c6d38\" tg-width=\"750\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following disappointing guidance for retail user growth and trading volume. The stock initially spiked ~13% within minutes of the earnings release following better-than-expected Q4 results.</p><p><img src=\"https://static.tigerbbs.com/1e04a71597b0959c3a200849f5df3dbe\" tg-width=\"1110\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>It expects subscription and services revenue to decrease in Q1 due to recent crypto asset declines.</p><p>For 2022, the company forecasts average retail MTUs of 5.0M-15.0M vs. 8.4M in 2021. It sees average net transaction revenue per user at pre-2021 levels compared with $64 last year.</p><p>The company sees 2022 transaction expenses in the low 20% range, up from 17% in 2021, driven by growth in Blockchain Rewards revenue.</p><p>Anticipates 2021 technology and development and G&A expenses, excluding stock-based compensation, at $4.25B-5.25B vs. $1.41B in 2021.</p><p>Q4 net revenue of 2.49$B, beat the $1.81B consensus and climbed from $1.08B in Q3.</p><p>Q4 EPS of $3.32 also beat the Wall Street estimate of $1.95 and jumped from $0.66 in the same period a year ago.</p><p>Q4 MTUs of 11.4M expanded from 7.4M in the third quarter. Q4 trading volume of $547B from $327B in the prior quarter.</p><p>Q4 retail trading volume of $177B surged from $93B in Q3 and from $32M in Q4 2020. institutional trading volume of $371B from $234B in Q3 and from $57B in Q4 2020.</p><p>Conference call at 5:30 p.m. ET.</p><p>In mid-February, Coinbase introduces way for recipients in Mexico to cash out crypto in local currency.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase Stock Whipsaws Lower after Poor Q1 Guidance Amid Crypto Slump</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\">\nCoinbase Stock Whipsaws Lower after Poor Q1 Guidance Amid Crypto Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-25 07:08 GMT+8 <a href=https://seekingalpha.com/news/3805550-coinbase-stock-whipsaws-lower-after-narrowing-q1-guidance-for-retail-mtu-trading-volume><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following disappointing guidance for retail user growth and trading volume. The stock initially spiked ~13% ...</p>\n\n<a href=\"https://seekingalpha.com/news/3805550-coinbase-stock-whipsaws-lower-after-narrowing-q1-guidance-for-retail-mtu-trading-volume\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","BK4112":"金融交易所和数据","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/news/3805550-coinbase-stock-whipsaws-lower-after-narrowing-q1-guidance-for-retail-mtu-trading-volume","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2214978421","content_text":"Coinbase Global (NASDAQ:COIN) shares nosedived 4.66% during afterhours trading Thursday following disappointing guidance for retail user growth and trading volume. The stock initially spiked ~13% within minutes of the earnings release following better-than-expected Q4 results.It expects subscription and services revenue to decrease in Q1 due to recent crypto asset declines.For 2022, the company forecasts average retail MTUs of 5.0M-15.0M vs. 8.4M in 2021. It sees average net transaction revenue per user at pre-2021 levels compared with $64 last year.The company sees 2022 transaction expenses in the low 20% range, up from 17% in 2021, driven by growth in Blockchain Rewards revenue.Anticipates 2021 technology and development and G&A expenses, excluding stock-based compensation, at $4.25B-5.25B vs. $1.41B in 2021.Q4 net revenue of 2.49$B, beat the $1.81B consensus and climbed from $1.08B in Q3.Q4 EPS of $3.32 also beat the Wall Street estimate of $1.95 and jumped from $0.66 in the same period a year ago.Q4 MTUs of 11.4M expanded from 7.4M in the third quarter. Q4 trading volume of $547B from $327B in the prior quarter.Q4 retail trading volume of $177B surged from $93B in Q3 and from $32M in Q4 2020. institutional trading volume of $371B from $234B in Q3 and from $57B in Q4 2020.Conference call at 5:30 p.m. ET.In mid-February, Coinbase introduces way for recipients in Mexico to cash out crypto in local currency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020485796,"gmtCreate":1652673114015,"gmtModify":1676535138919,"author":{"id":"3578480715175437","authorId":"3578480715175437","name":"Katchoong","avatar":"https://community-static.tradeup.com/news/c4f2c86e2ad84df7e837e986708a68f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578480715175437","authorIdStr":"3578480715175437"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020485796","repostId":"2235780241","repostType":4,"repost":{"id":"2235780241","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":1652668247,"share":"https://ttm.financial/m/news/2235780241?lang=&edition=fundamental","pubTime":"2022-05-16 10:30","market":"us","language":"en","title":"Ford Sells Shares in EV Maker Rivian for $188.2 Mln","url":"https://stock-news.laohu8.com/highlight/detail?id=2235780241","media":"Reuters","summary":"Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 mill","content":"<html><head></head><body><p>Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.</p><p>Ford now holds 86.9 million shares in the California-headquartered company.</p><p>Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.</p><p>The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.</p><p>On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.</p><p>Rivian shares closed at $26.70 on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nFord Sells Shares in EV Maker Rivian for $188.2 Mln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-16 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.</p><p>Ford now holds 86.9 million shares in the California-headquartered company.</p><p>Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.</p><p>The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.</p><p>On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.</p><p>Rivian shares closed at $26.70 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235780241","content_text":"Ford Motor Co sold 7 million shares of electric carmaker Rivian Automotive Inc for about $188.2 million, or $26.88 apiece, the U.S. automaker said in a filing on Friday.Ford now holds 86.9 million shares in the California-headquartered company.Rivian is struggling in a competitive market, including competition from Ford's F-150 Lightning electric pickup truck, while a supply chain crisis is limiting production at its plants.The electric-car maker earlier slashed its planned 2022 production in half to 25,000 vehicles.On Tuesday, Ford had sold about 8 million shares of Rivian worth $214 million.Rivian shares closed at $26.70 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}